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[Speculation] AK / B6 let's go!
01-16-2025 | 02:21 PM
#102
Prime Minister/Moderator
Joined: Jan 2006
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From: Engines Turn or People Swim
01-17-2025 | 12:06 PM
#104
New Hire
Joined: Jan 2025
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Looking at it like a strategic board game from the AS perspective...
If they really want to solidify their critical mass in the US competitive market, and set themselves up for international growth...
Take 2-3 years to complete the big muscle movements related to HA, then move to acquire B6 with 1-2 years left of guaranteed favorable regulatory climate.
The current AS managers certainly have exhibited ambition, unprecedented ambition by AS historical standards. I'd guess that 2-3 years is sooner than ideal, but has the obvious advantage of essentially assured .gov rubber stamp. Also the longer they wait, the better the chances that B6 will merge with someone else. From where I sit in the cheap seats, B6 is next obvious logical move for agressive-ish expansion. Of course they could just sit back, consolidate the HA thing, and then grow organically according to whatever boeing's 787 delivery schedule ends up being. That would be more in keeping with their traditional fiscal conservatism. I guess that would depend on personal ambition, how much leash the board grants, and how big they think they need to be to safely bulwark against the big 4 (economy of scale does matter).
If they really want to solidify their critical mass in the US competitive market, and set themselves up for international growth...
Take 2-3 years to complete the big muscle movements related to HA, then move to acquire B6 with 1-2 years left of guaranteed favorable regulatory climate.
The current AS managers certainly have exhibited ambition, unprecedented ambition by AS historical standards. I'd guess that 2-3 years is sooner than ideal, but has the obvious advantage of essentially assured .gov rubber stamp. Also the longer they wait, the better the chances that B6 will merge with someone else. From where I sit in the cheap seats, B6 is next obvious logical move for agressive-ish expansion. Of course they could just sit back, consolidate the HA thing, and then grow organically according to whatever boeing's 787 delivery schedule ends up being. That would be more in keeping with their traditional fiscal conservatism. I guess that would depend on personal ambition, how much leash the board grants, and how big they think they need to be to safely bulwark against the big 4 (economy of scale does matter).
probably pertinent to consider AS mgt relationship with Oneworld new CEO (came from AS and orchestrated AS entry)!
Point: very possible for AS, AA and B6 come to an agreement to join Oneworld sooner rather than later. This could back door the lost NEA agreement and bring B6 into the fold for future merge while AS digests HA. The high level executive connections exist… purely conjecture but opportunity knocks.
01-17-2025 | 12:45 PM
#105
Line Holder
Joined: Jan 2019
Posts: 534
Likes: 41
probably pertinent to consider AS mgt relationship with Oneworld new CEO (came from AS and orchestrated AS entry)!
Point: very possible for AS, AA and B6 come to an agreement to join Oneworld sooner rather than later. This could back door the lost NEA agreement and bring B6 into the fold for future merge while AS digests HA. The high level executive connections exist… purely conjecture but opportunity knocks.
Point: very possible for AS, AA and B6 come to an agreement to join Oneworld sooner rather than later. This could back door the lost NEA agreement and bring B6 into the fold for future merge while AS digests HA. The high level executive connections exist… purely conjecture but opportunity knocks.
All speculative, of course, but I’m now leaning toward the idea that we’re becoming a case study of sorts for oneworld. The addition of these new routes feeding into Boston, plus Madrid, aligns with the strategy majors use to build out their networks. Either management got a wake-up call, realizing they need more than just metro city areas to support transatlantic operations, or this is a way to measure against what Iberia is doing out of Boston. Iberia recently launched the XLR on that route, which could help American shift assets, expand out of Boston, and compete more effectively with Delta.
Last edited by PeakEGT; 01-17-2025 at 01:16 PM.
01-24-2025 | 05:53 AM
#106
Line Holder
Joined: Jun 2019
Posts: 233
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01-27-2025 | 04:14 AM
#107
Line Holder
Joined: May 2012
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01-27-2025 | 04:43 AM
#108
SDQ Base Chief
Joined: Mar 2006
Posts: 6,084
Likes: 46
From: 320 CA
I’ll see if I can find it in the transcript later but Slotnik was in the courtroom
https://x.com/David_Slotnick/status/1721628010833395892
https://x.com/David_Slotnick/status/1721628010833395892
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