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Originally Posted by GoodJet
(Post 4025878)
Oil has already gone from 120 to the 80s and the regional conflict isn't even over yet. I wouldn't be too pessimistic about energy costs long term. You'll either see the price spike and make a higher high or it will chop around and gradually get lower. No one can predict the future. You've got to let the trend confirm. So far we are chopping around and getting slowly lower. If oil is 150 in July I'll be very concerned.
JCBA progress 717 life span 321 drawdown 330 fleet reduction POG juice’s Future or anything other than financials or the “bridge” with Amazon? |
Originally Posted by PineappleXpres
(Post 4025896)
Any mention of:
JCBA progress 717 life span 321 drawdown 330 fleet reduction POG juice’s Future or anything other than financials or the “bridge” with Amazon? |
Originally Posted by PineappleXpres
(Post 4025896)
Any mention of:
JCBA progress 717 life span 321 drawdown 330 fleet reduction POG juice’s Future or anything other than financials or the “bridge” with Amazon? No 717 replacement mentioned 321 overstaffed 330 reduction not mentioned I stopped listening part way through the pilots questions because the questions and answers really weren't all that insightful. Mainly I listened to the call because I was concerned that the rescheduling of the call to the same day as Q1 financials and prepared remarks mention in the email about the rescheduling, meant there was going to be a big announcement that couldn't be done before Q1 results were announced to the investors. Thankfully I was wrong about that and the call was mainly business as usual/nothing important. |
Originally Posted by Jetlikespeed
(Post 4025865)
nothing burger no growth Q4 hiring if oil goes down (it won’t) so no hiring in 26
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Originally Posted by AKFlyer25
(Post 4026105)
Was this actually said or just conjecture? Curious as a CJO holder waiting for a class date. Obviously we (on the outside looking in) are holding our breath…
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Originally Posted by AKFlyer25
(Post 4026105)
Was this actually said or just conjecture? Curious as a CJO holder waiting for a class date. Obviously we (on the outside looking in) are holding our breath…
I think that hiring is largely dependent on the MAX 10 not oil prices. If you start seeing news about a MAX 10 certification delay you shouldn’t hold your breath on being called in for a class date. Even if oil is at $40. |
Originally Posted by GoodJet
(Post 4026121)
This was said in the context of oil prices. They mentioned that if energy prices decreased hiring could continue in Q4. Personally I think energy prices will decrease this summer.
I think that hiring is largely dependent on the MAX 10 not oil prices. If you start seeing news about a MAX 10 certification delay you shouldn’t hold your breath on being called in for a class date. Even if oil is at $40. https://www.cnbc.com/2026/04/22/boei...-earnings.html S |
Originally Posted by tzskipper1
(Post 4026386)
Boeing said today that certification will be this year; deliveries beginning 2027.
https://www.cnbc.com/2026/04/22/boei...-earnings.html S |
Originally Posted by GoodJet
(Post 4026410)
They have said the same thing every year for the past 3 or 4 years. 😆 I get a lot of hate for pointing that out but it needs to be said. Pretty often since you guys keep falling for it.
S |
Originally Posted by tzskipper1
(Post 4026454)
"You guys"? I just posted what was said on CNBC today.... I didn't plant a stake in either side of the argument.
S I’d wait for them to actually certify the aircraft before I start jumping ahead to the next step or 3. But hey you do you. Also I’m not arguing. I’m pointing to a 4 year trend of revising delivery numbers to zero for the following year by Q3 and not certifying the aircraft for over 4 years. But yeah CNBC usually gets the scoop about aviation so you’re golden my dude. Come on now say the AS pilots favorite saying: “this time will be different”😆 |
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