Midwestindy wrote:Midwestindy wrote:This was a holiday week which causes bookings to be muted, I think we should see a step up in overall bookings during the next few weeks.Midwestindy wrote:Airlines are likely going to update cash burn guidance next week, and I expect some good news.....
Well well well.......I told you all it was coming:
Industry: Florida bookings at 100% of 2019 levels
Delta: March cash burn at or close to break-even, bookings beyond 60 days are almost flat compared to 2019, bookings at high teens-low 20s for large corporates
United: UA March core cash burn positive
Alaska: Positive cash flow $50-100M in Q1
Jetblue: Coming in better than previous guidance
Southwest: May capacity is estimated at 80% of 2019 levels, Q1 cash burn coming in below guidance
American: AA bookings last week were only 20% below 2019
https://americanairlines.gcs-web.com/st ... b3e645b506
Ha! Yes you did tell us this was coming and you took an incessant and almost shaming grief for it from the usual crowd of nay-sayers who are strangely (or not so strangely) absent from this tread now that the dam is bursting.
You never "cherry-picked" data, as some of the angry pack insisted. You were consistent and steadfast, treating both good news and bad with equal scrutiny.
To those for whom narrative is more important than facts, your posts we're just "happy talk" deserving of nothing but smug dismissal.
You never waivered in your calm presentation of data and the implications to aviation. Thank you for providing a beacon of sanity against the shrill darkness of the mob.
We still have a long way to go, but Love those cash burn numbers. Love that huge leap in future bookings as more Americans thoroughly reject the oppressive demands of alleged "leaders" and bureaucrats more concerned with controlling our lives than with improving them...