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Originally Posted by CGLimits
(Post 4001015)
That’s actually fairly well done. The Netflix documentary is really good by the way.
Also, anyone seen our stock today? It is blasting off currently. Up 16% today. |
Originally Posted by spooldup
(Post 4001054)
It is extremely well done. I am super impressed with the fact they even paid for one. Hopefully we are seeing a step in the right direction.
Also, anyone seen our stock today? It is blasting off currently. Up 16% today. |
Originally Posted by madmax757
(Post 4001012)
A free offer to the winner of a 30 yr old Pepsi contest that absolutely NO ONE remembered? Yeah, funny commercials but I certainly hope the "big announcement" gets better than this. BTW - people can trade in food points, other airline points, hotel points, any kind of points really - for Frontier points? This is gonna attract business? And what is Dempsey doin w/ everyone else's points? When do we merge with (buy) JB? |
Originally Posted by dracir1
(Post 4001075)
And what is Dempsey doin w/ everyone else's points? I believe the giveaway is maxed at 70 million miles. So they are basically just giving away those miles. |
Originally Posted by dracir1
(Post 4001075)
I don't get it.
A free offer to the winner of a 30 yr old Pepsi contest that absolutely NO ONE remembered? Yeah, funny commercials but I certainly hope the "big announcement" gets better than this. BTW - people can trade in food points, other airline points, hotel points, any kind of points really - for Frontier points? This is gonna attract business? And what is Dempsey doin w/ everyone else's points? When do we merge with (buy) JB? |
Originally Posted by dracir1
(Post 4001075)
When do we merge with (buy) JB?
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Originally Posted by dracir1
(Post 4001075)
When do we merge with (buy) JB? Although JB's biggest issue is their route network... ours is surprisingly a lot better. |
Originally Posted by FriendlyPilot
(Post 4001115)
Hopefully soon. They have been Jonesing really hard for someone to buy them.
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Originally Posted by Stayontarget
(Post 4001128)
I mean something almost seems inevitable at this point doesn’t it? I’m not saying anything is happening or that exact scenario but neither one of us can afford to continue on our current trajectory. The recent history of Spirit shows once you get into trouble it’s amazingly difficult to get out of it. Seems better to make moves sooner rather than later. I can’t imagine the DOT ever pulling their court shenanigans again especially if Spirit is gone by then.
American doesn't have the credit rating to borrow the money cost effectively. It would crater them. Southwest is going to ride out their new business plan for a few years at least to see how it performs. They also still have a bunch of planes on order. That's their growth strategy. Both United and Delta are doing quite well. There is no scenario where they "need to merge". At their scale, any acquisition would get a ton of scrutiny and anyone they bought would bring a ton more debt onto the balance sheet. Jetblue has over $8B in debt alone. They don't offer anything United or Delta wants except a few JFK gates to fly from LAX and SFO, which United is getting because of the partnership. What incremental benefit would any airline get from fully acquiring JetBlue or really any other airline right now? The only thing I'm hearing are people beating the drum of "airlines need to merge to get scale to compete". Well then maybe Frontier should buy Jetblue and Spirit to get scale to compete. If they have $10B sitting around they can create a mega ULCC "to compete". Airlines don't need scale to compete, American has scale and look what its giving them. Not much. Airlines need to offer products that passengers are willing to pay for and fly places that people want to travel. That's far more important than just acquiring another airline and hoping that being bigger is somehow more profitable for them. |
Originally Posted by FriendlyPilot
(Post 4001163)
Who would really need to buy an airline right now?
American doesn't have the credit rating to borrow the money cost effectively. It would crater them. Southwest is going to ride out their new business plan for a few years at least to see how it performs. They also still have a bunch of planes on order. That's their growth strategy. Both United and Delta are doing quite well. There is no scenario where they "need to merge". At their scale, any acquisition would get a ton of scrutiny and anyone they bought would bring a ton more debt onto the balance sheet. Jetblue has over $8B in debt alone. They don't offer anything United or Delta wants except a few JFK gates to fly from LAX and SFO, which United is getting because of the partnership. What incremental benefit would any airline get from fully acquiring JetBlue or really any other airline right now? The only thing I'm hearing are people beating the drum of "airlines need to merge to get scale to compete". Well then maybe Frontier should buy Jetblue and Spirit to get scale to compete. If they have $10B sitting around they can create a mega ULCC "to compete". Uh ya. That was the plan. Duh. Airlines don't need scale to compete, American has scale and look what its giving them. Not much. Airlines need to offer products that passengers are willing to pay for and fly places that people want to travel. That's far more important than just acquiring another airline and hoping that being bigger is somehow more profitable for them. Your lack of acknowledgement towards scale and the power of the CC program has always been a curious interest to me when it’s clearly wrong. |
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