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Originally Posted by TimetoClimb
(Post 4023732)
Why does it have to be that way? More pilots at the aquiring company getting the short end of the stick than there are total pilots at the aquired company. Make it make sense
Alpa should put a stop to this ASAP . |
Originally Posted by TimetoClimb
(Post 4023732)
Why does it have to be that way? More pilots at the aquiring company getting the short end of the stick than there are total pilots at the aquired company. Make it make sense
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Jet Blue’s debt is too sketchy for UA to touch it right now………the current fuel prices alone will make B6 flirt with CH11 soon.
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Originally Posted by Shrek
(Post 4023819)
Jet Blue’s debt is too sketchy for UA to touch it right now………the current fuel prices alone will make B6 flirt with CH11 soon.
for the record I’m at B6 and think a strategic bankruptcy before any kind of M&A |
Originally Posted by Shrek
(Post 4023819)
Jet Blue’s debt is too sketchy for UA to touch it right now………the current fuel prices alone will make B6 flirt with CH11 soon.
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Originally Posted by Jet J
(Post 4023826)
Alaska however 🤔
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Originally Posted by Flyby1206
(Post 4023846)
Everything has a price. Alaska’s market cap is more than twice JB’s. Want a good balance sheet? That’s gonna cost you. Willing to take JBLU with some rough edges? Bargain price
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https://podcastaddict.com/the-air-sh...sode/221760517
Good perspectives covering the UA merger landscape |
Originally Posted by Flyby1206
(Post 4023846)
Everything has a price. Alaska’s market cap is more than twice JB’s. Want a good balance sheet? That’s gonna cost you. Willing to take JBLU with some rough edges? Bargain price
Most likely mergers IMHO— UA/JB, AA/AS. What should happen? Let JB bleed like Spirit and the Big 4 can acquire the slots organically. |
Originally Posted by RippinClapBombs
(Post 4024139)
Did you play Monopoly growing up? Not really what’s emphasized during an acquisition. It’s about pricing power gains which result in higher margins. It’s why SK dreams of an unrealistic acquisition with American—he’s thinking about profits.
Most likely mergers IMHO— UA/JB, AA/AS. What should happen? Let JB bleed like Spirit and the Big 4 can acquire the slots. UA/JB would give the next best bang for the buck, allowing UA to increase pricing power in the BOS/JFK areas in particular and further pushing AA into irrelevance. AA/AS would be a smart combo, and the AS mgmt team could likely turn things around better than Isom has. |
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