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[Speculation] AK / B6 let's go!
01-13-2025 | 07:01 AM
#62
Gets Weekends Off
Joined: Oct 2012
Posts: 3,274
Likes: 55
From: 190 captain and “Pro-pilot”
Honestly I don’t think it would matter which administration. There is hardly any overlap and one isn’t god forbid a ulcc. Be hard to argue that they would harm consumers by merging(if that was to ever happen)
01-13-2025 | 07:09 AM
#63
SDQ Base Chief
Joined: Mar 2006
Posts: 6,084
Likes: 46
From: 320 CA
Agree with this. It would certainly be smart to get it done under this administration, but I doubt we hear anything soon. If it is AS for our future then JB is going to need to show a year of profitability and AS will need to finish sorting their HA merger. I bet 2Q 2026 at the earliest for any sort of announcement, but more likely into 2027.
01-13-2025 | 07:29 AM
#64
On Reserve
Joined: Jul 2023
Posts: 180
Likes: 23
Agree with this. It would certainly be smart to get it done under this administration, but I doubt we hear anything soon. If it is AS for our future then JB is going to need to show a year of profitability and AS will need to finish sorting their HA merger. I bet 2Q 2026 at the earliest for any sort of announcement, but more likely into 2027.
01-13-2025 | 07:54 AM
#65
Gets Weekends Off
Joined: Aug 2007
Posts: 2,087
Likes: 12
Agree with this. It would certainly be smart to get it done under this administration, but I doubt we hear anything soon. If it is AS for our future then JB is going to need to show a year of profitability and AS will need to finish sorting their HA merger. I bet 2Q 2026 at the earliest for any sort of announcement, but more likely into 2027.
01-13-2025 | 07:59 AM
#66
SDQ Base Chief
Joined: Mar 2006
Posts: 6,084
Likes: 46
From: 320 CA
Assuming a fiduciary duty to shareholders then yes JB mgmt would want to get the best price they can for a merger and show they are worth a $xx share price instead of $.01. If there was truly no prospect of turning this around then sure we would be merging on Jan 20th.
Also consider the most realistic partner for us is AS, and they are busy with finishing the HA merger for at least another year or two. So what do we do in the meantime? Make ourselves look as good as possible. Moral of the story: I don't think we will see a merger in 2025.
Last edited by Flyby1206; 01-13-2025 at 08:10 AM.
01-13-2025 | 08:16 AM
#67
Gets Weekends Off
Joined: Aug 2007
Posts: 2,087
Likes: 12
C'mon man... of course not. But if you're a potential suitor would you want to merge with JBLU at a $xx valuation? Or would you want to do it under Ch11 when you can slash and burn and buy the carcass for $.01.
Assuming a fiduciary duty to shareholders then yes JB mgmt would want to get the best price they can for a merger and show they are worth a $xx share price instead of $.01. If there was truly no prospect of turning this around then sure we would be merging on Jan 20th.
Also consider the most realistic partner for us is AS, and they are busy with finishing the HA merger for at least another year or two. So what do we do in the meantime? Make ourselves look as good as possible. Moral of the story: I don't think we will see a merger in 2025.
Assuming a fiduciary duty to shareholders then yes JB mgmt would want to get the best price they can for a merger and show they are worth a $xx share price instead of $.01. If there was truly no prospect of turning this around then sure we would be merging on Jan 20th.
Also consider the most realistic partner for us is AS, and they are busy with finishing the HA merger for at least another year or two. So what do we do in the meantime? Make ourselves look as good as possible. Moral of the story: I don't think we will see a merger in 2025.
I don’t know it’s what you said, just like the shares Carl Icahn were selling. (kidding). JetBlue might want the best price, but I think they have to be realistic as well. Definitely don’t think it’ll be in 2025 like you said, or maybe never.
01-13-2025 | 08:23 AM
#68
SDQ Base Chief
Joined: Mar 2006
Posts: 6,084
Likes: 46
From: 320 CA
Yes you're right, there's a real chance we dont ever merge with anyone either. None of us know the future but we're all here to speculate and try to find a glimmer of hope.
01-13-2025 | 02:27 PM
#69
Line Holder
Joined: Nov 2024
Posts: 435
Likes: 85
01-13-2025 | 03:23 PM
#70
SDQ Base Chief
Joined: Mar 2006
Posts: 6,084
Likes: 46
From: 320 CA
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