Meow1215

Well I don’t have a misconception. Yes, allot of people think airlines own their airplanes when most are owned by GE and Wells Fargo. However, Delta and Virgin operate(ed) their own flights under their own name. It’s true they don’t own all their airplanes. But they own their routes, they are the principle operator, there are physical assets, leases to gates, parking, and the rest of the network. When Alaskan bought Virgin; they bought the routes, gates, and the whole operation. If Hulas sold CP tomorrow, in the long term he is selling human capital only. Delta and American own everything else, sure they have a contract. But that contract can be terminated.

I don’t think Compass is going anywhere anytime soon as far Delta goes. If they did, it’s not going to Republic. Why open skeleton base(s) on the west coast? How does that benefit two of the other owners of the airline? Why would they sign-off on that expenditure to move airplanes to the operating certificate? And before people point to the 100 RJ order - these planes need to go to the new operator because of legacy NWA scope. That’s why they are still flying them and haven’t been traded in for new frames. It’s not going to Endeavor, that would be fifty million in startup alone. Can’t give it to Skywest, Delta needs a whipsaw and if Skywest is the only western operator they have no leverage.
They are not going anywhere anytime soon. But Delta will keep using that carrot to try to keep peoples hopes up and keep driving performance in DCI.

Excargodog

Excuse me, but which major isn’t already scoped out in 76 seaters? How many of all those E-175s you have will be simply replacing older 175s that you have? Who do you think is getting scope relief to let you fly the others?

FollowMe

Let me try to slow down. Lets take a hypothetical that CP owned the aircraft. Are we on the same page yet? Okay. Now DL comes and says we don't want you to fly for us anymore. We still keeping up? Now DL doesn't want to lose the lift, so they have to source additional frames for the lift they just lost and find another operator to staff them.

Now, in the real case of CP. If DL comes tomorrow and says we don't want you to fly for us anymore, now they move their aircraft and all they need is a certificate to staff them. Much simpler proposition than having the additional step of sourcing frames.

As to paint swapping, I guess the actual, real, factual, live examples of paint swapping I provided are just pixy dust. You are generally a pretty smart guy, and can contribute a lot, but lawd have mercy if anyone challenges your point one iota, let loose the dogs of hell...

Excargodog

The fact that you don’t understand basic economics is your problem, not mine.

Excargodog

See previous discussions on conformance checks.

FollowMe

Done plenty of them, they aren't really that big of deal. Certainly not when weighed against a new ten year contract and fleet expansion. But hey, I'm sure AWAC would love to hear your theories about why owning their paid off aircraft and paint swapping into new contracts doesn't make economic sense.

stabapch

FWIW coming from our flight ops department last week, YX has no plans of acquiring Compass. In summary they pretty much told us the plan was to let them die off and take the flying. They also said the only competitor they see in the immediate future is OO and they expect consolidation of the others “soon.”

MuPpET

If compass dies our flying goes to OO and Envoy, not republic, so if their goal is to ever take the flying cpz does now that strategy is just not gonna work.

Ihavenoidea

I may be wrong but I think the more pressing issue is the Mesa birds that will be up for grabs this summer. Considering we already have a base in IAH and enough pilots to staff the flying, why wouldn’t we get them?

4V14T0R

Why would Delta flying go to OO?


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