Alaska General Discussion
04-05-2024 | 05:51 PM
#1641
On Reserve
Joined: Apr 2018
Posts: 62
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They have been in talks before. I think Alaska/Hawaiian/JetBlue is the long term plan.
04-06-2024 | 01:06 AM
#1643
Line Holder
Joined: Apr 2022
Posts: 1,682
Likes: 77
04-06-2024 | 08:21 AM
#1644
Prime Minister/Moderator
Joined: Jan 2006
Posts: 44,618
Likes: 558
From: Engines Turn or People Swim
If I were CEO and regulation wasn't an issue, this is the first thing I'd pursue. It feels like the only way to compete in the mainstream market these days is by being huge. Hawaiian and Alaska both have exceptional service and loyal niche passengers, but their loyalty programs can't compete with the network offered by bigger carriers like American and United. In my view, JetBlue, a dominant carrier along I-95 with ETOPS experience, slots in Europe already, yet little presence out West, is a match made in heaven. Keep the A330 leases for European and some Hawaiian flying, put the 787 for the higher volume Hawaiian and longer distance west coast to Pacific, then integrate most bases with dual A320 and 737 fleets to produce some resilience against the next Boeing/Airbus regulatory catastrophe. Overnight, you have a nearly 10,000-strong pilot group with slots from Sydney to Incheon to Paris to Lima. Pair that with a clear effort being made by American to punch downwards into the ULCC market and (to a lesser, shorter-term extent) United having some regulatory headaches, I really think there's an opportunity to compete in the "Big 3/4/5" space
The HA acquisition seems to me to be maybe a little of both, necessary defense to avoid getting squeezed by the big four plus some expansionist, out of the PNW-box, thinking.
A hypothetical B6 merger would be even more expansionist. You can make a reasonable case (that I probably agree with) that it would be necessary to punch at similar weight as the big four in the long run. But it would also be easy to rationalize that HA is "enough for the time being".
Any prospects of a B6 merger would come down to management personalities. I think Ben and Shane are fairly progressive by AS historical standards, but the board matters too. I don't know too much about their thinking other than they apparently ditched Brad, possibly over disagreement about growth/acquisitions.
From a regulatory perspective it would matter very, very much who's in the white house.
04-06-2024 | 08:25 AM
#1645
Line Holder
Joined: Apr 2022
Posts: 1,682
Likes: 77
04-07-2024 | 06:53 AM
#1646
Line Holder
Joined: Mar 2022
Posts: 1,813
Likes: 139
04-15-2024 | 10:57 AM
#1647
Banned
Joined: May 2018
Posts: 1,241
Likes: 0
Goodjet
End of March to early April, I took out large short positions in MSTR, COIN, PACB, TSLA, AAL, ALK, QQQ, and ARKK. Let’s see how I do. 🤔😉😉
And no I don’t follow Saylor’s advice 😂
End of March to early April, I took out large short positions in MSTR, COIN, PACB, TSLA, AAL, ALK, QQQ, and ARKK. Let’s see how I do. 🤔😉😉
And no I don’t follow Saylor’s advice 😂
Last edited by OTZeagle1; 04-15-2024 at 11:19 AM.
04-15-2024 | 11:47 AM
#1648
On Reserve
Joined: Apr 2020
Posts: 36
Likes: 6
04-15-2024 | 11:55 AM
#1649
Line Holder
Joined: Mar 2022
Posts: 1,813
Likes: 139
04-15-2024 | 12:35 PM
#1650
Banned
Joined: May 2018
Posts: 1,241
Likes: 0
Really… seems like I posted this 3-21-24… page 156, as I was executing😂😂😂. Seems like I told everyone in late January as I was selling out of the market. I said recession summer 2024, bear market till 2025… at least 40% down. Let’s see how this ages.🤔😉😉. I’m really, really, really good at this… like really good!
Watch the drop from here, I’m holding tell the bodies hit the floor! You can come on here any given day on a dead cat bounce, but by September you will be talking again about a “clock” and “2x a day” but mostly you are gonna look ridiculous!
Rick, could you please change my profile name to “Money”
Last edited by OTZeagle1; 04-15-2024 at 12:53 PM.
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