As was expected: "Spirit Airlines Board of Directors Urges Stockholders to Reject JetBlue Tender Offer" https://ir.spirit.com/news-releases/news-details/2022/Spirit-Airlines-Board-of-Directors-Urges-Stockholders-to-Reject-JetBlue-Tender-Offer/default.aspx This is a great nugget from this ...
Jump to postavi8 wrote:
I would recommend you read NK’s proxy statements on the merger options. That is the appropriate forum for the type of information you’re looking for. https://www.sec.gov/Archives/edgar/data/0001498710/000119312522150848/d322841ddfan14a.htm Do you mean this? https://www.sec.gov/Archives/edgar/data/0...
Jump to postIndividual flight attendants might feel that way, but the AFA itself supports F9 because they (most likely) lose representation, and therefore members dues, if NK merges with TWU represented B6. TWU opposes the B6 hostile bid, calling B6 a “hostile employer.” https://www.paddleyourownkanoo.com/2022...
Jump to postyou know.. I've never flown JetBlue, Frontier, nor Spirit. But I see Frontier and Spirit as growing... and JetBlue as retracting. I've always wanted to try JetBlue.. .they were just never going anywhere I was going... regardless of what happens... I suspect Frontier is the winner (either merges w/ ...
Jump to post"Flight attendants’ union backs Spirit-Frontier merger, clearing labor hurdle" https://www.cnbc.com/2022/05/17/flight-attendants-union-backs-spirit-frontier-merger.html To be expected, but does raise questions about the integration process should shareholders decide to go for a B6 deal I ...
Jump to postShanasta wrote:Just spit balling here, but do you think a B6/NK merger would have B6 continuing their cargo program?
Do you think they are desperate to get more space at FLL? really has nothing to do with FLL. Its about eliminating a competitor in an attempt to raise prices/revenue. Thats what mergers are all about. It’s a combination of offense and defense. Pilots and planes (and gates) are a limited resource ri...
Jump to postnkops wrote:I believe this is done so they don't have to talk to Center.. they kind of hop from departure freq to the next departure freq
Yes its cheap, if you want to make a few exrta bucks its a good time to buy when things are very low like now, but thats not the point, if i were a shareholder or a betting man to think its going to go above 33/share by later this year where many are forecasting a possible recession, and NK and F9 ...
Jump to postSalukipilot wrote:CMA727 wrote:asuflyer wrote:
Do you know what sterile cockpit means?
The stocks of all 3 carriers are getting pounded today. Maybe the question should be which carrier will survive a recession. B6 should probably pull its $33/sh offer. Maybe reconsider with a $23-$25/sh offer. Even if they did it for $25/sh, taking on the costs of a merger with this potential recess...
Jump to posthttps://www.forbes.com/sites/tedreed/2022/05/05/spirit-ceo-says-jetblue-merger-proposal-creates-puzzles-that-cant-be-solved/ “The Spirit board said it does not view the JetBlue proposal as a superior proposal, because it is not capable of being consummated. Given the unlikelihood, the board did not ...
Jump to postSure got close to leaving the pavement on the left side before they went around.
Jump to postOh good. Now B6 doesn’t need to buy spirit and all can be well on a.net and APC again.
Jump to postFrom The Aviation Herald: “An Envoy Embraer ERJ-175, registration N233NN performing flight MQ-3729/AA-3729 from Charleston,SC to Dallas Ft. Worth,TX (USA), was enroute at FL360 almost overhead Birmingham,AL (USA) when the aircraft encountered moderate to severe turbulence, the crew subsequently iss...
Jump to postThere are still issues. There are AMOCs out there for many runways for most aircraft types. There are fewer AMOCs for other aircraft types. For example, at one carrier the 223/320 has more AMOCs available than the E190, and the E190s can’t do RNP/cat2/3 approaches. There have been some anomalous iss...
Jump to postThat said, I never understood where this obsession with mergers in the US was coming from? Why would you as a consumer wish for less competition and less options when flying? Why are you only looking through the lens of a consumer? Equally (if not greater) represented here and elsewhere online, are...
Jump to postDrop the NEA, buy spirit (either via their shareholders overturning the BOD or via hostile takeover) and keep the NK gates/slots they said they’d divest to keep the NEA alive with the merger, then in 5 years after the dust has settled from that merger, buy Alaska. Maybe buy some 330NEOs while they a...
Jump to postDoesn't matter now: https://www.nytimes.com/2022/05/02/business/spirit-airlines-rejects-jetblue-offer.html “After a thorough review and extensive dialogue with JetBlue, the board determined that the JetBlue proposal involves an unacceptable level of closing risk that would be assumed by Spirit stoc...
Jump to postSomehow, conveniently, B6 keeps forgetting to mention that DoJ is suing them and AA (AMR) to stop the NEA. And at the same time, the NEA is part of this "superior" offer. Who's the Counsel for B6? https://www.justice.gov/opa/pr/justice-department-sues-block-unprecedented-domestic-alliance...
Jump to postPolot wrote:It’s harder for B6 to go after F9 as F9 is a private company. As one of the crown jewels of Indigo Partners they don’t seem interested in cashing out anytime soon.
Somehow, conveniently, B6 keeps forgetting to mention that DoJ is suing them and AA (AMR) to stop the NEA. And at the same time, the NEA is part of this "superior" offer. Who's the Counsel for B6? https://www.justice.gov/opa/pr/justice-department-sues-block-unprecedented-domestic-alliance...
Jump to postI think at this point, F9 sees that it wins if Jetblue buys NK, since they will no longer have ULCC competition in many markets. Why would they raise their bid? 100%. This saves Franke $2 billion and he can grow basically unchallenged . F9 employees keep echoing this. But I don’t think that’s actua...
