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To be somewhat fair, re: Latin America, I know AA dropped their NY to Colombia routes in the last couple years (first Cali and Medellin, the Bogota). They also dropped NY to Chile. So maybe Latin America is underperforming in general. But they also added NY to Mexico City and Monterrey.
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Originally Posted by MergingTargets
(Post 3795670)
Which is total BS. The past 2 years have been nothing but economic tailwinds for the airlines. Cheap oil, a robust economy that, despite chatter about a recesion, did nothing but grow. Record travel, record pax numbers, record high average airfares...
And, despite all that, we've lost billions. Frankly, I don't see how this airline isn't staring bankruptcy square in the face, with or without Carl. |
Originally Posted by Softpayman
(Post 3795675)
For those in the CSPP, anyone think we're buying in a dip (is it next week)?
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Originally Posted by jetpilot87
(Post 3795707)
I believe the buy is the 30th. I was going to hold through the original investor day in May, but now that it is postponed until the fall, I'm considering selling right away. Not sure how much good news is going to come our way this year until then.
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Originally Posted by Clear Right
(Post 3795691)
Probably correct about the Big 3, but maybe different scenario under new DOJ/Administration. Perhaps a more realistic tie-up w/B6 would be AS (HA) or even WN if they want to diversify their fleet types. AS (HA) and/or WN might entertain Airbus now due to Boeing issues/delays and to gain B6 east coast assets/real estate (NY, BOS, FL, SJU, Europe). Just an opinion... again, assuming a new DOJ.
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Originally Posted by jetpilot87
(Post 3795707)
I believe the buy is the 30th. I was going to hold through the original investor day in May, but now that it is postponed until the fall, I'm considering selling right away. Not sure how much good news is going to come our way this year until then.
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To be fair, they've been saying for a while that 2024 was gonna be in the red. The earnings call shouldn't have suprised anyone. By the end of this year we should have a more clear picture of our future.
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Originally Posted by Roy Biggins
(Post 3795732)
To be fair, they've been saying for a while that 2024 was gonna be in the red. The earnings call shouldn't have suprised anyone. By the end of this year we should have a more clear picture of our future.
keep hoping for a miracle. He who hesitates is lost. |
Originally Posted by Roy Biggins
(Post 3795732)
To be fair, they've been saying for a while that 2024 was gonna be in the red. The earnings call shouldn't have suprised anyone. By the end of this year we should have a more clear picture of our future.
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Originally Posted by Roy Biggins
(Post 3795732)
To be fair, they've been saying for a while that 2024 was gonna be in the red. The earnings call shouldn't have suprised anyone. By the end of this year we should have a more clear picture of our future.
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Originally Posted by MTAGA
(Post 3795735)
keep hoping for a miracle. He who hesitates is lost.
He’s not wrong. People do want a miracle, which would be turning this thing around in the quarter following a major leadership change. They haven’t even stopped flying the cancelled LAX and SA routes. Maybe let their changes have a chance to make a difference? |
Originally Posted by BusBoi
(Post 3795705)
To be somewhat fair, re: Latin America, I know AA dropped their NY to Colombia routes in the last couple years (first Cali and Medellin, the Bogota). They also dropped NY to Chile. So maybe Latin America is underperforming in general. But they also added NY to Mexico City and Monterrey.
Both United and Delta both cited weakness in Latam flying. |
Originally Posted by MergingTargets
(Post 3795755)
No, the guidance was "near breakeven" for 2024. Now it's more like "nowhere near breakeven." And did anyone else notice the E190 is now "end of 2025" instead of summer?
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Originally Posted by knewyork
(Post 3795756)
He’s not wrong. People do want a miracle, which would be turning this thing around in the quarter following a major leadership change. They haven’t even stopped flying the cancelled LAX and SA routes. Maybe let their changes have a chance to make a difference?
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Originally Posted by MTAGA
(Post 3795769)
I wasn’t saying he was right or wrong. Just pointing out that hope isn’t a strategy. A lot of people here are just hoping things work out. Good luck!
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Originally Posted by gottagetout
(Post 3795730)
I didn’t realize this was delayed….when did this come out?
I guess she saved that part for today. We are JB, of course it's delayed. |
Originally Posted by jetpilot87
(Post 3795707)
I believe the buy is the 30th. I was going to hold through the original investor day in May, but now that it is postponed until the fall, I'm considering selling right away. Not sure how much good news is going to come our way this year until then.
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Well they didn't announce furloughs... tomorrow is another day.
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Originally Posted by Roy Biggins
(Post 3795771)
Where did I say anything about hope being a strategy? I said this earnings call wasn't anything surprising. Give another 6 months and we'll have a better idea. You can't turn this mess around in 2 months. Joanna seems to be making moves. Time will tell, but what the fuq else you want us to do besides hope or leave lol? We move airplanes. They run the company.
