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Old 12-16-2023, 12:46 PM
  #1  
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Default BB on CNBC Money Mover podcast 12/14

https://podcasts.apple.com/us/podcast/sec-chair-gary-gensler-frontier-ceo-cheniere-ceo-12-14-23/id1718613229?i=1000638591417

Starts at 12:20

Barry is in Vegas when he is on the Podcast

Highlights, summarized

- Barry concedes "corporate is coming back"
- Frontier Capacity will shift, pivoting to "underserved areas" (?)
- "some areas" (Orlando, Vegas, he implies) have received an oversupply of capacity
- when asked about Pilot talks 2024, "new contract at some point", staffing is fine, no shortages
- does not answer question about merger regulation, but is watching JetBlue/Spirit case

I will let everyone listen with their own two ears and make their own conclusions...
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Old 12-16-2023, 01:25 PM
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Originally Posted by hercretired
https://podcasts.apple.com/us/podcast/sec-chair-gary-gensler-frontier-ceo-cheniere-ceo-12-14-23/id1718613229?i=1000638591417

Starts at 12:20

Barry is in Vegas when he is on the Podcast

Highlights, summarized

- Barry concedes "corporate is coming back"

Too bad F9 doesn’t really carry corporate travelers.

- Frontier Capacity will shift, pivoting to "underserved areas" (?)

Seemed to be the same claim every year for the 6 years I was there.

- "some areas" (Orlando, Vegas, he implies) have received an oversupply of capacity

No kidding…?

- when asked about Pilot talks 2024, "new contract at some point", staffing is fine, no shortages

Deja Vu anyone?

- does not answer question about merger regulation, but is watching JetBlue/Spirit case

I think the merger approval would do Frontier well. The merger between F9 and NK would have been best, but having Spirit eliminated from the market would be a great consultation prize.

I will let everyone listen with their own two ears and make their own conclusions...
*#%^}Filler
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Old 12-16-2023, 01:57 PM
  #3  
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Originally Posted by hercretired
https://podcasts.apple.com/us/podcast/sec-chair-gary-gensler-frontier-ceo-cheniere-ceo-12-14-23/id1718613229?i=1000638591417

Starts at 12:20

Barry is in Vegas when he is on the Podcast

Highlights, summarized

- Barry concedes "corporate is coming back"
- Frontier Capacity will shift, pivoting to "underserved areas" (?)
- "some areas" (Orlando, Vegas, he implies) have received an oversupply of capacity
- when asked about Pilot talks 2024, "new contract at some point", staffing is fine, no shortages
- does not answer question about merger regulation, but is watching JetBlue/Spirit case

I will let everyone listen with their own two ears and make their own conclusions...
BB = Baghdad Bob w/those sort of claims.
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Old 12-16-2023, 03:15 PM
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Did he talk about how ATC delays and weather are really screwing the company?
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Old 12-16-2023, 04:14 PM
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Originally Posted by Dragonslayer69
Did he talk about how ATC delays and weather are really screwing the company?
No, JAX Center or Hurrican Irma did not get mentioned, he is probably saving that for the quarterly earnings report in January.
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Old 12-19-2023, 12:37 PM
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Originally Posted by hercretired
No, JAX Center or Hurrican Irma did not get mentioned, he is probably saving that for the quarterly earnings report in January.
I'm just waiting for him to talk about Brexit again...
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