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Big United Announcement?  
User currently offlineUAORD2000 From United States of America, joined Oct 2004, 267 posts, RR: 0
Posted (8 years 11 months 3 weeks 3 days 19 hours ago) and read 14784 times:

I keep hearing rumors of a BIG UA announcement in Feb. Anyone have any idea what it's about?

79 replies: All unread, showing first 25:
 
User currently offlineEMBQA From United States of America, joined Oct 2003, 9364 posts, RR: 11
Reply 1, posted (8 years 11 months 3 weeks 3 days 19 hours ago) and read 14750 times:

Quoting UAORD2000 (Thread starter):
I keep hearing rumors of a BIG UA announcement in Feb. Anyone have any idea what it's about?

Liquidation...?? You can't keep loosing millions every month...?



"It's not the size of the dog in the fight, but the size of the fight in the dog"
User currently offlineHawk44 From United States of America, joined Jan 2005, 759 posts, RR: 3
Reply 2, posted (8 years 11 months 3 weeks 3 days 19 hours ago) and read 14744 times:

Here we go again  Yeah sure

Hawk44



Never under estimate the power of US
User currently offlineBigGSFO From United States of America, joined Jun 2005, 2951 posts, RR: 6
Reply 3, posted (8 years 11 months 3 weeks 3 days 19 hours ago) and read 14728 times:

Well they are planning to exit bankruptcy in February. That's a fairly big announcement in of itself.

User currently offlineUAORD2000 From United States of America, joined Oct 2004, 267 posts, RR: 0
Reply 4, posted (8 years 11 months 3 weeks 3 days 19 hours ago) and read 14697 times:

I'm usually not one to pay any attention to rumors but I've never heard so many people talk about it before. I don't mean to stir things up but i was wondering if anyone could shed a little light. Merger?!?!?!?!?

User currently offlineFriendlySkies From United States of America, joined Aug 2004, 4120 posts, RR: 5
Reply 5, posted (8 years 11 months 3 weeks 3 days 18 hours ago) and read 14616 times:

Quoting EMBQA (Reply 1):
Liquidation...?? You can't keep loosing millions every month...?

You guys just won't let it go...well, UA isn't going anywhere in the short term except out of the bankruptcy court. GET OVER IT!

If you're gonna hate on an airline, why not pick one that's actually got a good chance of not making it (NW)?

Quoting UAORD2000 (Reply 4):
Merger?!?!?!?!?

Merger talks would have leaked by now, it ain't gonna happen anytime soon, if ever.

[Edited 2006-01-08 06:16:24]

User currently offlineUAORD2000 From United States of America, joined Oct 2004, 267 posts, RR: 0
Reply 6, posted (8 years 11 months 3 weeks 3 days 18 hours ago) and read 14551 times:

Quoting FriendlySkies (Reply 5):
Merger talks would have leaked by now, it ain't gonna happen anytime soon, if ever.

You sure about that? I think a merger is a longshot; however, I don't doubt that United could keep it a total secret.


User currently offlineSHUPirate1 From United States of America, joined Sep 2003, 3670 posts, RR: 16
Reply 7, posted (8 years 11 months 3 weeks 3 days 18 hours ago) and read 14516 times:

Quoting UAORD2000 (Reply 6):
You sure about that? I think a merger is a longshot; however, I don't doubt that United could keep it a total secret.

Anybody does, just remember "Operation Tobacco Road" (if I remember correctly, that's what it was called)



Burma's constitutional referendum options: A. Yes, B. Go to Insein Prison!
User currently offlineOOer From United States of America, joined Oct 2005, 1507 posts, RR: 2
Reply 8, posted (8 years 11 months 3 weeks 3 days 18 hours ago) and read 14443 times:

How about exit from BK and new orders for aircraft?

Launch customer for the A350 and/or the 747-800?


User currently offlineNWA757boy From United States of America, joined Aug 2005, 676 posts, RR: 4
Reply 9, posted (8 years 11 months 3 weeks 3 days 18 hours ago) and read 14366 times:

Quoting EMBQA (Reply 1):
Liquidation...?? You can't keep loosing millions every month...?

beat me to it....


User currently offlineFriendlySkies From United States of America, joined Aug 2004, 4120 posts, RR: 5
Reply 10, posted (8 years 11 months 3 weeks 3 days 18 hours ago) and read 14364 times:

Quoting OOer (Reply 8):
Launch customer for the A350 and/or the 747-800?

The A350 doesn't do a very good job of replacing 767s, and is too big to be used next to the 777 (which UA isn't getting rid of anytime soon). I don't understand why people think UA will fly A350s, the 787 makes more sense in their fleet than in any other airline's (besides DL maybe).

