Spirit and Frontier… just the beginning
02-12-2022 | 07:15 PM
#121
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Joined: Apr 2018
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The Frontier/Spirit merger has LUV thinking hard about their next move. There has been a lot of meetings on how they are going to spend their cash on hand. I've been hearing $10 billion is what they are looking to spend. Sun Country, Alaska and more aircraft are on the table. Alaska's market cap is around $7 billion. I think the only issue would be the regulators. Southwest is watching to see how the Frontier/Spirit merger is handled.
02-12-2022 | 07:22 PM
#122
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Joined: Apr 2018
Posts: 700
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If LUV attempts a takeover, it won't be the first time. This time, it may work. I've never wanted to work for Corndog. Fortunately, it's a career airline and my career is nearing an end. SWAPA+ALPA merger will not be very fun. Critter was a shack and the Eskimo is an old but a decent townhouse. I doubt that the 100 unit apartment complex owner will be very kind. Some will hit the lotto and some will win a scratcher. More fun times ahead.
An ill wind blows...
02-12-2022 | 07:28 PM
#123
Gets Weekends Off
Joined: Apr 2007
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02-12-2022 | 07:40 PM
#124
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Posts: 700
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02-12-2022 | 07:42 PM
#126
Gets Weekends Off
Joined: May 2016
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From: 737 tiller master
02-12-2022 | 07:49 PM
#127
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Joined: Dec 2015
Posts: 124
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Didn't Southwest place their MAX order before the disasters? Alaska currently has lower cost per seat mile than Southwest, add in Alaska's sweatheart MAX deal and our costs drop relative to southwest's as we take delivery of more planes. By buying alaska, Southwest could effectively lower their operating costs while also gaining gate space at America's most exclusive and gate restricted airports. Pricing power and revenue goes up and costs come down. Who wouldn't make that deal?
02-12-2022 | 07:52 PM
#128
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Corndog ate a weak Critter, who got a windfall. Eskimo isn’t in the same predicament as Critter. SLI will end up in arbitration as always and I doubt Corndog will fare as well this time around but no one has a crystal ball. This is just all speculation and good forum discussion at the moment. I believe no one risked losing his/her/they CA seat at Critter as long as he/she/they didn’t bid out of base. Correct me if I’m wrong.
I presume that all the airlines are looking at their available options atm, and calculating their best moves.
What could look like a done deal, could easily be usurped by those who have other plans.
02-12-2022 | 07:57 PM
#129
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Joined: Apr 2018
Posts: 700
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Didn't Southwest place their MAX order before the disasters? Alaska currently has lower cost per seat mile than Southwest, add in Alaska's sweatheart MAX deal and our costs drop relative to southwest's as we take delivery of more planes. By buying alaska, Southwest could effectively lower their operating costs while also gaining gate space at America's most exclusive and gate restricted airports. Pricing power and revenue goes up and costs come down. Who wouldn't make that deal?
WNing!!!
