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Old 08-29-2020, 07:26 PM
  #9481  
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Can we PLEASE just get back to discussing the sorority pillow fight?!
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Old 08-29-2020, 07:40 PM
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Originally Posted by WHACKMASTER View Post
Can we PLEASE just get back to discussing the sorority pillow fight?!
Only with pictures though
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Old 08-29-2020, 08:08 PM
  #9483  
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Originally Posted by nuball5 View Post
Airbus agrees with you. They’re going full steam ahead now with the A321XLR as they see a lucrative product post-Covid world. American Airlines just so happens to have to have the largest order of the XLR. The amount of wide body positions after the recovery will be a lot smaller than it is now.
^^^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!

Last edited by Clear Right; 08-29-2020 at 08:43 PM.
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Old 08-30-2020, 06:00 AM
  #9484  
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Old 08-30-2020, 06:49 AM
  #9485  
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Originally Posted by Ted Striker View Post
Why would jetblue’s board want anything to do with AA in the event they’ve been through BK. Wouldn’t jetblue just grow organically rather than take on a business model which is much different than what’s in place already. Not to mention the integration nightmare and drawn out associated costs that come with it + whatever debt is left over. You’d be taking on massive hubs which use droves of regional feed to supply widebody flights, which we don’t do. After this shakes out, aircraft will be much easier to acquire. Seems to be a plethora of pilots scattered around from furloughs. I’m sure gate space will open up around various airports from pullbacks. It just doesn’t add up to me. Just because it creates a bigger airline doesn’t necessarily mean it will produce the best shareholder return. I think it would be a different story if this drags on into 2022 and airlines can’t file bk fast enough. Then it’s a find a dancing partner time for everyone or be squeezed out.
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.

Last edited by keysersose; 08-30-2020 at 07:04 AM.
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Old 08-30-2020, 07:41 AM
  #9486  
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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.
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Old 08-30-2020, 07:44 AM
  #9487  
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Originally Posted by Softpayman View Post
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.
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Old 08-30-2020, 09:19 AM
  #9488  
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Originally Posted by keysersose View Post
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.
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.
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Old 08-30-2020, 09:54 AM
  #9489  
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Originally Posted by Clear Right View Post
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.
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Old 08-30-2020, 10:05 AM
  #9490  
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Closed for a bit. This has become a full blown cluster and you all need a minute.
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