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Old 09-21-2017, 07:48 AM   #4161  
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The point is orders don't illustrate growth. Deliveries do. Where are the deliveries and the upgrades to staff them?
Well I just saw a picture of a 321 in Hamburg, with JB colors ready for delivery. So they're coming. Seems like they did modify the order confidentially a few weeks ago, not sure what that was about
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Old 09-21-2017, 07:56 AM   #4162  
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Well bluedriver you are correct.

https://www.sec.gov/Archives/edgar/data/1158463/000115846317000072/q2201710-qdocument.htm

Page 23 it's actually 129 with the 190s(I doubt we get those)

But 105 on the Airbus count.

I guess if we get 105 more airbusses that wouldn't illustrate growth. I think I was pretty realistic with my view of the company but if you want to focus on the 120 number fine I was wrong. I apologize for not doing the proper research.

The fleet review will be the most telling thing coming up.
That assumes we actually take delivery of all 105, and that NONE of our current fleet (oldest airbuses or E90s) get parked and replaced with any of the new deliveries. 105 is the absolute BEST case scenario. Lots of things that could/WILL reduce that "growth" number.

I'm not trying to be a jerk, but let's not make it sound any better than it actually is...

As for fleet review, it will be telling, if they are fully honest and transparent. I could be wrong but is suspect that it will NOT be announced by the end of the year as promised. Also doubt it will fully answer all our questions about our future.
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Old 09-21-2017, 07:57 AM   #4163  
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Originally Posted by Xtreme87 View Post
Well I just saw a picture of a 321 in Hamburg, with JB colors ready for delivery. So they're coming. Seems like they did modify the order confidentially a few weeks ago, not sure what that was about
The confidentiality could be as simple as what engines they are going to put on them CEO or NEO, HD or Mint. config, or swap to the LR... Not necessarily another deferral.
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Old 09-21-2017, 07:58 AM   #4164  
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Originally Posted by Bluedriver View Post
That assumes we actually take delivery of all 105, and that NONE of our current fleet (oldest airbuses or E90s) get parked and replaced with any of the new deliveries. 105 is the absolute BEST case scenario. Lots of things that could/WILL reduce that "growth" number.

I'm not trying to be a jerk, but let's not make it sound any better than it actually is...

As for fleet review, it will be telling, if they are fully honest and transparent. I could be wrong but is suspect that it will NOT be announced by the end of the year as promised. Also doubt it will fully answer all our questions about our future.
very true.
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Old 09-21-2017, 08:01 AM   #4165  
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That assumes we actually take delivery of all 105, and that NONE of our current fleet (oldest airbuses or E90s) get parked and replaced with any of the new deliveries. 105 is the absolute BEST case scenario. Lots of things that could/WILL reduce that "growth" number.

I'm not trying to be a jerk, but let's not make it sound any better than it actually is...

As for fleet review, it will be telling, if they are fully honest and transparent. I could be wrong but is suspect that it will NOT be announced by the end of the year as promised. Also doubt it will fully answer all our questions about our future.
With Norwegian hemorrhaging money, I cannot think of a reason why they wouldn't try to introduce trans Atlantic flying. We could be the first low cost business class suites across the pond. Introduce Qatar airlines like bedroom suites at a reasonable price.
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Old 09-21-2017, 08:09 AM   #4166  
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Yea a regional Captain. I still plan on keeping my apps current for UAL and DAL. In fact I got a ticket to DAL open house next month that I will be attending. But all the doom and gloom here makes me wonder if starting as a JB fo is even better than a regional CA living in base.
For as much ad folks get into it here, everyone I personally know at JetBlue doesn't hate it overall. Is it perfect? No, and they're working to make it better, but it is definitely a step up from the regionals.
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Old 09-21-2017, 08:23 AM   #4167  
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With Norwegian hemorrhaging money, I cannot think of a reason why they wouldn't try to introduce trans Atlantic flying. We could be the first low cost business class suites across the pond. Introduce Qatar airlines like bedroom suites at a reasonable price.
Not sure I understand you. Since Norwegian is losing money, we should enter the market? Is that what you are saying?
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Old 09-21-2017, 08:49 AM   #4168  
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Not sure I understand you. Since Norwegian is losing money, we should enter the market? Is that what you are saying?
Trans-Atlantic is not the only market draining Norwegians piggy bank. But when you only charge $100-$200 to fly that route, you probably aren't making much. But I don't really know the math...I'm just a pilot. That said, TA is a saturated market. But many of our other markets were/are and we do okay (e.g. all our mint routes).
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Old 09-21-2017, 09:02 AM   #4169  
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Originally Posted by atrdriver View Post
The point is orders don't illustrate growth. Deliveries do. Where are the deliveries and the upgrades to staff them?
I got your point you made it so well.
Now you can't get deliveries without orders(see I can also play that game). The company is growing maybe not as fast as you want but you can't seriously say they are not.
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Old 09-21-2017, 09:05 AM   #4170  
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Originally Posted by Bluedriver View Post
That assumes we actually take delivery of all 105, and that NONE of our current fleet (oldest airbuses or E90s) get parked and replaced with any of the new deliveries. 105 is the absolute BEST case scenario. Lots of things that could/WILL reduce that "growth" number.

I'm not trying to be a jerk, but let's not make it sound any better than it actually is...

As for fleet review, it will be telling, if they are fully honest and transparent. I could be wrong but is suspect that it will NOT be announced by the end of the year as promised. Also doubt it will fully answer all our questions about our future.
I don't think you are a jerk.
But if we do take them that is a good chunk of growth. Look this gets down to glass half full /half empty or both. I could also say they end up ordering more. But my point was the company is not done growing.

Anyway you guys can have at it. I'm didn't want to get into one of these and here I am. I corrected my error so I'm done with all these hypothetical fleet plans.
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