ap305
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Airbus In Advanced Talks With Easyjet

Thu Jun 13, 2013 4:50 pm

From Reuters

http://www.reuters.com/article/2013/...asyjet-order-idUSBRE95C0SH20130613


Looks like Airbus has prevented the rumored re-defection

[Edited 2013-06-13 09:55:41]
 
columba
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RE: Airbus In Advanced Talks With Easyjet

Thu Jun 13, 2013 7:59 pm

Quote:
now wants to replace easyJet's ageing 156-seat A319s, which make up around three quarters of its fleet, with more cost effective and fuel-efficient 180-seat jets.

Those are the days I remember when airlines flying 727s, Dc 9s (some still do   ) and 737-200s for more than twenty years, now A319s build in the earls 2000 years are considered AGEING !!!!!!!

Also interesting it will be no more A319s but A320NEOs for Easy if Airbus wins the order. Maybe we will see an order in Le Bourget  
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chiad
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RE: Airbus In Advanced Talks With Easyjet

Thu Jun 13, 2013 8:06 pm

Quoting columba (Reply 1):
Also interesting it will be no more A319s but A320NEOs for Easy if Airbus wins the order. Maybe we will see an order in Le Bourget

Despite all the rumours .... I would be very surprised if Airbus didn't get this order.
 
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KarelXWB
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RE: Airbus In Advanced Talks With Easyjet

Thu Jun 13, 2013 8:11 pm

So far for the CSeries rumors. The original thread can be found here:

Possible CSeries Order By EasyJet (by KarelXWB May 16 2013 in Civil Aviation)

Quoting columba (Reply 1):
Also interesting it will be no more A319s but A320NEOs for Easy if Airbus wins the order.

Perhaps this still leaves some room for the CSeries? Going from 100 A319s to 100 A320s is a big capacity increase.
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ap305
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RE: Airbus In Advanced Talks With Easyjet

Thu Jun 13, 2013 8:49 pm

Quoting KarelXWB (Reply 3):
Perhaps this still leaves some room for the CSeries? Going from 100 A319s to 100 A320s is a big capacity increase.

Yes- it will leave a nice gap for the c series.

Quoting chiad (Reply 2):
Despite all the rumours .... I would be very surprised if Airbus didn't get this order.

And giving one more win for the all conquering NEO. I expected that the MAX program would pull in the NEO lead a lot quicker than it is doing now.

[Edited 2013-06-13 13:49:56]
 
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KarelXWB
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RE: Airbus In Advanced Talks With Easyjet

Thu Jun 13, 2013 8:56 pm

Quoting ap305 (Reply 4):
I expected that the MAX program would pull in the NEO lead a lot quicker than it is doing now.

The Neo will likely stay in the "lead" because it has an 2-years delivery slot advantage.

[Edited 2013-06-13 13:57:13]
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kaitak
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RE: Airbus In Advanced Talks With Easyjet

Thu Jun 13, 2013 10:36 pm

Quoting KarelXWB (Reply 3):
Quoting columba (Reply 1):Also interesting it will be no more A319s but A320NEOs for Easy if Airbus wins the order.
Perhaps this still leaves some room for the CSeries? Going from 100 A319s to 100 A320s is a big capacity increase.

That would be my thinking; they need an aircraft in the 150 seat class, but that's more likely to be a C-series, not a 319NEO; the Airbus order will be for 320NEOs.

It would be a massive boost to the C-series to get a blue-chip low cost carrier on board.
 
tkukucka
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RE: Airbus In Advanced Talks With Easyjet

Thu Jun 13, 2013 10:57 pm

All this Boeing talk made airbus knees knock so they said something to make themselves feel better lol.
 
