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Old 02-19-2025 | 02:57 PM
  #631  
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Barclays Investor call was today.

Contract was addressed. No rush of course.
https://ir.flyfrontier.com

Have a listen….
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Old 02-19-2025 | 03:46 PM
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Originally Posted by Stayontarget
Barclays Investor call was today.

Contract was addressed. No rush of course.
https://ir.flyfrontier.com

Have a listen….
Sounded a lot more positive than I recall last year’s Barclays call being. I actually thought there a were some hopeful/positive inferences to be drawn from the segment on the pilot contract.

Thanks for sharing.
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Old 02-19-2025 | 04:09 PM
  #633  
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Originally Posted by Stayontarget
Barclays Investor call was today.

Contract was addressed. No rush of course.
https://ir.flyfrontier.com

Have a listen….
also 100% ground boarding
highest utilization on thu, fri, sun, mon
maintain 40% cost advantage with the new contract
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Old 02-20-2025 | 07:48 AM
  #634  
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Originally Posted by ginntonic
also 100% ground boarding
highest utilization on thu, fri, sun, mon
maintain 40% cost advantage with the new contract
40% cost advantage is a smoke screen. ANY cost advantage is all relative to the price of good sold. The average fare per passenger in 2024 for about $44.

A pay raise (w/ accompanying raises in benefits like vacation, LTD, 401k, etc.) would equate to raising that average fare to about $46.
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Old 02-20-2025 | 08:03 AM
  #635  
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Originally Posted by dracir1
40% cost advantage is a smoke screen. ANY cost advantage is all relative to the price of good sold. The average fare per passenger in 2024 for about $44.

A pay raise (w/ accompanying raises in benefits like vacation, LTD, 401k, etc.) would equate to raising that average fare to about $46.


the average ticket price was 117$ per passenger last year. Not sure where you got the price of 46$ if we have a 40% raise which is 400 million in total revenue it would be 163.8$ per ticket which is a 46.8$ difference.

the advantages of the neo engine fleet. No major engine overalls or major maintenance items for frontier is cost advantageous. They also claim we have profit coming in from the changes to route structure being day trips. So lower hotel costs for the company and higher margin fares.


if they’re correct about the cost savings advantages great. But I do think they plan on underpaying us. As they have every cycle. Snap up or a no from me. Their job is to make profit ours is to fly planes. They should pay us what we’re worth.
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Old 02-20-2025 | 08:43 AM
  #636  
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Originally Posted by VisionWings
…if we have a 40% raise which is 400 million in total revenue it would be 163.8$ per ticket which is a 46.8$ difference.
Could you show your work here please?
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Old 02-20-2025 | 08:45 AM
  #637  
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Originally Posted by Stayontarget
Could you show your work here please?

we made 1 billion in revenue. That’s super easy math to 400 million. I was referring to the raise in fare price from current average ticket price which was listed in our q4 filing. If you want to check you can compare the average fare price over at the big three see if it runs around 164$/ticket
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Old 02-20-2025 | 08:59 AM
  #638  
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Originally Posted by VisionWings
the average ticket price was 117$ per passenger last year. Not sure where you got the price of 46$ if we have a 40% raise which is 400 million in total revenue it would be 163.8$ per ticket which is a 46.8$ difference.

the advantages of the neo engine fleet. No major engine overalls or major maintenance items for frontier is cost advantageous. They also claim we have profit coming in from the changes to route structure being day trips. So lower hotel costs for the company and higher margin fares.


if they’re correct about the cost savings advantages great. But I do think they plan on underpaying us. As they have every cycle. Snap up or a no from me. Their job is to make profit ours is to fly planes. They should pay us what we’re worth.
https://ir.flyfrontier.com/sec-filin...0076-25-000041

10-k

page 7

Maybe I'm looking at the wrong thing...
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Old 02-20-2025 | 09:05 AM
  #639  
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Originally Posted by dracir1
https://ir.flyfrontier.com/sec-filin...0076-25-000041

10-k

page 7

Maybe I'm looking at the wrong thing...

even on this document it’s 114$/ ticket+ancillaries.
the q4 average was 117$/ticket+ ancillaries.

Based on the fact we can’t actually cover our unit cost with the ticket price alone. Just look at our profit and loss over the last few years to see that. We need the ancillaries or a higher fare price. We take advantage of reduced taxes on ancillaries compared to ticket price to help boost profit. But we still need that extra 71$/ticket per passenger just to get a little bit of profit.
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Old 02-20-2025 | 09:10 AM
  #640  
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Originally Posted by VisionWings
we made 1 billion in revenue. That’s super easy math to 400 million. I was referring to the raise in fare price from current average ticket price which was listed in our q4 filing. If you want to check you can compare the average fare price over at the big three see if it runs around 164$/ticket
I'm not sure I follow your math. The billion in revenue corresponds to pilot salary costs how? Total salaries for last year (for all employees) was $954M.

In other words, where did the $400M come from?
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