Cleared4appch

I heard Triple 7X’s are on order.

WHACKMASTER

Yeah, but that’s only because Airbus wouldn’t deliver the A350 without autothrottles for us. Boeing will.

REF 5

I wouldn’t call WestJet a LCC. They have regional feed, hub and spoke, lie flat seat’s, hot meals and code shares with many premium airlines around the world. They even have on their website “full service carrier”. They are a global full service carrier(either on their own metal or code sharing). Personally I think they have a great product. They went private back 2019, so we can’t dive into their finances like other public companies.

Cyio

Thid exactly. I feel like we are the last ones trying to thrive in this very niche market segment. Personally I think we need a better product with more offerings if we are going to compete long term. Heavies, well that is a huge undertaking that I feel is best served to those that are already doing it.

Im just a pilot though and as long as I’m paid well I could t care less what I’m flying.

flyguy81

Didn’t have any of that fancy stuff when they were a 737 only carrier. Evolve or die…

Mozam

They where nonexistent till SWA Fired their founder and CEO because he recommended change at WN .

REF 5

That's about to be argued here on the 9th by Elliott in front of the BOD and unions. Then on the 26th, BJ will have his vision to what they think needs to be done to increase margins. I can probably guess though no hot meals and and lie flat seats is in the cards. Now that EM has 10% of the company, they will put max pressure on the BOD.

REF 5

I like David Neeleman. Morris, WestJet, Jetblue, Breeze and Azul. For anybody to start an airline and more importantly convincing investors to put in much financial risk, truly amazing. His marketing skills are top notch. Haven't said that, you have a whole chapter in our FOM on tarmac delays(as well as the whole industry) courtesy of him. His lack of operational skill created a nightmare for Jetblue. And lost his job over it. He is the last of the visionary airline guys that is still around. Almost all current airline CEO's are "manager's" now. Vision only count's when you get an ROIC of 15%. I don't know if that's a bad thing, but it definitely help's when the industry creates trillions in economic activity and about 8 million jobs.

LAXtoDEN

“BREAKING

Yahoo Finance is reporting that Elliott Investment Management, an activist hedge fund, has increased its stake in Southwest Airlines to 11%. Previously holding a 9.7% stake, Elliott Management now surpasses the 10% threshold required to call a special meeting of shareholders.

With this new leverage, Elliott Management can propose changes, such as adjustments to the board, management, or the company’s overall strategy. Depending on the outcome of shareholder votes, these proposals could lead to significant shifts within the airline.

Elliott Management’s next scheduled meeting with Southwest’s management is on Monday. The investment firm is expected to issue demands for leadership and strategic changes during this meeting.”

Looks like they’re about to suck you guys dry after they clean house. Things are going to be changing alright.

Traffic Alert

We are only here because current management was coasting and not doing their job. That is reason enough for them to go. Imagine if your other half did nothing for 10 years and only when you threatened to leave did they start making an effort. That’s not real and is a survival instinct. Once you let your guard down again, things will go back to the way they were. SWA is no different. It’s time for change.