AirbusA6
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RE: Airbus In Advanced Talks With Easyjet

Fri Jun 14, 2013 8:44 am

What will also be interesting is what engine they choose. Their A319s have CFMs but will the GTF cause them to switch engine supplier, especially with the potential commonality with the GTF on the C series?
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Stitch
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RE: Airbus In Advanced Talks With Easyjet

Fri Jun 14, 2013 8:58 am

Quoting ap305 (Reply 4):
I expected that the MAX program would pull in the NEO lead a lot quicker than it is doing now.

I haven't run the numbers myself, but I have heard that the MAX is tracking about as well as the A320neo did at the same point in their respective launches.

Overall, the A320neo has averaged 2.33 sales a day (across 911 days) compared to the MAX's 2.03 sales per day (across 680 days) per http://www.pdxlight.com/neomax.htm so the MAX is closing the gap even though it's been on sale 2/3rds as long (and is spotting the A320neo many, many hundreds of delivery positions due to it's later EIS).
 
gilesdavies
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RE: Airbus In Advanced Talks With Easyjet

Fri Jun 14, 2013 9:29 am

What do people think about easyJet getting the A321 NEO???

I was thinking there might be a likelihood of a mixed order of A321 and A320 NEOs... Especially for slot contrained airports like LGW.

It wouldn't surprise me if we saw an order of 20-30 A321's...

I think we will also see a similar order of around 100 C-Series aircraft too, ordered at the same time.
 
RickNRoll
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RE: Airbus In Advanced Talks With Easyjet

Fri Jun 14, 2013 10:33 am

Quoting Stitch (Reply 9):
I haven't run the numbers myself, but I have heard that the MAX is tracking about as well as the A320neo did at the same point in their respective launches.

Overall, the A320neo has averaged 2.33 sales a day (across 911 days) compared to the MAX's 2.03 sales per day (across 680 days) per http://www.pdxlight.com/neomax.htm so the MAX is closing the gap even though it's been on sale 2/3rds as long (and is spotting the A320neo many, many hundreds of delivery positions due to it's later EIS).

Isn't the problem for Airbus a sheer inability to build enough? If Easyjet places an order, when will they expect to get them at the earliest?

Quoting columba (Reply 1):
Those are the days I remember when airlines flying 727s, Dc 9s (some still do ) and 737-200s for more than twenty years, now A319s build in the earls 2000 years are considered AGEING !!!!!!!

By the time they actually get their planes, how old will the current ones be?
 
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KarelXWB
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RE: Airbus In Advanced Talks With Easyjet

Fri Jun 14, 2013 10:36 am

Quoting RickNRoll (Reply 11):
Isn't the problem for Airbus a sheer inability to build enough? If Easyjet places an order, when will they expect to get them at the earliest?

They probably have some delivery slots left because not every customer will take all Neo's before 2020. Many are slated for a > 2020 delivery, leaving some slots open before the end of the decade.

Quoting gilesdavies (Reply 10):
What do people think about easyJet getting the A321 NEO???

The article is talking about the A320, not the A321.
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fcogafa
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RE: Airbus In Advanced Talks With Easyjet

Fri Jun 14, 2013 11:15 am

Quoting Stitch (Reply 9):
haven't run the numbers myself, but I have heard that the MAX is tracking about as well as the A320neo did at the same point in their respective launches.

There was a feature in Flightglobal last week saying that the MAX had outsold the NEO during the period it had been on offer.

This of course can be interpereted as many airlines that wanted the NEO had already ordered it before the MAX was offered.
 
bennett123
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RE: Airbus In Advanced Talks With Easyjet

Fri Jun 14, 2013 12:31 pm

Stitch

If the Max is selling 2.03 per day, and the NEO 2.33 per day, then the NEO is moving away rather than the MAX catching up.

David
 
GT4EZY
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RE: Airbus In Advanced Talks With Easyjet

Fri Jun 14, 2013 4:18 pm

Quoting RickNRoll (Reply 11):

By the time they actually get their planes, how old will the current ones be?

