Originally Posted by
benzoate
I think in the next 3-6 months(using B16’s) time frame you will see a deferral of 220’s and a pause on domestic first. It will be labeled as a production or certification issue. I believe the BOD is seeing lukewarm interest at their price. How low can they go? Good question. Perhaps the investors are just trying to not to lose any more. Someone with better understanding of that part please chime in. I just don’t see the juice being worth the squeeze.
If there were numbers exchanged with united, specifically. That would make sense Kirby publicly down playing the "need" for jetblue, to make them think there isn't a higher offer. Then it would make sense jetblue leaking exploring other potential suitors, to maybe try and up United's offer. Then united saying, well hell, we'll just go after AA maybe. All this is just pure speculation. I think the 220 will get shelved due to Capex concerns going forward with no money coming in. But if you see first class get pushed back into 2027... then I think that's a trigger that something is up. Save the Capex money now, balance sheet looks better even if it's minimal. Plus no sense configuring planes, just to have them reconfigured right away via another companies plans. Especially where jetblue has said this is where the money is, so if they give up on first class configuration... it's either merger or jetblue is fast track ch11. I give JetBlue until October 1 .. nothing by that date, and nobody wanted to buy. Maybe a buyer out of bankruptcy, but a smaller jetblue for sure. If we don't hear more "specific" leaks in a few months, then there probably isn't a buyer.