The plan going forward
06-05-2024, 06:39 AM
#91
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Joined APC: May 2015
Posts: 467
They came here to merge with Frontier and get very rich. That plan got shot down 2 years ago and they basically took their ball and went home, leaving the operation to struggle with no help from above. To me, them leaving now means that there's officially no chance of revisiting the F9 merger.
and I’m on the opposite side of the spectrum. I’m convinced frontier will be back in the picture by the end of the summer. Haralson knows this , knows he won’t have a position and simply decided to find a new job. That’s how I see it anyways.
06-05-2024, 07:37 AM
#92
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I don't think anything will be announced or anything like that till a new DOJ is in place, or there's certainty that the current one is on the way out....
06-05-2024, 07:48 AM
#93
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Posts: 222
Any word or rumors on how the debt refinance negotiations are going? Also are there any airlines who recently did a debt refinance that is similar to this?
06-05-2024, 07:49 AM
#94
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Posts: 467
possible. But I think they come back in the picture regardless. They’ll a) take a calculated risk DOJ won’t sue b) they think there’s a good chance of a new administration or c) DOJ sues to block it and they choose to battle out in court again.. my over/under is a Labor Day announcement. I’ll take the under.
06-05-2024, 10:42 AM
#95
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06-05-2024, 11:00 AM
#96
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Position: Joystick Operator
Posts: 887
I would be worried if he wasn't talking about us.
06-05-2024, 11:36 AM
#97
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Position: baller, shot caller
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One possible scenario is that he's trying to shift the narrative in his favor in order for his company to acquire one of the smaller airlines in the future.
Let's say that hypothetically speaking we exit the ULCC market later this year, it would be a much more difficult argument for the DOJ to win a lawsuit blocking a merger.
The poors are not a protected class when it comes to air travel. NK could change it's business model next week to an exclusively premium service airline and the DOJ couldn't do jack to stop it.
Last edited by SSlow; 06-05-2024 at 11:56 AM.
06-05-2024, 11:40 AM
#98
Almost there
Joined APC: Apr 2021
Posts: 1,286
Similar article with response from Barry. I don’t like him but I liked his response.
06-05-2024, 11:43 AM
#99
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Posts: 260
I notice hypocrisy in Kirby's statements. He bashes the ULCCs for charging for carry on bags at the gate, then admits that United does exactly the same with their basic economy fares. Also the article does a good job pointing out how the ULCCs are improving their operations and have dropped change/cancel fees.
06-05-2024, 11:47 AM
#100
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Joined APC: Nov 2015
Posts: 1,522
I think what people are kind of missing is the large legacy airlines have multiple revenue streams and can get close enough on price to match us on where we fly. So, I think COST does matter. UAL/DAL/AA can subisidize the loss on these tickets becuase they have CC revenuve, intl etc. The only way we can subsidize lower ticket costs is by lowering labor cost?, lol
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