dracir1

Link didn't work for me...

WaterRooster

If you go to the main webpage https://www.retailroadshow.com/ Frontier is on the first page

JoeFever1

I’ll wait for someone to post the summary 😓

WaterRooster

"We make money. Invest in us"

guessit

Add this presentation to that new thread, "why wouldn't F9 and NK merge" Because Frontier has a stronger business model and more growth opportunity.

TrojanCMH

“We are the best airline in the USA so you should invest in us.” Saved you 15 minutes.


Sent from my iPhone using Tapatalk

MtnPeakCruiser

I took particular interest in Slide 15, cash generation during challenging environments including “labor disruption” in FY18. Net income jumped from $183mil to $276mil from FY18 to FY19, with the new labor contracts in place and no disruptions. +$93mil, I wish I had the number that new contracts cost them in 2019 so we had some idea what labor disruptions actually cost them. The next ask in contract negotiations is probably going to come easier knowing what disruptions cost them. “Labor disruptions” is strong wording to describe unhappy labor. They need their happy pilots to go outside their duties to un-EFF the hiccups that low-experience contract labor bring to the operation every day. The cost delta from old contract to new was huge but that won’t be the case for the next round of section 6 negotiations, management playing nice should be the clear choice; just as dragging their feet while in negotiations last round was the clear choice.

itsnotme

[QUOTE=MtnPeakCruiser;3212935]I took particular interest in Slide 15, cash generation during challenging environments including “labor disruption” in FY18. Net income jumped from $183mil to $276mil from FY18 to FY19, with the new labor contracts in place and no disruptions. +$93mil, I wish I had the number that new contracts cost them in 2019 so we had some idea what labor disruptions actually cost them. The next ask in contract negotiations is probably going to come easier knowing what disruptions cost them. “Labor disruptions” is strong wording to describe unhappy labor. They need their happy pilots to go outside their duties to un-EFF the hiccups that low-experience contract labor bring to the operation every day. The cost delta from old contract to new was huge but that won’t be the case for the next round of section 6 negotiations, management playing nice should be the clear choice; just as dragging their feet while in negotiations last round was the clear choice.[/QUOTE

I stopped listening to the audio presentation about a minute in after Barry talked about the world class management team...but I found some of the slides informative and conflicting with what is said in RGS. For example, this presentation shows 182 airframes at the end of 2028. I know those
targets move frequently but that’s roughly 30ish less than what’s been recently shared in GS

dracir1

I think it's REAL important to listen to what is being said. Let's be real. Despite working for a company that has just as many challenges as others and exploits it's employees, we DO work for people who are extremely good at making money.

Owning part of the company - one in which the management and ownership are zoned in on profits - as an employee allows each of us to earn back some of that profit gained from our exploitation. The only real unfortunate aspect of ownership for us, unlike other airlines that have profit sharing and other incentives, is that we have to BUY the opportunity. Frankly (no pun), I can't imagine F9 being a bad buy as least for the short-term. I'm sure many Amazon employees own Amazon stock despite their exploitation as well (not saying F9 is anything like Amazon).

I will treat it just like every other stock I'm looking to purchase as I'm sure all of us will...

I would hope that preferred stock options and/or PS should be part of the next round of negotiations.

itsnotme

agreed. I was a bit miffed there wasn’t an invitation for employee participation but I’ve gotten over it and instead will buy it like any other stock while enjoying not being constrained by any lock up period.

At the end of the day we are contractors working for an investment firm that, as you said, is good at making money & that for now is how it is and I’m grateful to be here!

i stopped listening due to sensing a sales job that I’ve already heard. I would expect nothing less to those who are still learning what ULCC is. Maybe I’ll pick up where I left off 😀