Jump to postI just heard as far as the hpn service, hpn has a passenger volume cap for certain hours and as of now the hpn-lax/sfo/las and others is capped to 55ish pax at the times they are planning, how will that work? Flying a transcon only half the plane will be a money loser off the gate. That’s not how i...
Jump to postThey weren't already being paid for this? They are very much working during the boarding process - they've been working for free this whole time? That seems absurd Pilots also don’t get paid for all the preflight work they do. Walk around inspections, logbook review, weather review, flight plan rev...
Jump to postThey weren't already being paid for this? They are very much working during the boarding process - they've been working for free this whole time? That seems absurd Pilots also don’t get paid for all the preflight work they do. Walk around inspections, logbook review, weather review, flight plan rev...
Jump to postSeems used A319s would probably be the best option for capacity matching, turn times, acquisition cost, pilot/fleet commonality w/ the 321NEO fleet, etc. I'm no expert but neither engine options on A319 are known for quick turns so not sure how you can conclude it can match the turn time of 717. Be...
Jump to postKeep in mind that a lot of the covid route choices were due to Scott Laurence. I am not sure Dave Clark would make the same additions. Having said that, there is a lot of value in buying nk. If the merger is approved, I see JetBlue cutting a lot of their own fll and a few mco routes. The fleet that...
Jump to postAt some point will we see JetBlue have a few ETOPS NEOs configured in the 16 mint layout for smaller trans-Atlantic routes? Or will they stick with the current 24 mint layout as they expand their Europe routes? Hawaii will be done the regular, non LR mint NEO. I suspect they will get those in the e...
Jump to postI dont think airlines have restored HPN to previous capacity yet, in which would certainly be an opportunistic, strategic move on the limited resources of the HPN market. Opportunity lost for B6. This assumes transcon service is tenable. Given B6's presence at HPN, it stretches credulity to think i...
Jump to postHaving experienced a cancellation and delay/aircraft substitution this past weekend I realized HAʻs 717s are its secret sauce against WN. The frequency of flts allowed for minimal disruption to my schedule because of the cancellation since the alternate flights were just 1 hr before or 1 hr after m...
Jump to postHPN-LAX nonstop... that route should mint money How are they going to find the room to operate at HPN with the passenger caps? I dont think airlines have restored HPN to previous capacity yet, in which would certainly be an opportunistic, strategic move on the limited resources of the HPN market. O...
Jump to postIf B6 and jetBlue merge, they better not sell Spirit's product as jetBlue while they are in the process of retrofitting. I think in the interns period, the Spirit plane tickets should be sold as Spirit, until they are retrofitted and united into the jetBlue interiors. But if the F9 deal goes though...
Jump to postI’m sure this has been discussed before, but is there any place in United’s current fleet strategy for the 777X? Do you see UA ordering them at some point? Most of the points I was going to say were mentioned in an above post, the only thing different I’d say is that IF the UA 77W frames had enough...
Jump to postIt might warrant another thread but I don't see AS pilots setting scope more generously (in MTOW and seats) than AA/DL/UA. Completely agree. The only way AS gets that higher level scope is going to cost them in rates and other areas. I just can't see that being as significant to AS. The E175 will c...
Jump to postYour comparison doesn’t make any sense- mlflyer12 provided the cancellation numbers in aggregate, not percentage based. Who has more of their total operations concentrated on the east coast is irrelevant. DL has a significant amount of their ops on the east coast (ATL, JFK, LGA, BOS, FL..); even th...
Jump to postA JetBlue worker texted me today that the director of system operations was fired. Does anyone have information or corroboration for that claim? If so it would be a step in the right direction, however given how dysfunctional JetBlue have been operating the past few years the Chief Operating Office...
Jump to postIIRC, UA and AS didn't have more than a sparring relationship. (AA and AS combined for the interchange flights into the early 80's.) UA and Cascade/CZ started the codeshare ball rolling with CZ taking over some of the West coast routes, such as SMF-PDX on their Bac 1-11s, with UA flight numbers. QX...
Jump to postAnyone think another airline will enter the fray in this merger mania, either making yet another offer on NK or on B6? I’m hearing some rumblings about it happening.
Jump to postAnother thing overlooked is business models. NK typically flies only once daily on many routes (a few more on some areas like Florida to New York and Detroit), while B6 is typically a 24-hour operation. B6 also has a lot of A320s coming due for replacement soon, and the oldest 11 (which are now ful...
Jump to postWneast wrote:So apparently The news leaked early… https://twitter.com/davidshepardson/sta ... 6071813136
ytib wrote:will this London expansion announcement even make the news cycle?
Uh, 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 postCuriously wondering what a B6 319 would look like. Would the B6 configuration put it between the 220 and 190. Should be very efficient on NK's Latin Am and Caribbean routes with more premium revenue opportunities to boot. Things that make you go hmmmm! It would look like a yellow plane with a for s...
Jump to postWe may be missing the point. It could also be a bid to weaken Frontier who may have had their hearts set on the merger and will up their offer price now. I was just thinking, doesn’t Frontier use CFM and Spirit use PW? May make more sense fleet wise as I believe JetBlue is also PW? Frontier switche...
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? The a319 is the same type rating as all 320 series air...
Jump to postNo. There are 11 aircraft that will never receive the mod still flying around. There are also 60 E190s with the 34”. I am pretty sure the E190's were 32" from the beginning as well. I am glad that B6 is going with at least 32" inch in coach, and hopefully they don't delivery anything unde...
Jump to postThis ANC-based AS pilot isn't likely making any friends at work. Yikes! https://mustreadalaska.com/bob-griffin-why-i-wont-picket-alaska-airlines/ That article answers my previous question, that yes, there was a reasonable offer from management on the table. While recovering from two years of pandem...
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