Rumor: AS trying to get B6

Bobloblaw · Sun May 19, 2019 7:45 am

Why hasn’t Boeing made a 757MAX? :hissyfit:

qf772 · Sun May 19, 2019 8:39 am

oosnowrat wrote:
GatorClark wrote:

You're forgetting the "what would Pan Am look like today?", "Airbus vs. Boeing", "why aren't airlines buying more 747's/A380's" & more related to this one, "Why doesnt B6 buy F9/NK?"

And "What will replace the HA 717s?"

When will NWA retire the DC9s?

KlimaBXsst · Sun May 19, 2019 2:25 pm

No one needs MINT anyway on a transatlantic
Boom Overture SST flight I might add!

KlimaBXsst · Sun May 19, 2019 2:28 pm

KlimaBXsst wrote:
No one needs MINT anyway on a transatlantic
Boom Overture SST flight I might add!

B6 + AS = BS

DDR · Sun May 19, 2019 2:37 pm

WeatherPilot wrote:
CaptCoolHand wrote:
Blueknows wrote:
Pilots are talking about AS in NYC trying to 8 billion dollar B6 acquisition. Think its all BS... What does everyone think?

You like to reference pilots. Who or which pilots are you speaking with. I’m a pilot. At b6. I don’t hear or see what you see. And since you’ve been on this sight, nothing you’ve predicted has been anywhere near accurate.

Just wondering where your intel is coming from?

How's the Coke to Pepsi transition going?

Awesome post! Thanks for the laugh. :rotfl:

CaptCoolHand · Sun May 19, 2019 3:03 pm

DDR wrote:
WeatherPilot wrote:
CaptCoolHand wrote:

You like to reference pilots. Who or which pilots are you speaking with. I’m a pilot. At b6. I don’t hear or see what you see. And since you’ve been on this sight, nothing you’ve predicted has been anywhere near accurate.

Just wondering where your intel is coming from?

How's the Coke to Pepsi transition going?

Awesome post! Thanks for the laugh.

I’ve avoided the withdrawals but some of the passengers are a little twitchy

KlimaBXsst · Sun May 19, 2019 3:29 pm

727200 · Sun May 19, 2019 3:45 pm

CaptCoolHand wrote:
Blueknows wrote:
Pilots are talking about AS in NYC trying to 8 billion dollar B6 acquisition. Think its all BS... What does everyone think?

You like to reference pilots. Who or which pilots are you speaking with. I’m a pilot. At b6. I don’t hear or see what you see. And since you’ve been on this sight, nothing you’ve predicted has been anywhere near accurate.

Just wondering where your intel is coming from?

His sources are listening on the employee tram as it drops off from parking lot. That and made up fantasy.

rbavfan · Sun May 19, 2019 3:52 pm

MIflyer12 wrote:
Mikeer50 wrote:
Based on the Virgin sale B6 would be closer to 11 Billion.

B6' market cap is $5.36 Billion. Why would anybody think a 100% premium is appropriate?

Bidding war. After all Virgin sold for well past it's value. The slots were the reason to absorb Virgin. Also B6 has a huge asset base that would up the price.

F9Animal · Sun May 19, 2019 5:10 pm

Okay, I wanna play!!! If anyone is ripe for buying, I think AS would be the target for B6 or the majors. Is it plausible B6 could make a play to buy up Alaska? Of course, I think that would open a major bidding war.

Bluewho · Sun May 19, 2019 5:54 pm

DDR wrote:
WeatherPilot wrote:
CaptCoolHand wrote:

You like to reference pilots. Who or which pilots are you speaking with. I’m a pilot. At b6. I don’t hear or see what you see. And since you’ve been on this sight, nothing you’ve predicted has been anywhere near accurate.

Just wondering where your intel is coming from?

How's the Coke to Pepsi transition going?

Awesome post! Thanks for the laugh.

Great actually. We will finally get large bottles of water in the cockpit vs a bag of 20 little ones that end up all over the place. Also an end to Dasani is nice.

lavalampluva · Sun May 19, 2019 6:17 pm

I don’t know where AS would get the $$$. I’d think the Virgin purchase drained the cash reserves.

DDR · Sun May 19, 2019 6:19 pm

Bluewho wrote:
DDR wrote:
WeatherPilot wrote:

How's the Coke to Pepsi transition going?

Awesome post! Thanks for the laugh.

Great actually. We will finally get large bottles of water in the cockpit vs a bag of 20 little ones that end up all over the place. Also an end to Dasani is nice.

Good you are getting rid of Dasani. It includes unneeded salt.

KlimaBXsst · Sun May 19, 2019 6:58 pm

Bluewho wrote:
Wait how is mint not profitable?

I guess if MINT is truly a remarkably profitable stand alone asset, it could always be “spun off,” in any potential merger with AA AS DL HA F9 UA WNnif these airlines do not want the complication. Here is my observation of other things which might be considered B6 assets too.

