Originally Posted by
pilotpayne
So here is a question. Wall St hates growth or at least from JetBlue if they had their way we wouldn’t grow at all. (I know it’s because growth costs money and adds capacity and all that) could this be a way to do it on the cheap and away from Wall St?
It’s an interesting theory especially with DN and RH still talking.
DN and the possibility of his recent activities possibly leading his way back to JB reinforce my suspicions.
To answer your question, it depends. If the Moxy order is a ruse to secure additional early delivery slots that are actually intended for JB (JB can aquire them from DN at any time), and JB remains independent and publicly traded, then no. It wouldn't be a way to grow cheaper, just a way to delay revealing an accelerated growth plan to Wall Street or JB's competitors.
If in the process of transferring the A220 orders is part of DN taking JB private again (a very real possibility with his recent moves to aquire capital), then still not a way to grow cheap, but Wall Street would no longer be any factor at all.
If Moxy is used to start a West coast network via JB's virtually unlimited domestic codeshare language, then yes.
I don't pretend to know exactly what is happening, but again, I do NOT believe Moxy is what DN has said it is.