Originally Posted by
Bgood
At this point it only makes sense for them to choose/lean more towards the acquisition of NK over the NEA. The NEA sucked resources from MCO and FLL, pretty much temporarily handicapping us from growth in FL just to used AA slots in the N.E (which would be taken away whenever the NEA sunsets, so temporary). Meanwhile NK has the massive resources (plane, crew, property, order book etc.) we would need to grow significantly and be a more stable competitor for years and years to come.
RH doesn't strike me as being so crazy to choose NEA over the merger if he can't get both.
As they said in the pocket sessions (repeatedly) for the reasons why we can't expand as we would like, we have more opportunities than we have resources. Especially since Airbus is all types of delayed with our orders.
Bgood has found a Bingo here. Of course Robin and Giggity say the NEA is just as important as acquiring NK. You don’t want to hurt anybody’s feelings.
But the tone of the Exec memos and pocket sessions is one-sided. The NEA helped us survive COVID. Merging with Spirit is how we will survive the next five years.
The NEA served a purpose, and now it’s cramping our ability to set our own density. It’s clear they think the Spirit deal is the way forward, with or without the NEA.