Airlines In The Philippines III

[Arianespace]

2 77w AOG 1 A359 AOG. Boy, long haul dispatch is screwed. If I were PAL I would advance delivery of the 84. 77 is on the way out. It just did not reach its retirement.

[JNC03]

7784 should be delivered immediately

7777 will continue to be on ground until its retirement due to engine issues. It might operates some flight if fixed already but not for long


3501 and 7773 are ongoing its heavy maintenance abroad

[Arianespace]

If BOD keeps on counting the bean, mapapa haay ka nalang! I think its now time for Stan to talk with his in-laws. But I doubt he can convinced them. I also doubt his maturity to face them after what happens to Joseph, the other in-law.

[airline_builder]

Arianespace wrote

If BOD keeps on counting the bean, mapapa haay ka nalang! I think its now time for Stan to talk with his in-laws. But I doubt he can convinced them. I also doubt his maturity to face them after what happens to Joseph, the other in-law.

Is there someone here who is "rubbing elbows" with the Tans? Kindly have all of them read what is being discussed here and after they can deliberate over expensive wines and cheese and the Stan can jot down notes since that seem to be all he can in his capacity

3 long haul AOG? wow talk about foresight - the usual reactive airline that PAL is. They have tried wet leasing, might as well do it all the time and now is the right time while they are still discussing how much bean they are willing to release in trickles.

[AB350]

Must be really stressful to be CEO for PAL must have missiedused to being in the cockpit, rather then running the day to day operations of the airlines!

Also the rule of three is the norm for long-haul, with an additional 1-2 aircraft as back-ups! Why they keep holding up against new orders especially replacement frames is beyond me! PAL is being run by cheapskate will eventually affect profitably in the long term so either he convinced his in-law and BOD or walkaway and recommend someone else with more experience and guts to run PAL instead.

[airline_builder]

AB350 wrote

Must be really stressful to be CEO for PAL must have missiedused to being in the cockpit, rather then running the day to day operations of the airlines!

Also the rule of three is the norm for long-haul, with an additional 1-2 aircraft as back-ups! Why they keep holding up against new orders especially replacement frames is beyond me! PAL is being run by cheapskate will eventually affect profitably in the long term so either he convinced his in-law and BOD or walkaway and recommend someone else with more experience and guts to run PAL instead.

I don't think he stressed at all - with all the time in the world to attend various socials, judging at pageants, IG social media and more?

Even his interview about PAL, sorry to say I guess some here are friends of the captain, nothing personal but just objectively speaking from an observer's point of view and been in the industry for a long time, dude has got nothing up there beyond flying sorry not sorry but just have to put it out there.

[Evodesire]

airline_builder wrote

Is there someone here who is "rubbing elbows" with the Tans? Kindly have all of them read what is being discussed here and after they can deliberate over expensive wines and cheese and the Stan can jot down notes since that seem to be all he can in his capacity

It doesn't matter to them. And I doubt they really care about the airline. It's all about who will inherit the airline and the $$$$$.

They are hopeless. PAL is hopeless as long as the Tans are there. Reality is right in front of their faces. Let's just admit that PAL is on a steep decline as long as the family don't get their acts straight and handle PAL like how the Gokongweis, Ayalas, Aboitiz, etc. are handling their conglomerates.

And I doubt its also the lessors, PAL has always been, ever since, too conservative witht heir decisions. It takes time for them to take action and to adapt. Their reasons has always been "PAL is PAL" and "we are different."

[airline_builder]

Evodesire wrote

airline_builder wrote

Is there someone here who is "rubbing elbows" with the Tans? Kindly have all of them read what is being discussed here and after they can deliberate over expensive wines and cheese and the Stan can jot down notes since that seem to be all he can in his capacity

It doesn't matter to them. And I doubt they really care about the airline. It's all about who will inherit the airline and the $$$$$.

They are hopeless. PAL is hopeless as long as the Tans are there. Reality is right in front of their faces. Let's just admit that PAL is on a steep decline as long as the family gets their acts straight and handle PAL like how the Gokongweis, Ayalas, Aboitiz, etc. are handling their conglomerates.

I totally agree.

was told the squabbles in the family is really bad like divisively bad (from a reliable source)

you are right, every day the issues are everyone in the family wants to go their own merry way asap

[AB350]

If I where one of their financial advisors the best time to sell PAL would be right now my! My pick would be SM Investment Holdings (Which owns a majority stake in 2GO), they have a good understanding in logistics and have partner with Mabuhay Miles in 2022! Maybe they could take a majority stake and launched a dedicated freight division within either PAL or GAP?

[Solblanc]

Well, if we look at other major companies under LTG, none of them are the best in their fields, except maybe Tanduay. The rest of Asia Brewery is overshadowed by San Miguel. Erin properties doesn’t have the same brand awareness as Ayala nor the wide reach of SMDC. PNB isn’t in the top five, and also has less brand awareness/loyalty compared to BDO, Metro, and BPI.

If you look at this family’s Crown Jewels, PAL really is their diamond. They’re never going to let go of it.

The family seems perfectly content in being better than some, but not necessarily being the best. And as long as they don’t have a local full-service competitor, they’ll be fine coasting along.

