If that’s how you took what I said then that was not my intention at all.

✌️

 

Then what was your intention? Because the tone you conveyed initially was one of mocking and snide toward someone just regurgitating information as it was presented. We're all in the same industry (I presume). We all understand there can be a delta between what is planned/communicated and what actually happens. But those things don't happen in a vacuum. United has very clearly been prepping for this, as evidenced by both Kirby's past rhetoric and current balance sheet.

So, speculation or not, what do you feel is the likely outcome for United this year? If you're going to criticize someone else for stating an opinion, which was really just affirming the opinion of our leadership, have the courage to at least put your own prediction out there.

 

I was having my doubts about bidding on those anyway… alt=""

 

🙄

The person I originally quoted has a knack for “dooming” on other airlines all while saying how amazing everything is going at UA.

Chill…. Here’s an 🧊 to help you get started.

 

He was not celebrating their demise or anything of the sort, we was making a commentary about their business economics.

Sure, American actually made a less than 0.5% of its revenues in 2025 using the higher, adjusted (non-GAAP) $237 million profit number. This fuel hit at AA is $400 million in Q1 alone. Probably much more significant in Q2 and Q3 at least. Even if they keep up with pricing power, it's a delicate dance when break-even is so tenuous.

Frontier might actually be not much worse off either since it has the most Neos and lowest CASM in the domestic industry. But both of these require the operator to maintain strong pricing power with the higher fuel to take advantage of their network strengths (AA) or low CASM (F9)...

Definitely not welcome news for B6 with lots of legacy A320 (& A321) or especially NK as they see their remaining fleet shift toward the older, more fuel-thirsty airframes.

-----------

Finally, 5% is hardly anything to even note when TLV and DXV each represent 1%, and the other 3% is largely the ORD mess that everyone has known about for weeks...

 

They were so wildly inaccurate, the only reason they hit the ground is because of gravity.

 

I knew one front seater who insisted that if the balloon went up on a Saturday he was going to dial up the B-61 yield to offset his hangover. If the yield is big enough, CEP becomes pretty much a moot point.

It ain’t like betting quarters at the range.

 

genuinely asking here: what’s the difference between year 10, year 20, and year 30? And when the counter terrorism director Joe Kent quits citing Iran posed no immediate threat eve after 30 years ….(45 years by the real terrorist states account) then what are we supposed to think/do ?

 

He didn’t quit, he was fired for leaking classified intel.

 

You mean, like what the Secretary of Defense did last year on Signal?