Alaska & Jetblue
04-17-2018 | 09:41 AM
#51
Prime Minister/Moderator
Joined: Jan 2006
Posts: 44,841
Likes: 653
From: Engines Turn or People Swim
B6 could possibly find capital for such a project. Or so could AS. New investors get a stake in the new, larger airline. Could be hostile, or could be a two or three-way deal. Many possible permutations if the new merged airline looks potentially greater than the mathematical sum of the two. In theory, you could be creating value out of nothing, and there are people who do that kind of thing.
04-18-2018 | 11:24 AM
#54
Line Holder
Joined: Jan 2009
Posts: 1,832
Likes: 5
From: 737 Left
I think we are too large for DAL, UAL, or AA to make a bid. I don't think it would get approved. SWA could, I believe, or a merger with either or all of JB, HAL, Sun Country maybe. Frontier, Spirit, Allegiant are too different, in my opinion, for any realistic merger talks.
04-18-2018 | 11:37 AM
#55
Prime Minister/Moderator
Joined: Jan 2006
Posts: 44,841
Likes: 653
From: Engines Turn or People Swim
I think we are too large for DAL, UAL, or AA to make a bid. I don't think it would get approved. SWA could, I believe, or a merger with either or all of JB, HAL, Sun Country maybe. Frontier, Spirit, Allegiant are too different, in my opinion, for any realistic merger talks.
UAL is not happening, too much overlap on the west coast.
Not too big for DAL. AA is significantly larger than DAL, adding AS to DAL would not displace AA from #1.
A DAL acquisition would require some concessions to the trust busters. Whether it makes sense to DAL depends on how bad they would want gates and planes (and maybe pilots), and whether they think they can simply crush AS without buying them... risk there is they don't control who would get the gates (and planes). Airports have egalitarian ideas about enabling small competition, so if AS left, the gates might go to some random startup or pesky ULCC.
Concur that JB and HAL are probably the best fits for a coordinated merger. DAL would just buy AS if they thought it would benefit them.
04-18-2018 | 11:43 AM
#56
Gets Weekends Off
Joined: Mar 2007
Posts: 148
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AA is too big.
UAL is not happening, too much overlap on the west coast.
Not too big for DAL. AA is significantly larger than DAL, adding AS to DAL would not displace AA from #1.
A DAL acquisition would require some concessions to the trust busters. Whether it makes sense to DAL depends on how bad they would want gates and planes (and maybe pilots), and whether they think they can simply crush AS without buying them... risk there is they don't control who would get the gates (and planes). Airports have egalitarian ideas about enabling small competition, so if AS left, the gates might go to some random startup or pesky ULCC.
Concur that JB and HAL are probably the best fits for a coordinated merger. DAL would just buy AS if they thought it would benefit them.
UAL is not happening, too much overlap on the west coast.
Not too big for DAL. AA is significantly larger than DAL, adding AS to DAL would not displace AA from #1.
A DAL acquisition would require some concessions to the trust busters. Whether it makes sense to DAL depends on how bad they would want gates and planes (and maybe pilots), and whether they think they can simply crush AS without buying them... risk there is they don't control who would get the gates (and planes). Airports have egalitarian ideas about enabling small competition, so if AS left, the gates might go to some random startup or pesky ULCC.
Concur that JB and HAL are probably the best fits for a coordinated merger. DAL would just buy AS if they thought it would benefit them.
You heard it here first...thank me later.
-Reg
04-18-2018 | 12:50 PM
#57
On Reserve
Joined: Sep 2007
Posts: 164
Likes: 0
AA
AA is large. But there is plenty of argument they can make to get it though. They are retiring 3000 pilots between now and 2021. They can argue they need us just to cover attrition. Not to mention that puts two major players in competition for the NW (DL and AA). I don't think it's too far fetched. The last thing I'd want is to do with JB. SW would be a much better option. But still not preferable, imo.
04-18-2018 | 01:38 PM
#58
Gets Weekends Off
Joined: Feb 2013
Posts: 725
Likes: 0
From: Port Bus
AA is too big.
UAL is not happening, too much overlap on the west coast.
Not too big for DAL. AA is significantly larger than DAL, adding AS to DAL would not displace AA from #1.
A DAL acquisition would require some concessions to the trust busters. Whether it makes sense to DAL depends on how bad they would want gates and planes (and maybe pilots), and whether they think they can simply crush AS without buying them... risk there is they don't control who would get the gates (and planes). Airports have egalitarian ideas about enabling small competition, so if AS left, the gates might go to some random startup or pesky ULCC.
Concur that JB and HAL are probably the best fits for a coordinated merger. DAL would just buy AS if they thought it would benefit them.
UAL is not happening, too much overlap on the west coast.
Not too big for DAL. AA is significantly larger than DAL, adding AS to DAL would not displace AA from #1.
A DAL acquisition would require some concessions to the trust busters. Whether it makes sense to DAL depends on how bad they would want gates and planes (and maybe pilots), and whether they think they can simply crush AS without buying them... risk there is they don't control who would get the gates (and planes). Airports have egalitarian ideas about enabling small competition, so if AS left, the gates might go to some random startup or pesky ULCC.
Concur that JB and HAL are probably the best fits for a coordinated merger. DAL would just buy AS if they thought it would benefit them.
04-18-2018 | 01:46 PM
#59
Gets Weekends Off
Joined: Feb 2018
Posts: 694
Likes: 0
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