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Old 10-22-2017, 10:59 AM
  #51  
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Originally Posted by ReadyRsv
ugh. Show me your complete fleet count. There is no new -200 flying, those are one for one trades.
Attachment 3362

Only 37 RJs have left in a 7 year period. Kirby has already brought back most of the 50 seaters. The CPAs have already been signed. Wait for the 2018 fleet plan you'll see.

Last edited by UALfoLIFE; 08-28-2018 at 03:33 PM.
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Old 10-22-2017, 12:31 PM
  #52  
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Originally Posted by ReadyRsv
ugh. Show me your complete fleet count. There is no new -200 flying, those are one for one trades.
Year end Rj count for 2017 is 21 jets higher than year end 2016 according to the latest Investor Update on United.com. But we are netting 5 additional mainline jets in the same period...so we got that going for us...which is nice.
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Old 10-23-2017, 06:55 AM
  #53  
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Originally Posted by gettinbumped
Thanks for posting what you could of the meeting. Good stuff to hear. I was frankly quite pleased when our stock tanked yesterday after an earnings beat. It means that investors sense that current management is not running the operation solely to appease their desire for short term profit. That's how we behind in the first place.

We desperately need more domestic capacity. There are many reason's DAL is eating our lunch, but that's the biggest one. For YEARS under poor leadership we kept shifting more towards international and less domestic, obviously forgetting that you need the domestic to FEED the international. Balanced is good. I like the direction OM and KB are headed. I share your optimism. For the first time since the mid-90's we have a team that genuinely seems to want to run a great airline.
The direction right now is:

---Decreasing PRASM and increasing CASM for the second straight year.
---The lowest operating margins of the top 6 US airlines by market share for the 3rd year in a row.
---No guidance offered as to when the above trends may improve.

I'd say whether your view is short or long term, the above is troubling and casts serious doubt about the ability of this management team to get us off the bottom.
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Old 10-23-2017, 07:17 AM
  #54  
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Originally Posted by CousinEddie
The direction right now is:

---Decreasing PRASM and increasing CASM for the second straight year.
---The lowest operating margins of the top 6 US airlines by market share for the 3rd year in a row.
---No guidance offered as to when the above trends may improve.

I'd say whether your view is short or long term, the above is troubling and casts serious doubt about the ability of this management team to get us off the bottom.
Or no one realized just how deep CALs mgmt had dug us under the leadership of Smisek.
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Old 10-23-2017, 07:21 AM
  #55  
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Originally Posted by Grumble
Or no one realized just how deep CALs mgmt had dug us under the leadership of Smisek.
Completely Jeff'd up, it will take time and patience to unJeff it. Wall Street has neither time and patience with their short term thinking, we will see about management.
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Old 10-23-2017, 09:49 AM
  #56  
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Originally Posted by Grumble
Or no one realized just how deep CALs mgmt had dug us under the leadership of Smisek.
Easy Chief, think Tilton and friends did quite a bit more. Smallsak was a complete d-bag who completely blew our post merger prospects but some fairly mortal wounds were inflicted well prior to his tenure.
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Old 10-23-2017, 12:15 PM
  #57  
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Originally Posted by CousinEddie
The direction right now is:

---Decreasing PRASM and increasing CASM for the second straight year.
---The lowest operating margins of the top 6 US airlines by market share for the 3rd year in a row.
---No guidance offered as to when the above trends may improve.

I'd say whether your view is short or long term, the above is troubling and casts serious doubt about the ability of this management team to get us off the bottom.
You know, you're right.. I think we need to shrink our hubs back to profitability and come back to all labor groups asking for concessions in work rules so we can shrink labor costs through attrition. We can also add more express flying and squeeze out a little more revenue/ seat mile from the business travelers for a couple of quarters till they defect to another airline. That should square away the PRASM and margin for the next two quarters at least.

Obviously I'm being sarcastic, but that's what the door and gloom crowd wants management to do. You should be thankful that we have a management team willing to stand up to the investors and do what's best for the airline in the long term.
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Old 10-23-2017, 12:34 PM
  #58  
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Originally Posted by Grumble
Or no one realized just how deep CALs mgmt had dug us under the leadership of Smisek.
You mean it wasn’t a well oiled machine bordering on becoming a utopia.
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Old 10-23-2017, 12:40 PM
  #59  
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Originally Posted by 757Driver
Easy Chief, think Tilton and friends did quite a bit more. Smallsak was a complete d-bag who completely blew our post merger prospects but some fairly mortal wounds were inflicted well prior to his tenure.
Whar was it that Bethune did?

Last edited by AllenAllert; 10-23-2017 at 12:58 PM.
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Old 10-23-2017, 08:51 PM
  #60  
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Originally Posted by Grumble
Or no one realized just how deep CALs mgmt had dug us under the leadership of Smisek.
Because UAL was doing so damned great before? Prior to Slimesack CAL did have a pretty decent CEO - Larry Kellner. He was eventually forced to resign because...he wouldn't approve a merger with UAL (remember?). UAL may have been "downsized" for the merger but CAL was Smisecked for the same reason.
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