You got planes coming, but with less flying, reducing flying Tuesdays and Saturdays. Crews not being used. Math ain’t mathing

 

With the order book being reaffirmed well into 2026 it’s highly unlikely. Even if we were to drop to 12.5 pilots per airplane we would be right sized by the end of the year with our current order book and no attrition. They will keep offering COLAS and eat the cost of whatever pilots don’t take them until attrition or growth right size us. Now if domestic demand falls further, and yields with it, then we will revisit the possibility. That was not at all what was said during the call though. They also extended more leases set to expire during 2026/2027 in the last three months according to the 10Q. They are never specific on how many though.

 

Sort of. It’s more a question of how much flying can we squeeze out of every available asset on 4 particular days a week? T/W will see only 3-4 Block per plane so that’s going to bring the average across the fleet waaaay down. Enjoy your new days off on T/W everybody.

 

Yep... Didnt know this was allegiant. They have two hard days off basically, but you end up flying weekends to make up for those days. Its a shame. I wonder what the legacies load factor/yields are on Tues and Wed?

Enjoy only having weekends off if you are top 10-15 in base now.

 

legacies have an advantage they can run a RJ (cheaper casm) on routes that are low yield certain days. But that said every regional has nearly a 2x cost factor than F9. But imagine how ****ed customers get when they book and get stuck on a legacy regional POS CRJ.

or do what AA does is make 5 flights then cancel the first one so the other 4 are more full.

 

Stock continuing to drop today…3.18 a share and continuing drop. Investors still absorbing the news. The more they look into it… the more they hate it. BB getting upset at questions only biting him now.

 

I’ll have to look into this. My main heartburn with F9 from a paying passenger’s perspective (I’ve paid to fly before and after I worked there) is system redundancy. I was twice screwed over by a broken plane at F9 and had to book a $400, last minute ticket on WN (a terrible flight experience, no wonder they are slipping). I’d happily pay to insure my F9 ticket from cancellation and guaranteeing getting to my destination on another airline. I saw many vacations ruined, or dramatically affected by F9’s lack of redundancy. It was sad to see. This might be a game changer for them. Win one for the C suite if it’s a real thing. It’s innovative and outside the box. I know a lot of great people at Frontier, and I’d like to see them succeed.

On a very positive note, I jump seated to PHL from CLT last week that the GA, whose initials were TH, was an absolute example of customer service, politeness, and professionalism. Is there anyway to put in the good word for her? F9 needs to be rewarding her and those like her.

 

+$524mm on the balance sheet. Bleeding $70 mil a quarter will drain that with a quickness. I hope they can figure it out. I don’t see how they are forecasting big profits next year. Hopium???

 

yep. I don’t think anyone other airlines has mentioned much about next year except bb. So the analyst were like huh

 

The glass is half full my friend. Great time to buy ULCC.

I bought SAVEQ when it went below $1.00. Just gotta be patient. They’ll turn it around over there.