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Originally Posted by Boomer
(Post 3762908)
What's this big May announcement? At one point Ursula said she might have more information at the May shareholders meeting, but that's way different from "Jetblue will have Big News coming in May!"
To me it sounded more like a kid asking if they can turn in a book report next week... not because it's going to be Epic, but rather because it's only half finished. As in, "they're still coming up with a Plan B" - which is exactly what Ursula said yesterday during the pocket session. Along with that will be projections of improved loyalty and credit card spend, as high value customers will finally have a good reason to reach Mosaic. And with that increased loyalty they will forecast more revenue/margin for the airline. |
Originally Posted by Bluedriver
(Post 3762938)
They might well still be developing a plan B. But in May I believe you will see Junior Mint or Mint Lite to be mostly fleet-wide. Not sure if that means 100% fleet, or 70% fleet. But that's what I think you hear in May.
Along with that will be projections of improved loyalty and credit card spend, as high value customers will finally have a good reason to reach Mosaic. And with that increased loyalty they will forecast more revenue/margin for the airline. |
Originally Posted by Boomer
(Post 3762131)
I spent a decade at a little airline called Comair. There were dozens of red flags over the years: displacements, bankruptcy, deferred orders, concessionary CBAs, lost flying bids... each time I thought to myself "This is just a setback, stick it out and you'll be glad you did."
We spent most of those years "Shrinking to Profitability" and then Delta said "You're too small and we're just shutting you down." In my time at JetBlue I have never felt like I was back at Comair. But this is really starting to feel like Comair. If that’s how you feel, then you should try and get hired anywhere else starting yesterday. Worrying about it is a wasted emotion and will get you nowhere. I started at Air Wisconsin over a decade ago and all I would hear on a daily basis was how after the contract with USAir and then American expires in 2015, you’re going to be out of a job. So I would worry about that for a good five years and then the contract got extended two years and then it was….you’ll be out of a job in 2017 so worry about that. Followed by getting picked up by United. I then come to JetBlue and a few years in it’s your job is in jeopardy because of the pandemic….now it’s 2024 and it’s what we’re dealing with today. So maybe I have my head in the sand, but I choose not to worry about it. Maybe because it just falls on deaf ears after 12+ years in the industry. I can either make the best of this situation or move on to something else. |
Originally Posted by nuball5
(Post 3762989)
If that’s how you feel, then you should try and get hired anywhere else starting yesterday. Worrying about it is a wasted emotion and will get you nowhere.
I started at Air Wisconsin over a decade ago and all I would hear on a daily basis was how after the contract with USAir and then American expires in 2015, you’re going to be out of a job. So I would worry about that for a good five years and then the contract got extended two years and then it was….you’ll be out of a job in 2017 so worry about that. Followed by getting picked up by United. I then come to JetBlue and a few years in it’s your job is in jeopardy because of the pandemic….now it’s 2024 and it’s what we’re dealing with today. So maybe I have my head in the sand, but I choose not to worry about it. Maybe because it just falls on deaf ears after 12+ years in the industry. I can either make the best of this situation or move on to something else. |
Originally Posted by Boomer
(Post 3763100)
I'm in my third decade of this and I wish I had enough years left to justify jumping ship. I'm still doing the math on it though.
here what is the meaning to operational reliability. on the line nothing changes we continue to do the same. We have a plan but wait till mid year, even you, the employee. We want to be profitable but we are facing a large break up fee so please help us cut costs because we misjudged again. The town hall had a few red flags where in short the labor groups need to understand we are a low cost airline. New CEO even laughed that our outgoing one will travel on us on his time off unlike others. |
Originally Posted by Boomer
(Post 3762578)
Jojo is promising the same changes she promised in 2021 and 2022. The difference is, those times she didn't really do it and she blamed NYC after the fact. This time, she's already blaming NYC.
Originally Posted by Boomer
(Post 3762908)
What's this big May announcement? At one point Ursula said she might have more information at the May shareholders meeting, but that's way different from "Jetblue will have Big News coming in May!"
To me it sounded more like a kid asking if they can turn in a book report next week... not because it's going to be Epic, but rather because it's only half finished. As in, "they're still coming up with a Plan B" - which is exactly what Ursula said yesterday during the pocket session. Boomer I think you are on to something they still thinking of something. I'm not sure what this announcement will be but I know what it WILL NOT BE: Widebody aquisition, massive growth, and LAX to Hawaii. |
Originally Posted by Boomer
(Post 3762908)
What's this big May announcement? At one point Ursula said she might have more information at the May shareholders meeting, but that's way different from "Jetblue will have Big News coming in May!"
To me it sounded more like a kid asking if they can turn in a book report next week... not because it's going to be Epic, but rather because it's only half finished. As in, "they're still coming up with a Plan B" - which is exactly what Ursula said yesterday during the pocket session. "...we need to be prepared with our organic plan. And so that’s what you heard about today. We will explain that greater at an Investor Day in May. We’re in the process — we’ve been in the process for the last several months of building this, I call it, the Plan B actually, building this Plan B, which is the kind of supersize our organic plan in case Spirit does not happen." |
Originally Posted by todd1200
(Post 3763146)
From the earnings call Q&A:
"...we need to be prepared with our organic plan. And so that’s what you heard about today. We will explain that greater at an Investor Day in May. We’re in the process — we’ve been in the process for the last several months of building this, I call it, the Plan B actually, building this Plan B, which is the kind of supersize our organic plan in case Spirit does not happen." |
Originally Posted by PeakEGT
(Post 3763111)
We want to be profitable but we are facing a large break up fee so please help us cut costs because we misjudged again. The town hall had a few red flags where in short the labor groups need to understand we are a low cost airline. New CEO even laughed that our outgoing one will travel on us on his time
off unlike others. We are still on the hook for $70M to Spirit directly. |
Originally Posted by SmitteyB
(Post 3763292)
The $400M breakup fee is almost all paid in prepayments to SAVE shareholders.
We are still on the hook for $70M to Spirit directly. |
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