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Originally Posted by MTAGA
(Post 3795780)
Based off of the stock markets reaction to earnings, yes it was surprising or it would’ve been baked in to the share price. Unless you know more than every Wall Street analyst.
Read the JB pertenant posts. This poster knew/knows more than the Wall Street analyst. |
Originally Posted by CatPilot1
(Post 3795786)
https://www.airliners.net/forum/sear...14113&sr=posts
Read the JB pertenant posts. This poster knew/knows more than the Wall Street analyst. |
so now i have to take my jacket with me year round and check the weather every day everywhere i go? i'm struggling to see how this is an improvement. i hate wearing the jacket pretty much ever, but this isn't making anything any better as far as i can see, unless all you do is fly to the tropics all the time.
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Originally Posted by dontsurf
(Post 3802734)
so now i have to take my jacket with me year round and check the weather every day everywhere i go? i'm struggling to see how this is an improvement. i hate wearing the jacket pretty much ever, but this isn't making anything any better as far as i can see, unless all you do is fly to the tropics all the time.
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In other news, Icahn cut his stake in JBLU to ~5% ownership now (17.7m shares)
https://www.sec.gov/Archives/edgar/d.../infotable.xml |
Originally Posted by Flyby1206
(Post 3802742)
In other news, Icahn cut his stake in JBLU to ~5% ownership now (17.7m shares)
https://www.sec.gov/Archives/edgar/d.../infotable.xml |
Originally Posted by Flyby1206
(Post 3802742)
In other news, Icahn cut his stake in JBLU to ~5% ownership now (17.7m shares)
https://www.sec.gov/Archives/edgar/d.../infotable.xml |
Originally Posted by Tornado875
(Post 3802753)
Well that's good news. Though the doomers on here will find a way to spin it as him buying shares is bad but also him selling shares is bad.
It also means he doesn't see the intact airline being worth anything in the future. |
Originally Posted by Tornado875
(Post 3802753)
Well that's good news. Though the doomers on here will find a way to spin it as him buying shares is bad but also him selling shares is bad.
https://d18rn0p25nwr6d.cloudfront.ne...6bc5b06e72.pdf If at any time the Icahn Group ceases collectively to beneficially own at least 20,356,619 shares of common stock, $0.01 par value per share, of the Company (“Common Stock”), which number of shares is subject to adjustment in certain circumstances as described in the Agreement, then the Icahn Group shall cause one Icahn Designee (or replacement designee, as applicable) to promptly resign from the Board and any committee of the Board on which he or she then sits. If the Icahn Group ceases collectively to beneficially own at least 10,178,309 shares of Common Stock, which number of shares is subject to adjustment in certain circumstances as described in the Agreement, then the Icahn Group shall cause each Icahn Designee (or replacement designee, as applicable) to promptly resign from the Board and any committee of the Board on which he or she then sits. |
Originally Posted by Boomer
(Post 3802799)
I guess it means he doesn't think the airline is worth buying and parting out.
It also means he doesn't see the intact airline being worth anything in the future. |
my apologies to all, I misunderstood what was being reported in the SEC filing. Icahn still has all his shares and nothing has changed
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Originally Posted by Flyby1206
(Post 3803029)
my apologies to all, I misunderstood what was being reported in the SEC filing. Icahn still has all his shares and nothing has changed
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Originally Posted by dontsurf
(Post 3802734)
so now i have to take my jacket with me year round and check the weather every day everywhere i go? i'm struggling to see how this is an improvement. i hate wearing the jacket pretty much ever, but this isn't making anything any better as far as i can see, unless all you do is fly to the tropics all the time.
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Originally Posted by MainlineFlyer
(Post 3803099)
Guys. This is them recinding the jacket policy. No one's gonna be out there with a thermometer checking for coats. The new policy could be read as "Don't be a moron and fly to NYC when it's 55 and do your walk around shivering." This is a good thing. Take the win.
You’re right. But you shiver at 55? That’s the perfect walk around temp |
Originally Posted by Flyby1206
(Post 3803029)
my apologies to all, I misunderstood what was being reported in the SEC filing. Icahn still has all his shares and nothing has changed
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Originally Posted by MainlineFlyer
(Post 3803099)
Guys. This is them recinding the jacket policy. No one's gonna be out there with a thermometer checking for coats. The new policy could be read as "Don't be a moron and fly to NYC when it's 55 and do your walk around shivering." This is a good thing. Take the win.
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Originally Posted by knewyork
(Post 3803100)
You’re right. But you shiver at 55? That’s the perfect walk around temp
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Originally Posted by Bluedriver
(Post 3803123)
You're dead to me.
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Originally Posted by knewyork
(Post 3803100)
You’re right. But you shiver at 55? That’s the perfect walk around temp
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Originally Posted by Bgood
(Post 3803176)
Technically while doing walk-arounds, you're not required to wear anything. It's up to you.
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Originally Posted by Flyby1206
(Post 3803205)
Just a high visibility vest and a smile 😃
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