30 more Airbuses?
#1
30 more Airbuses?
I've now been told twice about these mythical creatures coming from China (319's, supposedly). I haven't seen anything, but was told it was mentioned in "the 2nd Qtr earnings call".
Since APC'ers are THE epitome of knowledge and fact, I thought I'd ask you. Have you all heard this, and is there a chance it's legit?
Since APC'ers are THE epitome of knowledge and fact, I thought I'd ask you. Have you all heard this, and is there a chance it's legit?
#2
Gets Weekends Off
Joined APC: Nov 2013
Position: Gets weekends off
Posts: 1,168
I've now been told twice about these mythical creatures coming from China (319's, supposedly). I haven't seen anything, but was told it was mentioned in "the 2nd Qtr earnings call".
Since APC'ers are THE epitome of knowledge and fact, I thought I'd ask you. Have you all heard this, and is there a chance it's legit?
Since APC'ers are THE epitome of knowledge and fact, I thought I'd ask you. Have you all heard this, and is there a chance it's legit?
#3
Don't know where any potential airframes might come from, but Jeff & Co absolutely discussed acquiring used airframes on the last call and specifically mentioned that values for used Airbus narrow bodies were more attractive than NGs.
They also reiterated that ~150 50 seat RJs will leave the fleet in the next 18 months while there are 75 E175s on the way. Considering that they also offered guidance for no reduction of ASMs, there is some "missing" lift in the equation.
With the number of moving pieces involved, I'll believe the rumors when the airplanes are parked at the gate but something is up, IMHO, otherwise they would not be discussing things publicly.
They also reiterated that ~150 50 seat RJs will leave the fleet in the next 18 months while there are 75 E175s on the way. Considering that they also offered guidance for no reduction of ASMs, there is some "missing" lift in the equation.
With the number of moving pieces involved, I'll believe the rumors when the airplanes are parked at the gate but something is up, IMHO, otherwise they would not be discussing things publicly.
#5
#6
Gets Weekends Off
Joined APC: Apr 2007
Posts: 880
I know there is a plan to acquire 30+ airframes in the 90-115 seat segment. 319s are the flavor we are looking for to make this plan happen. I actually heard we need 100 to fulfill the longer-term plan but who really knows? I also know that mgmt will max the 76 seaters to full scope allowance and are trying their best to get them and replace the 50 seaters. This next year is going to b interesting to me. We will really get to see the full plan with bases, planes and how we can master better profitability.
#7
Gets Weekends Off
Joined APC: Feb 2009
Position: 73 CA EWR
Posts: 514
I know there is a plan to acquire 30+ airframes in the 90-115 seat segment. 319s are the flavor we are looking for to make this plan happen. I actually heard we need 100 to fulfill the longer-term plan but who really knows? I also know that mgmt will max the 76 seaters to full scope allowance and are trying their best to get them and replace the 50 seaters. This next year is going to b interesting to me. We will really get to see the full plan with bases, planes and how we can master better profitability.
#9
Gets Weekends Off
Joined APC: Nov 2010
Posts: 3,071
If they are looking for 30+ planes are they still of the opinion in keeping capacity growth flat?
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