https://www.reuters.com/business/aerospace-defense/exclusive-spirit-postpone-frontier-deal-vote-jetblue-talks-progress-sources-2022-07-07/ There’s the delay! If I'm a Spirit shareholder, I'm saying "enough with the delay(s); just hold the vote already." If you’re a Spirit shareholder your...
Jump to postI get it. But F9 should be the one bringing it. I will find it quite funny if Ted Christie gives a prep talk on the rationale of a B6 deal. I cannot fathom that. If Frontier had the money, they would have brought it by now. Not necessarily. Maybe I have my green shades on but Imo perhaps F9 trying ...
Jump to postIt’s clear B6 has the shareholders on their side. NK BOD’s should be playing hardball from now on. I wouldn’t be surprised if a breakup fee the tune of $700 million - $1 billion is placed on the table (NK’s I told you so card in case of failure). B6 will overpay for this transaction. Question is ho...
Jump to postJetblue statement: https://blueir.investproductions.com/investor-relations/press-releases/2022/07-08-2022-001519153 NEW YORK--(BUSINESS WIRE)-- JetBlue (NASDAQ: JBLU) issued the following statement from Robin Hayes, chief executive officer, regarding the decision by the Spirit (NYSE: SAVE) Board of...
Jump to postI think chances were always 50-50 for either. I still believe F9 will amend their agreement. I cannot fathom NK agreeing to a B6 merger willingly. It’s called MONEY lots of money I get it. But F9 should be the one bringing it. I will find it quite funny if Ted Christie gives a prep talk on the rati...
Jump to postPM wrote:catiii wrote:PM wrote:Have you actually flown Turkish? What is your problem?
No problem. Just asking how he was defining success. For whatever reason that’s triggered you. Not my issue.
Whatever.
Yes. Oh. I thought it was the usual markers of success: operationally sound performance, safety, profitability… Wow, thanks for that stunning insight. Turns out that success is only validly measured in three fields because some random online guy knows how to run a company better than anybody else. ...
Jump to postPM wrote:catiii wrote:ZKNCL wrote:
Yes.
Oh. I thought it was the usual markers of success: operationally sound performance, safety, profitability…
Have you actually flown Turkish? What is your problem?
Saw it depart EWR for RIC and, at least at about 4000’ the gear was still down. Climbed to 8000’, but it Looks like they descended and went the whole way down to RIC at 6000’. Anyone know why? Regarding the gear, I flew the CRJ-200 for many years, and a few times we had our landing gear bay fire de...
Jump to postFor starters, I believe they fly to more destinations than any other. Well no, they don’t. They have the largest number if mainline destinations of any carrier. And that’s “success?” Yes. Oh. I thought it was the usual markers of success: operationally sound performance, safety, profitability…
Jump to postSaw it depart EWR for RIC and, at least at about 4000’ the gear was still down. Climbed to 8000’, but it Looks like they descended and went the whole way down to RIC at 6000’. Anyone know why?
Jump to postTurkish Airlines has become one of the world's most successful airlines by careful building a global brand. In fact, their tagline a few years' back was "Globally Yours". There is nothing global about this change, it does no favors to the airline, that seems to have become another toy for...
Jump to postWith competitor UPS Airlines finalizing a new & better pilot contract, the pilots at FedEx are getting restless & want a new & better contract, too. Apparently negotiations for a new pilot contract were started last year with a promise of an agreement back in May of this year. Now, with...
Jump to postIs the hub being renamed Constantinople?
Jump to postTurkish Airlines has become one of the world's most successful airlines by careful building a global brand. In fact, their tagline a few years' back was "Globally Yours". There is nothing global about this change, it does no favors to the airline, that seems to have become another toy for...
Jump to postI see DL is selling 3X daily LGA-BDL on the CR9 beginning 9/1. Given there are no markets they “connect” via LGA that they cant connect via the other hubs, this is clearly filler to cover their slots.
Jump to postDFW17L wrote:catiii wrote:DLASFlyer wrote:
While I agree with the sentiment Ed needs to get his house in order, the Papal visit was on May 18th.
When it has already been evident that staffing was a problem for the month of May.
Thus the visit in mid-May perhaps?
