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-   -   [Speculation] AK / B6 let's go! (https://www.airlinepilotforums.com/jetblue/149010-speculation-ak-b6-lets-go.html)

Roy Biggins 02-19-2025 03:24 PM

Yea I don't see a merger happening. Good luck to us.

pilotpayne 02-19-2025 03:47 PM


Originally Posted by DrSmacFum (Post 3884566)
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.

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.

DrSmacFum 02-20-2025 05:08 AM


Originally Posted by pilotpayne (Post 3884635)
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.

you explained it way better than I could

BunkerF16 02-20-2025 05:24 AM


Originally Posted by pilotpayne (Post 3884635)
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.


My confidence in your last sentence is what has me concerned over this entire situation.

benzoate 02-20-2025 05:38 AM


Originally Posted by BunkerF16 (Post 3884826)
My confidence in your last sentence is what has me concerned over this entire situation.

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.

pilotpayne 02-20-2025 06:37 AM


Originally Posted by BunkerF16 (Post 3884826)
My confidence in your last sentence is what has me concerned over this entire situation.


That’s a bingo

rickair7777 02-25-2025 06:10 AM


Originally Posted by luv2fly4u (Post 3884453)
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.

I'm certain the new admin will be more open to mergers, even if they require some of the legal due process established by law.

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.

Flyby1206 03-03-2025 08:47 AM

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://i.postimg.cc/rF99cppM/temp-Imagekkx-PNr.jpg

STIorSTD 03-03-2025 09:39 AM


Originally Posted by Flyby1206 (Post 3888801)

Announcement after market close. Our stock is crushing the market today.

Ted Striker 03-03-2025 10:18 AM


Originally Posted by STIorSTD (Post 3888826)
Announcement after market close. Our stock is crushing the market today.

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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