United getting KILLED!

[Mega]

Its a Bloodbath, I wonder who will not make it?

[FrankL]

Re: United getting KILLED!

In Europe: National airlines will be saved by their host countries, and Easyjet and Ryanair will probably make it too.

Easyjet will do very well post covid.

Flying on any routes where there is less competition will become much more expensive. Pre Covid we've started to see this with Lufthansa getting near monopoly on flights into Germany, and Air France with flights inside France.
Next is flights to/inside Spain where IAG now have a near monopoly.
The era of bargain bin international flights inside Europe for as low as 30 euros per direction will be over.

[Mega]

Re: United getting KILLED!

Hell Yes Frank!
I mean you going to be able to pick up these stocks at 20% of their pre crash values?

Time-ing will be the trick, but with fuel dirt cheap & the less able getting killed...........I mean lots of cheap new ish planes, so lease rates will be killed.
Downward pressure on pay.......everything working for you.

The ONLY thing that would worry me is if Inflation got going & interest rates arrived.......if they carry a large amount of debt?

Mike

[Mega]

Re: United getting KILLED!

Airbus update:-