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[Speculation] AK / B6 let's go!
02-19-2025 | 03:47 PM
#182
Gets Weekends Off
Joined: Oct 2012
Posts: 3,274
Likes: 55
From: 190 captain and “Pro-pilot”
That’s correct. The 8k filing is very Specific:
“The Company is not in negotiations or discussions with any other airline regarding a merger, acquisition or similar strategic transaction and has not been in any recent discussions with any airlines regarding the same”
I don’t see how anyone can read this and come to any conclusion other than United has NOT approached an airline to discuss m&a. There is nothing more and nothing less to take from that 8-k filing, thus not disproving anything jonNYC said. Now other click baiting bloggers took, jonNYCs tweet, and made an entire story about it, and filled in gaps that weren’t there.
Nothing in that 8k filing covers internal interest, or shuts down the possibility of a discussion at a later date.
id say insanity, is reading what isn’t there.
“The Company is not in negotiations or discussions with any other airline regarding a merger, acquisition or similar strategic transaction and has not been in any recent discussions with any airlines regarding the same”
I don’t see how anyone can read this and come to any conclusion other than United has NOT approached an airline to discuss m&a. There is nothing more and nothing less to take from that 8-k filing, thus not disproving anything jonNYC said. Now other click baiting bloggers took, jonNYCs tweet, and made an entire story about it, and filled in gaps that weren’t there.
Nothing in that 8k filing covers internal interest, or shuts down the possibility of a discussion at a later date.
id say insanity, is reading what isn’t there.
bro that girl is kind of attractive I’m thinking of asking her out.
Oh cool have you talked to her yet.
Nah bro but I might.
I agree I am not saying there is a merger or anything but the tweets from Jonnyc and the filing from United do not contradict each other. United said they are not in discussions (with) another airline. Jonnyc said they were looking at JetBlue but his info said it was all from United not JetBlue. I’m going to put an offer on a house, oh did you contact the seller yet. Nope.
I have no doubt they want jet forward to work, however that does not stop anyone from making an offer.
Truth is none of us know all we can do is hope the ELT has a clue.
02-20-2025 | 05:08 AM
#183
Line Holder
Joined: Aug 2019
Posts: 369
Likes: 8
let’s do this the easy way.
bro that girl is kind of attractive I’m thinking of asking her out.
Oh cool have you talked to her yet.
Nah bro but I might.
I agree I am not saying there is a merger or anything but the tweets from Jonnyc and the filing from United do not contradict each other. United said they are not in discussions (with) another airline. Jonnyc said they were looking at JetBlue but his info said it was all from United not JetBlue. I’m going to put an offer on a house, oh did you contact the seller yet. Nope.
I have no doubt they want jet forward to work, however that does not stop anyone from making an offer.
Truth is none of us know all we can do is hope the ELT has a clue.
bro that girl is kind of attractive I’m thinking of asking her out.
Oh cool have you talked to her yet.
Nah bro but I might.
I agree I am not saying there is a merger or anything but the tweets from Jonnyc and the filing from United do not contradict each other. United said they are not in discussions (with) another airline. Jonnyc said they were looking at JetBlue but his info said it was all from United not JetBlue. I’m going to put an offer on a house, oh did you contact the seller yet. Nope.
I have no doubt they want jet forward to work, however that does not stop anyone from making an offer.
Truth is none of us know all we can do is hope the ELT has a clue.
02-20-2025 | 05:24 AM
#184
Line Holder
Joined: Mar 2012
Posts: 1,171
Likes: 28
let’s do this the easy way.
bro that girl is kind of attractive I’m thinking of asking her out.
Oh cool have you talked to her yet.
Nah bro but I might.
I agree I am not saying there is a merger or anything but the tweets from Jonnyc and the filing from United do not contradict each other. United said they are not in discussions (with) another airline. Jonnyc said they were looking at JetBlue but his info said it was all from United not JetBlue. I’m going to put an offer on a house, oh did you contact the seller yet. Nope.
I have no doubt they want jet forward to work, however that does not stop anyone from making an offer.
Truth is none of us know all we can do is hope the ELT has a clue.
bro that girl is kind of attractive I’m thinking of asking her out.
Oh cool have you talked to her yet.
Nah bro but I might.
