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Originally Posted by robthree
(Post 2388913)
I think you're right about Spirit being a more realistic bite, but then I think about the next move. If we were to get Spirit, then AA and DL would look to pick up a mid major too. If WE can't get B6 because we are in EWR and they are in JFK, how can AA or DL justify taking B6? They both already have big JFK and BOS bases, and AA also has MIA. B6 is by far the biggest mid-major. DL has a thousand more pilots than us. AA has two thousand. B6 might be a better fit in terms of competition, with WN, but then the all-737 fleet plan goes toes up for most of the decade.
If there is further consolidation, unless B6 is a buyer (Frontier, Allegiant, Alaska!?!), UA merging with B6 is the most apt combination in terms of network synergies and the least likely to draw the attention of anti-trust regulators in the DOT. Assuming that the Trump Administration has even nominated someone for that job. Frontier if any |
Originally Posted by MaxQ
(Post 2389104)
You are most correct sir
I just always used to write it lower case "q". So the capitol made it a bit less obvious to me. Anyway that's my excuse for having to ask. |
Originally Posted by 757Driver
(Post 2389114)
I'd venture to guess that AK will buy or merge with B6 before we do and it won't be questioned. Would complete the picture for AK and fill in the missing East Coast part of the equation.
But who knows. |
Also, isn't Alaska dumping the East Coast VA stuff?
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Rumors have been going for a while at Allegiant that UAL is buying us. Especially since our ex managers keep washing up there, and United suddenly seems interested in "basic coach", used Airbi, and smaller airports. We have zero overlap.
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Originally Posted by svergin
(Post 2388447)
JetBlue's market cap is $7.5B plus they have $5B in debt. So buying them at market value would cost about $12.5B. It would be even stupider than Alaska spending effectively $4B for Virgin America. Given how management is throwing cash at stock repurchases, there is no way they would dilute the stock with an all stock merger and there isn't enough cash on hand to do it.
I predict a big order in the fall for jets and United will grow organically. |
Originally Posted by ecam
(Post 2390210)
Rumors have been going for a while at Allegiant that UAL is buying us. Especially since our ex managers keep washing up there, and United suddenly seems interested in "basic coach", used Airbi, and smaller airports. We have zero overlap.
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Originally Posted by ecam
(Post 2390210)
Rumors have been going for a while at Allegiant that UAL is buying us. Especially since our ex managers keep washing up there, and United suddenly seems interested in "basic coach", used Airbi, and smaller airports. We have zero overlap.
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Originally Posted by svergin
(Post 2388447)
JetBlue's market cap is $7.5B plus they have $5B in debt. So buying them at market value would cost about $12.5B.
. JB actually has paid off quite a significant portion of debt and has a quite favorable Debt to Earnings ratio. (In the .3 range). United's is around 1, AA's around 2.3, SWA .01, DAL .4 Alaska's jumped from 0 to .7 with the purchase of VA this year. They had a ton of cash to burn clearly. So no...JB really isn't carrying a high debt load. |
Originally Posted by svergin
(Post 2390289)
Oh great, another SLI to go through.
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