Originally Posted by
rickair7777
Regardless of the provenance of this report (questionable), it's not implausible that WN might be looking at this kind of opportunistic move.
Their management team has clear marching orders to do something, anything, that's different from the trad SWA business model.
That's looking to evolve into more international, maybe even widebodies, and changes to their service and route structure.
I'm not sure that adding a second NB fleet would do much for them, but who knows. If nothing else it would constitute "growth".
One of SWA’s main problems is that they have 800+ 737s and nothing else. Taking on huge amounts of debt to acquire some A737s and Florida gates where they already dominate doesn’t make any sense.
But I agree on the marching orders. When an activist investor is involved decisions don’t have to be rational.