View Poll Results: B6 Merger poll
Southwest with Jetblue
40
13.75%
American with Jetblue
38
13.06%
Alaska with Jetblue
57
19.59%
Jetblue with NK and Frontier
40
13.75%
Merger / Acquisition Unlikely
116
39.86%
Voters: 291. You may not vote on this poll
B6 Merger Poll
12-06-2024 | 07:47 PM
#81
Line Holder
Joined: Oct 2015
Posts: 472
Likes: 1
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"?
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"?
12-08-2024 | 08:20 AM
#82
Line Holder
Joined: Jun 2019
Posts: 412
Likes: 3
It makes more sense from a business perspective to let the wounded animal slowly bleed out instead of wasting a bullet.
12-08-2024 | 06:50 PM
#83
Gets Weekends Off
Joined: Oct 2012
Posts: 3,268
Likes: 55
From: 190 captain and “Pro-pilot”
12-08-2024 | 08:53 PM
#84
On Reserve
Joined: Jan 2008
Posts: 77
Likes: 30
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.
Last edited by rononymous; 12-08-2024 at 08:58 PM. Reason: Spelling
12-09-2024 | 02:47 AM
#85
Line Holder
Joined: Sep 2015
Posts: 761
Likes: 7
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.
12-09-2024 | 09:03 AM
#86
Line Holder
Joined: Sep 2019
Posts: 343
Likes: 26
From: B777 CA
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.
12-09-2024 | 09:26 AM
#87
On Reserve
Joined: Jan 2008
Posts: 77
Likes: 30
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.
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.
12-09-2024 | 11:17 AM
#88
On Reserve
Joined: Nov 2024
Posts: 99
Likes: 27
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.
12-09-2024 | 11:38 AM
#89
SDQ Base Chief
Joined: Mar 2006
Posts: 6,068
Likes: 40
From: 320 CA
Allegiant and Frontier having decent days too
Thread
Thread Starter
Forum
Replies
Last Post
newKnow
Mergers and Acquisitions
4
04-28-2008 07:08 PM