[AB350]

Gonna be honest I really don't enjoy posting negative comments and I can't deny that I help fuel it. May decided to leave the forum since I was hoping for a helpful discussion rather then pesamstic outlook

[Evodesire]

Solblanc wrote

The family seems perfectly content in being better than some, but not necessarily being the best. And as long as they don’t have a local full-service competitor, they’ll be fine coasting along.

Exactly why the country needs to have another legacy carrier to compete with PAL. And yes, the Tans letting go of PAL is just like wishing to win the lottery.

[Evodesire]

AB350 wrote

Gonna be honest I really don't enjoy posting negative comments and I can't deny that I help fuel it. May decided to leave the forum since I was hoping for a helpful discussion rather then pesamstic outlook

If we talk about Cebu Pacific, yes the discussion may end up optimistic. Though we all want to be optimistic about PAL, we can't help but be disappointed on how PAL is currently being managed. We were very much optimistic about PAL until the recent developments are showing a huge decline, like a lot of AOGs and the slow action of the airline to address the problems.

At the end of the day, PAL needs more planes, more brand new planes. And yes, they need a new management style without the BOD suppressing the growth plans.

[Arianespace]

Lucio Tan did save PAL not only once or twice, but 3 times. In the worst of times he sees something we ordinary mortals don't. Sadly, he is in the sidelines now. His voice doesn't even matter anymore.

I missed the good old days when JJB contends only with the old man. They mutually decide the fate of PAL, like the Yin and Yang, with the old man contradicting mostly the accountant's common sense, which judgment turned out to be correct in the long run in the old man's favor.

[Solblanc]

It’s funny, coz pre-pandemic, PAL was somewhat on the right track, reconfiguring A330s, taking delivery of A350s, and then they suddenly stalled when it came to reconfiguring the 77Ws.

I remember that they even had several presentations on the possible new seat of the 77W. But analysis paralysis prevailed until they decided to just buy the A35K.

In any case, the A35K is just around the corner. They will have premium economy cabins and suites with doors. Finally, the bread and butter LAX/SFO routes will get a competitive product up front.

In the back, time will tell if they really will push through with 10-abreast, and if it’ll become a trendsetter. I remember we all complained when emirates started the 10-abreast 77W, and then PAL followed suit, then almost everyone else, even CX followed.

[Arianespace]

EK product and services was way ahead of PAL. I have privilege of riding both planes and has fair basis of comparison.

[Evodesire]

Arianespace wrote

Lucio Tan did save PAL not only once or twice, but 3 times. In the worst of times he sees something we ordinary mortals don't. Sadly, he is in the sidelines now. His voice doesn't even matter anymore.

And that's the hard part. I don't think Carmen and the rest have the business acumen as kapitan himself. And I doubt Carmen can do it in place of Kapitan.

[Arianespace]

You don't become a taipan by being the wife of the taipan or its offspring. I was told it was the collective decision of the women with Carmen breaking only in case of tie. So both him and her does not say anything now. Its truly a girl power in the boardroom. At least they are listening to the expat. That is a consolation. And accordingly they have something in their sleeves coming soon. So it does not appear to be a sliding slope for the flag carrier.  Just not yet.

[Evodesire]

I am hoping they listen to all their executives. Hoping that not all hope is lost. If they really want PAL to rise back strong, then they better just listen to their executives who know the industry well and who are at the forefront day and night. A huge plane order will solve all their problems. I hope the BOD learns from this.

And enough of that "will it work" mentallity. Instead, they should have a "lets make it work". Enough of being overly conservative.

[JNC03]

Major things about Cebu Pacific’s townhall meeting today

-Studying about putting wifi on A330neos, they admit that it is one of their shortcomings when they have A330ceos. If approved they will add it starting next year

-They will deploy more aircrafts in their current hubs and future hubs starting in

2025: 92 aircafts
Manila - above 50
Cebu - above 20
Clark - less than 10
Davao - less than 5
Iloilo - less than 5

2030: 150 aircrafts
Manila - above 60
Bulacan - above 20
Cebu - above 25
Clark - more than 10
Davao - less than 5
Iloilo - less than 5
Boracay(KLO/MPH) - less than 5
Bohol - less than 5
Palawan - less than 5
Cagayan De Oro - less than 5

2035: 200 aircrafts
Manila - 70
Bulacan - 35
Cebu - 35
Clark - 14
Davao - 8
Iloilo - 8
Boracay(KLO/MPH) - 9
Bohol - 9
Palawan - 6
Cagayan De Oro - 6

-No changes to cabin and they will not offer any premium seat option unlike other LCCs

-They will not make separate brand for long-haul flights, they said the objective is the same for short and long flights

-They are complaining about the aircon of ATRs, they said it is not cool enough

-The huge order made by the airline have conversion rights which they can convert to other variants of the A320neo family

-They will look unto making special liveries again like they did before

-Deliveries of firm aircraft commence in 2029 but they have the option to access earlier 32 slots from 2027-2028 subject to certain conditions

-They explained that when PW gets past in its issues they believe that it has the superior architecture to the competition. The engine manufacturer will also introduce Advantage engine in 2027 which will make the issues of the current engine a thing in the past. The engine deal will take more time than their transaction with Airbus