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Old 11-08-2023, 06:54 PM
  #31  
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Originally Posted by rickair7777 View Post
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.
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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Old 11-08-2023, 07:29 PM
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Originally Posted by ReluctantEskimo View Post
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.
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.
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Old 11-08-2023, 07:58 PM
  #33  
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Originally Posted by ReluctantEskimo View Post
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 know 0 about business I lick windows and sling gear (and I’m mediocre at that at best) but if one were to actually have a thought experiment and Alaska wanted to buy HA would it not be cheaper to just acquire HAs assets (pilots and planes offer the pilots some deal to come over) in BK? If they are heading that way?
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Old 11-08-2023, 08:03 PM
  #34  
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Originally Posted by ReluctantEskimo View Post
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.
Edit: beat me to it above. Well said.

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.
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Old 11-08-2023, 08:21 PM
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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
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Old 11-08-2023, 08:43 PM
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Originally Posted by rickair7777 View Post
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.
Scared money don't make money.
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Old 11-08-2023, 08:49 PM
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Originally Posted by ReluctantEskimo View Post
Scared money don't make money.
The head shed is the poster child for scared 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
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Old 11-09-2023, 12:46 PM
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Originally Posted by ReluctantEskimo View Post
Scared money don't make money.
Imagine the CEO of any company using this logic.

“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.
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Old 11-11-2023, 06:37 PM
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Originally Posted by beancounter View Post
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.
Done. But you're right about 787s.
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Old 11-12-2023, 02:18 PM
  #40  
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Originally Posted by ReluctantEskimo View Post
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.
Really? You Sure about that. Spirit is pretty distressed and the DOJ doesnt seem to care
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