It is possible, I imagine, that an additional order may be made for 'conventional'/current models to bridge the gap until the neo/max/cseries are delivered.
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EPA001
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RE: Airbus In Advanced Talks With Easyjet

Fri Jun 14, 2013 7:05 pm

Quoting ap305 (Thread starter):
Looks like Airbus has prevented the rumored re-defection

Would be good if they did so. But the rumours could also be made bigger as part of negotiations tactics. Everything is possible here. But another 100 A320-neo's would of course be very welcome for Airbus and Easyjet.  .
 
PlymSpotter
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RE: Airbus In Advanced Talks With Easyjet

Fri Jun 14, 2013 7:31 pm

Quoting gilesdavies (Reply 10):

What do people think about easyJet getting the A321 NEO???

It is inevitable.


Dan  
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bennett123
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RE: Airbus In Advanced Talks With Easyjet

Fri Jun 14, 2013 7:44 pm

Given that they acquired A321 as part of GB Air, and offloaded them, I see no reason to assume that they will buy the A321NEO.
 
PlymSpotter
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RE: Airbus In Advanced Talks With Easyjet

Fri Jun 14, 2013 7:53 pm

Quoting bennett123 (Reply 18):

Given that they acquired A321 as part of GB Air, and offloaded them, I see no reason to assume that they will buy the A321NEO.

Different engines, they offloaded all the GB Airways A320s too.


Dan  
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GCT64
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RE: Airbus In Advanced Talks With Easyjet

Sat Jun 15, 2013 8:54 pm

Quoting gilesdavies (Reply 10):
What do people think about easyJet getting the A321 NEO???
I was thinking there might be a likelihood of a mixed order of A321 and A320 NEOs

Despite all the MAX talk, I assumed that this order would go to Airbus (of course, I might yet be proved wrong). Definitely don't see A319NEOs (or B737MAXs) being ordered by Easy but think that A321NEOs will be part of the fleet at some point.

That leaves the question of a smaller capacity aircraft. They could eliminate routes not capable of supporting the A320, could run a smaller fleet of the more recent A319s until 2020 or later while they decide what to do (the most recent are only a couple of years old) or order C-Series. I will be pleasantly surprised if they go down the C-Series route in the near future.
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astuteman
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RE: Airbus In Advanced Talks With Easyjet

Sun Jun 16, 2013 8:42 am

Quoting Stitch (Reply 9):
Overall, the A320neo has averaged 2.33 sales a day (across 911 days) compared to the MAX's 2.03 sales per day (across 680 days)

Thanks for the metrics and the links Stitch

Quoting bennett123 (Reply 14):
If the Max is selling 2.03 per day, and the NEO 2.33 per day, then the NEO is moving away rather than the MAX catching up

The complication is that the launches are closer together (1 year) than the EIS (c. 2 years), so based on availability alone, the MAX is likely to lag in this metric

Rgds
 
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KarelXWB
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RE: Airbus In Advanced Talks With Easyjet

Tue Jun 18, 2013 7:07 am

> 35 A320ceo
> 100 A320neo
> 100 options
> Deliveries from 2017

http://corporate.easyjet.com/media/l...2013/18-06-2013-en.aspx?sc_lang=en
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bennett123
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RE: Airbus In Advanced Talks With Easyjet

Tue Jun 18, 2013 7:26 am

Stelios will not be happy

He was pushing for them to spend less on planes and pay dividends instead.

http://www.bbc.co.uk/news/business-21215916
 
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KarelXWB
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RE: Airbus In Advanced Talks With Easyjet

Tue Jun 18, 2013 8:20 am

About the possibility of ordering the CSeries:

Quote:
Regarding #Airbus fleet deal, EasyJet says "that's everything" - in other words, don't expect a bolt-on order for any other aircraft.
http://twitter.com/FlightDKM/status/346890532204732416
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scbriml
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RE: Airbus In Advanced Talks With Easyjet

Tue Jun 18, 2013 8:22 am

Quoting bennett123 (Reply 23):
Stelios will not be happy

He was pushing for them to spend less on planes and pay dividends instead.

