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Old 25th Aug 2015, 16:32
  #661 (permalink)  
 
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Originally Posted by willy wombat
I don't know what sort of incentives GIP are offering airlines but they seem to be doing a good job of encouraging overcapacity on various routes.
Well said.
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Old 25th Aug 2015, 17:26
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I would have thought Delta would have given Atlanta another go with an earlier flight time and advertising instead of JFK!!

4ea
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Old 25th Aug 2015, 17:46
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Am I right in saying that Qatar was subsidised when first launched? If so is this still the case?
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Old 25th Aug 2015, 18:16
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Cannot stay daily on LFs under 70% think some of them are in the 50s and 60s !!
Beyond belief that with Qatar not getting exceptional loads to say the least that Etihad would jump in anyway despite this.
These are not commercial organisatons, they are instruments of state power. Genuinely, no offence but there is no commercial business case for Etihad and Emirates to both be serving that region, similarly, Qatar and Etihad exist to raise the profile of Abu Dhani and Qatar on the world stage, they're old style flag carriers. Loads are poor? Meh, we're loaded, give it time. Emirates less so, more comercial but still knee deep in politics.
Great news about Delta BUT something might give, I think AA JFK, UA 2 x EWR and DL JFK alongside UA ORD might be too much New York. The timings mean that we'd have AA / UA / DL / AC / EY all on the deck at once which is all the available parking without bussing? That's before we through in the UA ORD if it comes back.
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Old 25th Aug 2015, 18:59
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How many times has DL tried at EDI in past 5 years? GIP must be giving deals away.
I expect the picture will be a lot different in a year or two.
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Old 25th Aug 2015, 19:15
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Ooh Exciting! Though CAA stats next year will be worth watching. DL has the best TA product compared to AA and UA. Can they all survive? Peak summer should be fine. EDI management have done well attracting this route. Surprised they didnt consider GLA.
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Old 25th Aug 2015, 19:22
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On paper AA should lose big with DL arrival, can't see UA cutting freq they are usually able to hold up well when new entrants arrive.
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Old 25th Aug 2015, 20:08
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How many times has DL tried at EDI in past 5 years? GIP must be giving deals away.
None, it's been six years.

DL96 ATL-EDI 2006S to 2007S B763
DL96 JFK-EDI 2008S to 2009S B757

It may be that DL having access to Virgin's connecting passengers on EDI-LHR and knowing Little Red is ending thought it was worth another go,either that or GIP just offered them a deal only a fool would refuse. Won't be good if they get a one season Delta at the expense of American giving up though. It's an underserved market though and the B757 is the right aircraft.
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Old 25th Aug 2015, 22:45
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Originally Posted by CabinCrewe
Surprised they didnt consider GLA.
How do you know they didn't?
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Old 25th Aug 2015, 23:21
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I tend to agree let's see what happens within the next 2 years!!

Seems like a bloodbath about to happen

United, American and now delta all fighting for the traffic edi- New York

The yields will suffer would have been better to look at other airports
Glasgow and Newcastle ?

Can't see all 3 lasting long term
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Old 26th Aug 2015, 01:07
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Can't see all 3 lasting long term
I can see all 3 lasting, however I personally think you will see UA reducing the frequency from 2 to 1 x daily on the EWR.
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Old 26th Aug 2015, 02:27
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MEB3

These are not commercial organisatons, they are instruments of state power. Genuinely, no offence but there is no commercial business case for Etihad and Emirates to both be serving that region, similarly, Qatar and Etihad exist to raise the profile of Abu Dhani and Qatar on the world stage, they're old style flag carriers.
Emirates less so, more comercial but still knee deep in politics.
State aid comes in many forms. Those who look down their noses at the MEB3 sometimes forget that Government handouts and restrictive bilaterals and pricing rules are what most of the European legacies first grew dominant on. Similarly the USB3 are only still here today because of US Government bankruptcy protection laws over the years and post-WW2 gifted traffic rights - eg. between Japan and the rest of Asia

So lets be careful when talking down the relative "johnny come lately's", they're only trying to play catch up. Sure I don't agree with a lot of their home politics either, but let's face it if it wasn't for the MEB3 we'd all be doomed to the higher fares and generally poorer service of the legacy club.
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Old 27th Aug 2015, 11:00
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Good news that EDI has attracted DL, however I do agree on the over capacity to NYC.

Also Security and Immigration could be interesting with the potential to have AA, AC, EY and UA all on the ground a once, and that's not to mention the rest of the normal BA, EI, EZY, FR etc
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Old 28th Aug 2015, 00:05
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I can see all 3 lasting, however I personally think you will see UA reducing the frequency from 2 to 1 x daily on the EWR.
United do well with fixed revenue and passengers by US based travel companies. I can't see a full reduction of second daily service perhaps it may become more peak focused but will be surprised if it's fully dropped.
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Old 28th Aug 2015, 13:30
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Delta will be aware of how many passengers currently travel between EDI and North America using VS via LHR, KL via AMS and AF via CDG. I expect they will have done their market research and established that their EDI-JFK route can be viable. Why else would they launch it?
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Old 28th Aug 2015, 20:00
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I'm assuming they thought the ATL route would be viable also.
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Old 28th Aug 2015, 22:50
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Originally Posted by LFT
I'm assuming they thought the ATL route would be viable also.
Who knew? BAA priced EDI out the market with their old charging regime, but DL returns to EDI under GIP ownership. Sensing a trend, so I am.
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Old 28th Aug 2015, 22:58
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Who knew? BAA priced EDI out the market with their old charging regime, but DL returns to EDI under GIP ownership. Sensing a trend, so I am.
Airport charges are a tiny fraction of long haul costs, there is no way a route would be pulled based on charges.

GIP may be offering a good deal now but we all know such deals only last for a short period of time.
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Old 29th Aug 2015, 07:32
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I thought we were told ATL it was due to poor connection times, now it BAA conspiracy theories again. Give me a break. Agree, the LGW GIP model of long haul reign them in hasnt exactly lasted the long term, this sudden flurry will be no different. The timetable will be very different in 5 years time, whether the spotters or GIP are still there or not

Last edited by CabinCrewe; 29th Aug 2015 at 07:33. Reason: spelling
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Old 29th Aug 2015, 20:45
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Was looking back at comments about Virgin Little Red and was surprised to see the official stats of only 27% of LR pax were connecting.
Virgin?s Little Red passengers shun onward flights - The Scotsman
So suspect Delta are looking at a different source of pax for their duplicate service to New York rather than these Virgin passengers.
Interesting.
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