Spirit and Frontier… just the beginning
04-12-2022 | 08:03 AM
#742
It's 5 o'clock somewhere
Joined: Oct 2020
Posts: 2,671
Likes: 17
WN/AS would not surprise me but the government may not be willing to create another behemoth airline. That would make what about 12500 pilots? That's the size of Delta and UA. It would require divesting a lot of slots at LAX and the northeast too.
I don't see G4 as an acquisition target because the founder still owns 29% and he likes to be in the drivers seat. An acquirer would have to go way above the already overvalued price to buy him out. Plus G4 has a crazy operation spread out across the company that's nothing like what anyone else does. Shutting down 18 bases would be a huge money suck. more likely G4 is going to merge with SY and smaller airlines.
Frontier is without a chair now if the JB deal goes through. They're gonna get with someone. If that deal happens then JB/AS is a no brainer. I don't see the 3 legacies getting bigger by M&A.
I don't see G4 as an acquisition target because the founder still owns 29% and he likes to be in the drivers seat. An acquirer would have to go way above the already overvalued price to buy him out. Plus G4 has a crazy operation spread out across the company that's nothing like what anyone else does. Shutting down 18 bases would be a huge money suck. more likely G4 is going to merge with SY and smaller airlines.
Frontier is without a chair now if the JB deal goes through. They're gonna get with someone. If that deal happens then JB/AS is a no brainer. I don't see the 3 legacies getting bigger by M&A.
04-12-2022 | 12:50 PM
#743
Line Holder
Joined: Oct 2010
Posts: 1,072
Likes: 17
From: CA
WN/AS would not surprise me but the government may not be willing to create another behemoth airline. That would make what about 12500 pilots? That's the size of Delta and UA. It would require divesting a lot of slots at LAX and the northeast too.
I don't see G4 as an acquisition target because the founder still owns 29% and he likes to be in the drivers seat. An acquirer would have to go way above the already overvalued price to buy him out. Plus G4 has a crazy operation spread out across the company that's nothing like what anyone else does. Shutting down 18 bases would be a huge money suck. more likely G4 is going to merge with SY and smaller airlines.
Frontier is without a chair now if the JB deal goes through. They're gonna get with someone. If that deal happens then JB/AS is a no brainer. I don't see the 3 legacies getting bigger by M&A.
I don't see G4 as an acquisition target because the founder still owns 29% and he likes to be in the drivers seat. An acquirer would have to go way above the already overvalued price to buy him out. Plus G4 has a crazy operation spread out across the company that's nothing like what anyone else does. Shutting down 18 bases would be a huge money suck. more likely G4 is going to merge with SY and smaller airlines.
Frontier is without a chair now if the JB deal goes through. They're gonna get with someone. If that deal happens then JB/AS is a no brainer. I don't see the 3 legacies getting bigger by M&A.
04-13-2022 | 09:51 AM
#744
Line Holder
Joined: Sep 2015
Posts: 310
Likes: 13
WN/AS would not surprise me but the government may not be willing to create another behemoth airline. That would make what about 12500 pilots? That's the size of Delta and UA. It would require divesting a lot of slots at LAX and the northeast too.
I don't see G4 as an acquisition target because the founder still owns 29% and he likes to be in the drivers seat. An acquirer would have to go way above the already overvalued price to buy him out. Plus G4 has a crazy operation spread out across the company that's nothing like what anyone else does. Shutting down 18 bases would be a huge money suck. more likely G4 is going to merge with SY and smaller airlines.
Frontier is without a chair now if the JB deal goes through. They're gonna get with someone. If that deal happens then JB/AS is a no brainer. I don't see the 3 legacies getting bigger by M&A.
I don't see G4 as an acquisition target because the founder still owns 29% and he likes to be in the drivers seat. An acquirer would have to go way above the already overvalued price to buy him out. Plus G4 has a crazy operation spread out across the company that's nothing like what anyone else does. Shutting down 18 bases would be a huge money suck. more likely G4 is going to merge with SY and smaller airlines.
Frontier is without a chair now if the JB deal goes through. They're gonna get with someone. If that deal happens then JB/AS is a no brainer. I don't see the 3 legacies getting bigger by M&A.
04-13-2022 | 10:38 AM
#745
Prime Minister/Moderator
Joined: Jan 2006
Posts: 44,882
Likes: 682
From: Engines Turn or People Swim
Other than that, it makes perfect sense.
Less likely, but UA and DL could acquire AS or B6 and still be only a hair larger than AA.
04-13-2022 | 04:22 PM
#746
Gets Weekends Off
Joined: Jun 2021
Posts: 228
Likes: 0
The spoiler there has always been the management teams.. both want to survive and and actually run an airline (as opposed to make a quick buck in a fire sale). Plus stoopid emotional considerations like entrenched brand and airframe worship. One board or the other would probably have to throw it's managers kicking and screaming into meat grinder. Not sure how beholden the B6 board is to the management team.
Other than that, it makes perfect sense.
Less likely, but UA and DL could acquire AS or B6 and still be only a hair larger than AA.
Other than that, it makes perfect sense.
Less likely, but UA and DL could acquire AS or B6 and still be only a hair larger than AA.
