Originally Posted by
khergan
Exactly this. We've got 500+ aircraft coming in the next few years, to include a bunch of WB. With Frontier not getting their XLRs and JB/Spirit deferring their 321neos, we will effectively get most of their new Airbus as they attempt to save money.
We are also hiring their captains out from under them so there is no value add to try to merge with any of them.
That being said, I hope the consumer demand can support the massive growth Kirby has in mind. It's all good to buy a bunch of planes and hire pilots, but overcapacity is already starting to seem like a big problem.
Kirby's plan of adding 500+ aircraft is really ambitious for an industry that he himself has called "inelastic". You can't create demand in this industry out of nothing, we're already seeing it on the domestic side, and I think the international boom is fools gold. It relies on a very strong economy and lots of disposable income. I truly hope it works out for you guys.