Old 04-13-2022 | 09:51 AM
  #744  
Salukidawg
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Originally Posted by Margaritaville
WN/AS would not surprise me but the government may not be willing to create another behemoth airline. That would make what about 12500 pilots? That's the size of Delta and UA. It would require divesting a lot of slots at LAX and the northeast too.

I don't see G4 as an acquisition target because the founder still owns 29% and he likes to be in the drivers seat. An acquirer would have to go way above the already overvalued price to buy him out. Plus G4 has a crazy operation spread out across the company that's nothing like what anyone else does. Shutting down 18 bases would be a huge money suck. more likely G4 is going to merge with SY and smaller airlines.

Frontier is without a chair now if the JB deal goes through. They're gonna get with someone. If that deal happens then JB/AS is a no brainer. I don't see the 3 legacies getting bigger by M&A.
There are no slots in LAX to divest since LAX isn’t a slot controlled airport. As far as NE slot divestitures I still don’t see it since the combined Airline would trail the market share of the Big 3 by a sizable margin in all slot controlled NE markets.
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