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Old 01-31-2024 | 06:20 AM
  #81  
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Could it be that JetBlue's strategy to wait is to avoid getting more mired in the P&W mess?
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Old 01-31-2024 | 07:44 AM
  #82  
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Originally Posted by Total BS
Could it be that JetBlue's strategy to wait is to avoid getting more mired in the P&W mess?
No, we’ll double down and buy NK’s grounded planes. It’s too risky for a triple down though.
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Old 01-31-2024 | 10:43 AM
  #83  
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Originally Posted by Flyby1206
No, we’ll double down and buy NK’s grounded planes. It’s too risky for a triple down though.
This post makes me want to laugh, and cry.
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Old 01-31-2024 | 12:01 PM
  #84  
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Originally Posted by Bgood
The answer was interesting to me too. Not word for word but she also said something along the lines of "you don't expect me to give away my negotiation style/tactics now...[chuckled]" then she said what you said and pointed to investor day in May for more on our multi-year plans. I'm assuming by May they will know more about where the Merger stands and if they need to greenlight plan B.
You are correct, I couldn't remember the entirety of what she said, but you are close.

If the truth was as simple as helping Airbus with their backlog, or that it helped other airlines get their deliveries sooner, she could have just said so.

Hypothetical:

Analyst: "how were you able to get Airbus to agree to the deferrals without paying a penalty"?

CFO (hypothetical): "Airbus has a great many customers that want their deliveries sooner and Airbus has a very large backlog, this was mutually beneficial".

But she didn't say that, and very much acted as though she didn't want to continue that discussion one bit.

But we will know one way or the other when the press release comes out, whoever that may be.
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Old 01-31-2024 | 02:41 PM
  #85  
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Originally Posted by Total BS
Could it be that JetBlue's strategy to wait is to avoid getting more mired in the P&W mess?
Hopefully folks realize the “P&W mess” only applies to certain year groups of the GTF engine.
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Old 01-31-2024 | 03:11 PM
  #86  
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Originally Posted by Bluedriver
You are correct, I couldn't remember the entirety of what she said, but you are close.

If the truth was as simple as helping Airbus with their backlog, or that it helped other airlines get their deliveries sooner, she could have just said so.

Hypothetical:

Analyst: "how were you able to get Airbus to agree to the deferrals without paying a penalty"?

CFO (hypothetical): "Airbus has a great many customers that want their deliveries sooner and Airbus has a very large backlog, this was mutually beneficial".

But she didn't say that, and very much acted as though she didn't want to continue that discussion one bit.

But we will know one way or the other when the press release comes out, whoever that may be.
Ursula was definitley cautious around that questioning. I wouldn't be surprised if - by deferring deliveries - they achieved additions savings on future deliveries. I'm just a line pilot so I'm not all that smart, but I definitely picked up how she seemed to get uncomfortable.
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Old 02-01-2024 | 02:24 AM
  #87  
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Originally Posted by Clear Right
Hopefully folks realize the “P&W mess” only applies to certain year groups of the GTF engine.
I was unaware of that, thanks. Google, wow!

For anyone else as disconnected as myself, I copied this from cranky flier...

"Pratt had discovered an issue with contaminated powdered metal used in manufacturing between Q4 2015 and and Q3 2021 that could cause cracking in the stage 1 and stage 2 disks in the high pressure turbine. These obviously must be inspected at certain intervals to ensure there is no actual problem."

https://crankyflier.com/2023/09/26/the-problem-with-pratt-whitneys-pw1100g-engines-on-the-a320neo-family/
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Old 02-01-2024 | 02:35 AM
  #88  
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"Pratt says that these shop visits take 250 to 300 DAYS to complete"
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Old 02-01-2024 | 10:08 AM
  #89  
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Originally Posted by Total BS
"Pratt says that these shop visits take 250 to 300 DAYS to complete"

this is what’s insane to me. How can it possibly take that long to disassemble and reassemble a motor.

give it to a couple red necks with a few cases of Busch light and it will be done in a couple hours.
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Old 02-01-2024 | 12:12 PM
  #90  
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Originally Posted by RiddleEagle18
this is what’s insane to me. How can it possibly take that long to disassemble and reassemble a motor.

give it to a couple red necks with a few cases of Busch light and it will be done in a couple hours.

Think of all those middle managers and Govt workers who’s jobs you’ve put at risk with your suggestion. 😏. Red tape and clip boards are “needed”
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