iflyjetz

La Compagnie's been operating EWR-ORY for more than a few years and they show no sign of going out of business. Of course they're low fare all business class but they seem to be pricing their tickets properly.

gab787

French newspapers seem to agree that despite the fact that XL Airways and la Compagnie are both subsidiaries of the same holding "DreamJet Participations", XL Airways troubles should not have a negative impact on La Compagnie.

USA_flyer

JetBlue going t/atl is going to be a game changer.

GFrye

Hopefully they have learned from Norwegian's failed TATL strategy. The fact that an airline can successfully operate short-to-medium distance flights doesn't mean that it can operate long-distance flights using the same strategy and business plan.

Often1

There is a world of difference operating a limited domestic network through JFK, alongside a very limited leisure operation to the Carribean and running an operation which is both competetive and profitable as a new entrant.

Don't forget that there really are all those funny people over in Europe who spend a ton of money flying to the US and have never heard of B6.

iahphx

JetBlue should have a reasonable shot of success across the Atlantic. They will be doing it from a hub airport, offering the essential premium product and pricing rationally. But it's no sure thing. People always forget that, as a business (as opposed to as a "concept"), JetBlue has never been terribly successful. I doubt they'll be as successful as the major US airlines in these markets.

duvin

You're only referring to transatlantic flights here, right? I don't really see any problems using DY/D8 intra-nordic.

GUWonder

Thomas Cook's demise is also breathing a bit of fresh life into Norwegian.

My Norwegian ticket buying habits continue as is, and I expect to continue flying Norwegian intra-Europe for all of the current year.

sjm0028

B6 flies from BOS to the west coast and MEX. Flight time is about the same as flying east coast to UK. I think I will choose B6 over DY because the entertainment system is much better. Also, at least BOS to LGW the large DY 787s are always packed 9 across.

iflyjetz

Norwegian's third quarter numbers were exceptionally good; as long as they don't burn through their cash this winter, it looks like they're finally on the road to recovery. Looks like replacing the CEO was just what this company needed.

gab787

One Mile At The Time has a good analysis imho https://onemileatatime.com/norwegian-record-profits/ I remain in the "wait and see" camp.

GUWonder

Norwegian has a boatload of debt that could sink it, but it won’t sink it anytime very soon.

I am buying DY tickets for flights during the rest of this quarter and most of the next. I would buy their flights as usual for me into the second half of 2020, but my plans don’t hold up that long most times.

SusanDK

Have they reinstated some of the TATL routes that were previously announced as dropped? I'm checking now and see the direct CPH-MCO available beginning again in late March 2020 through mid-October. Although the FLL flight is still permanently gone.

oliver2002

They have announced new routes too: Paris-Austin for example.

usbusinesstraveller

Yes, very good results indeed. And their Q2 operating numbers were much improved YOY but masked by crippling interest and debt repayments. Q3 saw an (almost) equally good operating margin gain (+7%) and less debt and interest burden.

The MAX grounding helped Norwegian, as they were forced to cut capacity and for once did the right thing by nixing the worst performing routes. Now the focus is on keeping capacity under control, with a 10% cut in ASKs next year.

Getting rid of Kjos was the right thing to do. They should have ditched him 18 months ago but at least he went just before the damage he did was completely irreparable. Though he “retired” on good terms in July it looks to me as though he’d been marginalized before the end of Q1, maybe at the behest of John Fredriksen when he agreed to underwrite the 3Bn NOK rights issue back in February. Management had started to behave financially responsibly (very un-Kjos like) from about March. Funny how that aircraft leasing JV had been “just a few weeks away” for three quarters under Kjos, and once he’d gone the new management finally closed the deal.

They havr a reasonable chance of survival. Though if I were management I’d be looking for an acquisition. Virgin Atlantic anyone? If they want those Heathrow slots when (if) runway 3 opens they’re going to need the aircraft and crews to fill them.