Originally Posted by
Bluedriver
I think it's almost the opposite of what you fear. I believe the votes aren't there, and F9 and NK are ready to just let the vote fail and move on. Based on JB's silence, which wasn't their style previously, I believe they have an agreement with NK ready to be signed upon vote failure. Just my read, maybe tomorrow we will finally get an answer.
I think this is accurate, my guess at least. Delaying it until tomorrow is their Hail Mary that maybe the stock would rise in these few weeks to make the JBLU offer look less attractive to investors, which is really hasn’t. I think if Ted had the votes, he would be propping up the call tomorrow to remind everyone. I bet he just wants it done as “quietly as possible,” let it die, and then start with JBLU.