Originally Posted by
Hedley
If a merger does happen, there is no guarantee that the combined entity will equal the sum of the two parts. Assets could be shed to meet reduced demand, or growth could occur to meet increased demand. I'd agree about having to significantly improve the product to successfully compete against the legacies. A bigger version of what is currently being offered won't work. There is a demand for a low cost product, just as there is a demand for legacy offerings, but no one knows how that balance will work out.
I tend to agree. Any Spirit aircraft that wasn’t SLB I would expect to be sold or leased back for an immediate cash benefit. They could accelerate retirement plans on IAE engine equipped aircraft too? I’m not sure of the makeup of the Spirit fleet in that regard. Our CEO engine group will be gone by 2029 as things stand now.