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-   -   B6 Merger Poll (https://www.airlinepilotforums.com/jetblue/148597-b6-merger-poll.html)

PeakEGT 11-19-2024 04:47 AM


Originally Posted by Noisecanceller (Post 3853509)
Agreed but these events could trigger industry shifts that change JetBlues long term plans and a shift in strategy.

I would hate for someone else’s demise to be anyone’s gain. Hypothetically, if Spirit doesn’t make out on the other end of this how can we within a year enter routes that they exit as was stated in the email. We don’t have the planes and what makes you think the legacy carriers will go in just as aggressively.

MergingTargets 11-19-2024 07:43 AM


Originally Posted by Roy Biggins (Post 3853413)
While I applaud her communication, her emails are becoming redundant. We get it, cost costs, get back to profitably etc etc. Then what? She's an attorney with an HR background, so yea, I'd like to know how she plans to run this airline long term. I think a lot of us do. We're not asking for detailed plans, just a glimpse into her vision for the airline.

I've been struck by the number of times she's said something to the effect of "this will be your airline" in the future. Now, obviously a career pilot will long outlast any given chief executive, and I don't think she's, like, checked out or anything... but I am getting the feeling that she thinks her place is pretty temporary. My conspiracy theory is merger, too, or at least get as much lipstick on us as possible before we go to the ball.

The big X factor now is what happens with Spirit. Whatever their plan was 2 weeks ago, it's probably changed again again. Does Spirit draw down anywhere? Can we pick up planes? Leases? Gates? Bet the supplemental gets pushed out again.

Flyby1206 11-19-2024 07:50 AM


Originally Posted by MergingTargets (Post 3853604)
I've been struck by the number of times she's said something to the effect of "this will be your airline" in the future. Now, obviously a career pilot will long outlast any given chief executive, and I don't think she's, like, checked out or anything... but I am getting the feeling that she thinks her place is pretty temporary. My conspiracy theory is merger, too, or at least get as much lipstick on us as possible before we go to the ball.

The big X factor now is what happens with Spirit. Whatever their plan was 2 weeks ago, it's probably changed again again. Does Spirit draw down anywhere? Can we pick up planes? Leases? Gates? Bet the supplemental gets pushed out again.

I just read it to mean "this is your fault and don't blame me if things get worse"

Because if this was my airline? Oh boy... y'all though Neeleman had some wild ideas 😂

CatPilot1 11-19-2024 08:03 AM


Originally Posted by MergingTargets (Post 3853604)
I've been struck by the number of times she's said something to the effect of "this will be your airline" in the future. Now, obviously a career pilot will long outlast any given chief executive, and I don't think she's, like, checked out or anything... but I am getting the feeling that she thinks her place is pretty temporary. My conspiracy theory is merger, too, or at least get as much lipstick on us as possible before we go to the ball.

The big X factor now is what happens with Spirit. Whatever their plan was 2 weeks ago, it's probably changed again again. Does Spirit draw down anywhere? Can we pick up planes? Leases? Gates? Bet the supplemental gets pushed out again.


No.

All vendors including aircraft lessors are being kept whole. There will therefore be no reallocation of aircraft from Spirit to other carriers whether local or international. All currently leased aircraft are staying with Spirit.

MergingTargets 11-19-2024 08:35 AM


Originally Posted by CatPilot1 (Post 3853608)
No.

All vendors including aircraft lessors are being kept whole. There will therefore be no reallocation of aircraft from Spirit to other carriers whether local or international. All currently leased aircraft are staying with Spirit.

I mean, mgmt stated they would be looking for opportunities to aquire "certain assets" from Spirit. I assume they're talking about more than printers and breakroom tables.

As for your fleet comment, who said that? The same guy who said "bankruptcy isn't on the table?"

rickair7777 11-19-2024 09:18 AM


Originally Posted by CatPilot1 (Post 3853608)
No.

