NYTimes.com Article: US Airways Loan Guarantee Is Reaffirmed

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US Airways Loan Guarantee Is Reaffirmed

February 12, 2003
By DANIEL ALTMAN






The federal government renewed its approval of a $900
million loan guarantee for US Airways yesterday, moving the
airline a step closer to exiting bankruptcy.

The Air Transportation Stabilization Board agreed in July
to the guarantee, which would back a proposed $1 billion
loan, but US Airways, the nation's seventh-biggest airline,
prompted a further review of its application when it filed
for bankruptcy protection in August.

"We are gratified by the A.T.S.B.'s action today and its
vote of confidence in our company's restructuring and
prospects for long-term success," David N. Siegel, the
airline's president and chief executive, said in a
statement on the US Airways Web site. The company declined
to comment further.

The latest approval, like the first one, hinges on several
conditions. US Airways must emerge from bankruptcy by March
31, after which it will be able to borrow the $1 billion.
The company has not specified which lenders would provide
the money.

The conditions also include formal agreement on concessions
from the airline's employees and obtaining approval from
the Pension Benefit Guaranty Corporation, a federal agency,
for a strategy for funding pensions. The bankruptcy court
will review that strategy later this month.

The decision by the transportation board came two months
after it rejected a similar request from UAL, the parent
company of United Airlines, which sought a $1.8 billion
guarantee. Less than a week after the board rejected the
request, UAL filed for bankruptcy protection.

The board's preference for one airline over another puzzled
some experts. "You can point to some small differences
between them, but it's very hard to understand why you do
one and not the other," said Roger G. Noll, a professor of
economics at Stanford University who follows airlines. Yet
some differences were important to the board, said Harvey
R. Miller, a longtime bankruptcy lawyer who is now a
managing director at Greenhill & Company, an investment
firm in New York. "US Airways had much more productive
spadework prebankruptcy and also has done probably a more
radical restructuring in terms of reducing its fleet size
and contracting its fleet operations," he said. "In the
case of United, the A.T.S.B. basically said that the
business plan was not credible."

Mr. Miller also gave credit to David G. Bronner, the chief
executive of Alabama's state pension system, which has
provided financing for US Airways during its bankruptcy.
Mr. Bronner's hardball tactics, Mr. Miller said, forced the
company and its employees to make sacrifices. "Sometimes
it's good to have a bad guy," he said.

The board's decision had its odd aspects, because UAL had
once planned to buy US Airways. The merger was proposed
before the terrorist attacks, when UAL was in a much
stronger financial position. It collapsed in July 2001
after the Justice Department objected on grounds that
competition for passengers would suffer.

"US Airways was in trouble before United was," Professor
Noll said. "Its financial problems were deeper and predated
9/11. Its sale to United was a semibankruptcy fire sale. It
was not regarded as a viable carrier prior to 9/11."

Last week, US Airways reported a loss of $794 million for
the fourth quarter of 2002, a moderate improvement on its
shortfall of $1.16 billion in the period a year earlier.


http://www.nytimes.com/2003/02/12/business/12AIR.html?ex=1046058683&ei=1&en=08dd2939297c7feb



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