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Old 08-27-2019 | 08:33 AM
  #11  
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Originally Posted by CrowneVic
I understand what it potentially going on at TSH/Compass, but why a flood from Mesa?

I am not familiar with what is taking place there??
They haven’t had their UA contracts extended, so far at least, and AA has pulled a couple of jets due to poor performance. The UA contract is for 60 175s.
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Old 08-27-2019 | 08:36 AM
  #12  
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Originally Posted by Excargodog
They haven’t had their UA contracts extended, so far at least, and AA has pulled a couple of jets due to poor performance. The UA contract is for 60 175s.
Ah.

When are the UA contracts expiring?

Realistically, does UA even have anyone who can take over all of that flying?

That's a lot of flying to take on suddenly. About the same as ALL of our 175 flying.
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Old 08-27-2019 | 08:44 AM
  #13  
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Originally Posted by CrowneVic
Ah.

When are the UA contracts expiring?

Realistically, does UA even have anyone who can take over all of that flying?

That's a lot of flying to take on suddenly. About the same as ALL of our 175 flying.
It's about 600 pilots.

Expressjet had a hiring target of 600 pilots for 2019, if that says anything. They have a 175 program starting and United owns half of them.
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Old 08-27-2019 | 08:48 AM
  #14  
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Originally Posted by Excargodog
They haven’t had their UA contracts extended, so far at least, and AA has pulled a couple of jets due to poor performance. The UA contract is for 60 175s.
That flying probably is the hail mary Compass is going for.

Last edited by dera; 08-27-2019 at 09:11 AM.
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Old 08-27-2019 | 09:15 AM
  #15  
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Originally Posted by dera
That flying probably is the hail mary Compass is going for.
I can't see how TSH management is sitting on that house fire saying "everything is fine, this is normal".

The whole UAX portfolio is a disaster.
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Old 08-27-2019 | 09:34 AM
  #16  
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Originally Posted by dera
That flying probably is the hail mary Compass is going for.
This^^^ between the expressjet newly added 175s and the possibility of compass covering the rest of the 175s that could easily make up for the loss of Mesa contract
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Old 08-27-2019 | 11:18 AM
  #17  
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As of November AAG will have removed 7 CRJ900s from contract with Mesa. And Mesa has yet to have its contracts extended with United even though the date has come and gone. They’re basically month-to-month at this point.

Compass could win those United 175 contracts though personally I don’t think that will happen. Mesa’s UA 175 performance is actually quite good and they are comparatively cheap. I do think however that they are likely to lose their AAG CRJ900 flying and it will get divided up between PSA, Envoy, and SkyWest in PHX.

The likely culprit if Envoy is being primed for more 175s is the 20 aircraft that Compass are currently flying coming back in house to Envoy. That’s just my WAG. Though Mesa’s stock is down over 30% since the last quarter. So something is up over there...
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Old 08-27-2019 | 12:48 PM
  #18  
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Originally Posted by chrisreedrules
As of November AAG will have removed 7 CRJ900s from contract with Mesa. And Mesa has yet to have its contracts extended with United even though the date has come and gone. They’re basically month-to-month at this point.

Though Mesa’s stock is down over 30% since the last quarter. So something is up over there...

The market is still unimpressed by Mesa today:

6.33 USD −0.13 (2.01%)
Closed: Aug 27, 4:00 PM EDT · Disclaimer
After hours 6.33 0.00
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Old 08-27-2019 | 01:56 PM
  #19  
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Could Envoy win the United 175 contract?
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Old 08-27-2019 | 02:48 PM
  #20  
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Originally Posted by Varsity
Could Envoy win the United 175 contract?
Will we get the CPP to United? Because if so then I say go for it.
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