They've spent 2.7B in lowering the age of their fleet and progressing the integration YTD - that's not enough for you?
Per you, they need cost structures = to LUV, here are the actual numbers:
- Net profit margin aal 7.9%, DAL 4.6%, UA 6.9%
A legacy carrier in the middle of massive integration is operating .4% below LUV. How many more billions do suggest they throw at that to close the gap? You realize LUV is a point to point carrier right are you suggesting they forfeit their hub strategy and about 1/3 to 1/2 of their revenues so they get their gross margins = to LUV?
average interest expense is about 4.6% and they are paying off some of the expensive stuff - do you really want them to pay off debt below 5%, if folks are dumb enough to give you cash I say find a way to spend it
my tax brkt doesn't allow me to trade like that - I'm much better off avoiding regular gains with long term ownership
I always find it amusing when posters claim shorts are running scared on a stock down 42% in 3 months because it was up 8% one day
If you have $6,800 of this stock why would you not sell it? If you have $68 of this stock why would you not sell it?
Just a trend brother. Mgt says they are losing personal residents but competing for biz lines - well biz lines may be going away as well
Kommie should be commie (short for communist). As for American hating and all that, you need a little help
look at the pickups, you might notice a few Silverado/sierra's/canyon/colorado out there, they sold 271,647 of them in the first 4 months of the year. that's up 29% YoY
Those catalysts don't fix the real problem, MHR can't seem to make money at these gas prices and we've been stuck in these gas prices a long time. the only catalyst they've executed thus far has cost the company 20% of its value
also if your entire investment thesis is they will raise cash to take care of debt, have you noticed they are down 20% since the first deal was announced?