Originally Posted by
oliver2002
Puh... I don't really know... Boeing introduced a number of new things with the 787, and DY signed up for all of it pretty early on in order to get the maximum discount. I can understand why they did it, thats what entrepreneurship is all about, taking calculated risks. So far it doesn't look like they are loosing anything. In 1-2 years when the 787 reliability is 'normal', the fleet is a bit bigger, Boeing learns to do MRO etc etc, the public will continue to book DY and they will start to make serious money. The captive audience DY aims for is looking for a deal. As long as they can weather the aftonbladet style reporting storm and still fill aircraft (which I think is the case) and skim compensation payments from Boeing they should be fine.
Looking at their last financial quarter reported, the compensation from Boeing is far from expected to cover the additional cost encured. I am fairly certain that forward bookings are suffering right now, people are less likely to book Norwegian. But in the end, people's memories are short so if they keep on flying until it is stable, the passengers will be back. With the cash flow from short haul they should be able to keep the long haul in the air until stable. Questions is, is the patience of the investors long enough. Where is their limit? ANA runs a much higher despatch reliability, the investors might demand some better operations and returns.