Originally Posted by
Mozam
GK would say Alaska and HAL where both to much money. I guess when he sells his house he puts it on the market for what the buyer wants to pay, not what the market will bear
Finally this place has direct.
As far as the DOJ, mergers use to be up to the DOJ, now one man makes the big merger decisions
Even if the "One Man" can make that choice, who would it even be? The only one that makes any sense would be Breeze. JB/NK have way too much debt, and NK has way too much overlap, so we get nothing but another fleet that we don't really want. We need the XLR Bus, not the 320 basic. Perhaps if orders could be converted, but again, just so much baggage and debt with both of them, I see this as very unlikely. I would also argue the Big 3 are out of the question for pretty much every reason. Alliagent is its own animal, and Alaska/Hawaii are off the table now. The only other options are regionals, of which Envoy/PSA/Piedmont are all AA; Skywest has deals with them all, so they won't be purchased. Republic, maybe? Not sure who owns them anymore or who's flying them.
At the end of the day, I think we are the only ones who can save ourselves. Our growth needs to be organic, as well as our fleet changes. The only option I really see would be Breeze, which would allow us to enter a new type, low-route overlap, access to a new customer base coming out of smaller airports, and a large order book. What do I know, though? I just fly these things; this is all so far above any of our pay grade, it's comical.