I think it’s great that, while Delta was in operational meltdown, Ed was in Rome with the Pope: https://liveandletsfly.com/pope-francis-delta-ceo-ed-bastian/ Maybe he could focus on running the airline? While I agree with the sentiment Ed needs to get his house in order, the Papal visit was on May ...
Jump to postYou buried the headline: Delta retains top position as most valuable airlines brand in the world as airlines begin COVID-19 recovery Delta also has a very strong brand, especially compared to American/United. Kudos to them Click the link in the article to the brand report: https://brandirectory.com...
Jump to postYou buried the headline:
Delta retains top position as most valuable airlines brand in the world as airlines begin COVID-19 recovery
It’s barely longer than Boston to SFO SFO-BOS is about 1500 miles less than JFK-FCO. Remember, you’re cruising around 480 knots. The big difference though, is the timing. Start times/end times etc. For example, we have three (soon to be four) YYZ-LHR flights a day. All are legal with only two pilot...
Jump to postDelta had planned on the pandemic to be a protracted recovery. Everyone did; it's not an excuse for overscheduling your resources. Certain other airlines (like AS and B6) are also doing it, and we're currently seeing the results of that now with big frequency pulldowns and route cuts. AA and UA see...
Jump to postI think it’s great that, while Delta was in operational meltdown, Ed was in Rome with the Pope: https://liveandletsfly.com/pope-francis ... d-bastian/
Maybe he could focus on running the airline?
Here’s the memo from Allison Ausband and John Laughter on the cuts: To: Delta Employees Worldwide Last month we shared with you a series of actions and investments we are taking to improve and restore operational reliability for our customers and drive greater consistency and predictablity for you. ...
Jump to postJoseSalazar wrote:Shanasta wrote:Just spit balling here, but do you think a B6/NK merger would have B6 continuing their cargo program?
What is the extent of B6’s current cargo program?
I think there is a lot of bad blood between B6 and NK BOD and this is also about ruining NK/F9 merger. NK BOD clearly does not want to get merged with B6. F9/NK is FAR better for consumers than B6/NK. We know the motives of B6 here, so I would absolutely deny B6/NK if I were the DOJ. Yeah the motiv...
Jump to postAnd actually during the US/AA merger when they started repainting LUS planes into AA’a livery they had to have “operated by US Airways” due to not a single AOC nor a JCBA. And LAA pilots could only fly LAA planes and Vice versa Ding ding ding. Imagine, no JCBA and no merged AOC and one airline was ...
Jump to postOperating a different brand is not an alter-ego. This is the ALPA definition of alter ego - "entities owned and operated by the same parent corporation or holding company, but staffed by different, nonunion employees without benefit of a contract". We are not talking about keeping Spirit ...
Jump to postBecause the language is in the respective CBAs. SCS triggers that language Here is the Spirit’s pilots CBA which clearly says no alter-ego. And says only Spirit’s Pilots can fly Spirit planes. That’s why they have negotiate a Joint Contact as JetBlue’s says the same. https://i.ibb.co/tc2fZ5T/7-D256...
Jump to postI read every one of those links and I dont see any language denying operating under a different brand. All those links are about about union representation which is something that would already be settled. If the pilots/fa's for the two brands are on the same seniority list and payscale, I do not s...
Jump to post1. JetBlue has the premier slot portfolio at JFK. It has the slots to operate the NEA at EWR and LGA. Other airlines would clamor for those slots. You act like its a bad thing, and yet they have the market cornered. No it doesnt. DL has more slots and flights overall and most B6 ops are outside of ...
Jump to postYou are just repeating the talking point from B6. https://i.imgur.com/ke2yPcX.png https://i.imgur.com/0Heyghq.png https://ir.flyfrontier.com/news-and-events/events You literally took the verbatim from the Frontier proposal, including linking to it, and Im “repeating the talking point from B6?” :rot...
Jump to postjetBlue takes out Spirit and dumps the E190s as fast as possible. Some of the Spirit markets do not make the transition just like airTrans take over. Breeze picks up E190s at pennies and suddenly has new markets that were just abandoned by the new jetBlue. Seems like Neeleman might make out pretty ...
Jump to posttphuang wrote:. There are a lot of routes that NK flies which will not work under B6 costs.
