Fleet plan
 

Well, now that the Paris Airshow is over, anyone have any ideas when we'll get the long term fleet plan?!? Feel free to speculate. 🤔🤔

Andrew levy is quoted at some Aviation industry conference as saying it will be released in the 4th quarter. He also says it is more or less finazlized but they aren't ready to release it yet.

Here's the audio.
https://www.veracast.com/webcasts/citigroup/industrials2017/39106113993.cfm?0.934133341031

My wag says they'll be adding a significant number of A321LRs and possibly NEOs that Alaska doesn't want. The max 10 order will eventually be rolled into the new MOM Boeing plane.

In last weeks fou (23rd) Howard said there would b more info in this weeks fou, tomorrow???

Sure did. CCS message says it come out at 2100CT tonight. Let the hype begin!

That update is for the UpFront News application only.

I hear they are going to annnouce that we ordered the Max10....like a hundred of them!

Someone posted a recent investor conference PowerPoint that showed the fleet plan wouldn't be released until 4th quarter.

Boeing is calling the Max 10 the Guppyliner. I think its only right that we do the same going forward, because Max 10 is a terrible name for an airplane.

And guppyliner isn't?

So what time is the 2100 message supposed to come out?

Due to IT limitations, the 2100 message will now be released no later that 2359 CT on the 17th just prior to the FO PBS awards being published.

I still like Mad Max.

It is the year 2100.:)

I think the 2100 was about an update to the fou app, not a fou update.

This one got me good

I believe the new fleet plan consists of 60 e190's and about 170 a320/321's along with 3500 pilots that wear blue....

We already have cabin cleaners.

Bwahhahahahaha

WOW.......well played sir. Touché

LMAO!! Plan? We don't need no stinking plan!

How about calling it the MaxQ?

That would be too gay.

I came over here to see what the current rumor status was on merger/ aquisitions ...... So what do you think? Buying jetblue before end of this year or mid 2018?

Maybe if JB's market cap was around 3-4 billion.

JetBlue's market cap is $7.5B plus they have $5B in debt. So buying them at market value would cost about $12.5B. It would be even stupider than Alaska spending effectively $4B for Virgin America. Given how management is throwing cash at stock repurchases, there is no way they would dilute the stock with an all stock merger and there isn't enough cash on hand to do it.

I predict a big order in the fall for jets and United will grow organically.

I'd call it wishful thinking on your part. If you stop to analyze what the DOT would make the combined carrier liquidate (JFK, BOS) then where's the value? Sure, we'd all LOVE to see any Florida base become a part of the system, but there can't be enough there to make opening up NYC and Boston to the other airlines & make it worth it. Sure, I'd love to see us have all those nice AirBi that you all have, but I also loathe the idea of another merger. Realistically I see Spirit as a better candidate. It kills a major thorn in our side, and gives us lots of AirBi with the V2500 engines that we can re-configure and re-deploy.

So the rumor is confirmed?

Someone will make a offer for Hawaiian by next some. Probably Delta.

Delta buys Hawaiian, Alaska and Jet Blue merge and Kirby still won't have a fleet plan. We're floundering under an apprehensive management that just can't seem to make up its mind. Are United's regionals shrinking or growing and which is it Scott?

Im not wishing for it, just watching as an interested party since im a CO-UAL aircraft mech at IAH.

Good to have you here J. Nice to have other perspectives besides just pilots.

I think chalupa is right though with respect to the anti trust aspect. With jet blue having a hub at jfk, the Justice department would require so much route divestment that there'd be nothing left to merge with.

What's your feeling about us going from 10 banks to 8 at IAH? Sounds like we'll end up with fewer flights but more connections?

My understanding (after reading the DNU and an article with the chron) is the same number of flights - not a decrease in number.

I think you're right about Spirit being a more realistic bite, but then I think about the next move. If we were to get Spirit, then AA and DL would look to pick up a mid major too. If WE can't get B6 because we are in EWR and they are in JFK, how can AA or DL justify taking B6? They both already have big JFK and BOS bases, and AA also has MIA. B6 is by far the biggest mid-major. DL has a thousand more pilots than us. AA has two thousand. B6 might be a better fit in terms of competition, with WN, but then the all-737 fleet plan goes toes up for most of the decade.

If there is further consolidation, unless B6 is a buyer (Frontier, Allegiant, Alaska!?!), UA merging with B6 is the most apt combination in terms of network synergies and the least likely to draw the attention of anti-trust regulators in the DOT.

Assuming that the Trump Administration has even nominated someone for that job.

No it wouldn't.
It would be dynamic!

Only if you believe my sources in the Training Center where all good factual rumors originate.

Not to mention fantabulous. ;)

I'm going to assume you are Q from the world of aerodynamics and picking dynamic as a descriptor is NOT just a coincidence, right?

You are most correct sir

I'd venture to guess that AK will buy or merge with B6 before we do and it won't be questioned. Would complete the picture for AK and fill in the missing East Coast part of the equation.