Blue horseshoe loves Bluestar Airliines
02-15-2024, 07:49 AM
#71
Gets Everyday Off
Joined APC: Aug 2016
Position: Relaxed
Posts: 6,973
Originally Posted by MergingTargets
Maybe we should buy the shares before he does. Keep Jetblue My Jetblue?
Icahn can go in the revolving door behind you and come out ahead of you.
02-15-2024, 10:31 AM
#72
Gets Weekends Off
Joined APC: Jan 2008
Posts: 531
[QUOTE This is what Icahn wrote to his shareholders just last year:
"Even when a shareholder wages and wins an activist campaign, boards can be so entrenched that it can take years to implement the needed changes and unlock the value and/or hidden jewel. HOWEVER, WHEN AN ACTIVIST IS SUCCESSFUL IN CHANGING THE BOARD OR THE CEO, GREAT VALUE CAN BE UNLOCKED FOR ALL SHAREHOLDERS AND THIS IS WHY OUR RECORD OVER THE LAST 23 YEARS HAS BEEN SO IMPRESSIVE."[/QUOTE]
So let’s take this idea in a different direction.
Icahn bought his stock for an Average of $3.56 per share. How do you create an Airline that can instantly compete with DL, UA, and AA? The answer is pretty easy, you force a Merger/Acquisition with ALK, HA, and B6.
The problem is, you can’t get the 3xCEOs and 3xBODs to agree on who is in charge and which “Brand” survives. ALK and HA can’t even agree on a combined Brand, so they’re gonna operate semi-separate. The 3 combined have the premium product, fleet diversity and assets/real estate in east/west coast big cities, pacific and europe access to have the capacity and customer base to truly compete with Big 3. Again problem being, you gotta convince a couple the CEOs and BODs of ALK, HA and B6 to potentially give up their jobs/seats.
Oh, and by the way, the 3 combined is probably a $30+ stock, that’s 10x return on his $3.56/share investment. All under a future pro-business administration after the election.
Just a crazy theory & contrarian opinion. The execution of the theory is the journey.
"Even when a shareholder wages and wins an activist campaign, boards can be so entrenched that it can take years to implement the needed changes and unlock the value and/or hidden jewel. HOWEVER, WHEN AN ACTIVIST IS SUCCESSFUL IN CHANGING THE BOARD OR THE CEO, GREAT VALUE CAN BE UNLOCKED FOR ALL SHAREHOLDERS AND THIS IS WHY OUR RECORD OVER THE LAST 23 YEARS HAS BEEN SO IMPRESSIVE."[/QUOTE]
So let’s take this idea in a different direction.
Icahn bought his stock for an Average of $3.56 per share. How do you create an Airline that can instantly compete with DL, UA, and AA? The answer is pretty easy, you force a Merger/Acquisition with ALK, HA, and B6.
The problem is, you can’t get the 3xCEOs and 3xBODs to agree on who is in charge and which “Brand” survives. ALK and HA can’t even agree on a combined Brand, so they’re gonna operate semi-separate. The 3 combined have the premium product, fleet diversity and assets/real estate in east/west coast big cities, pacific and europe access to have the capacity and customer base to truly compete with Big 3. Again problem being, you gotta convince a couple the CEOs and BODs of ALK, HA and B6 to potentially give up their jobs/seats.
Oh, and by the way, the 3 combined is probably a $30+ stock, that’s 10x return on his $3.56/share investment. All under a future pro-business administration after the election.
Just a crazy theory & contrarian opinion. The execution of the theory is the journey.
02-15-2024, 10:39 AM
#73
Line Holder
Joined APC: Oct 2016
Posts: 71
Originally Posted by Clear Right
[QUOTE This is what Icahn wrote to his shareholders just last year:
[i]"Even when a shareholder wages and wins an activist campaign, boards can be so entrenched that it can take years to implement the needed changes and unlock the value and/or hidden jewel. HOWEVER, WHEN AN ACTIVIST IS SUCCESSFUL IN CHANGING THE BOARD OR THE CEO, GREAT VALUE CAN BE UNLOCKED FOR ALL SHAREHOLDERS AND THIS IS WHY OUR RECORD OVER THE LAST 23 YEARS HAS BEEN SO IMPRESSIVE."
