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Why doesn’t DL or AA buy mesa
$22 million market cap.
Buy a controlling stake, chapter 7, united takes a hit |
Originally Posted by Brickfire
(Post 3717577)
$22 million market cap.
Buy a controlling stake, chapter 7, united takes a hit Mesa’s operational performance is so atrocious United is currently taking a bigger hit. SK is currently hiding behind his terrible decision to keep that venture afloat by pumping more cash into it. SK has egg all over his face on that one and both DL and AA love the idea of Mesa operating under the United brand. |
Originally Posted by LAXtoDEN
(Post 3717607)
They’d be doing United a huge favor actually.
Mesa’s operational performance is so atrocious United is currently taking a bigger hit. SK is currently hiding behind his terrible decision to keep that venture afloat by pumping more cash into it. SK has egg all over his face on that one and both DL and AA love the idea of Mesa operating under the United brand. This. I don't know how large the stake in Mesa was that they bought, but it was significant. |
Originally Posted by Brickfire
(Post 3717577)
$22 million market cap.
Buy a controlling stake, chapter 7, united takes a hit |
Originally Posted by loganeich
(Post 3718675)
The company has 566 million in debt, so even with a zero market cap, the value is highly negative. Best bet is to hold off and buy any desired assets during bankruptcy.
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Originally Posted by loganeich
(Post 3718675)
The company has 566 million in debt, so even with a zero market cap, the value is highly negative. Best bet is to hold off and buy any desired assets during bankruptcy.
That’s the only point - remove capacity from United. |
Originally Posted by Brickfire
(Post 3718916)
I’m suggesting dl/aa buy it solely to kill it.
That’s the only point - remove capacity from United. Looking back to when C5 got 145s on their certificate, XJT was then redundant flying 145s and in financial distress. It shuttered, the jets went to C5, along with pilots to UAL, C5, and others airlines. However, the new variable is C5 is getting warmed up with the 175 at this time. So now, MESA can’t fly their 175s, or flying their old CRJs to save cash, and/or scope limits apply. C5 reliability is not awesome with old 145s and the premium cabin does not exist. I foresee UAL floating MESA losses until C5 can take on considerable 175 ops, increase capacity 50% (and premium cabin revenue) each 145 for 175 swap while staying in scope limits. Make C5 a large pseudo WO Subsidiary UAX 175 operation. Pref hire MESA to mainline and or C5 to support more UAL NB flying as deliveries ramp up. Now only have one dedicated regional, C5 flying the 175, and truly eliminate the 50 seater. Finish the MESA losses and ramp up both UA and UAX ops on a Timeline acceptable to UAL needs. SK has said for years he hates the 50 seaters. Passengers hate them, and they (the 145 airframe) are losing money in ops, not just MESA. SO, After the dust settles, if MESA truly does shut down, I only see that in a way that benefits capacity and hopefully the working group at Mesa. Hopefully better than it did for a lot of XJTers. Regardless of who or what kills MESA, it will likely be a welcome reprieve for the Accounting folks at UAL… |
Originally Posted by CaseTractor
(Post 3718939)
It would initially, in the short term…
Looking back to when C5 got 145s on their certificate, XJT was then redundant flying 145s and in financial distress. It shuttered, the jets went to C5, along with pilots to UAL, C5, and others airlines. However, the new variable is C5 is getting warmed up with the 175 at this time. So now, MESA can’t fly their 175s, or flying their old CRJs to save cash, and/or scope limits apply. C5 reliability is not awesome with old 145s and the premium cabin does not exist. I foresee UAL floating MESA losses until C5 can take on considerable 175 ops, increase capacity 50% (and premium cabin revenue) each 145 for 175 swap while staying in scope limits. Make C5 a large pseudo WO Subsidiary UAX 175 operation. Pref hire MESA to mainline and or C5 to support more UAL NB flying as deliveries ramp up. Now only have one dedicated regional, C5 flying the 175, and truly eliminate the 50 seater. Finish the MESA losses and ramp up both UA and UAX ops on a Timeline acceptable to UAL needs. SK has said for years he hates the 50 seaters. Passengers hate them, and they (the 145 airframe) are losing money in ops, not just MESA. SO, After the dust settles, if MESA truly does shut down, I only see that in a way that benefits capacity and hopefully the working group at Mesa. Hopefully better than it did for a lot of XJTers. Regardless of who or what kills MESA, it will likely be a welcome reprieve for the Accounting folks at UAL… I do see Mesa a all Amazon airline by 2025. And they will have the lifers to staff maybe 10 AC. |
Originally Posted by CaseTractor
(Post 3718939)
It would initially, in the short term…
Looking back to when C5 got 145s on their certificate, XJT was then redundant flying 145s and in financial distress. It shuttered, the jets went to C5, along with pilots to UAL, C5, and others airlines. However, the new variable is C5 is getting warmed up with the 175 at this time. So now, MESA can’t fly their 175s, or flying their old CRJs to save cash, and/or scope limits apply. C5 reliability is not awesome with old 145s and the premium cabin does not exist. I foresee UAL floating MESA losses until C5 can take on considerable 175 ops, increase capacity 50% (and premium cabin revenue) each 145 for 175 swap while staying in scope limits. Make C5 a large pseudo WO Subsidiary UAX 175 operation. Pref hire MESA to mainline and or C5 to support more UAL NB flying as deliveries ramp up. Now only have one dedicated regional, C5 flying the 175, and truly eliminate the 50 seater. Finish the MESA losses and ramp up both UA and UAX ops on a Timeline acceptable to UAL needs. SK has said for years he hates the 50 seaters. Passengers hate them, and they (the 145 airframe) are losing money in ops, not just MESA. SO, After the dust settles, if MESA truly does shut down, I only see that in a way that benefits capacity and hopefully the working group at Mesa. Hopefully better than it did for a lot of XJTers. Regardless of who or what kills MESA, it will likely be a welcome reprieve for the Accounting folks at UAL… *cough*... gojet... |
I missed that memo 😑
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