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Green Giant 10-25-2019 01:08 PM


Originally Posted by Balker (Post 2912503)
I understand the desire to stay single fleet, but I think it would be best to focus on the 320/321 if no 220 are to be brought in.

Expansion is the idea. The A319 brings a lot to the table. I’d rather have 100 A319’s added -VS- 20 A321’s added. I’m sure Ted ran the numbers. Give our CEO a chance. He might just surprise everyone.

Qotsaautopilot 10-25-2019 01:18 PM

I did notice that little gem. This is just a MOU. Nothing is for sure yet which is why they didn’t release the specifics of how many of each variant.

I’m certainly happy about the announcement but I wonder when it becomes a firm order with a delivery schedule.

Green Giant 10-25-2019 01:27 PM


Originally Posted by Qotsaautopilot (Post 2912562)
I did notice that little gem. This is just a MOU. Nothing is for sure yet which is why they didn’t release the specifics of how many of each variant.

I’m certainly happy about the announcement but I wonder when it becomes a firm order with a delivery schedule.

Both Airbus and Boeing have what they call undisclosed orders. Basically a deal with an airline for orders. Since the airline and manufacturer can’t agree to final terms; neither wants to make the announcement. When announcements are made; that usually is because the final agreement is very close. Or it is done and both parties just need to sign the document.

Even after the order is placed, Airlines can cancel, defer or even sell the plane to another. Unless you see it on the ramp, it can all fall apart.

Av viii 10-26-2019 06:58 PM


Originally Posted by Omniscient (Post 2912307)
What is with some of you guys editing the transcript to make it imply something completely different than what was said. Exact quote, as previously posted;


Answer

“Hey, Jamie, it's Ed. So we were pretty thoughtful throughout the course of this order for a variety of things. And as Scott mentioned in his comments, flexibility was a component of our fleet desires going forward and that flexibility went up or down within gauge, and we built a balance sheet to enhance that by the way. So we're very excited about the growth prospects. We feel good about the setup. We have the desired fleet flexibility to move within gauge to get more airplanes that we want, to retire aircraft, to sell aircraft. We have flexibility within the contract as well. So I would say, broadly speaking, I think, we're in a good spot.“

Maybe I should hack this quote up as well to simply say “we are very excited about....prospects”.

It’s for you boys and girls that can’t read between the lines. I changed nothing about the context , just simply made it easier for the cool aid drinkers to understand. You know who you are

Omniscient 10-26-2019 07:27 PM


Originally Posted by Av viii (Post 2913218)
It’s for you boys and girls that can’t read between the lines. I changed nothing about the context , just simply made it easier for the cool aid drinkers to understand. You know who you are

You exactly did change the context.

Fake news.


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