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Old 04-23-2024 | 01:43 PM
  #41  
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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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Old 04-23-2024 | 01:44 PM
  #42  
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Originally Posted by MergingTargets
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.
Agree 100%! We are probably just a couple steps behind spirit and any kind of recession would probably speed up this airline’s demise. Everything here is smoke and mirrors with emails saying how there is growth coming and bright future etc. Personally I don’t see how we dig ourselves out of the rut Robin put us in.
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Old 04-23-2024 | 01:45 PM
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Originally Posted by Softpayman
For those in the CSPP, anyone think we're buying in a dip (is it next week)?
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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Old 04-23-2024 | 01:50 PM
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Originally Posted by jetpilot87
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.
My thoughts exactly.
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Old 04-23-2024 | 02:32 PM
  #45  
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Originally Posted by Clear Right
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.
Agree. With a new administration this definitely becomes an option.
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Old 04-23-2024 | 02:51 PM
  #46  
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Originally Posted by jetpilot87
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.
I didn’t realize this was delayed….when did this come out?
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Old 04-23-2024 | 02:54 PM
  #47  
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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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Old 04-23-2024 | 02:59 PM
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Originally Posted by Roy Biggins
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.
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Old 04-23-2024 | 03:59 PM
  #49  
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Originally Posted by Roy Biggins
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.
Did we think this was going to drag into 2025? They keep saying we need to grow, but how can we continue to have less capacity into 2025 and grow? It’s all smoke and mirrors with everything that’s said and at some point the nonsense needs to stop.
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Old 04-23-2024 | 04:00 PM
  #50  
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Originally Posted by Roy Biggins
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.
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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