Don't know who they is, but they'll be waiting a while. I just fly planes

 

F9 and Spirit need each other. I feel bad for what Spirit has been put through. I could give 2 sh!ts about Frontier. If that merger was approved, it would certainly pave the way for an LCC merger. Consolidation to scale is going to be necessary going forward. There's just no getting around that.

 

Huh? How do we need each other? Our financials come out this week, and we are going to show some decent results. I know, I know... we look the same on the outside, but I can assure you we are VASTLY different airlines on the inside.

 

He's saying you need economy of scale going forward to compete against airlines which have 1000 planes. Just like the rest of us.

 

https://www.justice.gov/opa/pr/justice-department-and-department-transportation-launch-broad-public-inquiry-state

YOU SHALL NOT PASS!

 

Man… what the F

 

. I think the former leader at JB pi$$3d in someone’s cheerios.

 

Quite possible. I was thinking Buttigieg wants to make a name for himself for another presidential run in 2028. Hedging his bets by making moves now vs after Election Day.

 

What a colossal waste of taxpayer money.

 

I'd agree with this. If F9NK happens, they will be around the size of B6. This is not considering:

1. The reductions NK is doing with selling airframes to raise liquidity, mostly recently the announcement of selling 23 more frames today.

2. The attritions at NK that are waiting to happen as soon as the other guys start pumping up hiring again.

3. The unfortunate furloughs(hope this turns into just attrition to the legacies).

It also depends on what is done with the future airframes on the order book for F9 and NK. But either way, the combination wouldn't even be big enough to trouble SWA. That's just how big UAL, AA, DAL, and SWA is. Which is why I agree with GrayFlyer statement.

What are the current number of airframes at F9 and NK and what does the future order book for both look like? I remember some deferment happened at NK for airframes. Only looking at APC numbers, I came up with under 300 airframes combined between F9 and NK(subtracting the 23 airframes[does this include some 319s?] from NK and their 319s).

As of today, B6 is a little over 300 airframes. I didnt subtract AOG from any of the 3 mentioned Airlines for Neo issues. Majority of our (B6) 321neos has been deferred to 2029. We will only be getting A220s (27 this year, roughly 20 each year afterwards) and about 5 321 neos next year (2 of which is XLR). We will still net a slight growth in airframes each year as we get rid of the 190s (by Sept 2025), but not too big.