Originally Posted by
Salukidawg
I would normally agree with you about waiting until the next recession, however, I think the longer the MAX is out of service, the more likely WN will have no choice but to move up their next M&A event. I would guess sometime in the next 12 months.
I just don’t see it. If the plane were to be scrapped, sure. But there’s no indication of that. A M&A is a long term fix to fill a need. The Max is a short term problem that should be solved relatively soon. Eventually, we’ll need another type as the Max is prob the last iteration of the 737...I’d prefer the organic method of growth by placing a order and building a type program while we wait for delivery.
With the amount of time it takes to merge 2 airlines, and the timeframe to see the merger payoff....that Max will be doing its thing long before then. There’s no immediate benefit to SWA buying someone. You’ll still be getting LG bars. Trips will still be screwed up. Premium won’t be coming back overnight. Unless I’m missing something....