[i]"Even when a shareholder wages and wins an activist campaign, boards can be so entrenched that it can take years to implement the needed changes and unlock the value and/or hidden jewel. HOWEVER, WHEN AN ACTIVIST IS SUCCESSFUL IN CHANGING THE BOARD OR THE CEO, GREAT VALUE CAN BE UNLOCKED FOR ALL SHAREHOLDERS AND THIS IS WHY OUR RECORD OVER THE LAST 23 YEARS HAS BEEN SO IMPRESSIVE."
Icahn bought his stock for an Average of $3.56 per share. How do you create an Airline that can instantly compete with DL, UA, and AA? The answer is pretty easy, you force a Merger/Acquisition with ALK, HA, and B6.
The problem is, you can’t get the 3xCEOs and 3xBODs to agree on who is in charge and which “Brand” survives. ALK and HA can’t even agree on a combined Brand, so they’re gonna operate semi-separate. The 3 combined have the premium product, fleet diversity and assets/real estate in east/west coast big cities, pacific and europe access to have the capacity and customer base to truly compete with Big 3. Again problem being, you gotta convince a couple the CEOs and BODs of ALK, HA and B6 to potentially give up their jobs/seats.
Oh, and by the way, the 3 combined is probably a $30+ stock, that’s 10x return on his $3.56/share investment. All under a future pro-business administration after the election.
Just a crazy theory & contrarian opinion. The execution of the theory is the journey.[/QUOTE]
Good thoughts, hope it happens!
02-15-2024, 10:41 AM
#74
Gets Weekends Off
Joined APC: Jan 2024
Posts: 143
Originally Posted by gottagetout
So let’s take this idea in a different direction.
Icahn bought his stock for an Average of $3.56 per share. How do you create an Airline that can instantly compete with DL, UA, and AA? The answer is pretty easy, you force a Merger/Acquisition with ALK, HA, and B6.
The problem is, you can’t get the 3xCEOs and 3xBODs to agree on who is in charge and which “Brand” survives. ALK and HA can’t even agree on a combined Brand, so they’re gonna operate semi-separate. The 3 combined have the premium product, fleet diversity and assets/real estate in east/west coast big cities, pacific and europe access to have the capacity and customer base to truly compete with Big 3. Again problem being, you gotta convince a couple the CEOs and BODs of ALK, HA and B6 to potentially give up their jobs/seats.
Oh, and by the way, the 3 combined is probably a $30+ stock, that’s 10x return on his $3.56/share investment. All under a future pro-business administration after the election.
Just a crazy theory & contrarian opinion. The execution of the theory is the journey.
Icahn bought his stock for an Average of $3.56 per share. How do you create an Airline that can instantly compete with DL, UA, and AA? The answer is pretty easy, you force a Merger/Acquisition with ALK, HA, and B6.
The problem is, you can’t get the 3xCEOs and 3xBODs to agree on who is in charge and which “Brand” survives. ALK and HA can’t even agree on a combined Brand, so they’re gonna operate semi-separate. The 3 combined have the premium product, fleet diversity and assets/real estate in east/west coast big cities, pacific and europe access to have the capacity and customer base to truly compete with Big 3. Again problem being, you gotta convince a couple the CEOs and BODs of ALK, HA and B6 to potentially give up their jobs/seats.
Oh, and by the way, the 3 combined is probably a $30+ stock, that’s 10x return on his $3.56/share investment. All under a future pro-business administration after the election.
Just a crazy theory & contrarian opinion. The execution of the theory is the journey.
we couldn’t even combine a crappy airline with a crappier airline. I don’t think 3 crappy airlines are going to have a chance.
