Quote:
Originally Posted by nuball5
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!