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Old 06-09-2020, 08:20 AM
  #811  
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Originally Posted by Probe
Andy I would take the opposite side of that bet. Because of increasing tensions between the two China and the US, which I am guessing will only get worse.
With a little luck those tensions are a bit artificially inflated right now, as some governments may have an incentive to distract their folks from domestic problems the old-fashioned way: find a foriegn scapegoat.

The governments in question do have an incentive to get the economics flowing again when the time is right.
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Old 06-09-2020, 08:25 AM
  #812  
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Originally Posted by Probe
Andy I would take the opposite side of that bet. Because of increasing tensions between the two China and the US, which I am guessing will only get worse, I think the China capacity isn't coming back anywhere near where it was. I would put that in the negative category for UAL's short term outlook. We had far more capacity in the China market than any other US carrier. Maybe more than all US carriers combined. I think that will negatively impact UAL than any other carrier.
Newsflash. China has announced that it will start to allow passenger traffic from the US. That's already positive.
China will need to loosen restrictions on US carriers; no way will they isolate themselves from the US.

It doesn't need to return to full capacity immediately; but it will over time. How long it will take is anyone's guess.
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Old 06-09-2020, 10:51 AM
  #813  
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Probe, I think you’re right. The US to China market is looking bleak at the moment. Andy got himself all excited over a headline but apparently couldn’t be bothered to actually READ the article.

China is “opening up to passenger flights” but only 2 flights per week per airline. Compared to almost 40 United flights per week before the virus, this isn’t anything to get all excited about IMO.

Things might improve from here but with China’s mishandling of the virus, Hong Kong, Taiwan, among other contentious issues, it could also get a lot worse.
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Old 06-09-2020, 11:17 AM
  #814  
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Old 06-09-2020, 11:57 AM
  #815  
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Originally Posted by nopac6
Probe, I think you’re right. The US to China market is looking bleak at the moment. Andy got himself all excited over a headline but apparently couldn’t be bothered to actually READ the article.

China is “opening up to passenger flights” but only 2 flights per week per airline. Compared to almost 40 United flights per week before the virus, this isn’t anything to get all excited about IMO.

Things might improve from here but with China’s mishandling of the virus, Hong Kong, Taiwan, among other contentious issues, it could also get a lot worse.
No, I read the article. I'm also aware that China cannot isolate itself from its largest importer. If they do, manufacturing will move to other low cost nations such as Vietnam, Cambodia, and an assortment of other SE Asian countries. Would United fly to those countries vice China? Sure.
That will be driven by Apple and other manufacturers that currently rely heavily on Chinese manufacturing. If they decide to relocate (which they will if they can't fly to China), United will shift flying to other destinations.

And FWIW, there's little to get excited about. This is simply suggesting a reduction in furlough headcount. Pardon me for bringing just a ray of sunshine into the regular servings of pizz and vinegar. Please continue with the Eeyore agenda.
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Old 06-09-2020, 12:57 PM
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Originally Posted by Andy
No, I read the article. I'm also aware that China cannot isolate itself from its largest importer. If they do, manufacturing will move to other low cost nations such as Vietnam, Cambodia, and an assortment of other SE Asian countries. Would United fly to those countries vice China? Sure.
That will be driven by Apple and other manufacturers that currently rely heavily on Chinese manufacturing. If they decide to relocate (which they will if they can't fly to China), United will shift flying to other destinations.

And FWIW, there's little to get excited about. This is simply suggesting a reduction in furlough headcount. Pardon me for bringing just a ray of sunshine into the regular servings of pizz and vinegar. Please continue with the Eeyore agenda.
Bring all the rays of sunshine you want into it. But if you start your posts with “Newsflash” like he’s a complete idiot for making a sound argument then expect some blowback.
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Old 06-09-2020, 05:47 PM
  #817  
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Originally Posted by nopac6
Bring all the rays of sunshine you want into it. But if you start your posts with “Newsflash” like he’s a complete idiot for making a sound argument then expect some blowback.
You mean starting your posts like this?:
Originally Posted by nopac6
I’m an optimistic person ...


That made LOL. I recommend anyone who doesn't understand the irony in nopac's post do a search of his posting history.
Eeyore is an optimist compared to nopac.
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Old 06-09-2020, 07:59 PM
  #818  
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Originally Posted by Andy
You mean starting your posts like this?:


That made LOL. I recommend anyone who doesn't understand the irony in nopac's post do a search of his posting history.
Eeyore is an optimist compared to nopac.


Uhh, ok. Not following you but whatever.

Let’s all wet ourselves over the possibility of flying 5% of our former China schedule. Yay!!!

Is that better?
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Old 06-09-2020, 08:52 PM
  #819  
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Originally Posted by nopac6
Uhh, ok. Not following you but whatever.

Let’s all wet ourselves over the possibility of flying 5% of our former China schedule. Yay!!!

Is that better?

5% is better is better than no percent.....a 29% furlough instead of a 30% furlough keeps me employed. I hope that’s good enough for you
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Old 06-09-2020, 09:46 PM
  #820  
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Originally Posted by MasterOfPuppets
5% is better is better than no percent.....a 29% furlough instead of a 30% furlough keeps me employed. I hope that’s good enough for you
it’s not good enough for me....but it’s a trend in the right direction....and we should all be glad for that.
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