02-15-2024, 10:49 AM
#75
SDQ Base Chief
Joined APC: Mar 2006
Position: 320 CA
Posts: 5,600
Originally Posted by Clear Right
This is what Icahn wrote to his shareholders just last year:
[i]"Even when a shareholder wages and wins an activist campaign, boards can be so entrenched that it can take years to implement the needed changes and unlock the value and/or hidden jewel. HOWEVER, WHEN AN ACTIVIST IS SUCCESSFUL IN CHANGING THE BOARD OR THE CEO, GREAT VALUE CAN BE UNLOCKED FOR ALL SHAREHOLDERS AND THIS IS WHY OUR RECORD OVER THE LAST 23 YEARS HAS BEEN SO IMPRESSIVE."
[i]"Even when a shareholder wages and wins an activist campaign, boards can be so entrenched that it can take years to implement the needed changes and unlock the value and/or hidden jewel. HOWEVER, WHEN AN ACTIVIST IS SUCCESSFUL IN CHANGING THE BOARD OR THE CEO, GREAT VALUE CAN BE UNLOCKED FOR ALL SHAREHOLDERS AND THIS IS WHY OUR RECORD OVER THE LAST 23 YEARS HAS BEEN SO IMPRESSIVE."
Icahn bought his stock for an Average of $3.56 per share. How do you create an Airline that can instantly compete with DL, UA, and AA? The answer is pretty easy, you force a Merger/Acquisition with ALK, HA, and B6.
The problem is, you can’t get the 3xCEOs and 3xBODs to agree on who is in charge and which “Brand” survives. ALK and HA can’t even agree on a combined Brand, so they’re gonna operate semi-separate. The 3 combined have the premium product, fleet diversity and assets/real estate in east/west coast big cities, pacific and europe access to have the capacity and customer base to truly compete with Big 3. Again problem being, you gotta convince a couple the CEOs and BODs of ALK, HA and B6 to potentially give up their jobs/seats.
Oh, and by the way, the 3 combined is probably a $30+ stock, that’s 10x return on his $3.56/share investment. All under a future pro-business administration after the election.
Just a crazy theory & contrarian opinion. The execution of the theory is the journey.
02-15-2024, 11:31 AM
#76
On Reserve
Joined APC: Feb 2024
Posts: 19
Originally Posted by gottagetout
So let’s take this idea in a different direction.
Icahn bought his stock for an Average of $3.56 per share. How do you create an Airline that can instantly compete with DL, UA, and AA? The answer is pretty easy, you force a Merger/Acquisition with ALK, HA, and B6.
The problem is, you can’t get the 3xCEOs and 3xBODs to agree on who is in charge and which “Brand” survives. ALK and HA can’t even agree on a combined Brand, so they’re gonna operate semi-separate. The 3 combined have the premium product, fleet diversity and assets/real estate in east/west coast big cities, pacific and europe access to have the capacity and customer base to truly compete with Big 3. Again problem being, you gotta convince a couple the CEOs and BODs of ALK, HA and B6 to potentially give up their jobs/seats.
Oh, and by the way, the 3 combined is probably a $30+ stock, that’s 10x return on his $3.56/share investment. All under a future pro-business administration after the election.
Just a crazy theory & contrarian opinion. The execution of the theory is the journey.
Icahn bought his stock for an Average of $3.56 per share. How do you create an Airline that can instantly compete with DL, UA, and AA? The answer is pretty easy, you force a Merger/Acquisition with ALK, HA, and B6.
The problem is, you can’t get the 3xCEOs and 3xBODs to agree on who is in charge and which “Brand” survives. ALK and HA can’t even agree on a combined Brand, so they’re gonna operate semi-separate. The 3 combined have the premium product, fleet diversity and assets/real estate in east/west coast big cities, pacific and europe access to have the capacity and customer base to truly compete with Big 3. Again problem being, you gotta convince a couple the CEOs and BODs of ALK, HA and B6 to potentially give up their jobs/seats.
