Airlines: Some Costs They Can't - And Shouldn't - Cut [View article]
And as bad as the Majors story is -- and it is -- the story is far worse at Regional/ACMI operators, where the FO is at food stamp wages and flies more legs at low altitudes in the weather with less capable equipment.
This completely ignores the potential in local storage of household, commercial and municipal solar and wind power installations. Arguably, much greater than vehicle storage.
HP Lands Deal to Design New American Airlines IT System [View article]
Odd choice of name for a customer service product designed to be stable, reliable, consistent, etc..
The jetstream constantly migrates, never the same location, direction, altitude... Suggests the design and service will be all over the place, too. Not to mention "self-service".
Nearly Bankrupt Airlines: A Good Short [View article]
This opinion assumes they will all go quietly, without any attempt to raise capital. To paraphrase Mark Twain, "Reports of the airline industry's death is greatly exaggerated."
"If Citigroup had 100 Mr. Halls under contract, they probably wouldn't be partly owned by the government today."
If 100 times the losses by counterparties had been experienced, as would have occurred in the above hypothesis, none of us would be around to argue about it.
Building Allegiant Travel Position on the Way Down [View article]
ALGT is not an airline so much as a "travel company", making huge marks on non-airfare sales, like historically cheap Las Vegas hotel room night sales. But latest Q, their ancillary revenue deteriorated, unexpectedlly. How long into the recovery will their sweet deals on Las Vegas hotels persist? How long into the recovery and oil price rise will past-prime, used MD-80s remain economically non-obsolescent? And don't forget, these are mostly ex-Valujet people running the show.
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T. Boone Pickens' Hedge Fund Concentrates on Energy, Drops Basic Materials [View article]
Continental and UAL: An Airline Pair Trade [View article]
HP Lands Deal to Design New American Airlines IT System [View article]
The jetstream constantly migrates, never the same location, direction, altitude... Suggests the design and service will be all over the place, too. Not to mention "self-service".
Bombardier Cancels Learjet Order: Another Sign of Challenging Conditions in the Business Jet Market [View article]
The Collapse of the CCX Carbon Emissions Contract [View article]
Why the Electric Car Mileage Debate Is Meaningless [View article]
Nearly Bankrupt Airlines: A Good Short [View article]
Citi's $100 Million Payday (NYT) [View article]
If 100 times the losses by counterparties had been experienced, as would have occurred in the above hypothesis, none of us would be around to argue about it.
Building Allegiant Travel Position on the Way Down [View article]
United Airlines Shows How Not to Run a Business [View article]