I think it’s an act of desperation, though a logical one. Looking at a map, JetBlue is cornered in its current markets, unable to really expand due to slot constraints and being closed in on all sides by competitors. It can’t add enough pilots (or hold onto them with continued attrition) or aircraf...
Jump to postI’d disagree that the first merger is better for competition. When B6 goes into a hub, legacies respond because they have to. When NK/F9 goes into a hub, no one responds. And of course the B6 merger is getting talked about. It’s a superior offer. It’s ALL cash. It’s larger. And it’s better value fo...
Jump to postWell the first merger is obviously better for competition, not sure anyone really disagrees with that. The only reason B6 is even getting talked about is the size of the offer. I’d disagree that the first merger is better for competition. When B6 goes into a hub, legacies respond because they have ...
Jump to postEither merger eliminates 1 of the ULCC players. F9+NK creates one bigger ULCC with the lowest costs and fares for consumers. B6+NK creates a bigger LCC with higher costs. Which is better for competition, consumers and smaller markets? Well the first merger is obviously better for competition, not s...
Jump to postiAvgeek737 wrote:Is it plausible to assume that if this goes through those A319neo orders for NK will be converted to A220 orders for B6?
NK & B6 are too close in size for that to be a realistic possibility. Maybe. But I am not convinced organic growth is necessarily more expensive than this. $3.6B for: 155 airplanes and orders for 312 more with crews to fly them; Significant growth in Las Vegas, Dallas, Houston, Chicago, Detroit...
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JoseSalazar wrote:Wneast wrote:So apparently The news leaked early… https://twitter.com/davidshepardson/sta ... 6071813136
The real question is why was Robin on an Amtrak from BOS instead of just hopping on a flight back to JFK or LGA
JetBlue is offering $3.6 billion in cash. Given that on December 31 they only had $2.8 billion in cash and equivalents, where is this money coming from? Previous year-ends, they had as low as $0.7 billion (2017). Alaska-Virgin America had expected integration expenses of $300-$350 million, so if we...
Jump to postSo apparently The news leaked early… Of course this would get leaked by nk. These kind of offers always get leaked in order to get higher offers from another side. This is nk telling f9 that they need to up their offer. Is there potential for another bidder to jump in or just F9 upping their own of...
Jump to postI get you think they “backed out.” I get you think 50 airplanes and $4B was a smart move. Guess what, it wasn’t. You’re looking at it through 2022 goggles. Look at it through 2016 eyes instead, where no one could have foreseen COVID, etc. At the time, it was the right move. And backing out turned o...
Jump to postUh, weren’t you the one saying the VX deal was significantly cheaper, when it fact it was more than the NK deal? AS paid $2.6B for VX. You only get the $4B number when rolling in the outrageous leases VX had, etc. https://investor.alaskaair.com/news-releases/news-release-details/alaska-air-group-ac...
Jump to postB6 backed out of what was a must-win deal for them in 2016, losing out on getting VX for what would have been far less money, and an instant game changer for them, yet NOW they want in on NK? What does this give them that they can’t get organically? Instantly bigger in FLL and MCO, places they’re a...
Jump to postThe only thing I keep coming back to is the one thing B6 can’t get enough of or keep on the property. Is it possible this play is truly all about pilots alone, and everything else is merely a fringe benefit? So now your contention is they’re paying $3.6B for 2900 pilots? For 1.2M per pilot they cou...
Jump to postfor the plane question in two parts since spirit has a319's and jbu has 320's and 321's for the pilots would their certificates crossover etc also for the planes on order is it possible that jbu converts the 319 neos into more 320 and 321 neos? Certificates don't "crossover". Everyone wou...
Jump to postB6 backed out of what was a must-win deal for them in 2016, losing out on getting VX for what would have been far less money, and an instant game changer for them, yet NOW they want in on NK? What does this give them that they can’t get organically? Instantly bigger in FLL and MCO, places they’re a...
Jump to postThis seems like a terrible idea IMHO and not very likely to pass regulatory scrutiny. I also wonder if AA was informed about this before B6 made the announcement. I don’t see how NEA could survive if this was allowed to go through. The government let the industry go from 8 majors to 4. The governme...
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