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Bluedriver 04-20-2022 08:20 AM


Originally Posted by DumboDrop (Post 3409194)
He was changing the subject. Aero made a statement, he said it was wrong and "needed to see the math". He then obfuscated by bringing up revenue and starting a whole other discussion when it he was shown the facts.

And you changed the subject of his post. Andy showed that CASM is useless without more info. After that the poster you responded to said more info is needed, such as revenue. And he was correct. You pretended as if all the subsequent posts before and after his first didn't exist, and then changed the subject of the very post you quoted.

buzzer 04-20-2022 09:50 AM

We can go down a rabbit hole here. It’s not desired by me. All good.

Andy 04-20-2022 10:05 AM


Originally Posted by buzzer (Post 3409290)
We can go down a rabbit hole here. It’s not desired by me. All good.

Meh. Rabbit holes are entertaining.
I have the load factors.
F9
2021 75.9
2020 67.5
2019 86.1
UAL
2021 72.2
2020 60.2
2019 84.0

Talk amongst yourselves.

buzzer 04-20-2022 10:17 AM

Andy, Ha ha I agree. I’m just not interested in what will take volumes of posts to reduce down. But I’ll start the popcorn. 😁

TurboFanMan 04-21-2022 05:34 AM


Originally Posted by Andy (Post 3409308)
Meh. Rabbit holes are entertaining.
I have the load factors.
F9
2021 75.9
2020 67.5
2019 86.1
UAL
2021 72.2
2020 60.2
2019 84.0

Talk amongst yourselves.

Thanks for the info Andy! You are one of a few guys that actually has facts and not just hot air!

Aero1900 04-21-2022 12:17 PM

UAL Q1 Loss
 
Hey Andy... United Q1 results are in... what do you think?

Frontier results are not out yet. They seem to report a good bit later than United.

United lost 1.38 Billion in Q1. Or about 15 Million loss / day.

Results are basically exactly what analyst expected.

upup89 04-21-2022 01:06 PM


Originally Posted by Aero1900 (Post 3409994)
Hey Andy... United Q1 results are in... what do you think?

Frontier results are not out yet. They seem to report a good bit later than United.

United lost 1.38 Billion in Q1. Or about 15 Million loss / day.

Results are basically exactly what analyst expected.

Frontier reports a week from today on April 28th.

Aero1900 04-21-2022 01:29 PM


Originally Posted by upup89 (Post 3410019)
Frontier reports a week from today on April 28th.

Thx. ........

Aero1900 04-21-2022 01:33 PM

American Airlines lost 1.64 Billion. 18 Million / day.

Ouch

Andy 04-21-2022 03:08 PM


Originally Posted by Aero1900 (Post 3409994)
Hey Andy... United Q1 results are in... what do you think?

Frontier results are not out yet. They seem to report a good bit later than United.

United lost 1.38 Billion in Q1. Or about 15 Million loss / day.

Results are basically exactly what analyst expected.

I typed up a detailed breakdown with numbers, etc and then it all got dumped so I'll keep it short.

Not great numbers, but forward guidance looks good. Stock up over 9% today.

Pacific revenues stunk compared to 2019, down 79.8%. China needs to reopen to see full recovery on those numbers.
Europe revenues down around 50% compared to 2019 but Q2 should be considerably better
Fuel prices stunk; was a bit more than 4 cents/ASM vs 3 cents/ASM in 2019

All Polaris lounges are reopened so that tells me our international business class bookings going forward should be much better.
Unrestricted cash and cash equivalents of $18.5B so not close to bankruptcy
The grounded 777s will be returning to service which will lower CASM.
Guidance for Q2 is for United to be profitable with a 10% operating margin.


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