Earnings call

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06-02-2020, 10:54 AM

#201

ShyGuy

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Joined APC: Dec 2005

Posts: 8,898

Historically June, July, August are strong months for travel. Not sure if we can make a conclusion yet.

06-02-2020, 10:56 AM

#202

Tranquility

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Joined APC: Sep 2014

Position: Da Bus, Left

Posts: 1,510

Quote:

Originally Posted by ShyGuy

Historically June, July, August are strong months for travel. Not sure if we can make a conclusion yet.

For us, they’ve said that they are basing our fall staffing numbers on how strong July is. So, it is relevant.

06-02-2020, 03:15 PM

#203

MCDUmanipulator

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Joined APC: May 2019

Posts: 986

Keep in mind the numbers can only climb so high until flights are added.

06-02-2020, 05:23 PM

#204

Tranquility

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Joined APC: Sep 2014

Position: Da Bus, Left

Posts: 1,510

Also, we don’t know what these fares are being sold for. $17? $20? $50? Yields matter.

06-02-2020, 05:38 PM

#205

FNGFO

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Joined APC: Jan 2018

Posts: 1,788

Quote:

Originally Posted by Tranquility

Also, we don’t know what these fares are being sold for. $17? $20? $50? Yields matter.

Add $55 on average to each and its palatable to keep the business running.

06-02-2020, 06:42 PM

#206

BeechedJet

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Joined APC: May 2013

Position: to-go plate at hotel buffet

Posts: 802

I finally got to fly the other day, full 319 + sixty something bags. Not bad I’d say.

06-02-2020, 08:11 PM

#207

Meep

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Joined APC: Feb 2020

Posts: 498

Quote:

Originally Posted by BeechedJet

I finally got to fly the other day, full 319 + sixty something bags. Not bad I’d say.

That’s good news!

06-03-2020, 03:33 AM

#208

Skypilotsv1984

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Joined APC: Nov 2008

Position: Citation, left seat

Posts: 345

Let’s get it!

https://www.google.com/amp/s/www.cle...outputType=amp

06-03-2020, 05:52 AM

#209

Turnleftwp

Line Holder

Joined APC: Jul 2017

Posts: 32

Quote:

Originally Posted by Tranquility

For us, they’ve said that they are basing our fall staffing numbers on how strong July is. So, it is relevant.

They are not looking at fall for the staffing, its for spring/summer of 2021. If the decision is a smaller airline is whats needed for survival. Its because, they believe the demand wont return before than. Thats what July/August will be useful for in determining, and a good glimpse into the recovery.

06-03-2020, 07:43 AM

#210

Tranquility

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Joined APC: Sep 2014

Position: Da Bus, Left

Posts: 1,510

Quote:

Originally Posted by ShyGuy

Bought at market close today. 1,150 shares. Make be proud boys

Unload any of your position at all?? The only criticism I can give on this trade is you should have bought in tranches to lower your overall basis. Still, nicely done so far. “Be greedy when others are fearful....”