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Originally Posted by webecheck
(Post 2246280)
So is everyone in agreement that if the operation is to grow domestically, which was mentioned as a focus area going forward in the IR presentation, the first step in that is probably to open up new markets? And since it's financially more responsible to open up a new market with a 76 seater that passengers actually enjoy (e175), and not a 130 seater...and we can't acquire anymore without a SNB purchase...and the 737-700s order didnt nothing to allow that.....but a SNB could....and mgmt said they want to take on Delta more....who flies 717s...and has seen a solid growth in their domestic market the last several years....and Kirby's rep is he loves RJs and is smart on how to grow revenue....
All signs seem to indicate more news is on the horizon fleet wise. But to your point, CPAs are in decline and mainline will recapture some domestic lift. Spending billions on a new fleet only to allow less than 100 additional 76 seaters to attempt minuscule improvements to yield doesn't pass the sniff test. In other words, complying with scope choke provisions won't guarantee ROI. With all the attention on CAPEX, I don't think SNB idea would get passed the board. |
Originally Posted by awax
(Post 2246467)
All I'm in agreement with, is that you write like a sixth grade girl with ADHD. Good God man! :p.
But to your point, CPAs are in decline and mainline will recapture some domestic lift. Spending billions on a new fleet only to allow less than 100 additional 76 seaters to attempt minuscule improvements to yield doesn't pass the sniff test. |
Originally Posted by Grumble
(Post 2246331)
When are the 50 seaters going away?
Sadly, that isn't happening anywhere near the timeline many thought it would. Management simply moves the aircraft around from more expensive contractors to to cheaper ones, as well as the "carrot dangle" of a quick upgrade, CPP, etc......... |
Investor Updates show UAL had 322 ERJ135/145/CRJ200s at the end of 2014. 254 at the end of this year. That's 68 hulls. GONE. Beautiful. Also, 490 total RJs end of 2016 v 566 end of 2014. That's a decrease of 76 RJs net of the 76 seater increase.
It's like McDonalds....I'm loving it. Sled |
[QUOTE=awax;2246467]All I'm in agreement with, is that you write like a sixth grade girl with ADHD. Good God man! :p
And I think you're not being fair to sixth grade girls with ADHD; they write better, I'm fairly sure |
Know your audience, right?
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Originally Posted by hslightnin
(Post 2246373)
Who's CPA is up next with 700s?
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Originally Posted by John Carr
(Post 2246473)
"the 50 seater is dead!!!!!"
Sadly, that isn't happening anywhere near the timeline many thought it would. Management simply moves the aircraft around from more expensive contractors to to cheaper ones, as well as the "carrot dangle" of a quick upgrade, CPP, etc......... |
Originally Posted by MAGA
(Post 2246854)
Wait till Trump starts drilling.... oil prices will plummet and management will keep cheap 50 seaters around even longer as their ASM costs plummet and well.
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Originally Posted by jsled
(Post 2247017)
Silly thing to say. Under Obama, fracking already made the USA virtually energy independent. Supply and demand already caused oil to plummet. Record profits and contracts are the result. Enjoy.
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