PineappleXpres

This, again

Filler…

SD3FR8DOG

Fwiw they did right by the poolies who got flushed due Covid slowdown so there's precedent.

airb320

lol, you are a funny guy. On the surface, yes, they didn’t “buy HAL to shrink” however, shortly after that … reality sets in!
Think about it, the economy/stockmarket has been good for a very long time know and things will slow down in die time (not anytime soon) but for sure in 2-3 years and what you will see is going to be an accelerated move to rid AS/HAL of airplanes simply for the fact that we are too small to operate 5 types efficiently and AS is all about efficiency! Bottom line, during that downturn a combined AS/HAL will shrink rapidly.

blackbox348

so then why buy us?

vaxedtothemax

Shhh... although stating near undeniable facts used to be good, it hurts peoples feelings.

4 months til profitability according to one guy.

And hiring for the HA operation while AK hires for it's operation creates a complete sh!t show when it comes time to merge the lists. Once the merger is complete, and the ink is wet (refered to as Day 1), AK will be the hiring guru's. As for poolies, who knows? My bet is HA will wipe their hands clean of it all possibly giving AK what they have and letting them decide. The people in charge of running HA into the ground get their millions, and hopefully fade into the sunset.

vaxedtothemax

Haven't run the numbers, but how much are 12 787's and 24 A330's worth for immediate delivery? (plus Amazon)

International seems like a decent reason also, except HA's international has been pretty decimated the last few years.

I doubt the NEO's stick around. Having a whole other fleet type and training program for 18 airframes for a company AK's size doesn't seem to make sense. Especially when they have an a/c that basically does the same mission.

FyrePilot

neos staying will depend on the max deliveries

a330s in their current state are not worth much. They are leased (have no idea if terms are good but judging how HA management runs things I would venture to say not great). They need bigger premium cabins. Maintenance has got to be getting worse as they age. Fuel economy cannot really be compared with current technology. They still don’t have internet (yes I know it’s coming). My guess is they are gone once they have 787s to cover JFK, BOS, SYD, HND, ICN. So with two planes on each route- the current order will cove that. Any other place the 330 goes currently will be replaced with the max

787 deliveries and haneda slots are probably worth the most to Alaska.

The inter-island has no profits with competition

The rest of the operation can be duplicated

blackbox348

Id bet my Nā Leo bonus that Alaska exercises the rest of the options of the Dreamliners within 6 months of transaction close.

fuzzball

To the first point, no. 12 owned, 12 leased. Second point, reorganizing the leases is one of the things they got right. Varying terms ranging from one to nine years so they can respond to the market as the leases come up for renegotiation. Third point, tell me you don't understand the interisland market without telling me you don't understand the interisland market. Or did Hawaiian and Aloha never have profits in their 60+ years of coexistance (until AQ was run aground with the same level of ineptitude that's plaguing HA right now)?

FyrePilot

I have heard all different numbers of leasedvs owned 330s. Last I heard was 18 leased with 6 owned. So if you say know it's 12/12 that's fine-. I don't think it matters. Fact is the plane is not competitive on the routes against 787s or more fuel efficient 350s. Good think most routes don't have competition. Current competition on the routes that do are mostly 777s from UA and 757/767 from DL. Those will be replaced sooner or later with modern more fuel efficient planes. The short routes the 330s fly are already being done with maxes and neos.

Your aloha reference proves that inter-island competition never lasts. Maybe there were some years of profits, but when there is competition along with a downturn in travel- there is not enough juice to squeeze.

Add in a weak yen and declining US tourism thanks to inflation and local government thinking they don't need tourism to surive, waste a few billion that could have modernized the rest of the airport (maybe build runways once instead of closing and repairing for 6 months ever year) but instead was spent on a train that almost goes to the mall in kapolei but won't make it to ala Moana for another 7years. Its a distaster.

Alaska wants the 787 order book and the Haneda slots. That is the only reason for the purchase

I think it still would be easier to buy the 787s in the bankruptcy proceedings and then bid for the Haneda slots- but I just fly planes and don't run an airline.