How long for a contract?
12-03-2023, 05:44 PM
#301
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Honestly, I'm not sure our mgt is forward thinking enough to realize how bad it is. FB post showing the record # of depts in Vegas for Oct 23 for every airline but us (who was down 20%). Lost money last qtr. Opening bases and involuntarily moving 15-20 people every 6 months.
And despite what anyone says on any earnings call or email, it seems ludicrous to believe that most of our fleet will be P&W engines but ours will be unaffected.
What's our long range plan - anyone know? It's not published so there's no need to refute any change to it later. We change strategies every 6 to 9 months with the thought process of "save, save, save" despite the fact that it costs more in the long run. So, odds are the new contract will take even longer than the last one.
12-03-2023, 05:54 PM
#302
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12-03-2023, 06:04 PM
#303
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Allegiant seems most viable but what does that do for either of us?
12-03-2023, 06:13 PM
#304
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Posts: 193
Seriously? Scale, for one. Consolidates overhead (for lower CASM) and allows for stuff like frequency. Biggest deal killer in terms of why lots of folks won’t fly ULCCs is lack of frequency and the resulting problems in terms of when a flight gets cancelled, etc. Whether frequency is actually a bad thing though (in terms of becoming a fly large enough for the local major airline to start swatting at) is for smarter folks to determine.
12-03-2023, 06:19 PM
#305
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Seriously? Scale, for one. Consolidates overhead (for lower CASM) and allows for stuff like frequency. Biggest deal killer in terms of why lots of folks won’t fly ULCCs is lack of frequency and the resulting problems in terms of when a flight gets cancelled, etc. Whether frequency is actually a bad thing though (in terms of becoming a fly large enough for the local major airline to start swatting at) is for smarter folks to determine.
12-03-2023, 06:42 PM
#306
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And they’re doing a decent job at it if I recall their recent earnings correctly. Look, who knows if F9/Allegiant would ever happen. All I’m saying is it wouldn’t be all that wild.
12-03-2023, 07:11 PM
#307
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Seriously? Scale, for one. Consolidates overhead (for lower CASM) and allows for stuff like frequency. Biggest deal killer in terms of why lots of folks won’t fly ULCCs is lack of frequency and the resulting problems in terms of when a flight gets cancelled, etc. Whether frequency is actually a bad thing though (in terms of becoming a fly large enough for the local major airline to start swatting at) is for smarter folks to determine.
Frequency perhaps on some city pairs but there are MANY places Allegiant flies that we don't.
https://www.allegiantair.com/interactive-routemap
A merger w/ Allegiant is just delaying the inevitable...
12-03-2023, 07:47 PM
#308
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Scale is essentially negligible as both are too small to really affect any other airline.
Frequency perhaps on some city pairs but there are MANY places Allegiant flies that we don't.
https://www.allegiantair.com/interactive-routemap
A merger w/ Allegiant is just delaying the inevitable...
Frequency perhaps on some city pairs but there are MANY places Allegiant flies that we don't.
https://www.allegiantair.com/interactive-routemap
A merger w/ Allegiant is just delaying the inevitable...
12-03-2023, 08:23 PM
#309
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Posts: 1,425
There are only two viable options for the company (besides failure). One is to merge/be purchased by some other bigger airline (mostly for the labor and aircraft w/o P&W engines). This is BY FAR the best option we can hope for.
The second is to try and weather shrinkage from lack of sales and aircraft engine issues. I can imagine BB/BL will be replaced and whomever tries to rescue this sinking ship will try and pull off some sort of magic show.
Either way, our business is gonna trend down in the next 3-5 years.
The second is to try and weather shrinkage from lack of sales and aircraft engine issues. I can imagine BB/BL will be replaced and whomever tries to rescue this sinking ship will try and pull off some sort of magic show.
Either way, our business is gonna trend down in the next 3-5 years.
12-19-2023, 03:07 PM
#310
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Posts: 427
According to Aero Crew news rumor is Southwest is finalizing Delta 757 pay rates for FOs and Delta 737 rates for captains plus 1%.
SW is a “low cost carrier”. Maybe we should act more like SW is our peer group, and less like Allegiant.
just sayin.
SW is a “low cost carrier”. Maybe we should act more like SW is our peer group, and less like Allegiant.
just sayin.
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