View Single Post
Old 08-06-2025 | 08:59 AM
  #94  
Stayontarget
Almost there
 
Joined: Apr 2021
Posts: 1,968
Likes: 109
Default

Originally Posted by Aero1900
If you listen to the call they have their reasons they say we will be profitable. Not saying they can pull it off, but they definitely think they can.

Listen to the call, it's worth the time I think
It definitely was worth the time and helped a little. I still have concerns though. Stahl mentioned in a previous post there still was no clear direction forward besides cuts. No real initiatives to drive revenue forward and incentivize passengers on off peak days. What if the cuts aren’t enough? More cuts? What if Thursday and Monday start to suck too? Are we just going to cut flights those days too? They mentioned the website and app, CC spending, and first class but that won’t be enough. I’m a little aggravated the investors never ask about on time performance or cancellations. There are direct correlations with revenue and performance.

Some key details he left out numbered in the 10Q were the 50m discount on gas vs last year which helped us out big time and the 103m credit from a maintenance pre deposit. I’m very curious what the 300M in committed financing is going to be for. My mind still races to a merger is inevitable and inbound. We have to get the yields higher on the domestic market sooner rather than later.
Reply