Allegiant, Frontier, Spirit merger?
Maury has been bragging about opportunities for months. Do we go for one/both of the ULCCs, or wait for AA to collapse?
https://finance.yahoo.com/news/these...205740633.html |
Originally Posted by Margaritaville
(Post 3178368)
Maury has been bragging about opportunities for months. Do we go for one/both of the ULCCs, or wait for AA to collapse?
https://finance.yahoo.com/news/these...205740633.html Frontier is privately held so who knows? For the right price they might be on the block. AA might eventually go Chap 11 but probably not Chap 7. I see it consolidating around its core domestic business rather than collapsing. |
Originally Posted by Excargodog
(Post 3178391)
Spirit built a poison pill into their corporate bylaws about 6-8 months ago when stock prices were so low that everyone had tiny market caps. They are fairly well protected from a hostile takeover although I suppose a merger is always an option if terms are right.
Frontier is privately held so who knows? For the right price they might be on the block. AA might eventually go Chap 11 but probably not Chap 7. I see it consolidating around its core domestic business rather than collapsing. Frontier=Buyout? AA=Buyout? Dougie got control of both US Air and American by hostile takeovers in bk if I'm not mistaken. Maury ain't no dummy, and he's got the dough. |
Its much cheaper to expand with the plethora of used airbusses on the market and let others bleed to death (if in fact that was the case, not saying it is).
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Originally Posted by ramalama
(Post 3178474)
Its much cheaper to expand with the plethora of used airbusses on the market and let others bleed to death (if in fact that was the case, not saying it is).
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Originally Posted by Margaritaville
(Post 3178651)
Expand where?
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Originally Posted by Texasbound
(Post 3178668)
Start where Breeze is looking.
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Originally Posted by Margaritaville
(Post 3178651)
Expand where? Are there any more podunk places in flyover states where people are looking for a cheap fare to Florida/Vegas/Arizona? I mean I guess they could throw a few more darts at the square states and find an airport near them. Where would we park the new planes? Florida and IWA are full. They could put maybe 1 more jet in some of the small bases. I'm not seeing a big expansion. They bunged up the Mexico thing, now that market has been flooded buy the other LCCs and G4 doesn't like to compete. I think we have hit the cap of organic growth. If they don't come up with a new plan or a M&A, we are going to see our business keep getting eroded at the edges by our competitors. Let's not forget that since international will be dead for a few years, our competitors include the legacies on domestic routes.
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Originally Posted by Margaritaville
(Post 3178651)
Expand where? Are there any more podunk places in flyover states where people are looking for a cheap fare to Florida/Vegas/Arizona? I mean I guess they could throw a few more darts at the square states and find an airport near them. Where would we park the new planes? Florida and IWA are full. They could put maybe 1 more jet in some of the small bases. I'm not seeing a big expansion. They bunged up the Mexico thing, now that market has been flooded buy the other LCCs and G4 doesn't like to compete. I think we have hit the cap of organic growth. If they don't come up with a new plan or a M&A, we are going to see our business keep getting eroded at the edges by our competitors. Let's not forget that since international will be dead for a few years, our competitors include the legacies on domestic routes.
We will certainly add more cheap aircraft, management has always been opportune when acquiring used aircraft. That means those planes gotta go somewhere, and that means more small bases. I'm sure wall street will like it because growth is growth, but it won't be good for anybody trying to move up the ladder in the established/senior bases. |
Have you guys actually been to IWA? It is not full. We max out gate space in the peak of spring season, but not the rest of the year. We have 3 overflow spots that have only intermittently been used for aircraft storage at this point. We could increase capacity in IWA by 30% without making any changes, and the airport authority would let us build as much ramp space as we want.
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