I agree I am not saying there is a merger or anything but the tweets from Jonnyc and the filing from United do not contradict each other. United said they are not in discussions (with) another airline. Jonnyc said they were looking at JetBlue but his info said it was all from United not JetBlue. I’m going to put an offer on a house, oh did you contact the seller yet. Nope.
I have no doubt they want jet forward to work, however that does not stop anyone from making an offer.
Truth is none of us know all we can do is hope the ELT has a clue.
My confidence in your last sentence is what has me concerned over this entire situation.
02-20-2025 | 05:38 AM
#185
Line Holder
Joined: May 2012
Posts: 1,564
Likes: 84
Anyone who has been at Jetblue any length of time has heard more than their fair share of rhetoric. OTP, RTP and the on-time/profitabilty acronym salad goes on and on. This time current management seems to be putting money where their mouths are and initiatives are being followed through.
02-25-2025 | 06:10 AM
#187
Prime Minister/Moderator
Joined: Jan 2006
Posts: 45,143
Likes: 801
From: Engines Turn or People Swim
https://www.steptoe.com/en/news-publ...our-weeks.html
This article provides insight into the Trump administration’s dual approach to mergers and acquisitions.
On one hand, the administration is relaxing regulatory constraints to encourage deal-making across industries. On the other, it remains committed to antitrust enforcement, particularly in sectors prone to monopolistic practices.
Gail Slater, nominee for Assistant Attorney General, dodged direct questions about the JetBlue-Spirit merger but hinted that under her leadership, the DOJ would take a more flexible approach—favoring negotiated remedies over outright merger blocks. She is commited to strong antitrust enforcement but also suggested that mergers may be approved with conditions, rather than being automatically denied.
The trump administration has a very "out with the old and in with the new" approach. They have every intention to replace agressive regulators with less stringent ones. This will be good for a proposed airline merger.
Airline mergers are not off the table, but they will likely require consent decrees and concessions to move forward. Airlines will still face scrutiny, but they will find it easier to negotiate approvals under the Trump administration than the Biden.
This article provides insight into the Trump administration’s dual approach to mergers and acquisitions.
On one hand, the administration is relaxing regulatory constraints to encourage deal-making across industries. On the other, it remains committed to antitrust enforcement, particularly in sectors prone to monopolistic practices.
Gail Slater, nominee for Assistant Attorney General, dodged direct questions about the JetBlue-Spirit merger but hinted that under her leadership, the DOJ would take a more flexible approach—favoring negotiated remedies over outright merger blocks. She is commited to strong antitrust enforcement but also suggested that mergers may be approved with conditions, rather than being automatically denied.
The trump administration has a very "out with the old and in with the new" approach. They have every intention to replace agressive regulators with less stringent ones. This will be good for a proposed airline merger.
Airline mergers are not off the table, but they will likely require consent decrees and concessions to move forward. Airlines will still face scrutiny, but they will find it easier to negotiate approvals under the Trump administration than the Biden.
Biden's peeps were apparently hell bent on manipulating the system at every turn to block any and all M&A, just to generate a body count to appease their extremist wing.
03-03-2025 | 08:47 AM
#188
SDQ Base Chief
Joined: Mar 2006
Posts: 6,084
Likes: 44
From: 320 CA
Jamie Baker puts the odds at 60% chance of merger during the next 5yrs for JBLU:
https://seekingalpha.com/news/4416121-airline-industry-faces-increased-macro-uncertainty-southwest-downgraded-j_p_-morgan
https://seekingalpha.com/news/4416121-airline-industry-faces-increased-macro-uncertainty-southwest-downgraded-j_p_-morgan
03-03-2025 | 09:39 AM
#189
Line Holder
Joined: Mar 2024
Posts: 406
Likes: 55
Jamie Baker puts the odds at 60% chance of merger during the next 5yrs for JBLU:
https://seekingalpha.com/news/4416121-airline-industry-faces-increased-macro-uncertainty-southwest-downgraded-j_p_-morgan
https://seekingalpha.com/news/4416121-airline-industry-faces-increased-macro-uncertainty-southwest-downgraded-j_p_-morgan
03-03-2025 | 10:18 AM
#190
Line Holder
Joined: Feb 2008
Posts: 853
Likes: 15
From: B6
There would need to be more than 4% bump to be a merger leak. Also volume is inline with normal trading. This is just the ship rightsizing. I think it was a pretty aggressive sell off from earnings, a lot of stops and algos triggered the 25% selloff. This is just coming back to where it should be. r
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