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Originally Posted by Flyby1206
(Post 3858727)
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"? |
Originally Posted by I was inverted
(Post 3858931)
if someone doesn’t buy B6 in the next 2 years, I don’t see it happening. And if it doesn’t happen, I see a real tough row to hoe for the blewjet.
It makes more sense from a business perspective to let the wounded animal slowly bleed out instead of wasting a bullet. |
Originally Posted by CADR
(Post 3859310)
Buying jetBlue is not really good business for any of the major airlines right now.
It makes more sense from a business perspective to let the wounded animal slowly bleed out instead of wasting a bullet. |
Yeah JetBlue is definitely not dying. Not to mention they OWN a lot of desirable assets including a bunch of aircraft, desirable slots, ETOPS, and a whole ass terminal in JFK to name a few. If they can't turn it around somebody will want what they have and not in fire sale form. They're not a "die on the vine" airline.
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Originally Posted by pilotpayne
(Post 3859490)
The drama. The numbers are improving. I wouldn’t count on us dying.
We’re not even a year into the CEO/total plan of action change that took place when the merger failed. And they’re hoping to break even in 2025, with the worst of the unintentional fleet parking taking place. Given those circumstances, I would call that quite the salvage job and it was because they finally made the tough decisions. Anyone else think we’d be profitable without the NEO issue? It’s not like we’re choosing to park airplanes. They would be flying if they could. |
Originally Posted by rononymous
(Post 3859502)
Yeah JetBlue is definitely not dying. Not to mention they OWN a lot of desirable assets including a bunch of aircraft, desirable slots, ETOPS, and a whole ass terminal in JFK to name a few. If they can't turn it around somebody will want what they have and not in fire sale form. They're not a "die on the vine" airline.
In all seriousness, JetBlue will survive this storm one way or the other. Yes- a merger with Alaska would be a great fit in my mind. |
Originally Posted by Vernon Demerest
(Post 3859622)
Woah! I wasn’t aware someone “OWNED” ETOPS. I guess that means we are paying you each and every time I fly an ETOPS segment in the 777 I fly. Wow! That was pretty savvy of you all. I can’t see you guys not completely clobbering all of us now.
In all seriousness, JetBlue will survive this storm one way or the other. Yes- a merger with Alaska would be a great fit in my mind. Nobody knows what the future holds for JetBlue in terms of mergers or if one will even happen. Personally I don't see one in the near to medium term. My only contribution to the conversation is that I don't think the company is in dire straits and in imminent danger of bankruptcy. At least not in the near term. |
Delta stock down 3% today and Jetblue up 5%. Interesting. What are the chances that active merger negotiations happening right now? Or it could be related to the new routes that are supposed to be announced this week but I doubt it.
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Originally Posted by holiday
(Post 3859672)
Delta stock down 3% today and Jetblue up 5%. Interesting. What are the chances that active merger negotiations happening right now? Or it could be related to the new routes that are supposed to be announced this week but I doubt it.
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Originally Posted by Flyby1206
(Post 3859687)
Allegiant and Frontier having decent days too
Could just be a counter trend rally. Legacy airline stocks have been doing much better the past year. |
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