Spirit and Frontier… just the beginning
04-09-2022 | 06:20 AM
#731
Perennial Reserve
Joined: Jan 2018
Posts: 14,183
Likes: 238
Do they think they can hunker down, stagnate or even shrink a bit, and wait out the pilot shortage? Perhaps hoping/planning for a recession, which is reasonably predicted for next year based on the Fed's interest rate movements. I'm no recession cryer just because it's been seven years, or 17, or whatever, but interest rates do matter.
That's not conventional wisdom in business, normally growth is king on wall street, but do they believe they have a secret sauce for that?
Conventional wisdom says they need to merge because they obviously can't manage the all-important growth fast enough to keep up with the rest of the industry and wall street. Doesn't take an MBA or professional economist to call that, just read the business section for a couple decades.
That's not conventional wisdom in business, normally growth is king on wall street, but do they believe they have a secret sauce for that?
Conventional wisdom says they need to merge because they obviously can't manage the all-important growth fast enough to keep up with the rest of the industry and wall street. Doesn't take an MBA or professional economist to call that, just read the business section for a couple decades.
Ultimately, AS must come up with competitive work rules and QOL FOR THEIR JUNIOR PERSONNEL. I’m not sure either the managements or the old bulls on the seniority list realize that because it’s kind of a new thing.
04-10-2022 | 06:25 AM
#733
Line Holder
Joined: Jun 2006
Posts: 1,600
Likes: 33
Since you're all brainstorming.
Why wouldn't Alaska make a play for Spirit? It gives you a bigger footprint, it seems Spirits executives don't care if they're a part of the surviving company, Alaska brand survives and the cost is relatively cheap. Why spend 8 bill when they can spend 4? Alaska obviously doesn't mind wasting 4 billion at a time. They can get rid of all 175 airbuses and move us all to the beloved PNW. 🤮
Maybe B6 wanting brand survival is why they're making a play for NK versus pursuing a tie up with Alaska? On top of that if the Jblu deal is excepted by Spirit, maybe Alaska can now jump in for less than 4 billion?
All of that said, as an NK guy, I'm still rooting for the F9 deal!
Why wouldn't Alaska make a play for Spirit? It gives you a bigger footprint, it seems Spirits executives don't care if they're a part of the surviving company, Alaska brand survives and the cost is relatively cheap. Why spend 8 bill when they can spend 4? Alaska obviously doesn't mind wasting 4 billion at a time. They can get rid of all 175 airbuses and move us all to the beloved PNW. 🤮
Maybe B6 wanting brand survival is why they're making a play for NK versus pursuing a tie up with Alaska? On top of that if the Jblu deal is excepted by Spirit, maybe Alaska can now jump in for less than 4 billion?
All of that said, as an NK guy, I'm still rooting for the F9 deal!
04-10-2022 | 06:54 AM
#734
Gets Weekends Off
Joined: Sep 2017
Posts: 143
Likes: 0
That doesn’t equate to struggling in Hawaii
04-10-2022 | 06:57 AM
#735
Prime Minister/Moderator
Joined: Jan 2006
Posts: 44,882
Likes: 682
From: Engines Turn or People Swim
They seem averse to a bigger footprint. Scared even.
Spirit brand is established in it's niche, but that's not the niche the alaska culture really wants to be in.
Makes sense.
04-10-2022 | 07:51 AM
#736
Line Holder
Joined: Feb 2007
Posts: 1,292
Likes: 1
04-10-2022 | 07:11 PM
#737
Gets Weekends Off
Joined: Dec 2005
Posts: 9,348
Likes: 331
Since you're all brainstorming.
Why wouldn't Alaska make a play for Spirit? It gives you a bigger footprint, it seems Spirits executives don't care if they're a part of the surviving company, Alaska brand survives and the cost is relatively cheap. Why spend 8 bill when they can spend 4? Alaska obviously doesn't mind wasting 4 billion at a time. They can get rid of all 175 airbuses and move us all to the beloved PNW. 🤮
Maybe B6 wanting brand survival is why they're making a play for NK versus pursuing a tie up with Alaska? On top of that if the Jblu deal is excepted by Spirit, maybe Alaska can now jump in for less than 4 billion?
All of that said, as an NK guy, I'm still rooting for the F9 deal!
Why wouldn't Alaska make a play for Spirit? It gives you a bigger footprint, it seems Spirits executives don't care if they're a part of the surviving company, Alaska brand survives and the cost is relatively cheap. Why spend 8 bill when they can spend 4? Alaska obviously doesn't mind wasting 4 billion at a time. They can get rid of all 175 airbuses and move us all to the beloved PNW. 🤮
Maybe B6 wanting brand survival is why they're making a play for NK versus pursuing a tie up with Alaska? On top of that if the Jblu deal is excepted by Spirit, maybe Alaska can now jump in for less than 4 billion?
All of that said, as an NK guy, I'm still rooting for the F9 deal!
