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Originally Posted by rickair7777
(Post 3865431)
They could, either amend to a three-way (complicated and risky), or tack on B6 as soon as SOC is achieved. SOC is kind of the hump, after which they have the freedom of action to get everything structured per their vision, and eliminate duplicate overhead.
But their DNA is very risk-averse. The current leaders are objectively more aggressive and innovative than in the past but that doesn't quite put them in the Doug Parker league, at least by my estimate. That's true enough. Essentially a slam dunk. So maybe SOC in two-ish years, and then seize the opportunity? Will there be an opportunity? What if JetBlue actually turns itself around, how much higher would the price be? I’m not saying they will but if they excute the plan and the airline starts making money it might be a much different merger discussion. However I think even with a democrat in office it should be approved there is almost no real overlap and they aren’t the dreaded LCC killing a ULCC. I do wonder if you have to wait for HA to be done or if everything is a mess why not just do it now vs cleaning up and getting messy again. But that all way way over my head so who knows. |
Originally Posted by rickair7777
(Post 3865431)
They could, either amend to a three-way (complicated and risky), or tack on B6 as soon as SOC is achieved. SOC is kind of the hump, after which they have the freedom of action to get everything structured per their vision, and eliminate duplicate overhead.
But their DNA is very risk-averse. The current leaders are objectively more aggressive and innovative than in the past but that doesn't quite put them in the Doug Parker league, at least by my estimate. That's true enough. Essentially a slam dunk. So maybe SOC in two-ish years, and then seize the opportunity? |
Originally Posted by Hornetdrvr
(Post 3865473)
While I initially thought this timeline was a bit optimistic, I believed the company was targeting October 2025 for an SOC.
Unless the company rolls a wheelbarrow full of cash into the JCBA meeting, to pay off the 2500 AS natives who are going to lose relative seniority in the SLI. Or maybe the company could get 2500 to vote yes using the 787 dog whistle. |
Originally Posted by Combatcraig
(Post 3865118)
This is purely a speculation piece. And what does it have to do with AA as your title suggests? Maybe fix the title to AK...
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Originally Posted by disenchantMINT
(Post 3865552)
Why would AK (AirAsia) want to or even have the ability to acquire JetBlue? Your suggestion is downright bizarre on a number of levels.
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It’s only a matter of time before this is looked at more seriously, if not already by Alaska. Growth is limited by airport constraints at US airports. At some point, the bean counters will see the savings and profits for economies of scale combined with Jetblue. The share holders will be looking for more return and once all other avenues are exhausted, scaling the company only makes more financial sense. Along with all the efficiency savings from being a larger player, mx, lending rates, fuel, aircraft orders, ect. Acquiring Jetblue fills their network out and allows all sorts of growth and feed. Not that Alaska needs Jetblue.
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Originally Posted by Combatcraig
(Post 3865569)
You quoted the wrong person. I didn't start this thread. I simply stated it was an opinion piece and had nothing to do with AA like the original thread title had listed.
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Originally Posted by Ted Striker
(Post 3865582)
It’s only a matter of time before this is looked at more seriously, if not already by Alaska. Growth is limited by airport constraints at US airports. At some point, the bean counters will see the savings and profits for economies of scale combined with Jetblue. The share holders will be looking for more return and once all other avenues are exhausted, scaling the company only makes more financial sense. Along with all the efficiency savings from being a larger player, mx, lending rates, fuel, aircraft orders, ect. Acquiring Jetblue fills their network out and allows all sorts of growth and feed. Not that Alaska needs Jetblue.
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Originally Posted by Flyby1206
(Post 3865593)
Do you guys think AS/WN would be a potential combo? Change is afoot at LUV HQ and I could see the two merge, remain 737s for NB and use 787s to expand globally. Probably even see AS mgmt take some key roles in the C-suite of the combined company.
What was the recurrent text message floating around about? |
Originally Posted by Ted Striker
(Post 3865755)
Never say never but I think Elliot over at LUV, sees the golden goose by transforming SW into more of a traditional “fee charging” airline to boost his return. First class, bag fees, pay for seat assignments, etc… all the revenue streams they have lacked for years. I think they have a fairly complete network in the states to make that happen, once they implement there changes. That’s probably where there priorities are right now.
What was the recurrent text message floating around about? All from wakeman at recurrent this week-
-growing by mid next year, biggest JetBlue has ever been as the previously to be retired 320's are sticking around now and after 190's gone we net positive aircraft Spark notes |
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