Originally Posted by rickair7777
(Post 3722265)
Don't think it's happening, HA is a hot mess and AS managers are conservative.
I'm pro-growth and think they need to do an M&A to remain viable long-term. But I wouldn't buy HA right now. You know it's a bad idea when people you know at HA call you up and inquire hopefully if you're hearing any merger rumors. Hawaiian is in distress, and cheaper than it's ever been. Also distressed airlines are much easier to get through the DOJ. |
Originally Posted by ReluctantEskimo
(Post 3722267)
I disagree. They are bargain hunters. Which is why they doubled down on the 737 Max while it was grounded.
Hawaiian is in distress, and cheaper than it's ever been. Also distressed airlines are much easier to get through the DOJ. I think they'd be scared of acquiring a big financial albatross. And having to manage international ops to Asia. |
Originally Posted by ReluctantEskimo
(Post 3722267)
I disagree. They are bargain hunters. Which is why they doubled down on the 737 Max while it was grounded.
Hawaiian is in distress, and cheaper than it's ever been. Also distressed airlines are much easier to get through the DOJ. |
Originally Posted by ReluctantEskimo
(Post 3722267)
I disagree. They are bargain hunters. Which is why they doubled down on the 737 Max while it was grounded.
Hawaiian is in distress, and cheaper than it's ever been. Also distressed airlines are much easier to get through the DOJ. HA carries too much debt. Maybe if they declare bankruptcy, AS can swoop in from there but there isn't much point in buying a bunch of debt right now. |
HA CEO just said we have over a billion in cash, they knew 2023 would be a growth(expense) year and all is on track for a successful future.
take it for what it’s worth |
Originally Posted by rickair7777
(Post 3722278)
That's all true. But what are they going to do with the white elephant after they get a smokin' deal? Lose more money?
I think they'd be scared of acquiring a big financial albatross. And having to manage international ops to Asia. |
Originally Posted by ReluctantEskimo
(Post 3722295)
Scared money don't make money.
And they do actually money. The issue is how long can they hide out in the PNW, as the last of a nearly extinct species (the regional legacy). I'm sure even they know they need to do something. HA probably isn't it, at least not right now |
Originally Posted by ReluctantEskimo
(Post 3722295)
Scared money don't make money.
“Now that you’ve acquired a company that was on the verge of bankruptcy, what’s the plan?” ”To the moon brah! YOLO!” Enjoy your profit check in February. |
Originally Posted by beancounter
(Post 3723327)
Moderator if you see this can you remove this and original posts please. Guess it could be construed as a dig, I was trying to be funny. AK guy said he lost a friend and isn't in a normal state of mind, don't want to add to it. Thanks.
|
Originally Posted by ReluctantEskimo
(Post 3722267)
I disagree. They are bargain hunters. Which is why they doubled down on the 737 Max while it was grounded.
Hawaiian is in distress, and cheaper than it's ever been. Also distressed airlines are much easier to get through the DOJ. |
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