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Old 09-21-2023, 10:32 PM
  #31  
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Originally Posted by Frank717
Don’t kill the messenger.

https://www.travelweekly.com/Travel-News/Airline-News/Airbus-A320neo-engine-issue-more-extensive-than-first-reported

the original number in the first article read that nine aircraft would be down. That’s 50% of your current fleet according to Wiki. At present, you’re down 4/18.

I did add the qualifier “unless they find a solution” too. Refusing to return loaner engines is definitely a solution.

Finally, your CEO is going to tell everyone the company will be (or is) profitable until the day they declare bankruptcy. I’ve seen it and been in it.
Personally, literally a week before our CEO said “we haven’t discussed bankruptcy”, next week front page news.

Apparently from previous post, there is little love loss for your CEO and almost no trust, but that’s industry standard.

Sorry, I didn’t mean to step on toes, I just read article that seem to show major issues with A321 Neos around the world. And the problems continue for P&W.
Click bait. Financials are out there too. Revenue guidance only down 2-3% as a result for the engines in 2024.
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Old 09-23-2023, 01:54 AM
  #32  
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Originally Posted by Frank717
Don’t kill the messenger.

https://www.travelweekly.com/Travel-News/Airline-News/Airbus-A320neo-engine-issue-more-extensive-than-first-reported

the original number in the first article read that nine aircraft would be down. That’s 50% of your current fleet according to Wiki. At present, you’re down 4/18.

I did add the qualifier “unless they find a solution” too. Refusing to return loaner engines is definitely a solution.

Finally, your CEO is going to tell everyone the company will be (or is) profitable until the day they declare bankruptcy. I’ve seen it and been in it.
Personally, literally a week before our CEO said “we haven’t discussed bankruptcy”, next week front page news.

Apparently from previous post, there is little love loss for your CEO and almost no trust, but that’s industry standard.

Sorry, I didn’t mean to step on toes, I just read article that seem to show major issues with A321 Neos around the world. And the problems continue for P&W.
Oh and said that we have cash in the bank and the liquidity to sustain these losses for 8-10 years, don’t think we’re going to be declaring BK over a few downed 321NEOs.
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Old 09-24-2023, 06:41 AM
  #33  
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Originally Posted by Salukidawg
You’re right SWA/Alaska makes much more sense and seems much more likely.
I was talking about AS buying HA.

SW buying AS is not utterly implausible, but SW has their hands full with other problems right now, and there would need to be a lot of divestiture on the west coast... SW+AS accounts for 80% or more of SAN traffic for example. AS+HA would be a lot easier to get past the trust-busters. They might not even put up a fight.
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Old 09-24-2023, 03:31 PM
  #34  
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Originally Posted by rickair7777
I was talking about AS buying HA.

SW buying AS is not utterly implausible, but SW has their hands full with other problems right now, and there would need to be a lot of divestiture on the west coast... SW+AS accounts for 80% or more of SAN traffic for example. AS+HA would be a lot easier to get past the trust-busters. They might not even put up a fight.
Alaska bought Virgin America and then got rid of the Airbus jets, was a route purchase, so HA would be similar but I would put money that won't happen. The NEO issue is a pain but HA has managed that as best as possible and will likely extend some of the 330 leases that were set to expire next year to cover the availability of the 321 due to the engine inspections, it will be much less of an impact than originally expected. That is the benefit of being a multi-type fleet vice going the one type economies of scale route....impacts to a type can be absorbed by other fleets to some degree and company revenue is not entirely dependent on one fleet. The Max issue and now the NEO issue (albeit less severe than the MAX issue) are good examples of the downside of being too heavily tied to one type / engine / etc. There are certainly positives...economies of scale, training and scheduling efficiencies, etc. Just this case I think the NEO impact to HA will be mitigated pretty well with 330 extensions. I think HA would be targeted more by a private equity company than by another airline, based on the fact the stock is trading at discount if it starts making money and with the freight side picking up plus Asian travel, the only negative is the NEO at this time, that will pass within a year or two and the 330 extensions will mitigate so will be a short term factor to financials....all in IMHO.
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Old 10-02-2023, 04:25 AM
  #35  
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Originally Posted by rickair7777
I was talking about AS buying HA.

SW buying AS is not utterly implausible, but SW has their hands full with other problems right now, and there would need to be a lot of divestiture on the west coast... SW+AS accounts for 80% or more of SAN traffic for example. AS+HA would be a lot easier to get past the trust-busters. They might not even put up a fight.
I should have put a wink emoji on my post. I knew you were referring to AS buying HA.
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Old 10-03-2023, 10:51 AM
  #36  
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Originally Posted by Salukidawg
I should have put a wink emoji on my post. I knew you were referring to AS buying HA.
Would DL let AS buy HA? Can the stock price go any lower? Who would want to be in bed with us?
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Old 10-13-2023, 02:41 PM
  #37  
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Originally Posted by blackbox348
Oh and said that we have cash in the bank and the liquidity to sustain these losses for 8-10 years, don’t think we’re going to be declaring BK over a few downed 321NEOs.
It seems the Neo Engine is as bad as the news predicted. I saw HA has been forced to cancel a slew of flights recently due to issues.

Earnings come out in a few days, I know the company keeps assuring everyone that everything is fine, but when Delta reports record profits and United is doubling their fleet, it paints a sim picture for HA. I’m not saying all of this as a negative, I know it sucks. I just want your pilots to look at facts over hopes when making career decisions. I’ve been though it, I wish I paid more attention to Wall Street instead of my CEO…. That was AirTran days, but still.
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Old 10-13-2023, 05:29 PM
  #38  
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Originally Posted by Frank717
It seems the Neo Engine is as bad as the news predicted. I saw HA has been forced to cancel a slew of flights recently due to issues.

Earnings come out in a few days, I know the company keeps assuring everyone that everything is fine, but when Delta reports record profits and United is doubling their fleet, it paints a sim picture for HA. I’m not saying all of this as a negative, I know it sucks. I just want your pilots to look at facts over hopes when making career decisions. I’ve been though it, I wish I paid more attention to Wall Street instead of my CEO…. That was AirTran days, but still.
Keep buying shares and the pilots will own HA before to long.
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Old 10-13-2023, 11:25 PM
  #39  
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Originally Posted by Frank717
It seems the Neo Engine is as bad as the news predicted. I saw HA has been forced to cancel a slew of flights recently due to issues.

Earnings come out in a few days, I know the company keeps assuring everyone that everything is fine, but when Delta reports record profits and United is doubling their fleet, it paints a sim picture for HA. I’m not saying all of this as a negative, I know it sucks. I just want your pilots to look at facts over hopes when making career decisions. I’ve been though it, I wish I paid more attention to Wall Street instead of my CEO…. That was AirTran days, but still.
No fake parts to date. Engines are an ongoing issue, but also the benefit of the airline’s audacity to suffer the complexity of operating different a/c. Spirit and Frontier are not profitable BTW. Hopefully you left AirTran in time to dodge the staple. No crystal balls for us at HAL, but driving to work says it’s worth the risk.
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Old 10-25-2023, 10:15 PM
  #40  
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Originally Posted by PineappleXpres
No fake parts to date. Engines are an ongoing issue, but also the benefit of the airline’s audacity to suffer the complexity of operating different a/c. Spirit and Frontier are not profitable BTW. Hopefully you left AirTran in time to dodge the staple. No crystal balls for us at HAL, but driving to work says it’s worth the risk.
Staple that’s funny,
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