With the US airline industry consolidated, we would expect at least a short term discipline as the oligopoly finds its “natural” equilibrium. As we have said before over the long term, there is always going to be a breakdown because…
The recent drop in oil prices has not resulted in an equivalent drop in air fares, as airlines are attempting to keep additional profitability from lower costs whenever they can. Perhaps the most egregious indication of this trend is Qantas,…
Indigo Partners Managing Partner Bill Franke is an industry legend. His background in the industry is not only long, but global. His business has invested in LCCs all over the world. This means his industry view is not exclusively US-oriented.…
Frontier Airlines placed a firm order with Airbus for nine A321-200s, its first such order of the larger model. The airline currently operates a fleet of 35 A319-100s and 20 A320-200s. The order brings Frontier’s Airbus order backlog to 89…
The US airline industry has rebounded solidly, showing its best profit margins since 1999. With fuel prices dropping, the potential for even better airline financial performance appears on the horizon, positively impacting airline equities. Historically, there has always been either…
Possibly the worst kept industry “secret” is out – Frontier has been sold by Republic to Indigo Partners. Indigo Partners is a private equity firm established by Bill Franke in 2002. Mr Franke has a legendary background (also here) in…