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Old 04-13-2017, 01:15 PM   #7751  
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Originally Posted by PulledBreaker View Post
With the current division of the US ULCC market between NK and F9, they are profitable. But you have to factor in the WN effort going forward. They won't sit idly by as they continue to lose passengers. Hence their new training facility, huge hiring numbers the next few years, and their net aircraft losses. They are setting up their operation for higher utilization. Both their FAs and pilots say the same thing. Redeyes are coming.

It wouldn't take but a few months of WN paralleling routes/times/fares in an effort to make F9 or NK drop the route. They know we can't afford to fly planes at 75% capacity.

I hate to sound pessimistic. But it's necessary to evaluate all aspects. It's cheaper for WN to go to war then to buy a merged NK/F9. Especially since they have no use for 120+ leased 320s.

I'm just throwing darts here, I could be way off. But from a long term survival standpoint, there is strength in numbers.
I see what you're saying.

Well at least upgrades at WN will drop below 10 years now.

Oh by the way a WN gate agent told me they were taking our KDEN hanger - FWIW - Lol!
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Old 04-13-2017, 01:43 PM   #7752  
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As long as several of you are voicing your speculation, I'll add another possibility (much more of a long shot).

Frontier's announcement of an impending IPO, followed with the intended purchase of a new headquarters building in Denver, prompted a major player (I'm speculating Southwest or United) to make a respectable offer to outright purchase Frontier before these events happened.

The potential buyer has asked Frontier to suspend hiring (to more favor the potential buyer's current seniority list employees in a future SLI) until the offer/sale can be evaluated, and/or completed.
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Old 04-13-2017, 02:03 PM   #7753  
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I don't agree with any of that on Southwest. We are both however throwing darts.

Southwest is no longer a low cost carrier. SWA has the third highest fares in the industry and have limited ancillary revenue streams. No bag fees for example. SWA rising labor costs will continue to drive their ticket prices higher. They also continue to drive themselves out of the leisure passenger market.

Good reads:

https://www.forbes.com/sites/danielr.../#498a10a71f8e

https://www.fool.com/investing/2016/...ill-drive.aspx

Is Spirit Airlines a Real Threat to Southwest? (LUV,SAVE) | Investopedia

Merger wise I think F9 and Spirit make all the sense in the world and would be a good match up. We're barely starting to overlap mainly due to both catering to leisure travelers. i.e. LAS as an example. There's still plenty of room in the US for ULLC growth.

Spirit airlines is now going directly after SWA. NKs growth for 2017 is based on going head to head with SWA on the majority of its new routes, 14 out of 20 new routes.
I'm not trying to take away what SWA has accomplished as a LCC. My opinion, although we're serious competition, I think they have bigger fish to fry than F9 and NK. They have to compete with a much larger picture now.

Here's a good read on Spirits tactic going against SWA for 2017.
With this taking place it'll be time for the rubber to meet the road. We'll see first hand who prevails I suppose.

Spirit Airlines Takes on Southwest Airlines in Its Next Round of Expansion | Markets & Stocks | journalstar.com
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Old 04-13-2017, 02:29 PM   #7754  
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Trowser - you ever mess with crypto currencies?

As much reading/research as you do, you could be millionaire within a few years.

Assuming you aren't already one that is.

By the way I'm complimenting you incase it isn't clear.
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Old 04-13-2017, 03:05 PM   #7755  
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I just heard no more Pilot hiring or F/A At F9 for the rest of the year?, please tell me that isn't true
As far as FA's go that is incorrect. They had a FA recruiting event in Denver today at a hotel next to the GO - I bumped into the FA recruiters in the lobby and asked . They moved 50 trainees from the April class to the May class that will have 200 FA new hires. As far as pilot hiring just a Sgt Schultz.
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Old 04-13-2017, 03:10 PM   #7756  
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Originally Posted by sulkair View Post
Trowser - you ever mess with crypto currencies?

As much reading/research as you do, you could be millionaire within a few years.

Assuming you aren't already one that is.

By the way I'm complimenting you incase it isn't clear.
Cheers man.
I'll now have to read about crypto currencies!
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Old 04-13-2017, 03:12 PM   #7757  
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I just heard no more Pilot hiring or F/A At F9 for the rest of the year?, please tell me that isn't true
That hasn't been validated yet. We're all curious as hell though.
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Old 04-13-2017, 03:53 PM   #7758  
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United is buying F9 and keeping the Frontier brand in order to recover PR. Heard it here first.
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Old 04-13-2017, 03:59 PM   #7759  
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United is buying F9 and keeping the Frontier brand in order to recover PR. Heard it here first.
They're gonna have a "Beat Down" $ 29 fare sale to celebrate !
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Old 04-13-2017, 04:11 PM   #7760  
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Alright F9ers, what's the scoop on JetBlue/Frontier merger? It's been a hot rumor ever since we lost out on VX last year.
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