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Old 03-24-2026 | 11:03 AM
  #14531  
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Originally Posted by benzoate
Far be it for to criticize.

Their current fleet is around 170, 24 are being returned this year and different 69 until 2030. Essentially Jetblue would be purchasing current aircraft and, perhaps, an additional order book.
DEN, MCO and ATL are their biggest bases with, up to, 80 flights per day much of which is seasonal. Extremely limited infrastructure (like spirit) and opposite culture (like spirit) so to me that purchase/merger/acquisition would be solely about aircraft.
Could it work? Good question. The Star Alliance part could be helpful but management continue to state that isn't in the plans. In the end wiith current Jetblue management I just don't see it.
Yes, the main asset to purchase would be planes and order book:

https://www.aercap.com/news-media/pr...a320neo-family

I think it is fair to say JB would find benefit in diversifying away from PW NEOs.

And yes F9 doesnt have preferential gates anywhere except DEN, but small scattered bases would be a feature not a flaw here. The plan wouldn’t be to build a DFW base rivaling AA, but just to build something similar to our LAX/EWR sized bases, but in legacy hubs and focusing on high demand routes to augment existing UA service.

Would F9 be a more attractive option for carriers if you were earning Star alliance miles and had a more traditional first/economy cabin layout?

I think JG would stay around to see out the UA codeshare and star alliance membership stuff, then MSG takes over the CEO role for the merger and lead the combined company. This would be all about turning F9 into JB. Again, this is mostly fan fiction stuff and I’m not holding my breath here. Just trying to think of alternative plans. The most widely anticipated merger is usually the one that doesn’t happen.
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Old 03-24-2026 | 11:20 AM
  #14532  
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Jetblue has zero capex for anything other than keeping the lights on, and finishing projects already in motion. Our credit is hanging in by a thread, and the bank vault has a hole in the back. There will be zero buying, of any airline by jetblue. The only path is, bankruptcy or somebody decides to make a move. Unless oil retreats rapidly standalone will be painful.
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Old 03-24-2026 | 11:29 AM
  #14533  
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Originally Posted by Ted Striker
Jetblue has zero capex for anything other than keeping the lights on, and finishing projects already in motion. Our credit is hanging in by a thread, and the bank vault has a hole in the back. There will be zero buying, of any airline by jetblue. The only path is, bankruptcy or somebody decides to make a move. Unless oil retreats rapidly standalone will be painful.
Indigo buys JB instead of the other way around
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Old 03-24-2026 | 11:51 AM
  #14534  
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Originally Posted by Flyby1206
Indigo buys JB instead of the other way around
I’m not sure what is worse, bankruptcy or working for indigo.
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Old 03-24-2026 | 11:55 AM
  #14535  
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Originally Posted by benzoate
I’m not sure what is worse, bankruptcy or working for indigo.
Probably working for Indigo
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Old 03-24-2026 | 12:34 PM
  #14536  
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Originally Posted by Flyby1206
Probably working for Indigo
Nothing good is happening here. Maybe if the sp goes to $2.00 or less, then maybe and that’s a big maybe, someone would be able to stomach buying JetBlue. But just as the usual JetBlue stuff goes, I highly doubt that’s going to happen.
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Old 03-24-2026 | 01:11 PM
  #14537  
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Originally Posted by MergingTargets
Some ex-navy guy who, so far as I can tell, makes a lot of stuff up.

I think adding BOS and FLL would be worth more than adding some JFK flying for UAL, personally. It’s a bit reductive for everyone to say UA only wants, and B6 only offers, access to JFK.
We offer very little to UA. We are a single mom with three kids, a substance abuse problem and a complicated relationship with our exes.
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Old 03-24-2026 | 01:20 PM
  #14538  
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Originally Posted by BlueDrlver
We offer very little to UA. We are a single mom with three kids, a substance abuse problem and a complicated relationship with our exes.
Perhaps management realizes how worthless Jetblue is and JetForward is a way to prove to a potential suitor that there is value in the airline.

Jetforward 2.0 is going to be a game changer.
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Old 03-24-2026 | 02:01 PM
  #14539  
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Originally Posted by benzoate
Perhaps management realizes how worthless Jetblue is and JetForward is a way to prove to a potential suitor that there is value in the airline.

Jetforward 2.0 is going to be a game changer.
Who are you and what have you done with benzo?
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Old 03-24-2026 | 02:41 PM
  #14540  
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$325 million due next month. Haven’t raised the $500 we said we were going to but looks like we’re just trading our debt when we do. When does it end….
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