748 is possible, but probably not until later. A 787 announcement is very possible, although I'd expect it later in the year, if this year at all.


User currently offlineAPFPilot1985 From , joined Dec 1969, posts, RR:
Reply 11, posted (8 years 11 months 3 weeks 3 days 18 hours ago) and read 14316 times:

Quoting NWA757boy (Reply 9):
beat me to it....

Kind of Ironic coming from you eh?


Im sure the announcement is just them coming out of bankruptcy


User currently offlineTornado82 From , joined Dec 1969, posts, RR:
Reply 12, posted (8 years 11 months 3 weeks 3 days 18 hours ago) and read 14283 times:

Quoting APFPilot1985 (Reply 11):

Kind of Ironic coming from you eh?

That's what I was going to say with Northwest in his name, lol.


User currently offlineLTU932 From Germany, joined Jan 2006, 13864 posts, RR: 50
Reply 13, posted (8 years 11 months 3 weeks 3 days 17 hours ago) and read 14252 times:

Quoting FriendlySkies (Reply 5):
You guys just won't let it go...well, UA isn't going anywhere in the short term except out of the bankruptcy court. GET OVER IT!

It's sad that facts are being overlooked, but I do agree fully with you, Scott. Welcome to my respected user's list!

UA is coming out from BK and that's a FACT. The creditors have approved their plan and a confirmation hearing is set for this month. So, UA is nowhere near liquidation, and that's a well known FACT. Though I guess this big announcement could be a potential aircraft order. Who knows what the future of the post Chapter 11-UA will have in store.


User currently offlineNWA757boy From United States of America, joined Aug 2005, 676 posts, RR: 4
Reply 14, posted (8 years 11 months 3 weeks 3 days 17 hours ago) and read 14168 times:

Quoting APFPilot1985 (Reply 11):
Kind of Ironic coming from you eh?

HAHAHA i knew someone would say something about that...I know NW is going to hell in a hand basket why not take UA along for the ride


User currently offlineAPFPilot1985 From , joined Dec 1969, posts, RR:
Reply 15, posted (8 years 11 months 3 weeks 3 days 17 hours ago) and read 14143 times:

Quoting NWA757boy (Reply 14):
HAHAHA i knew someone would say something about that...I know NW is going to hell in a hand basket why not take UA along for the ride

Because it was an ignorant statement to make? I hate UA with a passion (other than channel 9).... but it is just dumb to say they are going to liquidate when....
http://www.suntimes.com/output/business/united03.html
http://today.reuters.com/business/ne..._0_BUSINESSPRO-AIRLINES-UAL-DC.XML
...their exit plan has been approved and they are mere weeks away from being out of bankruptcy.


User currently offlineEMBQA From United States of America, joined Oct 2003, 9364 posts, RR: 11
Reply 16, posted (8 years 11 months 3 weeks 3 days 10 hours ago) and read 12753 times:

Quoting FriendlySkies (Reply 5):
You guys just won't let it go...well, UA isn't going anywhere in the short term except out of the bankruptcy court. GET OVER IT!

Tell ya what.. I work with two fomer UAL employees that feel a lot strong then I do. After 18 years... "Here's your pick slip.. bye-bye..."



"It's not the size of the dog in the fight, but the size of the fight in the dog"
User currently offlineUnitedtristar From , joined Dec 1969, posts, RR:
Reply 17, posted (8 years 11 months 3 weeks 3 days 9 hours ago) and read 12082 times:

Quoting Reuters:
"Fundamentally, the airline is obscenely strong. The future belongs to legacy carriers like United," airline consultant Michael Boyd said.

That kind of says it all doesn't it?

Anyhow my guess is that they will formally announce the cabin upgrades. Show pictures and announce winners of the bid (from the RFB for new seats).

-m

 airplane 


User currently offlineGeorgetown From United States of America, joined Dec 2005, 243 posts, RR: 1
Reply 18, posted (8 years 11 months 3 weeks 3 days 8 hours ago) and read 11437 times:
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It'll be UA coming out of bankruptcy. From a strictly financial standpoint, this will be the biggest news the industry as seen in a while, as it will have a rather interesting short to medium effect on the industry in aggregate in the markets. Also, for those who sit behind the desks in the airline industry, no news could be bigger - cabin upgrades, although probably more interesting for us aviation enthusiasts, is realtivly minor news in the context of wider business news.

Also - and trust me, this is what I do for a living - a merger would have leaked a while ago. Honestly, you can tell when something like that is going to happen simply by observing the stock of an individual airline or airlines in relation to the industry - the market catches everything.