All vendors including aircraft lessors are being kept whole. There will therefore be no reallocation of aircraft from Spirit to other carriers whether local or international. All currently leased aircraft are staying with Spirit.

One thing that's fact is the lessors are being "kept whole"... they own the planes and can take them back anytime lease conditions aren't met. The court cannot change that. BK might get you out of debt, but it doesn't mean you get to keep other people's stuff without paying for it... lessor owns the planes, not NK or the judge.

If NK (or a merged entity) can't or won't make paymants those planes will be available for lease on the market in short order. If the market is hot, the lessor will have little interest in negotiating better terms for NK, and they don't have to. They can just walk, and take their planes with them.

symbian simian 11-20-2024 12:40 AM


Originally Posted by Softpayman (Post 3852783)
Even though those SW guys make great $, it still doesn't have the cache of the Legacy.

SWA has the cash, but not the cachet.... (FIFY)

PeakEGT 11-20-2024 08:28 AM

Anyone else nervous about this special pocket session to discuss staffing for next year?

Flyby1206 11-20-2024 08:30 AM


Originally Posted by PeakEGT (Post 3854004)
Anyone else nervous about this special pocket session to discuss staffing for next year?

I'd be nervous if I was a very junior CA. I dont think we're facing furloughs or anything like that

Softpayman 11-20-2024 08:37 AM


Originally Posted by PeakEGT (Post 3854004)
Anyone else nervous about this special pocket session to discuss staffing for next year?

Agree....If I was bottom 200 or so CA, I would be worried. They're not gonna keep paying hundreds of CAs to sit around. What's the over/under on downgrades? 200 is my guess.

Flyby1206 11-20-2024 08:51 AM


Originally Posted by Softpayman (Post 3854014)
Agree....If I was bottom 200 or so CA, I would be worried. They're not gonna keep paying hundreds of CAs to sit around. What's the over/under on downgrades? 200 is my guess.

260 net downgrades was the rumor I heard

MergingTargets 11-20-2024 10:45 AM


Originally Posted by Flyby1206 (Post 3854006)
I'd be nervous if I was a very junior CA. I dont think we're facing furloughs or anything like that

Very junior captains already knew they were downgrading. The cancelled bid is a temporary reprieve.

And junior captains tend to be relatively senior-ish FO's, so they'll still be getting paid to do nothing, if they so desire.

Softpayman 11-20-2024 01:35 PM


Originally Posted by MergingTargets (Post 3854054)
Very junior captains already knew they were downgrading. The cancelled bid is a temporary reprieve.

And junior captains tend to be relatively senior-ish FO's, so they'll still be getting paid to do nothing, if they so desire.

Nah...they'll go from the VIL world or 3-4 days of flying a month to the world of having to show up 15-16 days a month. And showing up is 90% of the work IMO.

MergingTargets 11-22-2024 11:20 AM

How'd they get April training dates for the new displacement if the effective date is December 2025? Isn't 120 days prior the earliest they can do?

Flyby1206 11-22-2024 11:45 AM


Originally Posted by MergingTargets (Post 3854686)
How'd they get April training dates for the new displacement if the effective date is December 2025? Isn't 120 days prior the earliest they can do?

I think that would be advanced displacement training. Volunteer to go early in seniority order

ReachHeavy 11-22-2024 11:57 AM

Well there you have it, 343 downgrades.

MergingTargets 11-22-2024 12:00 PM


Originally Posted by ReachHeavy (Post 3854699)
Well there you have it, 343 downgrades.

Sets everyone back, what, 2-3 years? And LAX cut in half.

If you're an FO out west and you can swing it, go to the big 3... or even Alaska!

AYLflyer 11-22-2024 01:35 PM


Originally Posted by MergingTargets (Post 3854702)
Sets everyone back, what, 2-3 years? And LAX cut in half.

If you're an FO out west and you can swing it, go to the big 3... or even Alaska!