Is he ever? This still has to be approved by the shareholders, so he'll get a chance to make his point.
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GCT64
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RE: Airbus In Advanced Talks With Easyjet

Tue Jun 18, 2013 9:31 am

So, after all the talk and the rumours and the "Easy are switching to the MAX" and "Easy are going to order the C Series" and "Ryanair are talking Airbus again" stories, we ended up with the totally and utterly predictable result! (FR ordered more 737s, U2 ordered more A320s).

Oh well, at least we got to talk about something while waiting   Back to "When will DL(NW) retire DC-9s?"..........
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BlueShamu330s
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RE: Airbus In Advanced Talks With Easyjet

Tue Jun 18, 2013 9:38 am

It is as it was always going to be.

Congratulations to Airbus and Easy on an excellent deal.

Rgds
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SKAirbus
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RE: Airbus In Advanced Talks With Easyjet

Tue Jun 18, 2013 9:40 am

I feel sorry for the C-Series... The NEO and Max just seem to be swallowing up existing customers and gaining new ones whilst the new E-jet is annihilating its regional capacity.

One of the biggest lame ducks of modern times?
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KarelXWB
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RE: Airbus In Advanced Talks With Easyjet

Tue Jun 18, 2013 10:09 am

Quoting bennett123 (Reply 23):
Stelios will not be happy

Here is his statement:

Quote:
Stelios on EasyJet #Airbus order: “Yet another huge capital expenditure deal with the same supplier at 'secret' prices.


http://twitter.com/FlightDKM/status/346932302363885569
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EPA001
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RE: Airbus In Advanced Talks With Easyjet

Tue Jun 18, 2013 12:48 pm

Quoting KarelXWB (Reply 22):
> 35 A320ceo
> 100 A320neo
> 100 options
> Deliveries from 2017

http://corporate.easyjet.com/media/l...ng=en

That is nice result for all parties involved, except for Stelios.   The 100 options are the bonus in this deal I guess.
 
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moo
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RE: Airbus In Advanced Talks With Easyjet

Tue Jun 18, 2013 1:14 pm

The "pending shareholder approval" part worries me, as Stelios has been an outspoken critic of both fleet renewal in general and of the Airbus fleet in specific in recent years - can he potentially block this? Can he threaten. To withdraw Easy trademark rights to force the issue?
 
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scbriml
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RE: Airbus In Advanced Talks With Easyjet

Tue Jun 18, 2013 3:39 pm

Quoting moo (Reply 31):
The "pending shareholder approval" part worries me, as Stelios has been an outspoken critic of both fleet renewal in general and of the Airbus fleet in specific in recent years - can he potentially block this? Can he threaten. To withdraw Easy trademark rights to force the issue?

I believe he has something like a 35-37% holding, so on his own he can't block anything. He was certainly unable to block the last big order, despite his opposition to it.

I think he's already given up control of the trademarks.

http://www.reuters.com/article/2013/...show-easyjet-idUSBRE95H04Q20130618

Quote:
Sources close to easyJet CEO Carolyn McCall said she is confident of winning approval for the deal from shareholders despite opposition from Stelios, who is expected to vote against it at a shareholder meeting due to take place next month.

EasyJet is sending a detailed circular to shareholders this afternoon and airline executives will meet its top institutional investors to discuss the order in the coming weeks, sources close to the airline said.
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GCT64
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RE: Airbus In Advanced Talks With Easyjet

Tue Jun 18, 2013 3:41 pm

Quoting moo (Reply 31):
can he potentially block this?
http://www.guardian.co.uk/business/2...jun/18/easyjet-stelios-airbus-deal

"led by Haji-Iaonnou and his family, who speak for 37% of the airline."
"The airline said 85 of the 135 A320s would replace ageing planes in its fleet. McCall said the rest would be deployed for "organic growth in existing markets from our main network centres"."
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