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09-02-2019 | 06:24 PM
#31
On Reserve
Joined: Jan 2018
Posts: 182
Likes: 3
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...
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...
09-03-2019 | 04:33 AM
#33
Gets Weekends Off
Joined: Dec 2005
Posts: 239
Likes: 0
From: CRJ F/O
09-03-2019 | 08:54 AM
#34
Gets Weekends Off
Joined: Feb 2012
Posts: 4,601
Likes: 0
From: CRJ FO
7 total as of November. It’s all in the Mesa quarterly investor call transcript. It’s also partly why PSA is beginning DFW flying in November. The flying will have to get covered even if Mesa can’t seem to do it. And this is in no way a dig at Mesa pilots. Their management is failing them.
09-03-2019 | 09:00 AM
#35
Gets Weekends Off
Joined: Jan 2017
Posts: 2,510
Likes: 0
7 total as of November. It’s all in the Mesa quarterly investor call transcript. It’s also partly why PSA is beginning DFW flying in November. The flying will have to get covered even if Mesa can’t seem to do it. And this is in no way a dig at Mesa pilots. Their management is failing them.
Is that a failure of management? Ultimately.
09-03-2019 | 09:03 AM
#36
In a land of unicorns
Joined: Apr 2014
Posts: 7,072
Likes: 102
From: Whale FO
100% agree, it's ultimately a management issue.
09-03-2019 | 09:05 AM
#37
Gets Weekends Off
Joined: Feb 2012
Posts: 4,601
Likes: 0
From: CRJ FO
If you look at the Mesa cancellations in the portal, they are mostly coded as maintenance cancellations, with a few daily crew cancellations on top of them. Roughly a 80/20 split. They just don't seem to have the capability to fly the schedule they are given.
100% agree, it's ultimately a management issue.
100% agree, it's ultimately a management issue.
09-03-2019 | 09:25 AM
#38
Gets Weekends Off
Joined: May 2019
Posts: 189
Likes: 0
09-03-2019 | 10:06 AM
#39
Gets Weekends Off
Joined: Aug 2005
Posts: 3,707
Likes: 0
Mesa cant cover its schedule so numb nuts dp brings in psa, well our schedule need efficiency and that flying would help. Now psa will say the need efficiency and numb nuts will give psa more envoy flying. Y'all should understand, irregardless of what some say, envoy is at the bottom of pecking order. Skw, rah and psa are growing while envoy bounces like a yoyo on a short string
09-03-2019 | 10:49 AM
#40
Gets Weekends Off
Joined: Feb 2012
Posts: 4,601
Likes: 0
From: CRJ FO
Mesa cant cover its schedule so numb nuts dp brings in psa, well our schedule need efficiency and that flying would help. Now psa will say the need efficiency and numb nuts will give psa more envoy flying. Y'all should understand, irregardless of what some say, envoy is at the bottom of pecking order. Skw, rah and psa are growing while envoy bounces like a yoyo on a short string
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