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Who will buy us
When the spirit deal falls through, who is going to buy us. We put all our eggs in one basket and showed the rest of the industry we are struggling to find something to make money and don’t know what to do next.
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Prolly no one
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Indigo partners, man that’d be the last laugh
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Dave and Dave. Redux.
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Hopefully a private equity firm dumb enough to think running an airline is a good idea.
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Whoever it is it will be the least obvious to all of us really smart pilot types..
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There aren’t many US carriers that could even buy us if they wanted. The overlap would likely shut down a deal and/or make it less desirable after required divestitures.
The DOJ lawsuit about the NEA will be interesting to watch and our future hinges on its outcome. If the DOJ gives its blessing (or even allows it to continue with some minor divestitures/concessions) then I could see JB try to expand this scenario to other bases/carriers. Think of something like giving UA access to our FLL hub so they can launch Deep South type of flying (you really didn’t believe the 330 rumors for us, did you?) and in exchange we do a bunch of ORD short/medium haul flying with their frequent flier program to back us. If the NEA is shut down and/or so many required concessions that it takes the financial benefit away then I could see us joining oneworld alliance and trying that avenue for getting access to the frequent flier base with a mild codeshare agreement. We’d also likely be AA/BA’s *beep* for the future and do whatever they want us to. |
Originally Posted by crash312
(Post 3430025)
Dave and Dave. Redux.
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Originally Posted by Flyby1206
(Post 3430162)
There aren’t many US carriers that could even buy us if they wanted. The overlap would likely shut down a deal and/or make it less desirable after required divestitures.
The DOJ lawsuit about the NEA will be interesting to watch and our future hinges on its outcome. If the DOJ gives its blessing (or even allows it to continue with some minor divestitures/concessions) then I could see JB try to expand this scenario to other bases/carriers. Think of something like giving UA access to our FLL hub so they can launch Deep South type of flying (you really didn’t believe the 330 rumors for us, did you?) and in exchange we do a bunch of ORD short/medium haul flying with their frequent flier program to back us. If the NEA is shut down and/or so many required concessions that it takes the financial benefit away then I could see us joining oneworld alliance and trying that avenue for getting access to the frequent flier base with a mild codeshare agreement. We’d also likely be AA/BA’s *beep* for the future and do whatever they want us to. |
Robin was specifically asked about widebodies during the earnings call and he said they arent looking to buy any
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Originally Posted by Roy Biggins
(Post 3430230)
Bro the WB rumor is way more fun than all the wild conjecture you just threw out here. Come on man!
Originally Posted by MainlineFlyer
(Post 3430248)
Robin was specifically asked about widebodies during the earnings call and he said they arent looking to buy any
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Originally Posted by Flyby1206
(Post 3430271)
😂
*womp womp* |
Originally Posted by SaintNick
(Post 3429977)
When the spirit deal falls through, who is going to buy us. We put all our eggs in one basket and showed the rest of the industry we are struggling to find something to make money and don’t know what to do next.
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Originally Posted by David Puddy
(Post 3430439)
JetBreeze!
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With all the stock buybacks hasn’t the ELT already bought us?
We probably won’t get bought we will just do our thing and stay partners with AA. |
Originally Posted by pilotpayne
(Post 3430451)
With all the stock buybacks hasn’t the ELT already bought us?
We probably won’t get bought we will just do our thing and stay partners with AA. They may not be able to buy Spirit, but they certainly bought B6ALPA. |
Originally Posted by BeatNavy
(Post 3430274)
Speaking of womp womp, glad to see you back these days. Taking a break from your crypto game lately?
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Originally Posted by Flyby1206
(Post 3430464)
😭 finally sold it all. If things get real ugly I’ll consider buying back in, but probably not any time soon.
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Originally Posted by Bluedriver
(Post 3430552)
Why are you still with us pilot types and not building an amazing car collection with the proceeds?!?!
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So long as there are heavy divestitures in NYC, United would get a ton of use out of us with very little overlap elsewhere. Those they don't really need us, would be to keep us away from one of the other two below:
Southwest , so long as they could handle the new fleet type, would gain immensely from us. Little overlap anywhere it matters. HUGE and needed entry way into NYC for them and the Caribbean. If they were wise they'd use us for transcons and Hawaii too w/Mint. Last but not least, Alaska in an act of desperation to save two cornered animals from capture by someone else individually. Delta has no use for us, American is too big. That's it. |
Originally Posted by Bluetruth
(Post 3430651)
So long as there are heavy divestitures in NYC, United would get a ton of use out of us with very little overlap elsewhere. Those they don't really need us, would be to keep us away from one of the other two below:
Southwest , so long as they could handle the new fleet type, would gain immensely from us. Little overlap anywhere it matters. HUGE and needed entry way into NYC for them and the Caribbean. If they were wise they'd use us for transcons and Hawaii too w/Mint. Last but not least, Alaska in an act of desperation to save two cornered animals from capture by someone else individually. Delta has no use for us, American is too big. That's it. I think your assumption about WN wanting another fleet type is off base and can’t see that as a realistic option for them. Despite all the jawboning from them during the MAX problems they had zero action. Adding Mint class at WN would be a no go too. I could see AS, but the two companies are both stubborn and want to lead the combined carrier with their own brand vs AS becoming JB or vice versa. Could we see something out of the box like a foreign carrier taking a minority ownership in JB? Maybe someone like BA so we can be their little regional feeder in BOS/JFK? |
https://sec.report/Document/0001193125-22-162303/
Scott H. Group Analyst, Wolfe Research LLC QAnd, Robin, what if – I’m sure you love the hypotheticals, but if June 10 doesn’t go your way, what is the path forward on this transaction from there? Robin Hayes Chief Executive Officer & Director, JetBlue Airways Corp. AYeah. I mean... Scott H. Group Analyst, Wolfe Research LLC QIs there a path forward? Robin Hayes Chief Executive Officer & Director, JetBlue Airways Corp. AI mean, obviously, I’ll keep thoughts private in certain areas, but I’ll say this. I mean, at the end of the day, we were doing this because we felt it was a tremendous way to accelerate our organic plan and to bring more low fares and better service to more customers more quickly, and bring the JetBlue effect into more markets. If we are unsuccessful, which we don’t anticipate to be the case, but if we were, then we would go back to our organic plan because I think it’s something that we felt very comfortable with, and we will continue to execute to. Scott H. Group Analyst, Wolfe Research LLC QIs there something specific about accelerating that plan with Spirit where it couldn’t be with somebody else? Robin Hayes Chief Executive Officer & Director, JetBlue Airways Corp. AWell, I mean, we’re not – I’m not going to – again, some things are best left as a secret. |
Oooohh, a secret. I wonder what’s behind door #2?
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