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Time to have an honest conversation.

Old 04-07-2025 | 07:44 AM
  #31  
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Originally Posted by SSlow
I don't know the exact number, but the point is the majority of our airplanes are leased
Yes for sure. Though leasing companies may not be upset to get airplanes back early if they can lease them out again quickly at higher rates. Hopefully it doesn’t come to anything like that.
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Old 04-07-2025 | 07:47 AM
  #32  
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Originally Posted by SSlow
Also, the company would have to actually own the airplanes for them to be considered assets in a liquidation. 100% correct that those A/Cs would be returned to the lessor and sold at a premium in the GLOBAL market.

You would think that someone claiming to be a former analyst on the street would know that.
Former analyst that’s now an airline expert and seems to know as much as halon.
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Old 04-07-2025 | 07:53 AM
  #33  
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Originally Posted by sioux8ships
Former analyst that’s now an airline expert and seems to know as much as halon.
*knows almost as much as halon
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Old 04-07-2025 | 09:06 AM
  #34  
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Mostly lurking these threads, but man Halon, get a life. These are some threads you have started in the Spirit forum.
​​​​​​
  • Time to have an honest conversation.
  • Spirit unsure it can emerge from bankruptcy.
  • Video of armed escort Spirit HQ
  • Spirit chapter 11
  • Spirit to significantly shrink
  • The plan going forward
  • Summer meltdowns a thing of the past
  • So how is this gonna work out?
  • Okay guys, what's the plan?
  • TC vs Analysts
  • Spirit of NKS part VII (the final chapter)
  • To stay or go
  • Should we be concerned.
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Old 04-07-2025 | 09:08 AM
  #35  
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Originally Posted by AviHaters
Mostly lurking these threads, but man Halon, get a life. These are some threads you have started in the Spirit forum.
​​​​​​
  • Time to have an honest conversation.
  • Spirit unsure it can emerge from bankruptcy.
  • Video of armed escort Spirit HQ
  • Spirit chapter 11
  • Spirit to significantly shrink
  • The plan going forward
  • Summer meltdowns a thing of the past
  • So how is this gonna work out?
  • Okay guys, what's the plan?
  • TC vs Analysts
  • Spirit of NKS part VII (the final chapter)
  • To stay or go
  • Should we be concerned.
he has multiple accounts and has conversations with himself
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Old 04-07-2025 | 09:57 AM
  #36  
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Originally Posted by AviHaters
Mostly lurking these threads, but man Halon, get a life. These are some threads you have started in the Spirit forum.
​​​​​​
  • Time to have an honest conversation.
  • Spirit unsure it can emerge from bankruptcy.
  • Video of armed escort Spirit HQ
  • Spirit chapter 11
  • Spirit to significantly shrink
  • The plan going forward
  • Summer meltdowns a thing of the past
  • So how is this gonna work out?
  • Okay guys, what's the plan?
  • TC vs Analysts
  • Spirit of NKS part VII (the final chapter)
  • To stay or go
  • Should we be concerned.
since not getting accept at United, he has too much free time here so that time is spent wisely on his parents PC spamming the boards here with doom and gloom BS…..trying to get his post count up….sad life

He’s probably the same child who makes those animal sounds on guard …. Seeking attention that the flight attendants won’t give him .
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Old 04-07-2025 | 10:19 AM
  #37  
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Originally Posted by loudclouds
he has multiple accounts and has conversations with himself
I am one of these accounts.
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Old 04-07-2025 | 11:02 AM
  #38  
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Originally Posted by SpeedBrakes
since not getting accept at United, he has too much free time here so that time is spent wisely on his parents PC spamming the boards here with doom and gloom BS…..trying to get his post count up….sad life

He’s probably the same child who makes those animal sounds on guard …. Seeking attention that the flight attendants won’t give him .
He missed the hiring wave and now all he has is the great depths of the APC forum. Bless his little heart.
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Old 04-07-2025 | 12:07 PM
  #39  
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Originally Posted by SSlow

You would think that someone claiming to be a former analyst on the street would know that.
I wasn't going to say anything, but you're not wrong here. This is why this person is a "former" analyst.
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Old 04-07-2025 | 12:56 PM
  #40  
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Originally Posted by loudclouds
what exactly are we liquidating? The vast majority of our aircraft are leased. Even if we had a bunch to liquidate, seems that the markets have taken a turn to where that would yield significantly less than even before. Isn’t consolidation common in economic downturns? Something about synergies. And where would F9 get thousands of pilots to fly these planes overnight absent a merger? Maybe a bunch of 1500 eager CFIs but certainly no captains.
We had almost 10B of total assets at the end of 2024. We had 10B worth of liabilities including debt at the same time.

The bankruptcy wiped out shareholder value and gave the equity of the company to its bondholders. There's quite a bit there for them to liquidate, though they certainly won't be getting 10B.

F9 would not buy our entire fleet out of bankruptcy, that is certain. They'd get some though for sure. Smaller carriers like the Wizz or Vueling might pick up 5-10 airplanes each, maybe.

Originally Posted by JayRalstonSmith
There is no discounted rate for your airplanes. The used market is as high as it has ever been. No one is getting those airplanes at anything less than full value. Vueling, Wizz, etc will fly them with the yellow paint and all, with just a decal on them.
200

Originally Posted by SSlow
Also, the company would have to actually own the airplanes for them to be considered assets in a liquidation. 100% correct that those A/Cs would be returned to the lessor and sold at a premium in the GLOBAL market.

You would think that someone claiming to be a former analyst on the street would know that.
Originally Posted by Stayontarget
Yes for sure. Though leasing companies may not be upset to get airplanes back early if they can lease them out again quickly at higher rates. Hopefully it doesn’t come to anything like that.
The global market that's quickly sliding into a recession is going to pay top dollar if suddenly 171+ jets get dumped into the supply pool all at once? I think no.

Originally Posted by JayRalstonSmith
I wasn't going to say anything, but you're not wrong here. This is why this person is a "former" analyst.
Didn't make a fortune but absolutely made enough in that business to do whatever else I want to do for the rest of my life.
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