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-   -   New Merger… (https://www.airlinepilotforums.com/united/136601-new-mergero.html)

Guppydriver95 02-07-2022 08:41 AM


Originally Posted by Andy (Post 3367895)
I'm LUAL and it's on both sides. There are some LCAL and LUAL pilots who will be miserable over the merger until the day they die. And like it or not, this was the best course of action for our two companies. It was a good fit.

I'd be happier if smallsac hadn't closed SEA; that was a bonehead move. And it'd be nice to see us get a FL hub. Other than those two items, we've got a solid route structure.

I’ve said the same thing. Overall, it was a good match. Sleeves completely missed my point, which was their merger committee hung them out to dry, leading to long term heartburn. I wish our ALPA brothers at Spirit and Frontier well.

TankerPatch 02-07-2022 09:13 AM


Originally Posted by Barley (Post 3367867)
CASM is not the end-all be-all competitive advantage ULCC leaders would have you believe. Driving CASM into the ground is not how big airlines actually create and sustain their success. UAL's loyalty program alone is worth more than 4 times the combined market cap of NK & F9.

While not the end-all be-all, wasn’t reducing CASM a significant driver behind UAL’s huge narrowbody order?

I get it—UAL would be unwise to try to compete with ULCCs purely on cost—but as I understand it Kirby has placed more emphasis on getting CASM down. I reckon this is a good news story for UAL’s long-term health.

Andy 02-07-2022 09:21 AM


Originally Posted by TankerPatch (Post 3367944)
While not the end-all be-all, wasn’t reducing CASM a significant driver behind UAL’s huge narrowbody order?

I get it—UAL would be unwise to try to compete with ULCCs purely on cost—but as I understand it Kirby has placed more emphasis on getting CASM down. I reckon this is a good news story for UAL’s long-term health.

Widebodies have lower CASM than narrowbodies.

tallpilot 02-07-2022 10:13 AM


Originally Posted by TankerPatch (Post 3367944)
While not the end-all be-all, wasn’t reducing CASM a significant driver behind UAL’s huge narrowbody order?

I get it—UAL would be unwise to try to compete with ULCCs purely on cost—but as I understand it Kirby has placed more emphasis on getting CASM down. I reckon this is a good news story for UAL’s long-term health.

I'm pretty sure those narrowbodies are to replace express lift that can't be staffed until United and everybody else stops hiring.

Andy 02-07-2022 10:43 AM


Originally Posted by tallpilot (Post 3368026)
I'm pretty sure those narrowbodies are to replace express lift that can't be staffed until new pilots are willing to accept poverty wages again..

FIFY.......

TankerPatch 02-07-2022 10:46 AM


Originally Posted by tallpilot (Post 3368026)
I'm pretty sure those narrowbodies are to replace express lift that can't be staffed until United and everybody else stops hiring.

I could be wrong, but as I understand it, it’s the other way around—UAL is reducing its use of UAX because it is upgauging by buying all those narrow bodies. Either way, the policy seems sound—a full 737 should have a lower CASM than an RJ on the same route (much like, as Andy noted in a post above, widebodies have lower CASMs than narrowbodies).

The good news about narrowbodies is that, during a downturn, they can still be redeployed effectively. With limited international and/or business travel (also as noted in another post above), widebodies can quickly become really expensive paperweights.

Regarding staffing, one does wonder how they’ll be able to staff their jets.

Mitch Rapp 02-07-2022 10:51 AM


Originally Posted by Andy (Post 3367895)
I'm LUAL and it's on both sides. There are some LCAL and LUAL pilots who will be miserable over the merger until the day they die. And like it or not, this was the best course of action for our two companies. It was a good fit.

I'd be happier if smallsac hadn't closed SEA; that was a bonehead move. And it'd be nice to see us get a FL hub. Other than those two items, we've got a solid route structure.

I’m LCAL and I love my LUAL and post merger hire brothers and sisters. Nothing is fair, and we both had our share of jerks, but we’re one airline and better for it.

Hedley 02-07-2022 11:08 AM


Originally Posted by TankerPatch (Post 3368062)
I could be wrong, but as I understand it, it’s the other way around—UAL is reducing its use of UAX because it is upgauging by buying all those narrow bodies. Either way, the policy seems sound—a full 737 should have a lower CASM than an RJ on the same route (much like, as Andy noted in a post above, widebodies have lower CASMs than narrowbodies).

The good news about narrowbodies is that, during a downturn, they can still be redeployed effectively. With limited international and/or business travel (also as noted in another post above), widebodies can quickly become really expensive paperweights.

Regarding staffing, one does wonder how they’ll be able to staff their jets.

The new deliveries of the Max and NEO will make the NB fleet much more efficient. The Max8 holds 166 pax (16 first class seats) and only burns 4.6. The Max 9 burns just a little more, and the NEO will supposedly produce similar numbers. UAL can burn a little more fuel and carry almost 100 more seats than the biggest RJ. I was sure that Kirby would order something like the A220 to replace the regional lift, but it could be that a Max/NEO fleet could do the job without the added cost of adding a fleet type. A few 550’s, the existing 170/175’s, and everything else mainline could turn out to be a drastically improved product.

Andy 02-07-2022 11:18 AM


Originally Posted by Mitch Rapp (Post 3368067)
I’m LCAL and I love my LUAL and post merger hire brothers and sisters. Nothing is fair, and we both had our share of jerks, but we’re one airline and better for it.

Spot on. There are much bigger things to worry about than a merger that happened a decade ago.


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