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Old 10-19-2023, 04:03 PM
  #7621  
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Originally Posted by MinRest
Everything is subject to change and nothing is forever, but SFO is really the only market to allow for large growth. SEA is capped, we all know that. LAX is too, and it is much more expensive to operate out of LAX than SFO believe it or not. The Bay Area is a huge market. It will always be a junior base but I don't see SFO going away anytime soon. They really couldn't stick more planes anywhere else.
Reading the transcript of the investor call, I wouldn’t be planning on much in the way of growth anywhere by Alaska in the coming months or next year.
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Old 10-19-2023, 04:16 PM
  #7622  
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Originally Posted by flysnoopy76
Reading the transcript of the investor call, I wouldn’t be planning on much in the way of growth anywhere by Alaska in the coming months or next year.
right from the 8-k filling today
no real growth till summer next year
we will be up about 3% capacity wise through q1 of this year
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Old 10-19-2023, 04:20 PM
  #7623  
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Originally Posted by flysnoopy76
Reading the transcript of the investor call, I wouldn’t be planning on much in the way of growth anywhere by Alaska in the coming months or next year.
Certainly wasn't a lot of confidence oozing from leadership today.....in fact.....BM and ST looked nervous/stressed
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Old 10-19-2023, 04:58 PM
  #7624  
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Originally Posted by 907ANC
Only caveats are 1) there are still April hires on the ANC list and, 2) more important, the request list for ANC keeps growing -- a new hire now may wait longer, much longer. The list for PDX is shorter than it is for ANC and that's a larger base.

I'm in good shape, just want others to have the full picture.
Yes, but the bid effective date is March. Just trying to give an idea how long someone might have to commute. Unless they add more ANC slots (FO or CA) the time to hold ANC will probably increase.
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Old 10-19-2023, 05:07 PM
  #7625  
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Originally Posted by Flyboy8784
Certainly wasn't a lot of confidence oozing from leadership today.....in fact.....BM and ST looked nervous/stressed
Looking at the broader picture (market, inflation, consumers, Fed, etc), I’d say they have a very good reason to look nervous. Don’t think it looks pretty for 2024.
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Old 10-19-2023, 06:47 PM
  #7626  
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Originally Posted by ShyGuy
Looking at the broader picture (market, inflation, consumers, Fed, etc), I’d say they have a very good reason to look nervous. Don’t think it looks pretty for 2024.
I agree with all those points.....I guess I was saying more along the lines of them trying to convince themselves that premium class is what's gonna make us competitive.
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Old 10-19-2023, 07:56 PM
  #7627  
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Originally Posted by flysnoopy76
Reading the transcript of the investor call, I wouldn’t be planning on much in the way of growth anywhere by Alaska in the coming months or next year.
Well, the growth is already done really, except for the FO side with all the vacancies. But future growth will have to be Bay Area when it happens.
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Old 10-19-2023, 11:39 PM
  #7628  
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  1. SFO is struggling because of nearly-zero name recognition. We do fairly well in the inter-california market with RJ’s but those same pax use UAL for their out of California flying. RJ’s on a good day break even if they are feeding higher value tickets. We have struggled to build a trans-con network out of SFO…Lots of start-stop service. We may have a great mileage plan but really only if you live in SEA. SFO has been a vexing puzzle for the SEA crowd. They still believe that bay area and pnw are the same anx the people are the same…They could not be more mistaken. SFO as a hub/base has been a money-loser since the merger…
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Old 10-20-2023, 05:26 AM
  #7629  
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Originally Posted by 9mikemike
  1. SFO is struggling because of nearly-zero name recognition. We do fairly well in the inter-california market with RJ’s but those same pax use UAL for their out of California flying. RJ’s on a good day break even if they are feeding higher value tickets. We have struggled to build a trans-con network out of SFO…Lots of start-stop service. We may have a great mileage plan but really only if you live in SEA. SFO has been a vexing puzzle for the SEA crowd. They still believe that bay area and pnw are the same anx the people are the same…They could not be more mistaken. SFO as a hub/base has been a money-loser since the merger…
Not to talk about your ex-wife to your new girlfriend…….but this was the same airline that said based on “polling data” that the Alaska brand carried more weight than the Virgin brand…….so your statement checks out lol.

SFO wont be able to grow the way they need it to because UAL will poach every junior FO. Between them and SWA in OAK, I think we are easily third place on a new pilots “wish list”.
They need to just pick a spot off the west coast and advertise the hell out of it…..stop being scared, and beholden to Wall Street. Almost 12% profit margins and you’d of thought we were on the verge of bankruptcy yesterday.

But that said, it also shows you how long they got away with the “Alaska Discount”…….had this been pre-covid…..they’d probably be 18-19% margins where the other legacies would’ve been around 10-12%
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Old 10-20-2023, 06:37 AM
  #7630  
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what are the usual hours of people getting hired ? 121 PIC?
also how does non revving work?
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