On a more important note: GEORGETOWN v. ST. JOHNS, TONIGHT, MSG. HOYA SAXA!



Let's go Hoyas!
User currently offlineCory6188 From United States of America, joined Feb 2004, 2692 posts, RR: 5
Reply 19, posted (8 years 11 months 3 weeks 3 days 8 hours ago) and read 11333 times:

One thing that comes to mind is some sort of something with CO.

UA is planning on coming out of bankruptcy in Feburary (and good for them - it's about time!), and Bethune has repeatedly stated publicly how well a UA/CO combination would work.

This is all merely me just hypothesizing, but maybe UA is planning on announcing some sort of agreement/merger/major, huge codeshare with CO that falls in conjunction with their exiting bankruptcy.

Unless there was something going on behind the scenes, Bethune wouldn't just be making these blatant, public comments about mergers and the like.


User currently offlineGeorgetown From United States of America, joined Dec 2005, 243 posts, RR: 1
Reply 20, posted (8 years 11 months 3 weeks 3 days 7 hours ago) and read 11057 times:
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Cory, I think you're hitting on the fact that there is a good chance of some sort of partnership between UA and CO in the coming years. Generally speaking though, when CEO chatter occurs, its like a "mating call." It means the cards have been placed on the table, and hopefully someone else will pick up one of the hands. When a merger/partnership/business agreement is immenent, CEOs will get quiet or run the risk of getting all sides of a deal in trouble.

Check out CO in the markets http://finance.yahoo.com/q?s=CAL While they've had a hell of a run in the last 52 weeks, it has been relativly stable, with the rise in value appearing to correlate directly to performance versus the rest of the industry. A telltale sign of a pending agreement is a large volume of shares trading over a period of a few days with no news to account for it. If you click around in yahoo finance or bloomberg, you will find that there are a few days where a large volume of shares changed hands, but it was directly related to the filing of financial reports (10-Q's, 8-K's) or analyst opinion. That being said, if you catch something I didn't, let me know!

If CO and UA do make some sort of announcement, next beer's on me. I'm guessing though, that that is something we'll see in the near future. I'm sticking with the "exiting bankruptcy" story. Really not sexy at all, but my best guess.



Let's go Hoyas!
User currently offlineFlyDreamliner From United States of America, joined Jan 2006, 2759 posts, RR: 15
Reply 21, posted (8 years 11 months 3 weeks 3 days 7 hours ago) and read 10943 times:

I really doubt UA is going be buying A350s, seeing as they are one of Boeing's most consistant customers on longbodies. It was UA who laid down the specs for 777, heck, 737 having engines under the wings was to satisfy a UA requirement. I was mindblown when they bought 320s to start replacing their 737 fleet, but when they did this, 320 did blow the doors off 733. I could see them purchasing a dreamliner fleet, more when, not if. I'm sure feb. is just their exit from bankruptcy. I will admit to hating UA, they are almost as bad of an airline, both from a corporate and pax standpoint as NW. I'm not seeing a merger with CO, have you forgotten NWA and CO pseudo merged about 5 years back, when they did a large asset swap, and have been slowly integrating each others routemaps and networks since. I'm not seeing NW going for a merger with arch-rival UA. As far as legacy carriers go though, no one can compete with AA.


"Let the world change you, and you can change the world"
User currently offlineWah64d From United Kingdom, joined Jan 2005, 966 posts, RR: 14
Reply 22, posted (8 years 11 months 3 weeks 3 days 6 hours ago) and read 10480 times:

Quoting FriendlySkies (Reply 10):
The A350 doesn't do a very good job of replacing 767s, and is too big to be used next to the 777 (which UA isn't getting rid of anytime soon). I don't understand why people think UA will fly A350s, the 787 makes more sense in their fleet than in any other airline's (besides DL maybe).

I think the 787 makes more sense to CO than anybody else. The aircraft suits their extensive marginal yield euro routes perfectly.

Why is it so unthinkable for United to order A350? Many of their European routes are a juggling game between 763 and 772. Wouldn't the A350 fit those routes pretty well?

Good luck to UA, they are a fine airline. I travelled LHR-SFO-DEN-LGA and JFK-LHR last year and had no complaints.



I AM the No-spotalotacus.
User currently offlineAlitalia744 From United States of America, joined Mar 2000, 4764 posts, RR: 44
Reply 23, posted (8 years 11 months 3 weeks 3 days 6 hours ago) and read 10274 times:

Quoting Wah64d (Reply 22):
I think the 787 makes more sense to CO than anybody else. The aircraft suits their extensive marginal yield euro routes perfectly.

