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An Air Transat Opportunity

A321LR Air Transat

Air Canada and Transat announced they have mutually agreed to terminate the Arrangement Agreement for the proposed acquisition of Transat by Air Canada. Air Canada and Transat had originally agreed in June 2019 on the acquisition, the terms of which…

March transactions

Here’s our model update.  Subscribers have access to the seven-page version. Business picked up nicely – look at the second page This reflects a growing industry confidence in a bounce in travel demand Note the MAX spike started to show…

Boeing February 2021 O&D

Here’s our updated model. The MAX is back – orders and deliveries for the month looking pretty good. Orders coming from strong airlines and lessors. Of course, the lessor orders need to find operators. The Singapore conversion for 777X is…