Spirit and Frontier… just the beginning
04-06-2022 | 06:48 PM
#651
Gets Weekends Off
Joined: Mar 2006
Posts: 5,213
Likes: 14
From: guppy CA
As much as I always thought the merger was going to be Jetblue and Alaska and I would have loved to be a part of it, why would anyone think Jetblue and Alaska are going to possibly merge now? Specially after Jetblue made such a strong offer for Spirit. That will be a headache trying to figure out the product for many years to come.
04-06-2022 | 06:51 PM
#652
Line Holder
Joined: Feb 2015
Posts: 87
Likes: 0
From: Back of the Bus
I’m not an AS fan boy but what they bought in VX was real estate. I believe it was 13 JFK slots. 1 DCA transcon slot. Multiple LGA, DCA inner ring slots (currently leased to SWA and Blue I believe). SFO gates, LAX gates and those coveted DAL gates. All those are still owned by air group. It wasn’t 800 pilots and a leased fleet, there is no value in that. The same people that were saying AS bought VX as a defensive move are now saying blue buying spirit is all about growth? Please, the frontier spirit merger would really hurt jetblue in Florida. This was their defensive play and it is probably the first of many. The checker players always critique the chess moves.
04-06-2022 | 07:07 PM
#653
Line Holder
Joined: Apr 2018
Posts: 212
Likes: 5
If you're referring to B6/NK as a headache trying to figure out the product, that's already taken care of. B6 will reconfigure all NK aircraft in B6 seating configuration and paint the planes blue. They'll throw some blue shirts on the NK pilots and voila - B6 grows almost double in size.
04-06-2022 | 07:10 PM
#654
Line Holder
Joined: Apr 2018
Posts: 212
Likes: 5
I’m not an AS fan boy but what they bought in VX was real estate. I believe it was 13 JFK slots. 1 DCA transcon slot. Multiple LGA, DCA inner ring slots (currently leased to SWA and Blue I believe). SFO gates, LAX gates and those coveted DAL gates. All those are still owned by air group. It wasn’t 800 pilots and a leased fleet, there is no value in that. The same people that were saying AS bought VX as a defensive move are now saying blue buying spirit is all about growth? Please, the frontier spirit merger would really hurt jetblue in Florida. This was their defensive play and it is probably the first of many. The checker players always critique the chess moves.
04-06-2022 | 08:25 PM
#657
Gets Weekends Off
Joined: Sep 2017
Posts: 143
Likes: 0
I’m flying the line and enjoying the fact that I’m not at regional step stone. Thanks Alaska for the free type rating! You should come you’ll be glad you left this dumpster fire 🔥 WN Luvs Alaska defectors
04-06-2022 | 08:54 PM
#658
Line Holder
Joined: Mar 2022
Posts: 1,895
Likes: 186
Congrats on moving on.
04-06-2022 | 11:40 PM
#659
Line Holder
Joined: Jan 2018
Posts: 1,839
Likes: 3
Neither here nor there, but I think NK’s poison pill expired at the end of March. A few days later…..
04-07-2022 | 01:22 AM
#660
Covfefe
Joined: Jun 2015
Posts: 3,001
Likes: 0
As for the timing, apparently it’s been looked at for quite some time, but the F9 announcement made them crap or get off the pot. Obviously the timing isn’t ideal given the existing DOJ fight B6 is facing, but they didn’t have much choice in the matter. My guess is they didn’t want to do anything until the NEA matter was settled, but their window of opportunity was closing with the frontier deal. I think the CEO basically said that in his CNBC interview or investor call yesterday (forgot which).
