Can we PLEASE just get back to discussing the sorority pillow fight?!

 

Only with pictures though

 

^^^This^^^. In a post-Covid world the A321LR/XLR could be very successful. Lots of flexibility to use the airplane in other markets when demand fluctuates, whether seasonal or the next Covid related flare-up. Put LR/XLR together with the A220-300s orders/options + B6’s healthy balance sheet (low debt). Probably very attractive to AA or even UA.

But for the AA poster’s, IMHO, (and don’t take this the wrong way), there is just too much debt at AA or UA for that matter for B6 to be concerned about. Those management teams will be focused on avoiding the courts and long term survival. No offense meant, if this lasts too long, all airlines will be in a similar boat.

IMO the more realistic merger (if any) will be WN+B6 or B6+AS. They all have the better debt/equity ratio’s that would facilitate the financing of a post-Covid partnership. But hey, this is just speculation I heard from the van driver, who is married to a Seeking-Alpha airline analyst. Hope for organic growth!

 

 

If AAL goes through chapter 11, they would come out very lean but with some incredible assets left over.(I Assume) The DFW, CLT, DCA and MIA hub. The gates in LAX and ORD. Assuming they hold on to most of these in bankruptcy, they would need a merger partner to fill the holes for all the new aircraft that they are bound to lose in bankruptcy. I could see many reasons for it. Our board would probably be in the drivers seat and some would end up on the new board with some of our executives running things. It would be a carrier that completely owns the East Coast.

It would be a disaster for mid to senior Jetblue pilots. We would be merging with an airline that would have thousands of pilots on the street. It would be AWA/USAir all over again but I doubt we would get the deal the AWA guys got just because we still had jobs.

 

There has to be fully 1/3 of this pilot group that would be elated with a JB/AA merger despite it being a total train wreck. Their egos come first. The thought of having an AA background on their facebook page, with them and the Mrs toasting in First Class would be too much for them. Being at a "real airline" where they could list their Aunt Bev for Business Class Standby on a CRJ70000 out of Shreveport would be a game changer. Guys, REAL AIRLINE not just a marketing company! Mind you within 10 years we'd probably be reliving the next economic downturn with massive AA furloughs again.

 

Pre-covid I would agree. Not so much anymore. I don’t know of one person who would want that in my circle of JB friends. Even ones who commute from AA bases.

 

Let me understand this: AA guys are now coming to the JetBlue board, “hoping” for a merger with B6, because you have soo much debt you’re concerned about Ch11 and maybe even Ch7, yet still believe your board and pilots deserve to have the upper hand. How about some humility folks. And people also think B6 folks should be elated to fly wide bodies, or to work for one of the Big 3. Wow, look at the balance sheets of WN and B6 folks, have we not learned anything from this crisis. Just glad to be a part of a company that has low debt and hoping for organic growth after covid. Good luck to all.

 

no you have it all wrong.

Al cervix lives in his moms basement and is mad because he didn’t get his grilled cheese with the crust cut off.

 

Closed for a bit. This has become a full blown cluster and you all need a minute.