planning for not breaking even != planning for zero revenue after launch.

My point is that these guys know what they're doing. This was said pre-COVID-19, I'm sure those plans have changed by now.

I am sure they have also. He was however at a stage where he has incurred fixed costs. At some point they need to generate revenue.

Anything new here, folks? Been quiet.

He's going to be in a great position to buy some earlier delivery slots or options, and even get better terms on some of the leases they were getting ready to finalize. Everything from Jets to Aviation ground equipment will be available for short money. Probably will be able to pick up slots and gates at places they weren't previously considering too.

Absolutely. Startup costs for them have now been LOWERED. They have no legacy costs and will be flying the least expensive equipment with the least senior crews at a time of exceptionally low fuel costs, no shortage of gates, maintenance personnel, etc. and most of their competition will have been hamstrung by training costs and nothing but pilots at the top of the payscale.

it’s an ill wind that blows no good and this one is actually blowing in Breeze’s favor.

Pun intended?

but of course...

Why do you think this won’t cause Frontier and Spirit to blow up and take over market share for the exact same reasons above? Other than a few differences I think they have a way better shot at taking advantage of this situation. I’m biased because I work for one but my money’s on the current ULCCs.

Possible if the economy is totally devastated beyond any hope of return to pre-COVID normals.

If we revert to a third-world economy, with legacies liquidated, maybe business travelers and upper-middle class will have no choice but to fly ULCCs.

But if things return to mostly normal, people will fly the same airlines they've always flown.