Originally Posted by
bonvoyage
it does make one speculate. SWA would never buy us though. It would be ridiculous to spend the kind of money for just 25 planes and some deliveries. Airbus is slacking on production anyway like Boeing. If SWA wanted to operate a 220, then the years long process of adding that type should have began years ago. JetBlue could be the most plausible, but they have Carl Icahn now. And JetBlue I hasn’t turned a profit since 2019(?), I can’t see how them absorbing our completely out of whack spaghetti structure would help anyone. It’s not like they need planes to turn a profit, they need to completely restructure what they are doing. The only options I can realistically see if they wanted to sell the place are selling to some foreign Asian/Indian airline that has capital and really needs 220s, or we just liquidate and a US airline picks up the scraps for Pennie’s on the dollar. There is no other airline here that would pay top dollar for what we have. I’m curious how we are even paying for fuel and paying employees since we lose 25 million a quarter still. Tom leaving gives me an eerie feeling about the future here
SWA doesn't make sense. Jetblue isn't profitable becasue they keep buying 321s and trying to compete with majors. It just doesn't work. They need to go back to their niche roots. Case in point - Jetblue just announced MHT to RSW, etc... Those routes are exactly what Breeze does. That signals to me that Jetblue needs what we have (niche), and we need what Jetblue has (scale). Put them together and viola. Btw, I'm pretty sure Icahn sold his shares. But can you imagine the press jetblue would get bringing DN back in? Makes a lot of sense.
Do not trust management. Giving you half-truths until the bitter end doesn't make them a bad person, but it does make them a good business leader. I'm still not convinced TD left just because. A loss is a loss is a loss. And even a small loss just pushes the inevitable into the future.