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  • 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.
    Oct 31 13:28 pm |Rating: +5 -1 |Link to Comment
  • 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."
    Aug 09 08:04 am |Rating: 0 0 |Link to Comment
  • Can U.S. Airlines Avoid a Fresh Round of Bankruptcy Filings? [View article]
    If they were to, with 1-2 exceptions, good luck with DIP finance.

    More likely, selected pre-arranged 11s/asset acquisitions to fund stubs, and in the absence thereof, liquidating 7s.
    Jul 13 12:56 pm |Rating: 0 -1 |Link to Comment
  • New ETF Indicates Airlines Set to Soar [View article]
    Agreed on the curiously missing Delta, and from the weightings, looks like it is mostly what founding investors cleared off their books.

    A true Global Airline ETF might have greater acceptance, given offshore management and competitive environment are superior.
    Feb 04 15:33 pm |Rating: 0 0 |Link to Comment
  • Airline, Bank, Car and Hotel Stocks Getting Slammed [View article]
    The low cost travel part-tay is over...
    Jun 03 12:49 pm |Rating: 0 0 |Link to Comment
  • Silverjet, RIP [View article]
    L'Avion is still flying New York-Paris. And Privatair for LH and LX various points EU to US. That's it for now...
    May 30 10:05 am |Rating: 0 0 |Link to Comment
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