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Old 09-23-2024, 06:36 AM
  #811  
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Originally Posted by Margaritaville
Ah airliners dot net lol. The Wikipedia and Seeking Alpha of aviation lol.

Well it's confirmed then!
The lease rates are probably fairly accurate. As far as I know we don't generally lease our airplanes. We might again someday if we get in financial trouble and need cash. Leasebacks are common in the industry. You can tell by looking at the registration in the aircraft, is it owned by American or some leasing company?

I didn't know that the order book for E2s was so deep. Good for Embraer. If true, that would seem to reduce our opportunities for a fire sale. Hopefully there are some gently used 319s somewhere. There certainly don't seem to be any gently used 777-300ERs anywhere.

Spirit and JetBlue I believe lease their entire fleets.
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Old 09-23-2024, 07:07 AM
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Originally Posted by rockelino
Aren't Spirit's Airbuses/Airbii use the P&W engines? If so, that's not fleet commonality, but I may be wrong.
All of Spirit’s 319’s are CEOs with IAE V2500’s. I think Spirit owns all 30 or so of them, and have had many suitors for them over the years. They’re not in great condition, but are probably gently used compared to AA’s non sharklet 19s.
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Old 09-23-2024, 07:34 AM
  #813  
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Originally Posted by FNGFO
All of Spirit’s 319’s are CEOs with IAE V2500’s. I think Spirit owns all 30 or so of them, and have had many suitors for them over the years. They’re not in great condition, but are probably gently used compared to AA’s non sharklet 19s.
They’re mint compared to the AA junkers
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Old 09-23-2024, 09:03 AM
  #814  
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Originally Posted by JulesWinfield
They’re mint compared to the AA junkers
The only ones older are United's. But we're getting sweet new LCDs.

The interesting thing as far as I can tell is the company has shown 0 interest in 319s. They want 321s and Max-10s (similar capacity) and 175s.

It really leaves a huge hole between 76 seats and 150. We're trying to be the country's largest regional without the right gauge aircraft for the markets.
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Old 09-23-2024, 09:13 AM
  #815  
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Originally Posted by BrazilBusDriver
I wasn’t there at the early stages but do think dumping the A330ceos in the desert and paying to store them was dumb. I respect the fleet diversification argument. I also believe there is a reason that the A330neo has had terrible uptake by airlines and I suspect that’s because the economics on a new aircraft purchase make zero sense.

I’m neither a network planner nor an accountant, but there is a reason airlines keep picking the 787 and A350. We as pilots don’t have to like it but in a similar vein there’s a reason we’re getting a 321xlr and not a 757neo.
The had 9 -300's with one engine and 17 -200's with a different engine. Or 9 -200's and 17 -300's. Two mini fleets. Not surprising that they parked them. It just happened sooner than expected.
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Old 09-23-2024, 12:28 PM
  #816  
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Originally Posted by JulesWinfield
They’re mint compared to the AA junkers
We've certainly got a few "gems" (basic cockpit with hand-jam boxes and 90,000 cyles on them), but we have a few REALLY nice ones with enhanced cockpits and CFMs.
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Old 09-23-2024, 12:36 PM
  #817  
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Originally Posted by Margaritaville
Ah airliners dot net lol. The Wikipedia and Seeking Alpha of aviation lol.

Well it's confirmed then!
Just do some easy gradeschool math to see it if makes sense.

It's a $65m jet, let's say you get it for half off at $30m which is arguably below their production costs (ain't happening), 8% 20 year life gives you payment of $250,000

I was being pretty generous with the $225k figure, it likely is higher. $225k to lease the jet is a solid deal.

It's in line with the lease rates someone posted for A.net.

While knowing everything there is to know about airline finance, buying jets, staffing etc why are you just flying them around? You'd think your skills would pay far more as CFO at AA.
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Old 09-23-2024, 12:43 PM
  #818  
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Originally Posted by tallpilot
The lease rates are probably fairly accurate. As far as I know we don't generally lease our airplanes. We might again someday if we get in financial trouble and need cash. Leasebacks are common in the industry. You can tell by looking at the registration in the aircraft, is it owned by American or some leasing company?

I didn't know that the order book for E2s was so deep. Good for Embraer. If true, that would seem to reduce our opportunities for a fire sale. Hopefully there are some gently used 319s somewhere. There certainly don't seem to be any gently used 777-300ERs anywhere.

Spirit and JetBlue I believe lease their entire fleets.
During covid Spirit had to sell/leaseback their jets...as did we.
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Old 09-23-2024, 12:48 PM
  #819  
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Originally Posted by tallpilot
The only ones older are United's. But we're getting sweet new LCDs.

The interesting thing as far as I can tell is the company has shown 0 interest in 319s. They want 321s and Max-10s (similar capacity) and 175s.

It really leaves a huge hole between 76 seats and 150. We're trying to be the country's largest regional without the right gauge aircraft for the markets.
I know for the 319 vs 321 thing, the purchase cost is basically the same. While the segment cost is higher due to increased weight therefore fuel burn, the incremental cost doesn't seem that high. I don't know the exact numbers, perhaps those who fly the Airbus could ring in.

Fuel burn/efficiency on short legs isn't really a consideration. AA tends to put fuel inefficient aircraft on shorter legs, as the cost savings just isn't there. Basically they run beater jets on their regional routes.
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Old 09-23-2024, 02:50 PM
  #820  
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Originally Posted by RippinClapBombs
Did they mention the potential seller?
No they did not. It was noted that there's a decent inventory of 319's out there domestic and international, and the price on the used market is attractive. This was in the context of the current upgrade program for the 319's and upcoming XLR's, so the topic wasn't anchored on.
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