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Stayontarget 01-26-2024 01:41 PM


Originally Posted by APCHCLIMB (Post 3759198)
I still laugh when people take career advice from this site… last week it was stock options. Some people got what they deserved. Lolz.

Who’s gonna succeed, who’ll fail, who won’t exist, or merge. And it’s so arrogantly certain how some people say it too. I bet half theee people aren’t even good at their own job. Yet, they know how to run airlines, and which vaccines everyone should take. Please.


Sill waiting for all knowing Andy to show back up…

Bluedriver 01-26-2024 06:19 PM


Originally Posted by Stayontarget (Post 3759189)
On and on and on about ULCC being dead. Can we at least wait until Q4 financials come out to see if F9 lost money for the year? The overwhelming thought on this board was JB would be approved so any opinion on why a future merger will/wont be approved should be viewed with extreme skepticism.

With the big 4 plus Alaska reporting record profits, the fact that we have to wait and see if F9 was even profitable for 2023 proves it isn't doing well.

Stayontarget 01-26-2024 06:41 PM


Originally Posted by Bluedriver (Post 3759324)
With the big 4 plus Alaska reporting record profits, the fact that we have to wait and see if F9 was even profitable for 2023 proves it isn't doing well.

Aggressive expansion is tough. Just ask JetBlue…

upup89 01-26-2024 07:10 PM


Originally Posted by Bluedriver (Post 3759324)
With the big 4 plus Alaska reporting record profits, the fact that we have to wait and see if F9 was even profitable for 2023 proves it isn't doing well.

I believe its safe to say Frontier was not profitable for 2023.

Stayontarget 01-26-2024 08:59 PM


Originally Posted by upup89 (Post 3759357)
I believe it’s safe to say Frontier was not profitable for 2023.

Is it?

https://ir.flyfrontier.com/financial...rterly-results

Q1 2023
(13M)

Q2 2023
71M

Q3 2023
(32M)

Q4 2023
???

DrJekyll MrHyde 01-26-2024 10:32 PM


Originally Posted by Stayontarget (Post 3759383)
Is it?

https://ir.flyfrontier.com/financial...rterly-results

Q1 2023
(13M)

Q2 2023
71M

Q3 2023
(32M)

Q4 2023
???

So if anything better than a 26mil loss in Q4 is break even for the year. I don’t see a sizable loss being reported, in fact I think a 15-20mil profit is entirely possible. As long as they’re profitable, they live to fight another day.

spooldup 01-27-2024 04:18 AM


Originally Posted by Bluedriver (Post 3759324)
With the big 4 plus Alaska reporting record profits, the fact that we have to wait and see if F9 was even profitable for 2023 proves it isn't doing well.

Didn't American only profit like 19m in Q4?

Bluedriver 01-27-2024 04:36 AM


Originally Posted by spooldup (Post 3759434)
Didn't American only profit like 19m in Q4?

"Excluding net special items1, fourth-quarter and full-year net income of $192 million and $1.9 billion".

They took some investment write-downs that weren't part of the airline operations. The airline itself made $192m 4th quarter, and 1.9b for the year. For an airline that was supposed to be a dead man walking a couple of years ago.

The fact that F9 might, maybe, possibly be profitable, and NK is not, answer the question about whether the ULCC business model is struggling. And the NK engine problem is really not to blame, as the bulk of the issue is yet to come. I don't know if Pratt compensation has started yet though.

APCHCLIMB 01-27-2024 06:54 AM


Originally Posted by Stayontarget (Post 3759343)
Aggressive expansion is tough. Just ask JetBlue…

JetBlue’s power play is its large aircraft order for fleet expansion and replacement….. oh wait. Never mind.

TransWorld 01-27-2024 11:02 AM


Originally Posted by Bluedriver (Post 3759439)
"Excluding net special items1, fourth-quarter and full-year net income of $192 million and $1.9 billion".

They took some investment write-downs that weren't part of the airline operations. The airline itself made $192m 4th quarter, and 1.9b for the year. For an airline that was supposed to be a dead man walking a couple of years ago.

The fact that F9 might, maybe, possibly be profitable, and NK is not, answer the question about whether the ULCC business model is struggling. And the NK engine problem is really not to blame, as the bulk of the issue is yet to come. I don't know if Pratt compensation has started yet though.

Remember, they pay down debts with free cash flow. The basic difference is depreciation reduces profit. But those were paid by debt back when the a/c were received. Depreciation is not money out of the bank.

Their free cash flow allowed them to pay off more debt than $1.9b for the year.


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