"Earnings Live"

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01-23-2018, 02:20 PM

#11

Sunvox

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"We expect to pay our pilots the best among our peers" and "we have a pilot contract due in January 2019j"

01-23-2018, 02:22 PM

#12

Sunvox

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signed a deal to bring on 3 767-300ERs!!

01-23-2018, 02:25 PM

#13

UAL T38 Phlyer

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Quote:

Originally Posted by Sunvox

signed a deal to bring on 3 767-300ERs!!

Those are the rumored Hawaiian jets.

But allegedly, we lose one to be retired.

01-23-2018, 02:27 PM

#14

Sunvox

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Oscar says they are committed to be the first major to plan for pilot contract on time and highest amongst peers

01-23-2018, 02:27 PM

#15

Andy

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Quote:

Originally Posted by Sunvox

They are planning to grow RJ flying as a key part of their strategy. What the heck!!! 31 added RJs in 2018!!

24 more mainline aircraft. While I don't like to see the RJ number increase, mainline's also increasing.

Watching CNBC right now - Phil LeBeau is saying that United plans on growing ASMs 4-6% for 2018, 2019, 2020. Not only are they going to have to add those aircraft to grow by that number, they're also going to have to increase daily utilization rates on aircraft.

We should also watch RJ reliability numbers. I don't think they'll be able to find enough pilots to add that much RJ capacity - my understanding is that regional carriers are already struggling with finding pilots.

I am very glad to hear 4-6% growth per year; that's a reversal of our previous (lack of) growth trends.

01-23-2018, 02:36 PM

#16

Sunvox

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OMG - Kirby is negotiating in public! He just said he expects to get ALPA to agree to trade fifty 50 seaters for 50 larger RJs. He is smokin' crack!!!

01-23-2018, 02:39 PM

#17

MasterOfPuppets

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Quote:

Originally Posted by Sunvox

OMG - Kirby is negotiating in public! He just said he expects to get ALPA to agree to trade fifty 50 seaters for 50 larger RJs. He is smokin' crack!!!

Where are you hearing these quotes? Is he on a conference call?

01-23-2018, 02:42 PM

#18

89Pistons

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Quote:

Originally Posted by MasterOfPuppets

Where are you hearing these quotes? Is he on a conference call?

On the earnings call. Am I sensing some surprise to hearing about the desire to get us to give up more scope?

01-23-2018, 02:44 PM

#19

MasterOfPuppets

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Quote:

Originally Posted by 89Pistons

On the earnings call. Am I sensing some surprise to hearing about the desire to get us to give up more scope? I

No surprise from me of course thats what he wants. I thought the call was on thursday, thats why I wasn't looking for it today.

01-23-2018, 02:44 PM

#20

89Pistons

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Quote:

Originally Posted by Sunvox

OMG - Kirby is negotiating in public! He just said he expects to get ALPA to agree to trade fifty 50 seaters for 50 larger RJs. He is smokin' crack!!!

You've seen and heard all this before. Enjoy charm school. You'll be getting a heaping dose while there I'm sure.