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.
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I'd expect lounge expansion too, maybe talk of codeshare/alliances

 

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.

 

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.

 

seem like more and more are reconsidering. My thoughts are just with such a short time
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.

 

One thing this C-Suite is good at is crafting, spinning and protecting a very clever narrative in order to: boost morale/brainwash workgroups (including but not limited to Flight Deck), fool investers, strike fear in the hearts of competitors amongst other objectives. Now it need not be totally true but who cares if accomplishes the goal.
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.

 

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."

 

I think it would be a great idea to take the guy who's currently working on this "Supersize" plan and put him in a room with the guy who just pushed our aircraft orders back to 2028. That meeting would be awesome to listen in on.

 

The $400M breakup fee is almost all paid in prepayments to SAVE shareholders.

We are still on the hook for $70M to Spirit directly.

 

Confirmed during the pocket session that the $400 mil is completely paid. Just the $70 mil left as you stated.