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Originally Posted by PotatoChip
(Post 2898973)
Why not? They did that to AirTran. They wouldn't keep any of the JB structure, just the planes, pilots, slots and gates. Maybe keep some redeyes.
The JBLU board of directors doesn’t want to sell the company, and if they did it would take a giant premium to our current ~$5bil valuation to get them to change their mind. I agree our JFK/BOS presence is valuable, but the BOD has visions of grandeur far higher than that. Now let’s talk a few years in the future if the economy softens, JB bungles the TATL expansion and costs soar through the roof. If JB is on the brink of bankruptcy then I think you’ll see the vultures come circling (and it won’t be just SW). |
Originally Posted by Flyby1206
(Post 2899063)
I can’t see it happening unless JB comes close to BK. SW isn’t going to pay $10 for something that only adds $5 of value to their company. AirTran was cheap because they were having financial problems. JB is nowhere near that situation.
The JBLU board of directors doesn’t want to sell the company, and if they did it would take a giant premium to our current ~$5bil valuation to get them to change their mind. I agree our JFK/BOS presence is valuable, but the BOD has visions of grandeur far higher than that. Now let’s talk a few years in the future if the economy softens, JB bungles the TATL expansion and costs soar through the roof. If JB is on the brink of bankruptcy then I think you’ll see the vultures come circling (and it won’t be just SW). |
Originally Posted by aldonite7667
(Post 2899064)
The merger is 2 years away. Free beer during the announcement.
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Originally Posted by Flyby1206
(Post 2899067)
Throw in some free pizza and I’m there! :p
Sure, but it’s coming out of your profit sharing. |
Originally Posted by Soreloser: All speculation of course, but still a question that crossed my mind.. Let's say Delta bought Jetblue and they merged. Do all the pilots morph into Delta pilots or do B2 pilots have to interview with Delta and meet their standards? For example: The 4 year degree requirement delta has in place. I know most B2 have one also, but not all of them. Do those without the 4 year suddenly find themselves in the unemployment line?
Originally Posted by PotatoChip
(Post 2897950)
It’s B6...
And read up on airline history, it’ll do you some good. |
Originally Posted by symbian simian
(Post 2899252)
I guess the B2 are the JB pilots without a degree....
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Originally Posted by BunkerF16
(Post 2898699)
Let me help you out. Negligible. This was one of the scare tactics the union used to sell this POS.
Did you know that SCOPE was one of the first items agreed to by the company. Did you ever ask yourself why that is? They fought tooth and nail for the littlist things, but gave that section away. Hmmm... |
Originally Posted by Flyby1206
(Post 2898943)
It would mean a complete business model change to keep the JetBlue structure in SW operations. Overnight redeyes, first class, premium economy, multiple fleets (A320, A220, E190), assigned seating, bag fees, etc etc.
I don't think it would be worth it to SW to buy JB and change everything to the SW model. Put another way, the reason JB would be worth $X billion dollars is because of a lot of stuff SW wouldn't want to keep around anyway. Delta or United could buy JB, but it would be better for a purchaser to wait. In 2015 JB had a market value of $8.4B and today its $4.8B. The trend is down, so maybe 1-3 years from now when JB is more affordable someone would buy them. Fragmentation is highly likely with a JB sale, because of the concentration of NY assets, which DL, UA, and AA all have huge bases there. |
Originally Posted by O2pilot
(Post 2899491)
SW/JB would make no sense.
Delta or United could buy JB, but it would be better for a purchaser to wait. In 2015 JB had a market value of $8.4B and today its $4.8B. The trend is down, so maybe 1-3 years from now when JB is more affordable someone would buy them. Fragmentation is highly likely with a JB sale, because of the concentration of NY assets, which DL, UA, and AA all have huge bases there. |
Why was scope one of the first TA’s?
Cause when it was TA’d a few days laters OAG published HAL from LGB to HNL as a codeshare. |
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