You shouldn't come here if you're a West Coast guy. I know I've chatted with folks on here looking for an LA base and I've always said that this is not a West Coast airline.

Hell if you're a junior FO, get the hell out of here and go to the big 3. There's no reason to be here if you're junior. Many of us are facing a 2nd, 3rd and 4th downgrade/displacement. It's going to take a decade to hold Captain here. There are 15+ year CAs here barely holding a line. It's sad really, because when I came here it was actually ramping up, upgrades were dropping to a "reasonable" level, we were hiring and showing growth, and then it's all gone to crap the past 3 years.

ARL120384 11-22-2024 01:49 PM


Originally Posted by AYLflyer (Post 3854733)
You shouldn't come here if you're a West Coast guy. I know I've chatted with folks on here looking for an LA base and I've always said that this is not a West Coast airline.

Hell if you're a junior FO, get the hell out of here and go to the big 3. There's no reason to be here if you're junior. Many of us are facing a 2nd, 3rd and 4th downgrade/displacement. It's going to take a decade to hold Captain here. There are 15+ year CAs here barely holding a line. It's sad really, because when I came here it was actually ramping up, upgrades were dropping to a "reasonable" level, we were hiring and showing growth, and then it's all gone to crap the past 3 years.

Staring down a 4th downgrade here in 5 years....

MergingTargets 11-22-2024 02:10 PM


Originally Posted by AYLflyer (Post 3854733)
Hell if you're a junior FO, get the hell out of here and go to the big 3.

Or even a junior captain. If you don't live in base at this company, b-a-i-l.

I don't think it's bad yet, I actually believe them when they say "we're not Spirit," but... don't commute for this company.


Originally Posted by ARL120384 (Post 3854737)
Staring down a 4th downgrade here in 5 years....

I didn't even realize that was a thing... sorry man. Do you get a friggen upgrade dinner at Outback every time?

DrSmacFum 11-22-2024 02:12 PM

I’m thankful to have a job, and get paid the way I do…

but from the moment I’ve taken this job, I feel like I’ve been smacked around harder than a piñata

Supermid 11-22-2024 04:32 PM


Originally Posted by MergingTargets (Post 3854741)
Or even a junior captain. If you don't live in base at this company, b-a-i-l.

I don't think it's bad yet, I actually believe them when they say "we're not Spirit," but... don't commute for this company.



I didn't even realize that was a thing... sorry man. Do you get a friggen upgrade dinner at Outback every time?

As I wrote “pessimistically” earlier, as long as the market doesn’t fall apart, there will not be attrition here, there will be exodus.

AYLflyer 11-22-2024 04:52 PM


Originally Posted by Supermid (Post 3854769)
As I wrote “pessimistically” earlier, as long as the market doesn’t fall apart, there will not be attrition here, there will be exodus.

I'm honestly curious to see what it looks like. 2021/2022 were crazy hiring for the big 3, but that's basically stopped. There's a slowdown and getting hired at Delta and being a WB captain in 6 months is over. There's also actual competition out there again, so I'm wondering if we'll see more experienced/senior guys leave while the 1500hr guys are stuck.

ARL120384 11-22-2024 06:27 PM


Originally Posted by MergingTargets (Post 3854741)
Or even a junior captain. If you don't live in base at this company, b-a-i-l.

I don't think it's bad yet, I actually believe them when they say "we're not Spirit," but... don't commute for this company.



I didn't even realize that was a thing... sorry man. Do you get a friggen upgrade dinner at Outback every time?

I dont trust management, but I do trust JW. I've gotten the chance to meet him and converse with him and I believe hes on our side. In my seat, I'm theoretically a junior CA even with 9 years here. I will not, and have not been trying to leave. This too shall pass, but man, its been a rough run. Unfortunately, the attrition will be mostly off the bottom.

Ha! I've had a couple dinners, and plenty of epaulets. Yeah, I must be in that seniority bucket that get the shaft. it started in 2019 with the LGB closure and hasnt stopped.

