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Old 05-08-2020 | 04:46 PM
  #121  
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Easy

AA spins two off with long term contracts based on union concessions. First two takers get spun. 3rd goes away.

talk about whipsaw
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Old 05-08-2020 | 04:50 PM
  #122  
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Originally Posted by ZeroTT
Spinning them off for cash isn’t crazy. I’m sure private equity would pony up
Jet-x flies 145s, don’t they?
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Old 05-08-2020 | 05:36 PM
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Originally Posted by ZeroTT
Easy

AA spins two off with long term contracts based on union concessions. First two takers get spun. 3rd goes away.

talk about whipsaw
Sounds like a plan.

But I still wouldn't bite unless BK was in the rear-view mirror, one way or another.

A business with only one possible customer has no value unless the customer is solid.
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Old 05-08-2020 | 06:34 PM
  #124  
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If they whipsaw them to a cost-leader, that’s valuable. Private equity can sit on it for a year til market comes back
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Old 05-08-2020 | 07:17 PM
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Originally Posted by ZeroTT
Easy

AA spins two off with long term contracts based on union concessions. First two takers get spun. 3rd goes away.

talk about whipsaw

sounds like 1997 all over again....
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Old 05-09-2020 | 05:28 AM
  #126  
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Originally Posted by Excargodog
Actually, the three wholly owneds might well survive the mainline if this sort of thing keeps up:
You should go buy stock in PSA Piedmont and Envoy to put your money where your mouth is
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Old 05-09-2020 | 05:33 AM
  #127  
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Originally Posted by Excargodog
Actually, the three wholly owneds might well survive the mainline if this sort of thing keeps up:
Haven't you been watching the news, all viruses need a host.
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Old 05-09-2020 | 06:22 AM
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Originally Posted by sanicom3205
You should go buy stock in PSA Piedmont and Envoy to put your money where your mouth is
great idea! Stock symbol is AAL
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Old 05-09-2020 | 07:20 AM
  #129  
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Originally Posted by ZeroTT
great idea! Stock symbol is AAL
...not sure if missed the joke... or expounding upon joke...
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Old 05-09-2020 | 07:25 AM
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Originally Posted by sanicom3205
...not sure if missed the joke... or expounding upon joke...
I believe it was entirely informational...
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