Quote:
Originally Posted by Truenorth00
Competing on sectors like YVR-YYZ and YYC-YUL would be supremely stupid. I don't think PD management is that dumb.
The smarter play is to find a market where they can grow without substantial hindrance. That's YOW. And then to focus on routes where from that place where the majors are weak and where they can exploit other partnerships. I am starting to think their YYZ, YUL and YHZ claims are a bit of a feint and they really don't intend substantial service there. The faster they can develop YOW, the better for them. If they put the vast majority of those 30 frames here over the next two years with service to the Maritimes, Prairies, JetBlue hubs, West Coast tech hubs, and Sun destinations, the majors and vacation carriers will have a tough time competing directly.
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After re-reading the press release for about the sixth time, one thing that stood out is out of the four jets cities, Ottawa was listed first. Whenever airlines announce new/more YOW service in a multiple city press release, Ottawa is almost mentioned near the bottom after the hub cities. It could be nothing, but maybe it'll be something. Realistically, the opportunity is there for 2 banks east & 2 banks west daily. Realistic routes out of YOW:
E95s East of YOW:
YYT
YHZ (peak times)
YJT (summer seasonal weekends)
DH4s East of YOW:
YHZ (off-peak times)
YQY (summer seasonal)
YYG
YQM
YSJ
YFC
YQB
E95s West of YOW:
YYZ
YWG
YXE
YQR
YEG
YYC
YLW~
YVR
YYJ~
DH4s West of YOW:
YSB
YQT
YQG
YXU~
YHM~
E95s Transborder out of YOW:
LAX
SFO
LAS
PHX (at least winter seasonally)
SEA (longer-term 5 years out after the hypothetical hub has grown)
DFW (assumes AA codeshare)
MIA year-round (assumes AA codeshare)
CLT (assumes AA codeshare)
FLL (assumes B6 codeshare)
TPA (winter seasonal)
RSW (seasonal)
SRQ~ (took the old CanJet YOW-SRQ several times and loads were always above 85% - winter seasonal)
PBI (winter seasonal)
MCO (year-round)
International E95 out of YOW:
Anything within E95 range.
~Even though these aren't on PD's future destinations map, a lot of dots on PD's original future destinations map like PHL and DTW never happened, while others (i.e., all of Atlantic Canada) did happen. On the flip side, I can't see places like ATL or DEN happening without a codeshare partner out of YOW. BNA as a new leisure route maybe 2x week could be supported out of YOW.
The above DH4s would assume PD reduce YTZ slightly (i.e. 14x YOW-YTZ vs 16-18x) and increase DH4 utilization to free up a couple of frames for increased YOW DH4 flying.
Everything here is probably a pipe dream and PD will hub YYZ with YOW a strong focus city. Using YOW though for Atlantic Canada-Western Canada connections though I think is highly likely to happen.