https://finance.yahoo.com/news/unite...112540288.html

Another one

 

First of all DOJ required a bunch of divestitures with UNH merger, which if applied to airlines, makes it make even less sense.

Ths issue isn't DOJ allowing or not allowing airline mergers. Its that the airlines worth buying have far too much debt for what value they would bring. Better to just partner and get some benefits that way than a full on debt acquisition. Maybe in a couple years after BK and if Jetblue shrinks considerably it could happen, but for now there is no advantage to any airline buying Jetblue, especially when United will get as many planes in the next 2-3 years as Jetblue's entire fleet.

 

👍🏼 I’m sorry you have to get your attention from random people on a forum.

 

you do the same thing as I do with the white text

 

who said the merger is about “aircraft”
Anyway, you are still here arguing about something that apparently won’t happen. Which still amazes me why waste the time?

But two points if I may.

1.

It would be a very bad idea (if someone wanted a merger) to wait. If there is a democrat in office all bets are off.

B.

Can you give us poor JetBlue pilots some stock tips it seems you have the ear of Kirby and are very confident about your views. We could use the money.

 

If I could actually log into Empower without my iPad crashing I’d have bet the farm on the Hawk Tuah cryptocurrency. Who knew our awesome business partner IT infrastructure would actually save me from a bad financial decision!

 

It would be a bad idea to wait if United, or any other airline, wanted to buy Jetblue. Apparently nobody has jumped at the chance. I wonder why that is?

You're right its not about aircraft. Its about the debt. I've been hearing for years about the "valuable JFK gates" and the "valuable airbus orders". Just because something is scarce doesn't mean its valuable. United would love 20 daily slots in JFK to run SFO and LAX transcons. But not 200. We are getting 7 to start as part of the partnership, plus whatever more we can get from the FAA. It would make no sense to have that much overlap at airports that are so close together. 20 slots is the magic number.

You are conflating my opinion about business economics with "financial advice". Explaining what financial statements isn't the same as "you should buy this stock". This is why the adage of "never take financial advice from an airline pilot" is good advice. Most airline pilots can't even understand the difference between the two.

My time is mine, and I can choose what to do with it what I want. You can choose to read or to pass. You also chose to respond. I could ask you the same question. Why waste your time reading and responding to my posts?

I'm sorry you don't like my opinions, but United buying JB isn't going to happen. I get why Jetblue pilots want it to happen, but that's fantasy. United is all about United Next and that is the plan they are executing. Cleaning up the balance sheet is a massive priority with United Next. Buying another airline with a bunch of debts, especially $8B+, doesn't help that. It would set United back years. Kirby has explained this numerous times in interviews about the problem with buying Jetblue.

So instead we have a partnership. Maybe it ends up being a limited code share in a few years. Who knows.

I hope it works well for both companies and everyone gets something financially rewarding out of it.

 

Friendly is correct. I’ll use baseball as an analogy. Delta and United are the Yankees and Dodgers. The best pitcher, Paul Skenes, is on the pirates. Basically a 300 million payroll vs a 40 million. Why would those teams trade and give away their top farm guys to Pittsburgh when they know they can just sign him when his rookie salary is over. Yes we’re the Pirates. No one is buying us. 25 billion, respectively is what Delta and United. Why pay a premium when it will be cheaper in a year. Besides we’re a farm system anyways for them with pilots, dispatch, MX, etc. And if it does happen, the fences will be so high it won’t matter
I talked to Hawaiians CP yesterday. Basically what they’re doing. An Alaska will never Hawaiian stuff. Even AA is barely a blimp on the radar to them.

 

Why because I find people who are not in the room that make declarations very entertaining. I mean Kirby did say it so obviously it won’t happen. I know CEOs always tell the truth. The CEO of Spirit (TESTIFIED) that the company was in fine financial shape. Two JetBlue CEOs said they believe in organic growth while also attempting a merger. Did you know Biden was not going to resign, Covid for sure didn’t come from a lab and there are definitely nuclear weapons in Iraq? All I’m saying is you might want to leave yourself some wiggle room.

I do wonder why if you guys can just get FAA slots already why even do this partnership? Seems like you could skip all of this mess.

However you seem a bit upset so we need to toughen you up if after the merger (that won’t happen) you want to post on bluepilots

Keep on posting about something that won’t happen, I need to get back to reading hamlet. There is something in there about a lady that reminds me of you.

But really any stock tips?

 

Debt or no debt, JetBlue brings high value geography and a loyal customer base.

And Kirby won’t hesitate to buy them if he thinks it’s possible. Same with Isom. Same with Jordan.

To believe otherwise is to be extremely naive.