IMHO, the 787 would suit CO more than UA, however, when it comes to an airline that the 787 was practically made for, it's DL. They fly 763s around the world (obviously eastward bound)... They'll need replacing in 10 years or so! Smile



Some see lines, others see between the lines.
User currently offlineStitch From United States of America, joined Jul 2005, 31437 posts, RR: 85
Reply 24, posted (8 years 11 months 3 weeks 3 days 6 hours ago) and read 10206 times:
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Quoting Wah64d (Reply 22):
Why is it so unthinkable for United to order A350? Many of their European routes are a juggling game between 763 and 772. Wouldn't the A350 fit those routes pretty well?

UA sends in the 763s when loads are light (off-peak travel) and the 772s when loads are heavy (peak travel). An A358/A359 would force them to fly empty seats during the off-peak periods (or sell seats at heavy discount, eroding yields). Also, I expect a 787-3 will offer better economics for Hawaii travel then an A358, as well as the intra-hub shuttles (LAX/SFO-DEN/ORD).

So the 787 family offers more flexability:

  • 787-3 for Hawaii and intra-hub shuttles
  • 787-8/787-9 for 763ER replacement on low-traffic international flights
  • 787-10 for 772ER replacement on high-traffic international flights

And the 787 also offers some cockpit commonality with the 773ER and 748I, which allows UA to upgauge capacity more flexably, as well.


