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

likeitis 11-18-2024 11:36 AM


Originally Posted by Roy Biggins (Post 3853316)
It'll probably be more of a 4000 pilot group. There doesn't seem to be much of a vision beyond a leisure east coast airline. For all of Robin's failings, at least he had a larger vision of what he wanted the airline to become. Joanna just wants to roll back to 2012. Shrink and cut costs. Great....and then what?

Then what? Right now there is zero chance for growth for at least a year to 18 months and it would be unwise to grow in this environment by taking on more debt. If the engine issues clear faster than anticipated then that's a bonus. So show me any press release from an American carrier that spells out growth that far in the future? Doesn't happen and it would be insane to do that. Just because you don't know the growth plan well into the future doesn't mean there isn't one. I have no idea if there is a plan but I also know that growth plan announcements to employees and the public don't happen until usually 3-6 months prior. It has been stated numerous times by Joanna that growth can't return until about 4th quarter 2025. I'm far from a juicer and through the numerous poorly run airlines I've cycled through I virtually never agree with management but currently I'm fully behind what they are trying to do. Now when Labor day is approaching in 2025 and there hasn't already been a good deal of new flying announced we will know that the plan is a prop job for a sale.

Roy Biggins 11-18-2024 01:11 PM


Originally Posted by ARL120384 (Post 3853359)
Yeah thats it. Because growing while taking on additional debt all while losing money is the way to go! smh.

Did I say anthjbig about growth right now?? I said there doesn't seem to be any vision beyond shrinking to profitability. JetForward! Smh 🤦🏼‍♂️

GrayFlyer 11-18-2024 01:26 PM


Originally Posted by likeitis (Post 3853383)
Just because you don't know the growth plan well into the future doesn't mean there isn't one. I have no idea if there is a plan but I also know that growth plan announcements to employees and the public don't happen until usually 3-6 months prior.

What you're missing here, and what I believe Roy is pointing to, is that she promised to brief us on "Plan B" at the May Investor Day. That got pushed to fall. I'm not sure if it's fall yet because there are no seasons here, but the lack of any long-term vision is deafening. Of course we understand they don't want to reveal their cards too early, but they could paint it with a broad brush for us, and I'm sure the investors would appreciate it too. The stock price is a reflection of investor attitude toward our future, and clearly they're not quite sure what the plan is, either. The difference between management and leadership is providing a vision and getting your people all working in the same direction toward it. We have great management.

Roy Biggins 11-18-2024 01:29 PM


Originally Posted by likeitis (Post 3853383)
Then what? Right now there is zero chance for growth for at least a year to 18 months and it would be unwise to grow in this environment by taking on more debt. If the engine issues clear faster than anticipated then that's a bonus. So show me any press release from an American carrier that spells out growth that far in the future? Doesn't happen and it would be insane to do that. Just because you don't know the growth plan well into the future doesn't mean there isn't one. I have no idea if there is a plan but I also know that growth plan announcements to employees and the public don't happen until usually 3-6 months prior. It has been stated numerous times by Joanna that growth can't return until about 4th quarter 2025. I'm far from a juicer and through the numerous poorly run airlines I've cycled through I virtually never agree with management but currently I'm fully behind what they are trying to do. Now when Labor day is approaching in 2025 and there hasn't already been a good deal of new flying announced we will know that the plan is a prop job for a sale.

Good post, so I'll respond to this. Joanna is doing exactly what she needs to do right now and doing it well. I never mentioned immediate growth. Again, I wanna hear what the long term vision is. Where does she see this airline in 1 year, 5 years, 10 years. She was supposed to share this vision with the board last spring, then it was postponed to the Fall. Now all we here is JetForward week after week. 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. And yes, other American carrier CEO's do share their intent with shareholders and BOD.
And speaking to other pilots on the line, I'm not alone in wondering what the actual plan is. When we're cancelling supplemental bids, completely fuqing pilots over during vacation bids (myself included), I think we're well within the right to ask where we're headed. We're supposed to be back in the black a year from now (4th quarter 2025), then what? I don't think that's asking too much.

Flyby1206 11-18-2024 01:40 PM


Originally Posted by Roy Biggins (Post 3853413)
Good post, so I'll respond to this. Joanna is doing exactly what she needs to do right now and doing it well. I never mentioned immediate growth. Again, I wanna hear what the long term vision is. Where does she see this airline in 1 year, 5 years, 10 years. She was supposed to share this vision with the board last spring, then it was postponed to the Fall. Now all we here is JetForward week after week. 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. And yes, other American carrier CEO's do share their intent with shareholders and BOD.
And speaking to other pilots on the line, I'm not alone in wondering what the actual plan is. When we're cancelling supplemental bids, completely fuqing pilots over during vacation bids (myself included), I think we're well within the right to ask where we're headed. We're supposed to be back in the black a year from now (4th quarter 2025), then what? I don't think that's asking too much.

Bingo. That abrupt shift is what has me convinced that the plan is a merger.

Maybe the plan was something different, but when presented to the BOD they shot it down and said it’s time to cash out.

Roy Biggins 11-18-2024 03:16 PM


Originally Posted by Flyby1206 (Post 3853418)
Bingo. That abrupt shift is what has me convinced that the plan is a merger.

Maybe the plan was something different, but when presented to the BOD they shot it down and said it’s time to cash out.

I think you're probably right...I hope you're right. The election at least gave us a plan B. I think we all breathed a sigh of relief to see this change in administration.

Noisecanceller 11-18-2024 04:57 PM


Originally Posted by Roy Biggins (Post 3853443)
I think you're probably right...I hope you're right. The election at least gave us a plan B. I think we all breathed a sigh of relief to see this change in administration.


Election, Spirit Ch11, P&W saga. All things that could push change

Tranquility 11-18-2024 05:09 PM


Originally Posted by Noisecanceller (Post 3853469)
Election, Spirit Ch11, P&W saga. All things that could push change

Jet forward and Spirit Go Forward... Coincidence??? 🤨🤔
Actually, I give it precisely 0.001% chance B6 tries again.

Supermid 11-18-2024 07:13 PM


Originally Posted by Tranquility (Post 3853472)
Jet forward and Spirit Go Forward... Coincidence??? 🤨🤔
Actually, I give it precisely 0.001% chance B6 tries again.

I don't think JetBlue is in a position to acquire anyone. Geraghty's email this afternoon said the usual very little. Promises to communicate more are a waste of time and money if you're simply paraphrasing and repeating the same information. "We need to be profitable" with the hilarious almost veiled threat-like line, "for those who plan to have careers at JetBlue for years to come." Thanks for the update doll, now where do you see us in 5, 10 etc years as somebody succinctly wrote above?

Noisecanceller 11-18-2024 09:27 PM


Originally Posted by Tranquility (Post 3853472)
Jet forward and Spirit Go Forward... Coincidence??? 🤨🤔
Actually, I give it precisely 0.001% chance B6 tries again.


Agreed but these events could trigger industry shifts that change JetBlues long term plans and a shift in strategy.


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