WhyIFly 11-22-2024 06:28 PM


Originally Posted by AYLflyer (Post 3854772)
I'm honestly curious to see what it looks like. 2021/2022 were crazy hiring for the big 3, but that's basically stopped. There's a slowdown and getting hired at Delta and being a WB captain in 6 months is over. There's also actual competition out there again, so I'm wondering if we'll see more experienced/senior guys leave while the 1500hr guys are stuck.

I have heard that the regionals are not even hiring at the bare minimums right now. Have a former student with 1500 hours and she has been talking with a recruiter at an AA WO regional and they told her that she needs to keep building time (especially multi) to be competitive at this point. She has good time, college degree, and all of the other stuff with no failures. Seems like even the regionals have plenty of applicants at the moment.

Bluedriver 11-23-2024 04:33 AM


Originally Posted by ARL120384 (Post 3854788)
I dont trust management, but I do trust JW. I've gotten the chance to meet him and converse with him and I believe hes on our side. In my seat, I'm theoretically a junior CA even with 9 years here. I will not, and have not been trying to leave. This too shall pass, but man, its been a rough run. Unfortunately, the attrition will be mostly off the bottom.

Ha! I've had a couple dinners, and plenty of epaulets. Yeah, I must be in that seniority bucket that get the shaft. it started in 2019 with the LGB closure and hasnt stopped.

I had an email conversation with JW. I was legitimately impressed. I say we keep him. 😀

MergingTargets 11-23-2024 06:35 AM


Originally Posted by Bluedriver (Post 3854855)
I had an email conversation with JW. I was legitimately impressed. I say we keep him. 😀

I'm glad you guys like him, but of all the things he told me down at OSC in the past couple years, not only has none of it happened, but frequently the opposite has happened. Between that and this disaster of a bid cycle his department's responsible for, whether or not he personally has anything to do with it, I don't trust him as far as I can throw him, and I could probably throw him all the way across the front yard.

AYLflyer 11-23-2024 08:44 AM


Originally Posted by MergingTargets (Post 3854881)
I'm glad you guys like him, but of all the things he told me down at OSC in the past couple years, not only has none of it happened, but frequently the opposite has happened. Between that and this disaster of a bid cycle his department's responsible for, whether or not he personally has anything to do with it, I don't trust him as far as I can throw him, and I could probably throw him all the way across the front yard.

I don't trust management, but I trust JW the most out of the whole group (If that makes sense). I've talked with him and asked him tough questions and he didn't beat around the bush. Just about everything he told me over the past year and a half has come true.

ARL120384 11-23-2024 10:07 AM


Originally Posted by AYLflyer (Post 3854946)
I don't trust management, but I trust JW the most out of the whole group (If that makes sense). I've talked with him and asked him tough questions and he didn't beat around the bush. Just about everything he told me over the past year and a half has come true.

He's very much management, but hasn't forgotten his place on the pilot seniority list. At the end of the day, he does have to answer to WC and above, but he seems to have more rope than the previous VP under Robins leadership.

GrayFlyer 11-23-2024 11:36 AM

The Navy would disagree with many of you.

ARL120384 11-23-2024 11:57 AM


Originally Posted by GrayFlyer (Post 3855018)
The Navy would disagree with many of you.

Unless his relationship in the Navy has any affect on how he leads the pilot group, I dont give a sh*t. It's not like a lot of scummy airline pilots haven't done the same thing...

PSU Flyer 11-23-2024 11:58 AM


Originally Posted by GrayFlyer (Post 3855018)
The Navy would disagree with many of you.

Not applicable.

Bgood 11-25-2024 06:12 AM


Originally Posted by GrayFlyer (Post 3855018)
The Navy would disagree with many of you.

what happened there?

Ted Striker 12-05-2024 02:18 PM

What’s up with the MEC Merger SLI fund. Are they saying they are trying to bring that back for Jan 2025? Is something up or are they just looking to be proactive for the future, in the event it’s needed.

