19 replies to this topic

[swamt]

9

star power, on 24 July 2011 - 07:02 AM, said:

Yes I saw the hailstorm and some of the damage at DEN (DIA) on the 13 July. I did read that Frontier had damage to 18 of their aircraft, and as for the $10 Million, the insurance will cover some of the cost for the damages, but leave Frontier with about $3-4 million with the rest of the cost, but as we all know the insurance premium cost will increase. F9 will still have to use some of the WN business games in the DEN catch basin area to retain market focus for the LCC, Witch is the same LCC that WN like to play business games with. I guess with WN in attack mode at DEN they will have to pull resources from other areas of operations to protect their fortress at DEN, F9 may have to evaluate to work on those pull resources.

Was wondering if you would know something about the mechanics at F9? Since the pilots and f/a's took, or are, voting to take concessions, has anyone heard if they are trying to take some from the mechanics?
I heard the 2Q earnings, and it sounds like all the investors for F9 are very worried about the restructuring at F9.
There are rumers flying that WN may be eye-ballin F9. I do know WN will be opening maint. up in DEN sometime next year. This follows other info. about greatly increasing DEN after AT merger is complete.
Are the mechanics at F9 still in DEN or did they move most of them to Indy after republic bought them?
Last question; are the mechanics unionized at F9, if so, what union if you know???

[star power]

swamt, on 08 August 2011 - 09:37 AM, said:

9

Was wondering if you would know something about the mechanics at F9? Since the pilots and f/a's took, or are, voting to take concessions, has anyone heard if they are trying to take some from the mechanics?
I heard the 2Q earnings, and it sounds like all the investors for F9 are very worried about the restructuring at F9.
There are rumers flying that WN may be eye-ballin F9. I do know WN will be opening maint. up in DEN sometime next year. This follows other info. about greatly increasing DEN after AT merger is complete.
Are the mechanics at F9 still in DEN or did they move most of them to Indy after republic bought them?
Last question; are the mechanics unionized at F9, if so, what union if you know???

Not at the present time, but BB is working on that course of direction to get the teamster union for the mechanic on board. The investor are some what worried about the restructuring, but are more worried about growth or lack of growth to secure their investments. F9 main maintenance hub is in DEN and maintenance op at MCI and MKE. RAH IND ops is mainly for RAH pre F9, YX ops, RAH/F9 main supply division is at IND, but some items may go direct DEN, MCI, or MKE.

[star power]

I talk with Cheri again, she say the contacts I gave her a month ago were very helpful and very interesting. The contacts were for possible new investor in RAH for a equity stake in F9, these were not the investor but are go-between. I know a few of my contact groups in DEN, PHX, SLC, LAX, SFO, DFW, MSP, STL, ORD, ATL, MIA, BOS, BDL, and NYC to list some, that could use their contacts to potential investors.

Cheri told me investor A (from the PHX contact) was very interested in a 15-20% equity stake in F9 through a third party, like TPG, Blackstone, Oakhill, Park Lane, etc...

Investor B (from the ATL contact) was also very interested in a 10-15% equity stake in F9, but they are limited to the foreign ownership laws, they also want to go through a third party, like TPG etc...

I ask Cheri if A and B were looking at a similar agreement that TPG/NWA had in YX. She said it appears that is the direction.

[star power]

Cheri called and said that I should contact Sam, she said Sam had some information about central Fla. I said OK.

I contact Sam and ask what gives, Sam said F9 is still work on a deal in the SE US, at MCO ATL,and possibly TPA. Some cities spoke of, were VPS, PNS, TLH, MOB, GPT, JAX, CSG, MSY, BTR, SAV, AGS HSV, MGM, BHM, CAE, SRQ, and RSW. These cities were mention to be a feed to international carrier.

The international carrier was looking at a fixed fee agreement with RAH/F9 and a equity share in F9 to feed other international gateway cities from the US east coast and the US west coast with a add possibility of PHX and LAS.

I ask Sam if Cheri said anything about company A and company B interest in equity stake F9 ? Sam said yes, and that company C also has a interest in F9 to feed Asia markets with as similar agreement as the SE US, but with a west coast and mountain region feed to LAX, SFO, SEA, and PDX.

I told Sam it would appear that RAH/F9 may need to expand their operations, and look to expand their fleets through aasset acquisition, merger, or a large equity investment in a regional carrier.

So let see.

OO, (OO, EV, and XE), No, already under agreement with DL and UA. The DOT may not approve a merger.

9E, (9E, XJ ) No/but possible, 9E is under agreement with DL.

AE, (AE, CP) No/but possible also under agreement with DL and UA.

MQ, possible after AMR spin off MQ. MQ appears to be a shell company with no aircraft or route structure or airport facilities, but has mainly employees and ground equipment and a CPA agreement through AMR after the spin off.

YV, possible as a merger, YV is under agreement with US and UA.

ZW, possible as a merger, but also under agreement with US and UA.

My question would be MQ. expansion would be possible, but a large equity would be needed to be rationalized with MQ share holders for a agreement to redirect some traffic from unprofitable routes. That would be my guess.

[star power]

I asked Cheri how things are working out at F9 ? She said good, she said some good days and a few hard days. I told her that's typical.

She said RAH is parking RP ERJ that fly for F9 in a couple of months, I told her that the FAA has made a rulemaking change on the ERJ 135/140/145's and CRJ 100/200's and other aircraft of 60,000 lbs or less operating under FAR 121 effective OCT 2011, these are concerning flight rules of operating in icing conditions. I told her that she can go to the FAA website under rulemaking to find the information. I said RAH is probably using the down time on the ERJ to do some reto-fitting in phases and cycling the other fleet aircraft through on exchange program for the icing detection sensor system and using the AFM updates until the reto-fit is complete fleet wide.

I asked her about LGA/DCA slot options, she said working, she said F9 does not prefer the 8 slot bundles limit. I suggested to her that F9/RAH work with the DOT and DOJ on working within the 8 slot bundle to level the playing field with WN, she said like what ? I said if B6, WS, SY, G4, and F9 have issued their concerns with the DOT, then maybe they need to work with the DOJ (anti trust concerns) about leveling the playing field with WN size and powerful influence.

If F9 and SY could work out agreement to bid on the slots as one bid and share/or/rent 8 slots options at LGA and DCA from each other, or said F9, SY, G4, or even WS possibly B6 work out a similar agreement for the slots for them self's on slot options bid, then that could level the playing field a little, or any combination of those company's working on a combine bid for the slot bundle at both LGA and DCA. provided DOT and DOJ do not have any objections on anti-trust concerns about competition in those markets.

WN has had the opportunity to enter the LGA/DCA slot market back in the 80's, 90's, and early 2000's, but chose to not entertain in the slot option market at EWR/JFK/LGA and DCA, but chose ISP and BWI/IAD. So with WN/FL merger that would not make them a limited carrier at LGA.

She said that could be interesting.

[JAMAKE1]

Do you have any updates on what Cheri said?

[X-U]

JAMAKE1, on 24 September 2011 - 04:16 AM, said:

Do you have any updates on what Cheri said?

Trisha said Cheri was fired for disseminating sensitive company information.

[JAMAKE1]

X-U, on 25 September 2011 - 08:42 AM, said:

Trisha said Cheri was fired for disseminating sensitive company information.