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Originally Posted by FreightBum
(Post 3906719)
Is everyone just speculating that classes and orders are cancelled? Or am I missing something?
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Originally Posted by DumboDrop
(Post 3906718)
How can anyone plan anything with the costs constantly changing?
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Originally Posted by Aero1900
(Post 3906711)
You mean the administration changing their mind on teriff policy every single day and sometimes multiple times a day while constantly contradicting each other is chaos? Seems like an easy environment for businesses to plan around.
It's been glaringly obvious to some of us while others are staring at the eclipse. Business leaders want stability so that they can make and execute long-term plans. When they can not predict short-term plans they go into protection mode and that is not growth. |
Originally Posted by DontStahl320
(Post 3906670)
It would be great to hear his logic.
And we don’t have any-any government. We don’t even bid for the contracts. So, we’re kinda insulated from that. And in fact, we’re not gonna be part of that bloodbath…. At the end of the day, a reversal of fortune is underway." --BB Apr ‘25 LOAs, no upgrades, no NH classes, stock -80% over the last 5 years, 1Q results revised downward. Yep, fortune reversed I'd say. |
Originally Posted by ginntonic
(Post 3906749)
"We don’t have widebodies. We don’t have any of that international. We don’t have any corporate.
And we don’t have any-any government. We don’t even bid for the contracts. So, we’re kinda insulated from that. And in fact, we’re not gonna be part of that bloodbath…. At the end of the day, a reversal of fortune is underway." --BB Apr ‘25 LOAs, no upgrades, no NH classes, stock -80% over the last 5 years, 1Q results revised downward. Yep, fortune reversed I'd say. |
Originally Posted by FreightBum
(Post 3906719)
Is everyone just speculating that classes and orders are cancelled? Or am I missing something?
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Originally Posted by BobSacamano
(Post 3906714)
I wonder what tariffs portend for our SLB scheme. Since SLB keeps this whole thing together (especially the new order gravy train), I wonder if cancelling hiring means the deliveries are no longer coming because SLB is no longer viable in this trade environment.
I can see holding off classes for the summer if there is a slow down. The majority (11/17) of our planes weren't supposed to arrive until Q4. Perhaps we are all looking into the memo a little too literally and over reacting? Perhaps we will all just be flying Thursday, Friday, Sunday, and Monday. I always chuckle to myself when he says stop doing things that lose money in reference to not flying more on off peak days. What are we going to do if we can’t make money on peak days? Just stop flying? Sounds promising. |
Originally Posted by Stayontarget
(Post 3906783)
God who knows? Most of our Airbus are made in America so do we get reprieve? How’s about those motors? Are they mostly made in America?
I can see holding off classes for the summer if there is a slow down. The majority (11/17) of our planes weren't supposed to arrive until Q4. Perhaps we are all looking into the memo a little too literally and over reacting? Perhaps we will all just be flying Thursday, Friday, Sunday, and Monday. I always chuckle to myself when he says stop doing things that lose money in reference to not flying more on off peak days. What are we going to do if we can’t make money on peak days? Just stop flying? Sounds promising. But I’m assuming those European subcomponents are all gonna be tariffed before the get to Mobile, which means yes, Trump screwed us. And he screwed assembly line workers in Mobile. And assembly line workers in Seattle (Boeing customers refusing deliveries because of tit for tat tariffs). And anyone with a 401k. And the list goes on. |
Agree with Target that this is all premature. Things change fast and if things reverse course we'll probably be understaffed quite quick. No additional classes planned currently doesn't mean much when Frontier keeps things tight and seems to plan classes with no more than 2-3 months lead time.
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Yep... we are still getting planes... We are stopping classes.
But it could change on a dime. 3 weeks ago, it was full steam ahead. |
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