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Old 03-22-2020, 09:40 PM
  #621  
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Originally Posted by sailingfun View Post
The only thing missing would be passengers.
Yeah but they weren't planning on any revenue for a while yet, this won't really affect them unless it drags on for a good while.

My big reservation about breeze was where to find experienced pilots for the initial cadre during the shortage. Problem solved.
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Old 03-22-2020, 10:18 PM
  #622  
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I honestly think this will be a good opportunity for Breeze to grab market share.

There is a massive barrier to entry for new airlines. The last new airline in the US that is still independent started 20+ years ago. The major airlines have enormous market power, and prior to this virus, it would have been really tough for Breeze to break their grip on the market.

Now that the majors are forced to make massive reductions to stay alive during this virus, there will be a gap in supply required when we recover from the ensuing recession in a few years. It will be much easier for Breeze to compete against United, American, Delta, and Southwest when they are half the size they were in 2019.
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Old 03-23-2020, 05:04 AM
  #623  
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Originally Posted by DrDHD View Post
Couldn’t be a better time to start an airline!
He's made it in tough times before.
jetBlue: 2000
Azul: 2008
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Old 03-23-2020, 05:07 AM
  #624  
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Originally Posted by FLYBOYMATTHEW View Post
He's made it in tough times before.

jetBlue: 2000

Azul: 2008


Might actually be the perfect time to spool up an initial cadre since they have to do proving runs etc. If there is anyone to do it, Neeleman is the one.


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Old 03-23-2020, 07:23 AM
  #625  
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Originally Posted by iahflyr View Post
I honestly think this will be a good opportunity for Breeze to grab market share.

There is a massive barrier to entry for new airlines. The last new airline in the US that is still independent started 20+ years ago. The major airlines have enormous market power, and prior to this virus, it would have been really tough for Breeze to break their grip on the market.

Now that the majors are forced to make massive reductions to stay alive during this virus, there will be a gap in supply required when we recover from the ensuing recession in a few years. It will be much easier for Breeze to compete against United, American, Delta, and Southwest when they are half the size they were in 2019.
100% agree with all
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Old 03-23-2020, 12:19 PM
  #626  
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It won’t just be Breeze potentially cutting in to legacy market share. F9 and NK share the advantage of a single type non-MAX fleet without a huge international exposure.

Just bought gas at Costco - it was $2.359. For awhile fuel will be cheap, and I think domestic travel will recover faster than international. The legacies are going to have to either just carry their widebody people as overhead or furlough junior people and retrain, both of which will be expensive. The only advantage the legacies will have is their control of gates and until international flying takes off again, even that will be iffy.

It all sort of depends on the terms of the government bailout.
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Old 03-23-2020, 02:50 PM
  #627  
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Originally Posted by Excargodog View Post
It won’t just be Breeze potentially cutting in to legacy market share. F9 and NK share the advantage of a single type non-MAX fleet without a huge international exposure.

Just bought gas at Costco - it was $2.359. For awhile fuel will be cheap, and I think domestic travel will recover faster than international. The legacies are going to have to either just carry their widebody people as overhead or furlough junior people and retrain, both of which will be expensive. The only advantage the legacies will have is their control of gates and until international flying takes off again, even that will be iffy.

It all sort of depends on the terms of the government bailout.
Just filled up the car at COSTCO in FL for $1.55 a gallon!!!! No this is not 1998, this is 2020!
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Old 03-23-2020, 06:16 PM
  #628  
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Bout to break a dollar here.

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Old 03-23-2020, 06:37 PM
  #629  
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Originally Posted by FLYBOYMATTHEW View Post
He's made it in tough times before.
jetBlue: 2000
Azul: 2008
I'm sensing a pattern here.. conspiracy theorists oughta look into this Neeleman fella. Awfully suspicious timing with his airlines.
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Old 03-23-2020, 09:56 PM
  #630  
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Originally Posted by Iceberg View Post
I'm sensing a pattern here.. conspiracy theorists oughta look into this Neeleman fella. Awfully suspicious timing with his airlines.
I’ll start us off.
Neeleman helped the Chinese fabricate COVID-19 to help him launch his new carrier. With an economic crash, he’s able to move in and start the take over.
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