Originally Posted by
Bluedriver
........ do what's easiest/cheapest for today. JB can't control the macro-environment, and certainly there are scenarios that could overwhelm the plan, but otherwise I don't think staying small and independent is a better path forward. Although it's still possible that independent path is forced on us.
I listened to the JBLU earnings call yesterday, and as someone making the comments you are making, I can only assume you did as well. So I wonder what you thought about the tone and demeanor on the call of both JB executives and the analysts that asked questions and made comments? What did their demeanor signal to you about the current state of the company and the investor analysts concerns with the plan?
Yeah, this is part of why I'm not as worried as others. I listened in on the call too and heard what the issues are(mostly if not all temporary, like NEA pulldown as one example), and of course I work here, so I also see what the issues are and how they impact us. Like I said earlier today, ehh.....we'll be just fine, even and especially with the merger.
I understand others concerns though. It all looks scary, especially the cash burn for the pending merger while reporting a loss. But we'll come out the other end, possibly bigger too. I'm more intrigued than concerned.