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04-29-2015 | 08:25 AM

#11591

Lobaeux

Gets Weekends Off

Joined: Dec 2009

Posts: 2,385

Likes: 0

From: Airplane

$SAVE is -9.3% in trading today. Wow!!

As a shareholder, I am NOT happy. As a buyer, I'm not ecstatic.

04-29-2015 | 08:26 AM

#11592

Judge Smails

Line Holder

Joined: Feb 2013

Posts: 933

Likes: 207

From: A320

Quote:

Originally Posted by Dr Pepper

It has more to do with a nearly 10% RASM decline, the largest we have ever had. Our earnings are being fueled by declining CASM right now, so dont plan on a huge contract anytime soon.

The decrease in RASM was expected. We're dumping a large number of seats onto the market and it takes time for new routes to mature. We're still making a sh!tload of $$$.

This does absolutely nothing to change my contract expectations, and it shouldn't do anything to change yours.

04-29-2015 | 08:37 AM

#11593

falcon2000aj

Gets Weekends Off

Joined: Aug 2011

Posts: 279

Likes: 0

Quote:

Originally Posted by Judge Smails

^^this.. Not to mention all the new routes for all that new capacity increase takes time to fill... We seem to be able to fill seats faster than most in new cities... This was all expected with a 30% capacity increase. Which is about 10-12% more than we have averaged over the past four years...

04-29-2015 | 08:45 AM

#11594

Rainbows

Gets Weekends Off

Joined: Mar 2015

Posts: 815

Likes: 0

From: Low paid Airbus gear slinger

Who cares a flip 'bout the stock, all that does is effect how much baldanza and the fat cats make. It does nothing to determine how much we should be paid. This will just mean we will be flying bigger planes with more people in them. We should be paid like it.

04-29-2015 | 08:53 AM

#11595

falcon2000aj

Gets Weekends Off

Joined: Aug 2011

Posts: 279

Likes: 0

Quote:

Originally Posted by Rainbows

Well, I care...cause I own it.

04-29-2015 | 09:08 AM

#11596

Lobaeux

Gets Weekends Off

Joined: Dec 2009

Posts: 2,385

Likes: 0

From: Airplane

Quote:

Originally Posted by falcon2000aj

Well, I care...cause I own it.

As do I, and today was a killer. -10.07%, a loss of over $500M in market cap in one day.

Devestating.

04-29-2015 | 09:10 AM

#11597

Dr Pepper

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Joined: Feb 2014

Posts: 166

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Only about half the RASM decline was from growth, the rest was related to pricing. DFW was hit especially hard due to SW expansion and cheap fares.
Stock doesn't drop 10% for no reason.

04-29-2015 | 09:21 AM

#11598

ovrtake92

Banned

Joined: Jan 2008

Posts: 784

Likes: 0

From: A-320

All stock is down today. I think We'll survive...

04-29-2015 | 09:23 AM

#11599

falcon2000aj

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Joined: Aug 2011

Posts: 279

Likes: 0

Quote:

Originally Posted by Dr Pepper

Only about half the RASM decline was from growth, the rest was related to pricing. DFW was hit especially hard due to SW expansion and cheap fares.
Stock doesn't drop 10% for no reason.

Yes, I was going to mention SWA... They compete with us now on every route we fly out of DFW, they fly out of Love... I'm not sure how long AA and SWA can keep their pricing down to compete with ours??

04-29-2015 | 09:29 AM

#11600

Dr Pepper

Gets Weekends Off

Joined: Feb 2014

Posts: 166

Likes: 0

Quote:

Originally Posted by falcon2000aj

Agreed. It sounds like SW has started raising fares out of DFW thus the increase in our load factors. Hopefully we can soon raise our fares too.
Really the only thing that scared me on the call was how significant of an effect SW had on DFW when they are planning large expansion out of FLL next.