25 Post contains images Isitsafenow : Speaking of United annoucements, they just left me a voicemail letting me know of a sched change in March. Intead of 83 minutes between planes at ORD,
26 WAH64D : Your points are well presented and make sense. I don't think there's a great deal in it though. Dependant on financing, I think the A350 could well w
27 STT757 : CO did not order the 787 to fly to Europe, their oldest 767s are 5-6 years old. They are buying the 787-800 to fly to Secondary Asian Cities. IAH- Be
28 Stitch : If UA can increase traffic to Europe and Asia, absolutely.
29 FXramper : How about a exit from Chp 11. They are hiring 1,000 new flight attendants. Maybe (long shot) a merger with DL or NW? Doubtful though, as stated, merge
30 Post contains images Kiwiandrew : all US airlines have rights to fly anywhere in New Zealand they want from anywhere in the States at whatever frequency /capacity and price they like
31 Post contains images Malaysia : Maybe they have a new CEO in February and his name is Kerry SKeen!
32 Galapagapop : What about AA? Pretty sure they want to dump thos A300's but without losing out on cargo, 787 can do that. Onto UA. As sad as its to see in a so call
33 Post contains images Hiflyer : Feb March going to be a lot news from UAL I would think. Yup..exiting Chapt 11 will be one...replacement for Tilton will be another...new aircraft dea
34 LAX2IADandORD : To all who say United is going to fly the way of the dodo bird, sharpen your financial analysis skills. Apart from the Reuters article where United is
35 Hiflyer : WHOA...Do not buy exisiting shares of UAL...read the company's annual reports and filings with the SEC. the current stock will be canceled upon exit.
36 Post contains images SHUPirate1 : I'll take the offer if it's a bridge that collects tolls!
37 Gunsontheroof : Sorry to go off on a tangent from the topic at hand, but I didn't realize this. Did the 762 fleet come online at CO at the same time as the 764 fleet
38 LTU932 : AA would be a prime contendor for the 787-3 as an A300 replacement, and 787-8 for replacing the 763s.
39 HZ747300 : US Airways is the American launch customer for the A350.
40 SWISSER : I wish UA good luck with any plans they might have to be announced in feb. They are my favorite US carrier by far! UA all the way!
41 OyKIE : United exiting bankruptcy is a big announcement. Haven't they been bankrupt for years? I remember in late 2003 a BBC World program said that 2004 woul
42 FXramper : Thanks for the info.
43 Mcdu : Do we need to discuss NEWCO sir? Get over yourself and get a clue. UAL to exit in Feb. NWA has not aligned DIP financing and the trigger for liquidat
44 Jseesue : That's an amusingly fitting description of Northwest. I recently flew from Syracuse, NY to San Francisco, and made the mistake of taking a chance on
45 EMBQA : Pink Slip... Why are you blaming them for something management caused...??[Edited 2006-01-09 00:33:51]
46 DLKAPA : Yes. CO's 762's were probably the first -200's built in at least 5 years, if not more. Hey that's great too bad it was probably only for effect and s
47 Vegasplanes : NO, DO NOT BUY UALAQ, the stock is going to be worthless when/if they come out of Bankruptcy. Wait until they have emerged from BK and their NEW STOC
48 Post contains images OyKIE : I did hope so. I had almost an tear in my Eye.
49 HZ747300 : The shares do not just disappear they are reorganized and assembled and packaged with the new shares. I thought everyone learned this with the Mercur
50 CTHEWORLD : Then again, if you bought a bunch of it when it was $0.25 a share you would be sitting on a gold mine if you sold it today at $1.00, not a bad return
51 Austinpowers : Maybe United is going to purchase Northwest's old DC-9s. Sadly, that will mean that this forum will no longer have threads that start with the questio
52 Vegasplanes : Not really, here in the US shareholder's of a bankrupt firms stock are last on the list to receive any compensation as the result of a company liquid
53 UAL747DEN : OFFICIAL INFORMATION There will be NO announcement regarding anything major including but not limited to fleet purchases, code share agreements, merge
54 HZ747300 : To the board in general: There is a difference between 'since' and 'sense'. Has the plan been made available by the court? I shall search for it mysel
55 FlyDreamliner : Ok, let's get some stuff straight with this. First off, you clearly don't understand what newco is, or why it was created. UA clearly isn't one of th
56 IceTitan447 : The airline has shed over 7 Billion in debt, and have avoided Chap.7, Employees are pretty happy right now, except for the 285 million pay off to upp
57 Post contains images Stitch : UA has had operational profits for most of 2005. They post losses because those profits are wiped out by "paper losses" relating to C11 and huge paym
58 Dagell : So, who's ready to buy UAL stock? Are you going to buy it before or after emerging from Bankrupcy?
59 Post contains images Incitatus : Newco is a way for Northwest to fly planes with pilot rates that its current pilots would not accept. It was "created" (an exageration at this point
60 CTHEWORLD : For tax reasons, court negotiating power and creditor negotiating power you will NEVER see a profitable quarter out of a company in CH.11, however, U
61 CTHEWORLD : Ahhh..while they might not be the "strongest" their current state in Ch.11 has nothing to do with an inablilty to compete, aggressively. Your asserti
62 CTHEWORLD : Nope, I don't short trade, and $1.00 is too much for my liking, but you could have made a fortune if you bought in Feb of last year and sold now.
63 LAX2IADandORD : As another a.net flier pointed out, the shares do not simply disappear. They do not. There is no legal basis for this. As with any stock, it is specu
64 Coa747 : It's about time United exited Bankruptcy. Seems like they have operated in Chapter 11 for half a decade even though it has only been two years. They a
65 CTHEWORLD : Actually, I think CO's multiple trips to the court make it the poster child! Now, open your mouth and insert your foot!!! By the way....what rock do
66 CaptOveur : It is probably an announcement about exiting Chapter 11. Then they go back to a normal cost structure, and competing against a couple of bankrupt airl
67 Uadc8contrail : what problems that got ual to ch11 have not been addressed???please elaborate mr boyd!
68 CTHEWORLD : Uh...really? Like revamping their cost structure? Shedding their pensions? Renogiating all of their leases for a/c? Renegotiating all of the debt the
69 StevenUhl777 : UAL has eliminated $7 BILLION in expenses (income statement items) and liabilities (balance sheet items). I could go into more detail, but it would b
70 Scotron11 : Seems like they have operated in Chapter 11 for half a decade even though it has only been two years Three years and counting. When Untied does exit
71 777fan : Doubtful to say the least. The only remaining stumbling block that UA faces is the same one that all airlines (except WN) face: oil prices. That said
72 Scotron11 : Retaining one of the most extensive and revered route structures in the world? By whom?
73 AAden : I think united will Agreed but they haven't done enough to compete with the low cost carriers. For example In Denver frontier fares have been consiste
74 777fan : Dude, management didn't "cause" their furlough! Fact of the matter is, the airline needed to cut costs to survive. It was either the few or the many.
75 UAL747DEN : I don't understand Newco? I think you need to do some reading! UA clearly isn't one of the strongest carriers if they're in bankruptcy Why not? Bankr
76 UAL777UK : Thats rubbish and you know it. UA will compete and will hold their own in DEN. WN is ignorant to assume that UA will just lie down and take a beating
77 CTHEWORLD : Airlines that would love access to NRT, LHR and SYD from the US...just to start with.
78 IceTitan447 : WN no longer has the edge with low fares. All airlines offer low fares. They have hedged fuel, they offer a lousy IFE, and prices aren't as cheap as
79 Kiwiandrew : any US airline can have access to SYD ( or any other Australian port ) - Australia and the US have open skies
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