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Old 07-29-2011, 05:46 PM
  #21  
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Heard he offered them to Bedford, but the BB has figured out you can't make money with them (just like B6 has).
Cheers T5
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Old 08-01-2011, 06:15 AM
  #22  
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They are giving back leases on about 20 E190's in 10 years, so with 118 new Airplanes (not sure if this included E190 orders??), the net Aircraft should still be roughly 100 positive A/C, but still not sure:

1. Does this 118 in fact include the E190's?
2. How Many total Aircraft will they return? (I already know about the 20 E190's)?
3. This one is unknown, but will they actually go up to 75 E190's or is this the beginning of phasing them out. The CAP is 75 but that doesn't mean there is a floor value...

Of course all can change but just curious if anyone has a chart for PLANNED net aircraft per year taking into consideration the 11 E190's they won't get in 2013 and 2014.
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Old 08-01-2011, 06:39 AM
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Originally Posted by tone View Post
They are giving back leases on about 20 E190's in 10 years, so with 118 new Airplanes (not sure if this included E190 orders??), the net Aircraft should still be roughly 100 positive A/C, but still not sure:

1. Does this 118 in fact include the E190's?
2. How Many total Aircraft will they return? (I already know about the 20 E190's)?
3. This one is unknown, but will they actually go up to 75 E190's or is this the beginning of phasing them out. The CAP is 75 but that doesn't mean there is a floor value...

Of course all can change but just curious if anyone has a chart for PLANNED net aircraft per year taking into consideration the 11 E190's they won't get in 2013 and 2014.
Here is the press release for the 320 delivery schedule, not sure about the E190 status:

JetBlue Airways - Press Releases
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Old 08-01-2011, 12:23 PM
  #24  
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Originally Posted by Flyby1206 View Post
Here is the press release for the 320 delivery schedule, not sure about the E190 status:

JetBlue Airways - Press Releases

Thanks. So basically average of 7-9 Airbus deliveries per year. A couple of 190 returns per year brings it down to 5-7 positive per year, and if they return Airbus it will be even further down. But there may still be some E190s going there in 2012. None in 2013 or 2014 though so may be flat capacity then...??
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Old 08-01-2011, 12:56 PM
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Originally Posted by tone View Post
Thanks. So basically average of 7-9 Airbus deliveries per year. A couple of 190 returns per year brings it down to 5-7 positive per year, and if they return Airbus it will be even further down. But there may still be some E190s going there in 2012. None in 2013 or 2014 though so may be flat capacity then...??
Deliveries just mean new planes arriving on property. We could return more planes to the lessors than we are receiving, for a net reduction in capacity.

From all the blue juice they have been serving us, it seems that growth will continue at this current pace for the forseeable future, and I would guess 5-7 aircraft of growth per year for the next 5yrs is reasonable.
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Old 08-02-2011, 03:20 AM
  #26  
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We have a lot of Airbus returns available coming up.... that said, our busses are some of the heaviest Busses on the market and not very marketable by the lessors. You also don't walk into negociations with a lessor under the pretence "yeah we DIFFINETLY want them, how much?!?!" We will likely grow heavily until 2017, where we will stagnate a bit as we start to send older 320s back and take NEOs. I also expect a very large uptick in NEO orders to replace and expand the fleet if the NEO performs as advertised.
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Old 08-02-2011, 06:31 AM
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Originally Posted by Flyby1206 View Post
Deliveries just mean new planes arriving on property. We could return more planes to the lessors than we are receiving, for a net reduction in capacity..
Or what a lot of other airlines do...get bigger airplanes (A321s in your case) and swap them for present jets. That way they can brag about increased RPMs without having to hire more of those pesky pilots.

Originally Posted by chucknorris View Post
I also expect a very large uptick in NEO orders to replace and expand the fleet if the NEO performs as advertised.
True, IF the NEO performs as advertised. However, most new planes don't...MD-11, Do-328, MD-90 to name a few.
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Old 08-02-2011, 07:05 AM
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Originally Posted by Fishfreighter View Post
True, IF the NEO performs as advertised. However, most new planes don't...MD-11, Do-328, MD-90 to name a few.
Or the B787.
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Old 08-02-2011, 07:29 AM
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Originally Posted by johnso29 View Post
Or the B787.
737-400 just another example.
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