Oh, and by the way, the 3 combined is probably a $30+ stock, that’s 10x return on his $3.56/share investment. All under a future pro-business administration after the election.
Just a crazy theory & contrarian opinion. The execution of the theory is the journey.
the B6/NK merger wasnt shot down because of antitrust reasons. It was shut down because the big 4 lobbied hard to keep their 80% market share. Future mergers that make sense will be shut down for the same reason. stop trying to be reasonable and open your eyes to the corruption.
02-15-2024, 11:38 AM
#77
Gets Weekends Off
Joined APC: Jan 2008
Posts: 531
Originally Posted by Flyby1206
I like the idea, the problem is AS/HA are already moving along in the merger process. The DOJ has submitted requests for information, and the shareholder vote is tomorrow I believe. I don't see how JB can jump into that agreement. Maybe in 3yrs when AS/HA have sorted it out, but I dont see this as possible anytime soon.
02-15-2024, 11:53 AM
#78
Gets Weekends Off
Joined APC: Sep 2015
Posts: 105
Your naive
Originally Posted by Clear Right
[QUOTE This is what Icahn wrote to his shareholders just last year:
[i]"Even when a shareholder wages and wins an activist campaign, boards can be so entrenched that it can take years to implement the needed changes and unlock the value and/or hidden jewel. HOWEVER, WHEN AN ACTIVIST IS SUCCESSFUL IN CHANGING THE BOARD OR THE CEO, GREAT VALUE CAN BE UNLOCKED FOR ALL SHAREHOLDERS AND THIS IS WHY OUR RECORD OVER THE LAST 23 YEARS HAS BEEN SO IMPRESSIVE."
[i]"Even when a shareholder wages and wins an activist campaign, boards can be so entrenched that it can take years to implement the needed changes and unlock the value and/or hidden jewel. HOWEVER, WHEN AN ACTIVIST IS SUCCESSFUL IN CHANGING THE BOARD OR THE CEO, GREAT VALUE CAN BE UNLOCKED FOR ALL SHAREHOLDERS AND THIS IS WHY OUR RECORD OVER THE LAST 23 YEARS HAS BEEN SO IMPRESSIVE."
Icahn bought his stock for an Average of $3.56 per share. How do you create an Airline that can instantly compete with DL, UA, and AA? The answer is pretty easy, you force a Merger/Acquisition with ALK, HA, and B6.
The problem is, you can’t get the 3xCEOs and 3xBODs to agree on who is in charge and which “Brand” survives. ALK and HA can’t even agree on a combined Brand, so they’re gonna operate semi-separate. The 3 combined have the premium product, fleet diversity and assets/real estate in east/west coast big cities, pacific and europe access to have the capacity and customer base to truly compete with Big 3. Again problem being, you gotta convince a couple the CEOs and BODs of ALK, HA and B6 to potentially give up their jobs/seats.
Oh, and by the way, the 3 combined is probably a $30+ stock, that’s 10x return on his $3.56/share investment. All under a future pro-business administration after the election.
Just a crazy theory & contrarian opinion. The execution of the theory is the journey.[/QUOTE]
Icahn is a corporate raider. He does what he does. Pumps up a stock, pays dividends to himself and rapes a company in the process
good Luck, you all are going to need it
02-15-2024, 12:05 PM
#79
SDQ Base Chief
Joined APC: Mar 2006
Position: 320 CA
Posts: 5,600
Originally Posted by Clear Right
This idea is a long-term view, probably 3-5 years or more, after ALK + HA, and after a new DOJ and new pro-business administration. Assuming of course the current administration is voted out.
02-15-2024, 12:44 PM
#80
Gets Weekends Off
Joined APC: Jul 2011
Posts: 454
Originally Posted by Flyby1206
I do think that is likely in a 3-5yr timeframe. In the meantime look for us to reduce any sort of overlap/competition with AS. May God have mercy on our souls for the SLI.
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