The701Express 12-05-2024 04:06 PM


Originally Posted by Ted Striker (Post 3858578)
What’s up with the MEC Merger SLI fund. Are they saying they are trying to bring that back for Jan 2025? Is something up or are they just looking to be proactive for the future, in the event it’s needed.

The lack of a pre-existing merger and SLI fund hindered and delayed the ability to retain legal counsel for the spirit merger. Having it pre-funded to at least pay the first few months of the legal costs could help to speed up the process and help prevent the other airline from getting the first pick of SLI lawyers should another merger occur.

DrSmacFum 12-05-2024 06:55 PM


Originally Posted by Ted Striker (Post 3858578)
What’s up with the MEC Merger SLI fund. Are they saying they are trying to bring that back for Jan 2025? Is something up or are they just looking to be proactive for the future, in the event it’s needed.

proactive is my guess... but it feels obvious that that's the long term "jetforward" plan.

Supermid 12-06-2024 04:40 AM


Originally Posted by DrSmacFum (Post 3858642)
proactive is my guess... but it feels obvious that that's the long term "jetforward" plan.

More pessimism: Are we still dreaming in technicolor that somebody is going to buy us? They could run the same play as Spirit. Just sit back and watch us die. 16 year spirit captains becoming first year FOs is a pretty sweet deal for a business in this business.

Flyby1206 12-06-2024 05:34 AM


Originally Posted by Supermid (Post 3858695)
More pessimism: Are we still dreaming in technicolor that somebody is going to buy us? They could run the same play as Spirit. Just sit back and watch us die. 16 year spirit captains becoming first year FOs is a pretty sweet deal for a business in this business.

The difference being Jetblue has more valuable assets that would go to the highest bidder in a Ch7 liquidation. If you are interested in our slot portfolio (JFK mainly) then waiting til Ch7 would risk competition from other carriers bidding as well.

Who needs the JFK assets the most? I would argue AA. And waiting til Ch7 risks others like UA/WN/F9/etc taking chunks of that.

Will it happen? Probably not, but I don't think it is a crazy scenario to imagine AA making an attempt in the next few years, maybe even a joint bid with BA/IAG taking a 25% stake. Ch7 liquidation is a much less percentage likelihood in my mind.

Supermid 12-06-2024 06:08 AM


Originally Posted by Flyby1206 (Post 3858702)
The difference being Jetblue has more valuable assets that would go to the highest bidder in a Ch7 liquidation. If you are interested in our slot portfolio (JFK mainly) then waiting til Ch7 would risk competition from other carriers bidding as well.

Who needs the JFK assets the most? I would argue AA. And waiting til Ch7 risks others like UA/WN/F9/etc taking chunks of that.

Will it happen? Probably not, but I don't think it is a crazy scenario to imagine AA making an attempt in the next few years. Ch7 liquidation is a much less percentage likelihood in my mind.

Nooo I don't think B6 will go away completely but rather shrink into a niche vacation package airline.

Flyby1206 12-06-2024 06:35 AM


Originally Posted by Supermid (Post 3858715)
Nooo I don't think B6 will go away completely but rather shrink into a niche vacation package airline.

We're there already, and have been there since inception really. The west coast experiments have never amounted to much more than a small % of our network. I think what has changed is the narrative from management about their desire long term. We've always been fed the blue juice about 330s to TLV, or even expansion to become a more national competitor, but these have never come close to fruition.

Now, for the first time, mgmt is being realistic and matching the future expectations with our current reality. We have always been an east coast leisure airline, and now that is the end goal for JB. Whether we can have sustainable profitability long term from that remains to be seen. I think it will take an alliance membership at a minimum for that to be possible.

Will someone approach the JB BOD and say "Your expectations of being an east coast leisure airline will provide $X growth for the company but we want to buy JB for $Y because we can make even more of a return with your assets"?


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