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

Supermid 01-09-2025 09:27 AM


Originally Posted by JayRalstonSmith (Post 3868921)
I was in this recurrent. None of this was ever said. Especially not about Alaska, Alaska relative to Spirit, Pratt, the early outs...

I dont know why people feel the need to make up misinformation. Does no one any good.

It follows the maturity and emotional intelligence levels of high schoolers.

Hornetdrvr 01-10-2025 09:03 AM


Originally Posted by Supermid (Post 3868939)
It follows the maturity and emotional intelligence levels of high schoolers.

💯👍 I guess some people wake up wondering, ‘What can I make up today?’ Maybe they think starting a rumor about JetBlue’s acquisition would be exciting. If you’re going to lie, at least make it convincing. Thank goodness we can finally put this thread to rest.

GrayFlyer 01-12-2025 08:12 AM


Originally Posted by pilotpayne (Post 3866539)
If it is AS I think they could do it under any administration. Only thing imho that would push things up is if (IF) jet forward actually works, we woukd be much more expensive.

Please define "Jet Forward" for us. What is it you think they're accomplishing out of the ordinary which would make an investor spend "much much more." I would love to know that it's something more, but I fear you're overly optimistic.

As far as I can tell, Jet Forward is a focus on basic operational management which they should have been doing the entire time. There's nothing novel about it, beyond the name. Yes, it seems to be helping some, but I'm still waiting for them to present a coherent "Plan B." There's is no vision, it's a stay afloat strategy with a sprinkle of wishful thinking until something external changes our circumstances.

Flyby1206 01-12-2025 09:12 AM


Originally Posted by GrayFlyer (Post 3869967)
Please define "Jet Forward" for us. What is it you think they're accomplishing out of the ordinary which would make an investor spend "much much more." I would love to know that it's something more, but I fear you're overly optimistic.

As far as I can tell, Jet Forward is a focus on basic operational management which they should have been doing the entire time. There's nothing novel about it, beyond the name. Yes, it seems to be helping some, but I'm still waiting for them to present a coherent "Plan B." There's is no vision, it's a stay afloat strategy with a sprinkle of wishful thinking until something external changes our circumstances.

Assume two paths forward. We either merge with someone under Ch11 bankruptcy for pennies on the dollar or we merge with someone after showing sustained profitability. Jetforward is an attempt at making profits so we can get a better valuation in a merger scenario

https://www.macrotrends.net/stocks/s...:JBLU:ULCC:AAL

Basic operation focus, reshuffle to east coast leisure network, get rid of uneconomic planes (190s), enhance product (first class, lounges). This should hopefully get us to some stable profits and we get a good valuation in a merger.

PeakEGT 01-12-2025 01:50 PM

Since we’re on the topic of both airlines look up “Alaska Accelerate” and compare it to “JetForward.”

Ted Striker 01-12-2025 02:57 PM

I think merger/acquisition is the only play left. We have no fortress hubs that allows us to control pricing, and always turn out a profit from. We are always one Hurricane away from wiping out an entire qtrs profits, when it tracks practically through every base we have. We’ll never be able to get to the margins that the big 4-5 have. Everyone has caught up or surpassed our product as of late. Back in the day, wifi and TV’s were a hot commodity, now it’s the norm. With out any business contracts, cargo, wide body premium, etc. If oil spikes, or the economy dips, there is no way we make a profit. We have no pricing power. We have all this debt to service, we dished out millions for a failed merger. This is all way above my pay grade, but I just don’t see how this continues long term without a merger.

pilotpayne 01-12-2025 03:53 PM


Originally Posted by Ted Striker (Post 3870105)
I think merger/acquisition is the only play left. We have no fortress hubs that allows us to control pricing, and always turn out a profit from. We are always one Hurricane away from wiping out an entire qtrs profits, when it tracks practically through every base we have. We’ll never be able to get to the margins that the big 4-5 have. Everyone has caught up or surpassed our product as of late. Back in the day, wifi and TV’s were a hot commodity, now it’s the norm. With out any business contracts, cargo, wide body premium, etc. If oil spikes, or the economy dips, there is no way we make a profit. We have no pricing power. We have all this debt to service, we dished out millions for a failed merger. This is all way above my pay grade, but I just don’t see how this continues long term without a merger.

or a trip through the bk car wash

Bluediver 01-12-2025 04:33 PM


Originally Posted by Ted Striker (Post 3870105)
I think merger/acquisition is the only play left. We have no fortress hubs that allows us to control pricing, and always turn out a profit from. We are always one Hurricane away from wiping out an entire qtrs profits, when it tracks practically through every base we have. We’ll never be able to get to the margins that the big 4-5 have. Everyone has caught up or surpassed our product as of late. Back in the day, wifi and TV’s were a hot commodity, now it’s the norm. With out any business contracts, cargo, wide body premium, etc. If oil spikes, or the economy dips, there is no way we make a profit. We have no pricing power. We have all this debt to service, we dished out 100’s of millions for a failed merger. This is all way above my pay grade, but I just don’t see how this continues long term without a merger.

Fixed it for you.

Supermid 01-13-2025 04:59 AM


Originally Posted by Ted Striker (Post 3870105)
I think merger/acquisition is the only play left. We have no fortress hubs that allows us to control pricing, and always turn out a profit from. We are always one Hurricane away from wiping out an entire qtrs profits, when it tracks practically through every base we have. We’ll never be able to get to the margins that the big 4-5 have. Everyone has caught up or surpassed our product as of late. Back in the day, wifi and TV’s were a hot commodity, now it’s the norm. With out any business contracts, cargo, wide body premium, etc. If oil spikes, or the economy dips, there is no way we make a profit. We have no pricing power. We have all this debt to service, we dished out millions for a failed merger. This is all way above my pay grade, but I just don’t see how this continues long term without a merger.

I chuckle when the blue juicers fawn over the “product”. Literally everyone has passed us and if we go through with the economy seat pitch reduction to do mini mint we will have lost our only differentiation. United is doing free Starlink which is going to blow our POS wifi out of the Dominican water.

AYLflyer 01-13-2025 06:24 AM


Originally Posted by Ted Striker (Post 3870105)
We are always one Hurricane away from wiping out an entire qtrs profits, when it tracks practically through every base we have.

Hurricane?? Bro, we're one rain storm over NYC away from wiping out profits.

I was delayed this past week for over an hour on a flight for no reason, which in turn delayed the next flight. Airplane came in on time from the DR, needed to clear and get towed over from international. No weather, no "ATC issues". Just incompetence, and this stuff happens every single day.


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