Originally Posted by
DontCallMeCindy
We are leasing 330s...leveraging the premium real estate in BOS/JFK/FLL/LAX to sell as many Mint seats as possible (at a discount to legacies) to the markets where it works...throw in a cargo op (which MSG absolutely has the competence to stand up), and we might actually have a good stable money-printing machine like we had pre-COVID
Someone in the March Pocket Session chat very pointedly asked about buying "11 used 330s," to which the moderator dismissed it -- as I would expect them to do of any news they are not ready to discuss yet. Fair enough. 11 is oddly specific, however, and it comes on the heels of this remark above, and rumors at JBU that we've sent, or are sending, instructors to learn the 330. I poked around about the instructor rumor and I'm not sure it has any basis in reality.
That said, personally, I think if leadership doesn't come out swinging for investor day with something inspiring for investors, they'll be in for a rough time. Think what you will of them, but these are not stupid or unmotivated people. All of the back-end changes like cost cutting, door closing proceudres, and six sigma stuff is great, but it's not going to cause the investor day splash which they have been building up to. Even Joanna said in the Pocket Session there are some things they want to save to announce at investor day. Totally get it, but also you can't build that up and then three point it. All I know is nobody on the west coast wants to do a layover on the east coast before flying to Europe, and vice versa for Hawaii.
So my question is for DontCallMeCindy [MENTION=65919]DontCallMeCindy[/MENTION] (and whoever asked about the 11 330s): On a scale of 1 to bullsh!t, where does this land? It's not nice to play with our feels...but also, tell us more.