Excargodog

because the intent is to dominate the recovery. Same intention as SWA and F9. With International and business flying stagnating at a small fraction of normal, the comeback will be lead by leisure flying - which is very CASM sensitive. The LCC/ULCC model CASM isn’t burdened by billions of dollars in parked 787s and paying grounded 787 pilots. That’s why they are fighting for the slots and gates the Big Three are no longer gainfully employing. They are after that market share.

It’s a strategy with some risk but a huge potential reward.

flensr

SWA is posturing for an aggressive recovery, but not quite yet ready to restart hiring because we were already overmanned a bit pre-covid due to previously expected benefits from widespread MAX usage. I expect Spirit and SWA to both do well not only recapturing previous market share, but also taking away market share from less agile competitors as well as adding new markets.

I'm not convinced F9 or Allegiant are as capable, given their other constraints. F9 is run on a shoestring budget and rapid growth capacity means carrying excess capacity. I just don't see at least F9 permitting the word "excess" anywhere in their entire operation. Maybe I'm wrong, but that's how it looks from the outside. If there is another hiring surge, they'll be handicapped by how they treated their pilot group the last year of their contract negotiations. Everyone who wants to work for a company that recalls you from vacation just to try to beat down the union, raise your hands...

Allegiant is tied into the larger leisure business so growth there may be more focused on fitting into their overall picture rather than simply doing "more".

How many new routes is Spirit saying they could operate profitably if they had the growth capacity? A couple years ago it was well over 500 and that'll all come back.

TOGALOCK

Because Spirit management treated their pilots so well during negotiations? I had no idea that suing the pilot group was just a way to say “we love and respect you”.

Your own words don't seem to describe Spirits actions in a positive light either:

I guess I’m curious what you think Frontier plans to do with nearly 140 new airplanes they have coming if they don’t plan to, or won’t tolerate, growth.

Never mind. You just appear to be an uneducated tool who, for some reason, has a bone to pick with F9 without having any actual first hand experience.

Tranquility

Still waiting on my quid too.....

Macjet

Our current MEC was all too willing to hike that skirt up so I'm afraid we're all going to be waiting a really long time for that quid.

NK management and our MEC both scored back some points in my book though for past mistakes with how the Covid MOU's and EIL/VIL's were handled. We kept all of our guys/gals/xe/they on property and, in my opinion, set the industry benchmark in this regard so I'm willing to snuff out my torch and put the pitchfork away for the time being.

There's a lot of markets due for some yellow paint and I hope we take them in force ASAP.

Qotsaautopilot

Because unless we close the doors the planes are coming no matter what. They have to double down and hire because they can’t just park these new planes. We’ve already parked the assets we actually own. The rest of it is a house of cards at this point. Let’s hope it works.

Meep

Not exactly, they’ve said we have enough pilots on property for 2021 deliveries as long as the 319s stay parked. So, they could leave them in long term storage and not hire if they were pessimistic about this summer.

king10pin02

all the 319s are coming back out of Minara, slowly

Meep

I know I was just saying they didn’t have to hire if they didn’t see travel rebounding this summer.

Qotsaautopilot

Sorry but the google machine doesn’t tell me what Minara is