Originally Posted by
WHACKMASTER
But again, let’s not get ahead of ourselves. Indications are starting to point to them wanting the staffing, airframes, liquidity and ability to pounce on the backside of this.
Interesting how they haven’t offered early retirements (yet). Also, does anyone have any doubt that another merger/acquisition is in SWA’s short-term future?
It’ll be interesting to see how the industry reshapes on the backside of this. I think most agree that the UAL, DAL, and AA will have the toughest time and most restructuring due to their heavy international/wide body/complex fleet exposure. AA already had the highest debt and lowest profit going into this. Will they be able to recover with roughly 40B of debt? Ch. 11 or 7? You could then mix and match 6 other airlines in mergers and acquisitions...that would be anybodies guess. That would leave roughly 5 or 6 airlines remaining. Not that far fetched. Southwest/Hawaiian....JetBlue/Alaska....Spirit/Frontier