Originally Posted by
Powderkeg
Merger, not happening. The last thing our ownership would do in a downturn is commit to a massive CapEx to grow when we can't even keep our own pilots fully employed or our own airplanes full.
Deferring airplanes, we absolutely can. If the terms of the original purchase agreements have materially changed (unit cost increase due to tariffs) the contracts will be cancelled. Do you think the French are somehow going to force F9 to to buy an airplane they don't want/can't afford? Ha! Keep dreaming.
Originally Posted by
fcoolaiddrinker
That's absolutely possible. A few Airbus and Boeing suppliers have said thier declaring force majeure if the tariffs go through. One a critical metal supplier in Pittsburgh. So there might not even be an aircraft to defer. This also has the potential to make nk and Their aircraft more valuable. Who knows at this point?
https://www.ch-aviation.com/news/152534-delta-rejects-paying-tariffs-in-future-aircraft-deliveries?utm_source=dlvr.it&utm_medium=facebook& fbclid=IwY2xjawJnuBxleHRuA2FlbQIxMQABHpkEeFZr1hS-D-EONoCe_eGMxSeXa8iKtZrDr8FJB-LDJ9ZSJe8XjFMpcP0F_aem_J8Le_diMbg5Rj5ZMsM5YXg
Delta certainly claims they will defer orders if aircraft are 20% more expensive. It will be interesting to see what happens here with our order book as well. Many as of yet unknowable factors could make a Spirit merger more or less attractive very quickly in our near future. We are in uncharted waters now again for the second time in 5 years.