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Airline Pilot Central Forums (https://www.airlinepilotforums.com/)
-   JetBlue (https://www.airlinepilotforums.com/jetblue/)
-   -   Alaska and Jetblue?? (https://www.airlinepilotforums.com/jetblue/119980-alaska-jetblue.html)

Flyby1206 02-14-2019 07:33 AM
Originally Posted by aldonite7667 (Post 2763948)
No merger will take place while airlines are making gobs and gobs of money. Why upset the investor apple cart if you don’t need to?
UA is the least profitable of the Big 3 and investor pressure to change that. Our financials are solid, RASM on Mint flying is healthy. Good cash on hand. If they wait til conditions are more favorable to a merger then there could be a bidding war for B6.

Originally Posted by ProPilotBlue (Post 2763994)
So about that. Alaska took on a whole pile of debt to get VX. Would a merged Alaska/JetBlue be in a worse-off place than if JetBlue had won that merger instead? I'm worried that a merged Alaska/JetBlue would be financially worse-off than if we stayed separate.
I think that's a fair concern

Bluedriver 02-14-2019 07:36 AM
Originally Posted by nuball5 (Post 2764016)
Cue the “Delta and Jetblue?” thread.
To my knowledge, Delta did not make an actual offer, but had considered it.

Bluedriver 02-14-2019 07:38 AM
Originally Posted by Flyby1206 (Post 2764019)
UA is the least profitable of the Big 3 and investor pressure to change that. Our financials are solid, RASM on Mint flying is healthy. Good cash on hand. If they wait til conditions are more favorable to a merger then there could be a bidding war for B6.



I think that's a fair concern
It's also very likely a different presidential administration would make a merger even more difficult. IF something is to happen with the big 3, it would happen sooner than later. IF.

Flyby1206 02-14-2019 09:04 AM
Originally Posted by Bluedriver (Post 2764028)
It's also very likely a different presidential administration would make a merger even more difficult. IF something is to happen with the big 3, it would happen sooner than later. IF.
+1

Without getting too political, 2020 isn't very far away and there could possibly be drastic changes to the administration at that point.

benzoate 02-14-2019 09:19 AM
Agreed. Opinions are favorable but 2020 may not be. Perhaps that is why jetblue continues to threaten the establishment.

aldonite7667 02-14-2019 10:18 AM
Originally Posted by Flyby1206 (Post 2764019)
UA is the least profitable of the Big 3 and investor pressure to change that. Our financials are solid, RASM on Mint flying is healthy. Good cash on hand. If they wait til conditions are more favorable to a merger then there could be a bidding war for B6.



I think that's a fair concern
Good point.

aldonite7667 02-14-2019 10:20 AM
Originally Posted by pilotpayne (Post 2763995)
It’s because of mergers airlines are making gobs and gobs of money.
We have less airlines now vs the time before deregulation.
I partially agree. airlines are running better businesses since deregulation too. They were forced into working for their money.

Papa Bear 02-14-2019 10:35 AM
You would be nuts coming to Blew jet...If you have any aspirations for your career stay clear. I’m sure we hired our last Airbus Captain 2014 sometime.

Bluetruth 02-14-2019 10:43 AM
Originally Posted by Flyby1206 (Post 2764019)
If they wait til conditions are more favorable to a merger then there could be a bidding war for B6.
There will be a bidding war so furious it would make the VX one look like childs play, whenever it comes.

To the OP: majority of employees at B6 would enthusiastically embrace a merger with Alaska, or anyone else for that matter except the ULCCs.

Flyby1206 02-14-2019 10:47 AM
Originally Posted by Bluetruth (Post 2764210)
There will be a bidding war so furious it would make the VX one look like childs play, whenever it comes.

To the OP: majority of employees at B6 would enthusiastically embrace a merger with Alaska, or anyone else for that matter except the ULCCs.
Absolutely agree. In the same way that AS was forced to spend a lot to buy VX in order to prevent B6 from being too strong, AA for instance could be forced to spend $$$ to prevent UA from being too strong. Maybe toss WN into the mix because this would be their last chance to get a northeast presence. Or DL, just to control the divestiture of JFK/LGA assets. Maybe even AS because they need to grow outside of the west coast. Hell, is it crazy to think someone like EK would want to jump in with a 25% bid? Or is it crazier to think Neeleman would raise enough funds to take B6 private and under his control?

And now thinking about the company buying back billions of stock makes more sense...


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