AMR looking at JetBlue
07-10-2012 | 08:01 PM
#11
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From: Space Shuttle PIC
07-10-2012 | 08:29 PM
#12
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From: AN124 FE
07-11-2012 | 02:54 AM
#13
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From: A-320A
Makes sense. Always said AMR is the buyer it could by AMR B6 and part of LCC. LCC is the buyer it's parts of AMR and B6.
The wild card is ALK. Will they be brought in or will DAL play spoiler for AMR and LCC and go after assets that one or the other want of the other company. High stakes poker.
The wild card is ALK. Will they be brought in or will DAL play spoiler for AMR and LCC and go after assets that one or the other want of the other company. High stakes poker.
07-11-2012 | 03:50 AM
#14
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From: French-Canadian
I think you might have missed the apostrophe and it makes a world of difference.
07-11-2012 | 04:00 AM
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From: French-Canadian
CSeries slots are not hard to attain, currently Bombardier hasn't seen the or seeders they were hopping for this aircraft coupled with the Q400 having a small list and the CRJ, Bombardier's production lines are close to a stand still. The CRJ line is only producing 5ish aircraft a month. Bombardier could easily find early slots for AMR and if the CSeries debuets as planed (2013) RAB will possibly have to either defer or sell slots since they don't have anyone to fly them for exept the "theory" the rev came up with about flying them for One World, star or sky team!!
07-11-2012 | 04:06 AM
#17
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From: French-Canadian
NK business model is the "ultra low cost carrier" 28 seat pitch, slap stickers like a Vegas cab and cram in the cattle.
AMR bussiness model is the bussiness contracts
This list is likely to show all options are currently being explored but the merging partner(s) have likley been decided.
AMR bussiness model is the bussiness contracts
This list is likely to show all options are currently being explored but the merging partner(s) have likley been decided.
07-11-2012 | 04:58 AM
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Jet Blue is an interesting case. They will be cash flow negative for the next few years as they have debt payments due and their maintenance requirements are rising exponentially. The primary value in JB is their brand which they have built up to move away from just low cost but are considered a good airline to fly on. If they are purchased, then the brand goes away and all that is left are some A-320's (I doubt the E-190's would stay) and gates and slots in JFK. As a separate brand they have decent value, as a merger partner they lose most of that value.
07-11-2012 | 05:11 AM
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Frontier Airbuses to mainline for accelerated S80 retirement and AA feed contract for RAH commuters. Eagle will only be one of several future feed providers with no more then 50% and quite possibly less.
07-11-2012 | 06:07 AM
#20
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From: French-Canadian
This deal was discussed 2 years ago! What debt does Frontier come with when compared to aquiring new 319's and 321's from Airbus (heavily discounted). Frontier has something like 70 airplanes, how long would it take to rebrand these airplanes compared on taking new deliveries that wont need heavy maintenance for a while! How about the S80 pilots, how does the SLI will look, are the Airbus F9 guys oing to be able to bid other equipment and thus minimizing the gains of havig crews already trained on the Airbus how about relocating the crews since AMR likely would close all the F9 bases! The benefits might not be there for this merger and AA would likely loose most control over their feed and they might not want this!
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