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

DrSmacFum 01-13-2025 06:55 AM

If a merger/aquisition IS the plan, how soon do you give til an announcement. The Clock is starting in a few days

pilotpayne 01-13-2025 07:01 AM


Originally Posted by DrSmacFum (Post 3870288)
If a merger/aquisition IS the plan, how soon do you give til an announcement. The Clock is starting in a few days

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)

Flyby1206 01-13-2025 07:09 AM


Originally Posted by pilotpayne (Post 3870290)
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)

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.

Supermid 01-13-2025 07:29 AM


Originally Posted by Flyby1206 (Post 3870295)
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.

2025 is the shoot par or bust year folks, they've been saying it in every town hall podcast whatever they are called.

nuball5 01-13-2025 07:54 AM


Originally Posted by Flyby1206 (Post 3870295)
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.

A publicly traded company has to show one year of profitability before becoming a M&A target? Interesting….

Flyby1206 01-13-2025 07:59 AM


Originally Posted by nuball5 (Post 3870310)
A publicly traded company has to show one year of profitability before becoming a M&A target? Interesting….

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.

nuball5 01-13-2025 08:16 AM


Originally Posted by Flyby1206 (Post 3870311)
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.


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.

Flyby1206 01-13-2025 08:23 AM


Originally Posted by nuball5 (Post 3870318)
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.

Ooof, Icahn's shares. Man youre really peeing all over my cheerios today.

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.

LinaPeru 01-13-2025 02:27 PM


Originally Posted by Flyby1206 (Post 3870322)
Ooof, Icahn's shares. Man youre really peeing all over my cheerios today.

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.

you sure a merger is a glimmer of hope? I would tell you a glimmer of hope is a company standing on its own.

Flyby1206 01-13-2025 03:23 PM


Originally Posted by LinaPeru (Post 3870484)
you sure a merger is a glimmer of hope? I would tell you a glimmer of hope is a company standing on its own.

Yes that would be ideal. Lets hope everything goes JB’s way and we start raking in the profits as a standalone carrier and can grow/defend our hubs from competitors.


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