You been to SDQ?? I have spent plenty time there, and it is like the restriction on your type rating.....

 

Have you priced hookers in SDQ lately?! Obviously not. Otherwise you'd be as excited about an SDQ domicile as I am.

 

JetBlue Airways is trading at $6.01 closing today. They admitted they are in talks with several talks other US Domestic Airlines about a some type of Domestic partnership. JetBlues JetForward network realignment has almost eliminated all the Overlapping Routes the had with Southwest Airlines.

Southwest and JetBlue network overlap is now only 7% this would far surpass any government regulatory pushback.

In comparison JetBlue Failed merger with Spirit Airlines had a 82% network overlap that would have caused a monopoly in the competitive North East Florida market share. One of the key reasons why the DOJ rejected the merger deal.

Southwest can’t afford to let someone else buy JetBlue and surpassed us on the east coast and Florida.

JetBlues northeast and south Florida dominance would bring the market share Southwest has struggled to capture battling JetBlue.

They also would Bring a flip the switch immediately abilities to add WN flights to its reservation system selling to tickets and accept currency in foreign markets soon than mid 2026/27 projection.

They also have a Huge Non major Code share alliances WN could tap into faster than the Slow Even Better Southwest approach.

JetBlue would bring in a plethora of experienced IT specialists to help enhance WN own operations.

The New Fab 5 Elliot BOD directors

Bring us the skill sets to achieve this mission.

Fleet diversity to help ensure a healthy balance should Boeing continue to have set backs with delivery delays with the MAX8/7 aircraft.

While I know many People LUV the good old Herb Southwest. The missteps under GK leadership and failure to harbour and harness the all synergies from the AirTran merger has put us in the position of not meeting our ROIC targets.

While our Even Better Southwest plan with Even more leg room premium seats with the seat assignments is a good idea the timeline is a

slow approach.

Buying JetBlue would give WN overall network a 72% boost in revenue synergies. 25% more that what AirTran brought to company.

I know many will say Never. But nobody thought Southwest would’ve ever bought Morris Air or AirTran either.

 

Barf. And probably 92.73% of this group would vote to relax scope language to allow "synergies" with partner airlines. What killed the legacies in the 90s-2000s will be a fresh new idea for the clown show here. The rumor of a few tfp increase to make the medicine go down is worrisome because of the weak sisters that just luv to vote yes.

 

No scope relief. Ever.

 

SWA would have a total debt of close to $16 Billion if they buy JetBlue. Ain’t gonna happen. Especially the fact that all their debt is rated junk. Cash of about $11.5 billion between the two. Total upside down on the balance sheet. Literally almost a billion a year in interest payments. On top of the fact they would have to pay a premium to buy them. A partnership.. maybe. SWAPA would have to approve that.

 

Nothing would surprise me with the clown running SWA.

 

No way. Sorry, but I think the pilot group knows what they have with section one and they aren't going to give it away. Sure, there would be some Koolies approaching retirement who would love to get a few years of extra pay, but with an increasingly younger group of pilots and a lot of us middle seniority guys who are fairly militant, it just isn't going to happen.

 

That debt load is huge, I agree. It's a ball and chain around JetBlue's leg that they aren't going to ever get out from without a merger. That debt can be restructured, though, and I am sure Ichan would love to flip B6 and triple his investment by helping that process along.
I am not pro merger by any means, especially with a pilot group that brings a lot of seniority to the table. I do think they will merge with someone, though, and there are only so many viable candidates.

 

This. So so much this!