Is it about time to make an offer to spirit?
 

New fleet with plenty of orders and options

And trained pilots


Price is cheap and under 40

Stock swap for 65 and done deal

No cash

Lol. I’ll give you this. You’re consistent.

And hey, with that Boeing payout, the price effectively dropped farther.

SWA needs planes yesterday
Price dropped of something that is not produced is good but does not solve your huge problem this summer and eliminating the competition....plain business

The offer will happen and if the board of spirit accept it
The DOJ will bless it

Watch it happen

Does SWA need planes for the coming summer rush if Boeing continues to make them whole for lost earnings?

It’s suboptimal for market share etc., but does it really matter if the bottom line isn’t greatly effected? I don’t think much happens as long as Boeing is solvent. Picking off NKS would be more about managing a competitor at this point in my mind.

Why Spirit and not jetBlue?

With jetBlue you get access to a gaping black hole for the WN network in NYC, BOS, DCA, and the Caribbean. With Spirit you get more texas, vegas and ghettos like Detroit??

Also get LGB which WN seems to be tripping over themselves to lose money at.

Is it about time to make an offer to spirit?
 

JetBlue is an aspirational brand. Think Target vs Walmart. Anything can happen but I don’t think those two cultures would mesh. JetBlue is way too progressive, willing to try new things, Mint... transatlantic... A220... TVs, Internet, power, snacks, dual HUDs in the E190, autoland in the bus, printers, window shades, paid parking, paid uniforms, no leather jackets ...

SW too slow and plodding and folksy. I think it would be a tough merger for the business to say nothing of the employees.


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Well I don't see WN compromising on anything if it was to acquire jetBlue or any smaller airline. They'd come in and throw red and blue on all the assets (including people) and that would be the end of NYC's gayest airline. i.e. questions of culture do not matter, this would be a whale swallowing a trout wholesale, same as what happened to AirTran a few short years ago.

End result, WN gets the planes, staff, slots, gates and order books it needs to take it to the next level. I mean, what is WN supposed to do next anyways? Keep begging the DOT for more LGA slots and doubling down on more midwest???

The fastest way to obtain aircraft is through an acquisition, but when will Gary pull the trigger. How long will the board allow SWA to remain grounded?

I think JB would happen before Spirit because JB offers less potential overlap. SWA doesn’t offer much Northeast including JFK and BOS which makes the combination more likely to be approved by regulators - you need to look at the potential overlap and there isn’t much beyond some FLL overlap for a SWA/JB combination.

Of course, adding 3 types simultaneously with JB (A320/1, A220 and a phased out E190) would go against SWA’s single-fleet strategy.

What an interesting change. Southwest needs Spirit (or Frontier, jetBlue, or Allegiant) and not the other way around. We have our growth, an order book, and full airplanes. If WN wants NK and there's no conceivable way a current NK pilot could be involuntarily displaced into your flying museum relic then I don't care who the paychecks come from.

But if Captains are displaced to the right seat or the 73 then I'd fight it every conceivable way possible.