FATFlyer From United States of America, joined May 2001, 5667 posts, RR: 18 Posted (3 years 4 months 2 weeks 1 day 18 hours ago) and read 1806 times:
Allegiant did some new investor presentations about a month ago that I do not think were posted here. I thought I'd post the links since there are several threads about them on the first page and I expect some new announcements in the next 2 weeks.
SANFan From United States of America, joined Aug 2006, 4716 posts, RR: 15 Reply 2, posted (3 years 4 months 2 weeks 1 day 10 hours ago) and read 1490 times:
Thanks for the link, 'Flyer. I -- with fingers crossed -- am looking forward to looking over the presentation after dinner tonight, in hopes of some sort of sign of growth in (very) Southern California!
MMEPHX From , joined Dec 1969, posts, RR: Reply 6, posted (3 years 4 months 2 weeks 1 day 9 hours ago) and read 1363 times:
Thanks for posting. Incredibly detailed stuff with some fascinating reading that blows away a few myths I think!
Quoting ExFATboy (Reply 1): was particularly struck by the mean household income of their passengers - $104k. I'd always presumed they trended to the lower end of the economic scale.
Caught my attention too, and the comparisons (WN at $109K, DL $92K) so it's not all walmart shoppers at WN! (those of us who actually fly WN knew this)
Surprised in the Allegiant brand analysis that they ranked poorly for the car rental and hotel service which (according to a.net legend at least) is the place they make the real money.
The engine management section was a real insight to how good planning and thinking can make a real difference to the bottom line. With MD-80s sales price falling off a cliff in the last couple of years their strategy looks good.
Stellar margins, a great cash/debt ratio and a CASM that must make other airline CEOs only wonder and weep! They obviously have costs very much under control. Then a RASM that also beats WN, B6, FL!! So they have the revenue eqaully sorted.
SANFan From United States of America, joined Aug 2006, 4716 posts, RR: 15 Reply 7, posted (3 years 4 months 2 weeks 1 day 8 hours ago) and read 1259 times:
Wonderful reading! Quite insightful into some of the things that an airline (or in this case, a travel company) pays attention to when determining route-choices, marketing, etc. Obviously, in the case of G4, it works very well!
I was interested to see the use of the term "small city base" (e.g. BLI.) So possibly one more "major destination" and one new "small city base" coming this year. (And with the new planes coming on board this year -- as discussed in the other thread -- these possibilities certainly seem likely.) I will maintain a glimmer of hope as to where either of these new bases will be located...
Quoting Mariner (Reply 4): Hmmmm. I wonder where you mean. MXL, perhaps?
Just a skinch (sp?) too far! After all, MXL is not TECHNICALLY in California... although it's getting harder and harder to tell.