Spirit and Frontier… just the beginning
02-22-2022 | 11:01 PM
#311
Line Holder
Joined: Nov 2006
Posts: 927
Likes: 2
From: This side of the dirt.
but I mean...thats only a few routes we cut last year. No biggie[/QUOTE]
Thought the EXACT same thing. Sincerely, someone please tell me a market that we’ve ever “chipped away” from anyone. Seriously
02-22-2022 | 11:14 PM
#312
Gets Weekends Off
Joined: May 2017
Posts: 936
Likes: 1
They chipped away the California market from VX and gave it to SWA. The little they kept went to SkyWest.
So there ya go. #winning
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02-23-2022 | 05:56 AM
#313
Mmmm wine
Joined: Feb 2020
Posts: 1,802
Likes: 358
From: The Jet
Yea if we could compete, we would. We cower to everyone. SWA is quickly taking over Hawaii. We claimed "most west coast" then SWA complained. Turns out we aren't even in the top 3 of west coast anything! We don't have the most departures, the most destinations, most frequency of flights OR most markets served.
02-23-2022 | 06:00 AM
#314
It's 5 o'clock somewhere
Joined: Oct 2020
Posts: 2,671
Likes: 17
I assure everyone in the CEO chat boards, they all laugh at how clueless pilots are in finance. Maybe that is why so many of our number need age 65 or even now 67.
Alaska, financially is the healthiest carrier in the country, yes, let me re-iterat, Alaska Airlines is the most financially sound Airline in the United States. They have weathered 90 years in this industry while countless others have folded. Size to many of you is the only thing that matters. In this industry it guarantees nothing…ie Pan Am, Eastern, TWA, Braniff, and on and on. Alaska is in the drivers seat in this next round of consolidation. Most of you can not handle this fact because of your blinded by your disdain for our management. The entirety of VX merger debt has been paid, paid during some of the worst times in aviation history, paid easily.
Our max order has unbelievable value, our cost per aircraft is well bellow even SWA’s order. Looking back on it now AS management wishes it was an order of 300 MAX aircraft, we will never get that kind of deal again. We can complete with anyone, we can chip away at almost any transcontinental pairing we want, we grow Hawaii where we will see fit. In the end though, we will likely merge because that is what’s best for this industry and our shareholders.
Alaska, financially is the healthiest carrier in the country, yes, let me re-iterat, Alaska Airlines is the most financially sound Airline in the United States. They have weathered 90 years in this industry while countless others have folded. Size to many of you is the only thing that matters. In this industry it guarantees nothing…ie Pan Am, Eastern, TWA, Braniff, and on and on. Alaska is in the drivers seat in this next round of consolidation. Most of you can not handle this fact because of your blinded by your disdain for our management. The entirety of VX merger debt has been paid, paid during some of the worst times in aviation history, paid easily.
Our max order has unbelievable value, our cost per aircraft is well bellow even SWA’s order. Looking back on it now AS management wishes it was an order of 300 MAX aircraft, we will never get that kind of deal again. We can complete with anyone, we can chip away at almost any transcontinental pairing we want, we grow Hawaii where we will see fit. In the end though, we will likely merge because that is what’s best for this industry and our shareholders.
02-23-2022 | 06:07 AM
#315
It's 5 o'clock somewhere
Joined: Oct 2020
Posts: 2,671
Likes: 17
I think SK and UAL may actually play the most significant role in our independence over the next few months. SWA is tight and SK has shown himself to be super aggressive with access to significant liquidity. I think this will churn for a bit. As the legacy airlines gain visibility of Q3, hammers are likely to drop.
That's an interesting idea. No matter who makes the move, if one party is interested in merging with AS then all parties become interested. A bidding war begins. Alaska fits nicely into a lot of airlines networks: UAL, AA, SWA, and B6. It could be anyone.
Or, it could be no one. The Russia/Ukraine mess could drive record high oil prices and/or Covid could create a truly deadly variant. Or, International travel doesn't come back and the big airlines bleed indefinitely. There are many unknowns.
In aviation, whenever it seems like the tide has turned and the pilots are in a winning position, the gods send down a crushing blow, a blow harder than all previous blows. The pilot shortage is like the lost city of gold. That's why we need to lock in a great contract this time around. Who knows what will happen.
Or, it could be no one. The Russia/Ukraine mess could drive record high oil prices and/or Covid could create a truly deadly variant. Or, International travel doesn't come back and the big airlines bleed indefinitely. There are many unknowns.
In aviation, whenever it seems like the tide has turned and the pilots are in a winning position, the gods send down a crushing blow, a blow harder than all previous blows. The pilot shortage is like the lost city of gold. That's why we need to lock in a great contract this time around. Who knows what will happen.
I say the next wave of consolidation will be at the LCC/ULCC level. NK/F9 lit it off. Now if the others don't merge they can't compete with that. And someone is going to be left without a chair when the music stops.
SWA-AAY-SCA?
AAY-SCA?
JB-AS? AS-HA? JB-HA?
AAY-Breeze-Avelo?
02-23-2022 | 08:16 AM
#316
Gets Weekends Off
Joined: Nov 2017
Posts: 257
Likes: 0
I think SK and UAL may actually play the most significant role in our independence over the next few months. SWA is tight and SK has shown himself to be super aggressive with access to significant liquidity. I think this will churn for a bit. As the legacy airlines gain visibility of Q3, hammers are likely to drop.
02-23-2022 | 08:43 AM
#317
Banned
Joined: Apr 2008
Posts: 1,112
Likes: 140
