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Old 03-10-2024 | 10:40 AM
  #241  
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Originally Posted by Flyby1206

I expect investor day to lay out plans for a domestic first class product fleet wide, along with premium lounges in BOS/JFK along with some codeshare/partnership deals. Maybe some new credit card/frequent flier program details.
This is what I expect for investor day as well.

I also believe in the days/weeks leading up to investor day that JB reveals the undisclosed A320/321 order from December, to be part of the deal to defer our current deliveries a few years and for the new deliveries to start arriving when our current order book runs out in ~2029ish. But that's just my prediction.
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Old 03-10-2024 | 12:13 PM
  #242  
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Originally Posted by Flyby1206
Point being, this has been going on forever and always seemed believable. I genuinely believe WBs are being closely looked at by mgmt currently, as are all sorts of options, but please don’t hold your breath or make any decisions based on that expectation.

I expect investor day to lay out plans for a domestic first class product fleet wide, along with premium lounges in BOS/JFK along with some codeshare/partnership deals. Maybe some new credit card/frequent flier program details. I’d say we have maybe a 30% chance of hearing solid WB news on investor day.
Agree; too soon for WB’s, we need T6 and Lounges to be complete + more CodeShare or JVs or Alliance announcements, also agree on Junior Mint premium product fleet wide. (Maybe), perhaps not on the cattle car 200+ to FL and DR, but for the rest of the Domestic Network.
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Old 03-13-2024 | 01:26 PM
  #243  
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Originally Posted by Clear Right
Agree; too soon for WB’s, we need T6 and Lounges to be complete + more CodeShare or JVs or Alliance announcements, also agree on Junior Mint premium product fleet wide. (Maybe), perhaps not on the cattle car 200+ to FL and DR, but for the rest of the Domestic Network.

Carl Icahn will never buy wide body’s. That guy is going to line the pockets of himself and the shareholders. What fantasy world are you all living in. He is not a nice guy who is going to help run your airline and have it grow. He is a corporate raider who will pick all the good pieces apart and sell them.
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Old 03-13-2024 | 05:40 PM
  #244  
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Originally Posted by Flyhigh44
Carl Icahn will never buy wide body’s. That guy is going to line the pockets of himself and the shareholders. What fantasy world are you all living in. He is not a nice guy who is going to help run your airline and have it grow. He is a corporate raider who will pick all the good pieces apart and sell them.
He's not a nice guy? First I'm hearing of this.
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Old 03-17-2024 | 10:16 AM
  #245  
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Last month, SWAPA made the decision to retain several law firms if Southwest attempts to acquire another carrier. One of those firms would be an experienced labor firm tasked with protecting SWAPA Pilots in a seniority list integration. The second — and possibly third — firm would handle the business and equity side of the transaction to ensure our Pilots were invested in the capital of the new entity. In 2010, then-SWAPA President Carl Kuwitsky and then-CEO Gary Kelly failed to follow Delta/Northwest's lead in allowing the Pilots to be equity partners in the transaction when Southwest acquired AirTran. SWAPA will not make that mistake again.
To be clear, neither I, nor anyone at SWAPA, have any knowledge of an acquisition or merger in Southwest Airlines' future. In fact, I hope a merger and/or acquisition never comes to pass, but as I've said numerous times, hope is not a strategy. Strategic agility is one of the best ways to mitigate risk.

Casey Murray - SWAPA President”
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Old 03-17-2024 | 02:31 PM
  #246  
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Originally Posted by Flyby1206
🍿

Last month, SWAPA made the decision to retain several law firms if Southwest attempts to acquire another carrier. One of those firms would be an experienced labor firm tasked with protecting SWAPA Pilots in a seniority list integration. The second — and possibly third — firm would handle the business and equity side of the transaction to ensure our Pilots were invested in the capital of the new entity. In 2010, then-SWAPA President Carl Kuwitsky and then-CEO Gary Kelly failed to follow Delta/Northwest's lead in allowing the Pilots to be equity partners in the transaction when Southwest acquired AirTran. SWAPA will not make that mistake again.
To be clear, neither I, nor anyone at SWAPA, have any knowledge of an acquisition or merger in Southwest Airlines' future. In fact, I hope a merger and/or acquisition never comes to pass, but as I've said numerous times, hope is not a strategy. Strategic agility is one of the best ways to mitigate risk.

Casey Murray - SWAPA President”
Is this a preemptive shift in strategy or one based on knowledge of specific activities happening behind the scenes? I don't expect an answer, moreso I'm curious as to what causes a union leader to make a decision like this.

If WN is looking for an acquisition to diversify the fleet, what caused them to lose faith in Boeing? As of right now the Max-7 entry into service should be next year albeit with reduced production rates. Does WN know something, or have a good idea, that the situation will chsnge yet again for the worse? A shut down of the 737 assembly line or even Boeing scrapping the Max-7 program are more plausible today than they've ever been.

https://leehamnews.com/2024/03/13/if...l-do-that-faa/
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Old 03-17-2024 | 03:55 PM
  #247  
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Originally Posted by The701Express
Is this a preemptive shift in strategy or one based on knowledge of specific activities happening behind the scenes? I don't expect an answer, moreso I'm curious as to what causes a union leader to make a decision like this.

If WN is looking for an acquisition to diversify the fleet, what caused them to lose faith in Boeing? As of right now the Max-7 entry into service should be next year albeit with reduced production rates. Does WN know something, or have a good idea, that the situation will chsnge yet again for the worse? A shut down of the 737 assembly line or even Boeing scrapping the Max-7 program are more plausible today than they've ever been.

https://leehamnews.com/2024/03/13/if...l-do-that-faa/
Even without some big shutdown of the MAX program it would be responsible of SWA to split their capacity between at least 2 separate fleets. Look at how the legacies all have already done this with the NB capacity divided between Boeing and Airbus.
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Old 03-18-2024 | 05:13 AM
  #248  
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Risking your entire operation on one single fleet type is about as stupid as risking your entire operation by basing it all in the Northeast. Either way, it's a big gamble.
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Old 03-18-2024 | 06:07 AM
  #249  
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Originally Posted by Boomer
Risking your entire operation on one single fleet type is about as stupid as risking your entire operation by basing it all in the Northeast. Either way, it's a big gamble.
A plan so stupid it just might work.
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Old 03-18-2024 | 06:24 AM
  #250  
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Originally Posted by Boomer
Risking your entire operation on one single fleet type is about as stupid as risking your entire operation by basing it all in the Northeast. Either way, it's a big gamble.
Or NE to FL. ZJX is going to be the issue this summer
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