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Old 08-16-2024, 05:40 PM
  #1281  
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Originally Posted by Jonny Drama
it’s a total head scratcher to me how you can keep pointing towards historical norms, when we are continuously marching towards new norms. Jan 2020 we had about 95 big widebodies. As of July we have 121 with 45 firm orders.

It’s not an outlier that Widebody A went to 27% last winter and it won’t be an outlier when it goes to 29/30% this winter. And the first 2014s will be under 30.5% by Feb 1.
Because it works - consistently. Over various sizes of the SL. Just look at your own stats above. Whether 95 WB (in 2000 with 14,400 pilots) or 121 WB's (today with 17,300 pilots), WB A % has been amazingly consistent (those two examples were within 0.1% of one another). There are only a couple outlier months, and that within +-3%.

And you will note I did not say it will never shift/drop to 30%, I said it certainly won't happen in the next 5 months. 5 years from now (assuming all goes well and we actually get 45 more WB deliveries and 763 replacements), it absoulutely could be at 30%, and maybe even sooner than that. But it's very likely to be a (relatively) slow march, not a sudden "new norm" in one or two AE's - as history has shown us.

FWIW, while it's a fun parlor game, I really don't care about 2000/01 vs. 2010 vs. 2014 getting WB A. In real terms, it's meaningless, other than one additional seniority number. I also really don't like calling it a "wall". When it consitently cracks 30%, for example, that's a "wall falling". An actual shift. IMO, we shouldn't call the inevitable awards of 2010 or 2014 hires being awareded WB A a "wall falling".

As I've said, I'd love to be wrong. I just think basing analysis on real data, and not gut feel or hopium is a better predictor of "future returns". No guarantees offered.
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Old 08-16-2024, 05:51 PM
  #1282  
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Originally Posted by Jonny Drama
it’s a total head scratcher to me how you can keep pointing towards historical norms, when we are continuously marching towards new norms. Jan 2020 we had about 95 big widebodies. As of July we have 121 with 45 firm orders.

It’s not an outlier that Widebody A went to 27% last winter and it won’t be an outlier when it goes to 29/30% this winter. And the first 2014s will be under 30.5% by Feb 1.
agreed. 2001 hires took 15 years to upgrade. 2020-23 hires, 3 months.
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Old 08-16-2024, 07:00 PM
  #1283  
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Originally Posted by Uninteresting
agreed. 2001 hires took 15 years to upgrade. 2020-23 hires, 3 months.
Yes BUT, 2001 hires took 15 years to get to 85%..2021 hires took like what 12 monthsish to get to 85%. It's the percentage that matters.


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Old 08-17-2024, 07:33 AM
  #1284  
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Fast forward to 2028-2030 time frame. All of the 767 doing int flights are done - meaning those flights have to be flown with a 764- 330 or 350 350-1000 If you look at how many ER captains there are, many of them junior - where does that put the most junior 330/350 captain in 2028? 5,000-6000?
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Old 08-17-2024, 12:52 PM
  #1285  
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Originally Posted by NWA4LIFE
Fast forward to 2028-2030 time frame. All of the 767 doing int flights are done - meaning those flights have to be flown with a 764- 330 or 350 350-1000 If you look at how many ER captains there are, many of them junior - where does that put the most junior 330/350 captain in 2028? 5,000-6000?
The most junior 330/350 captain stays at the exact % system-wide as it is today (baring the 'shift with growth' argument). All the junior 7ER captains that get displaced as the fleet shrinks can go ONLY to where their seniority can hold. They may not be senior enough to hold 330/350 CA when the fleet goes away.
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Old 08-17-2024, 01:54 PM
  #1286  
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Originally Posted by captkdobbs
The most junior 330/350 captain stays at the exact % system-wide as it is today (baring the 'shift with growth' argument). All the junior 7ER captains that get displaced as the fleet shrinks can go ONLY to where their seniority can hold. They may not be senior enough to hold 330/350 CA when the fleet goes away.
Which is going to drive 737a more senior I think..
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Old 08-17-2024, 02:00 PM
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Originally Posted by m3113n1a1
Which is going to drive 737a more senior I think..
Heres when the Maxes show up and dilute the 73Na seniority. Maybe they come, *maybe* they don’t.

Does the Max fly the same 321N trips? Do they go west coast to Hawaii? Or does the company fly these on the medium haul domestic.
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Old 08-17-2024, 02:42 PM
  #1288  
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Originally Posted by Jonny Drama
😂 I’m more of a late 60s, early 70s American muscle guy myself. And while it will be cool to say I can hold Widebody A, I think another 15-18 mos for me (early-mid 2014), I will be waiting a lot longer to pull the trigger.
This is why it will go junior. It might get to people but those people are doing well as senior WBB, or senior enough NBA and won't mess up thier deals to claim the throne.
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Old 08-17-2024, 03:09 PM
  #1289  
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Originally Posted by captkdobbs
The most junior 330/350 captain stays at the exact % system-wide as it is today (baring the 'shift with growth' argument). All the junior 7ER captains that get displaced as the fleet shrinks can go ONLY to where their seniority can hold. They may not be senior enough to hold 330/350 CA when the fleet goes away.
Would you then say that 2030ish will be a pivotal year(s) then? That is, if the 767s retire by then, only pilots south of 2016 could be displaced to a 330/350? The rest to NBA?
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Old 08-17-2024, 03:23 PM
  #1290  
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Originally Posted by m3113n1a1
Which is going to drive 737a more senior I think..
i’m guessing 320 will get a good chunk of the ER displacements that can’t hold WB.

1. The NEO rate is not a pay cut for them while the current 73N rate is. (MAX rate TBD, if we even get it). by 2030 I’m expecting all our 320s and most our 319s to be gone while we get more 321NEOs, that would drive the average rate for that fleet higher.

2. If they do want to go WB, the 320 will give them a short course to WB A when they can hold it. Plus allow them to learn AB on a domestic fleet if they have never flown it.
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