Frontier’s Franke Sees Consolidation in Futur
08-30-2015, 05:00 AM
#31
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Originally Posted by Bugaboo
I would say Shy is right.....but with the caveat that VA is a competitor on the transcon routes. VA changed the transcon market with their amenities and it has taken a while for the other guys to catch up....and most still have a ways to go. I would venture to say that VA changed that whole landscape and lie flats and Mint would not be offered on those routes without VAs influence. United stumbled over themselves to try and squeeze VA out of Newark-West Coast by tripling their daily schedule and it didnt work....at all. So there is no doubt that VA is viewed as a serious competitor in the lucrative transcon market.
I think time will show that VA will do very well on the Hawaii routes. They are money makers and yield on them are close to, if not better than, the transcon NY-West Coast market. Stage length is dang near the same as 75% of VAs flying now so thats not really a big deal. I would like to see VA start adding cargo to/from Hawaii. That would make more than $25 bucks a bag!
Anyways.....VA is not a viable contender across the board for the big 3 but they are on those lucrative transcon and I think they will be on the Hawaiian flying as well.
If a VA/JB merger ever happens that will be disruptive and will be a threat to the big 3. I dont think it will happen but it would be the most harmonious....as would Spirit/Frontier.
I think time will show that VA will do very well on the Hawaii routes. They are money makers and yield on them are close to, if not better than, the transcon NY-West Coast market. Stage length is dang near the same as 75% of VAs flying now so thats not really a big deal. I would like to see VA start adding cargo to/from Hawaii. That would make more than $25 bucks a bag!
Anyways.....VA is not a viable contender across the board for the big 3 but they are on those lucrative transcon and I think they will be on the Hawaiian flying as well.
If a VA/JB merger ever happens that will be disruptive and will be a threat to the big 3. I dont think it will happen but it would be the most harmonious....as would Spirit/Frontier.
Just a thought, but mergers seem to be more about 'routes' than similar product type. I guess I could see the F9/NKS merger because there is only an approximate 10% overlap. What I don't see is a B6/VX merger because of the fact that JetBlue is already every where Virgin is and is responding with a similar product. At this point JetBlue would just be spending more money on a merger than just purchasing 60 a/c. Virgin has a few things that may or may not be worth the expense of a merger, such as the DC and LGA slots, however again, Jblu is already there.
As for the 2 gates at DAL (with no room for expansion), I wouldn't think that would matter much, followed up with the over saturated HI route. Those 2 places may work well for Virgin, but wouldn't do much or enough for the rest of us to warrant the expense of a merger.
Just my .02 and definitely not worth much. Personally, I think Franke is pimping the merger rhetoric pre-F9 IPO to make more money for himself by creating speculation. Surely something will happen, because that's what money guys do, they make more money and the rest of us pay the price.
Cheers and lots of luck creating airlines😜
08-30-2015, 06:41 AM
#32
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Originally Posted by putzin
Virgin has a few things that may or may not be worth the expense of a merger, such as the DC and LGA slots, however again, Jblu is already there.
Personally, I think Franke is pimping the merger rhetoric pre-F9 IPO to make more money for himself by creating speculation. Surely something will happen, because that's what money guys do, they make more money and the rest of us pay the price.
Cheers and lots of luck creating airlines😜
Personally, I think Franke is pimping the merger rhetoric pre-F9 IPO to make more money for himself by creating speculation. Surely something will happen, because that's what money guys do, they make more money and the rest of us pay the price.
Cheers and lots of luck creating airlines😜
I think you're spot on with Franke's pimping the merger speculation to boost the valuation. Indigo just installed a Barclay's IPO specialist on the board of directors for a reason!
08-30-2015, 08:27 AM
#33
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Originally Posted by F9 Driver
Indigo just installed a Barclay's IPO specialist on the board of directors for a reason!
08-30-2015, 11:16 AM
#34
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Originally Posted by Rainbows
Hahahahahaha!!!! Did you just say a serious competitor to United American and JetBlue? I needed a good laugh today, thanks for providing me one. Please, please, please I want more of the Shyguy Comedy Hour. Hahahahahahahahahahaha!!!!!!
08-30-2015, 03:14 PM
#35
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Originally Posted by ShyGuy
On the transcon markets, which is the majority of VX flying, I'd say yes. All the improvements you see today on the transcon market was fueled because of VX's flying since 2007.
08-30-2015, 05:01 PM
#36
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Originally Posted by Rainbows
Well, I'm glad that VX is pushing the legacies to do better. I'm rooting for you guys!
We are ALPA now too and will be following in similar footsteps.
08-31-2015, 11:37 PM
#37
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Originally Posted by ShyGuy
On the transcon markets, which is the majority of VX flying, I'd say yes. All the improvements you see today on the transcon market was fueled because of VX's flying since 2007.
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