A350-1000 and other Fleet News
#1142
Geez trip, this is a new level for you I haven’t seen! I hope this was sarcasm.
you’re right he’s done a lot of good at United. But he’s also committed them to over $60B in aircraft purchases within the next decade, some of which are going to be at 8B(!!!!) a YEAR for next couple years. Assuming he isn’t completely squeezing out all of his cash flow for aircraft purchases, he will have to finance more of this unprecedented aircraft order the industry has never seen, that is 4.5x United’s market cap. I guess his “mental math” and “photogenic memory????” Helped him make this bold decision?
I’m all for our next airplane order but I’m sure as hell happy that dude doesn’t run my airline. He almost squeezed AA until they couldn’t breathe and somehow got a golden parachute out to another legacy to do the same thing, order 800 jets. Any small amount of financial disruption in this industry and UA will be sitting there like AA was being forced to take billion $ deliveries for no reason. It has to be one of the largest aircraft order gambles a U.S. carrier has ever seen. At least the 3 are too big to fail, so our taxpayer dollars will always help when needed.
you’re right he’s done a lot of good at United. But he’s also committed them to over $60B in aircraft purchases within the next decade, some of which are going to be at 8B(!!!!) a YEAR for next couple years. Assuming he isn’t completely squeezing out all of his cash flow for aircraft purchases, he will have to finance more of this unprecedented aircraft order the industry has never seen, that is 4.5x United’s market cap. I guess his “mental math” and “photogenic memory????” Helped him make this bold decision?
I’m all for our next airplane order but I’m sure as hell happy that dude doesn’t run my airline. He almost squeezed AA until they couldn’t breathe and somehow got a golden parachute out to another legacy to do the same thing, order 800 jets. Any small amount of financial disruption in this industry and UA will be sitting there like AA was being forced to take billion $ deliveries for no reason. It has to be one of the largest aircraft order gambles a U.S. carrier has ever seen. At least the 3 are too big to fail, so our taxpayer dollars will always help when needed.
#1143
Gets Weekends Off
Joined APC: Feb 2015
Position: LAX ER
Posts: 1,606
We aren’t doing anything remotely close to the same thing. I am on board about the JV argument, but has nothing to do with my post about risky cost spending in next 10 years ordering so many brand new widebodies. Delta doesn’t need to foot $2B of free cash flow a quarter for the next 4+ years.
#1144
We aren’t doing anything remotely close to the same thing. I am on board about the JV argument, but has nothing to do with my post about risky cost spending in next 10 years ordering so many brand new widebodies. Delta doesn’t need to foot $2B of free cash flow a quarter for the next 4+ years.
#1145
Gets Weekends Off
Joined APC: Feb 2008
Posts: 19,595
It really was not a black swan event in the way it played out. A true black swan puts large numbers of pilots on the street unpaid and every bid is a pure displacement.
#1146
Gets Weekends Off
Joined APC: Feb 2007
Position: Big ones
Posts: 774
thankfully we’re talking about mainline fleet growth again. Anybody want to opine on when nyc350 category opens? Summer 24? Spring 27? Never? Upon drawdown in the 767ER fleet?
#1147
There's never been a 350 departure from JFK. More likely the 7ER lift would be replaced with more 330's for long haul and 321 whatevers for transcons.
#1148
I think that whole thing burned Flight Ops with opening new categories quickly.
#1149
Gets Weekends Off
Joined APC: Feb 2007
Position: Big ones
Posts: 774
Wow I didn’t know that. thanks for the gouge, does anyone know why there’s never been a 350 departure from jfk? (Edit- Honest question I’m not being sarcastic)
#1150
Cause we don’t fly any Asia routes from New York? And probably will not for the foreseeable future due to Russian air space being off-limits.