> JFK Slots northeast corridor and BOS
> Early delivery positions for the A220
> Mint as a stand alone asset for purchase
> E190s for their fleet pilot commonality with E175s (are they owned?)

> Airbus Fleet easily integrated into 4 of the big 5 US airlines

> Warm weather focus cities hubs for good on time performance in California and Florida

SFOtoORD · Sun May 19, 2019 7:06 pm

lavalampluva wrote:
I don’t know where AS would get the $$$. I’d think the Virgin purchase drained the cash reserves.

You don’t make an acquisition this size with cash in the bank. There are many ways they could fund the purchase including issuing debt backed by the asset they are purchasing or issuing more shares.

ASA · Sun May 19, 2019 7:19 pm

I was missing a B6 acquisition thread for a while ... thanks OP!!! :thumbsup:

EA CO AS · Sun May 19, 2019 8:30 pm

lavalampluva wrote:
I don’t know where AS would get the $$$. I’d think the Virgin purchase drained the cash reserves.

You’d be wrong. AS has $1.4B in cash on hand plus billions in unencumbered assets and has already paid off half of the cost incurred to buy VX outright. The re-de-leveraging of the balance sheet is happening at a breakneck pace.

CobaltScar · Sun May 19, 2019 8:40 pm

EA CO AS wrote:
lavalampluva wrote:
I don’t know where AS would get the $$$. I’d think the Virgin purchase drained the cash reserves.

You’d be wrong. AS has $1.4B in cash on hand plus billions in unencumbered assets and has already paid off half of the cost incurred to buy VX outright. The re-de-leveraging of the balance sheet is happening at a breakneck pace.

They are also getting run out of the trans con game by B6 and are withering on the vine in Cali vs. WN.

Its time for another desperate gamble imo.

CobaltScar · Sun May 19, 2019 8:45 pm

Bluewho wrote:
DDR wrote:
WeatherPilot wrote:

How's the Coke to Pepsi transition going?

Awesome post! Thanks for the laugh.

Great actually. We will finally get large bottles of water in the cockpit vs a bag of 20 little ones that end up all over the place. Also an end to Dasani is nice.

What makes you think you will get a big bottle up front? They are still going to carry the small baby bottles , just made by a different company and less of them. And its 12, not 20.

Or so I heard from a neighbor.

wnflyguy · Mon May 20, 2019 12:37 am

It B6 found itself up for sale it would definitely not be bought buy AlaskaAir.
If Anyone is buying JetBlue it will be Southwest.

Flyguy

Bluewho · Mon May 20, 2019 1:29 am

KlimaBXsst wrote:
Bluewho wrote:
Wait how is mint not profitable?

I guess if MINT is truly a remarkably profitable stand alone asset, it could always be “spun off,” in any potential merger with AA AS DL HA F9 UA WNnif these airlines do not want the complication. Here is my observation of other things which might be considered B6 assets too.

> JFK Slots northeast corridor and BOS
> Early delivery positions for the A220
> Mint as a stand alone asset for purchase
> E190s for their fleet pilot commonality with E175s (are they owned?)

> Airbus Fleet easily integrated into 4 of the big 5 US airlines

> Warm weather focus cities hubs for good on time performance in California and Florida

Spin it off to what? We aren’t talking GE or Sears here where they can spin off brands or small companies.
Mint is actually extremely successful even more than they thought. The original plan was only for 10 mint planes. It turned the lowest profit routes (trans cons) into the most profitable routes. Heck the Europe idea is pretty much because of a successful mint product.

Bluewho · Mon May 20, 2019 1:37 am

CobaltScar wrote:
Bluewho wrote:
DDR wrote:

Awesome post! Thanks for the laugh.

Great actually. We will finally get large bottles of water in the cockpit vs a bag of 20 little ones that end up all over the place. Also an end to Dasani is nice.

What makes you think you will get a big bottle up front? They are still going to carry the small baby bottles , just made by a different company and less of them. And its 12, not 20.

Or so I heard from a neighbor.

How about an email from flight ops which said two big bottles for the flight deck. The smaller bottles will be for the 321s that have the market place. But what would I know. Oh are we going to start some kids of water wars now

TheEuphorian · Mon May 20, 2019 2:28 am

I can see that AS will get rid of B6's Mint product in favor of their "business" class recliners.

Bluewho · Mon May 20, 2019 2:29 am

TheEuphorian wrote:
I can see that AS will get rid of B6's Mint product in favor of their "business" class recliners.

Good plan because mint makes money and the “business class recliners” do what?

joeycapps · Mon May 20, 2019 3:02 am

Asked a friend who happens to fly for the airline in question. Has zero knowledge of any rumor of this circulating. I know we have some B6 pilots on here, so I'm genuinely curious if my friend is just not part of the cool kids club, or if these rumors really aren't as widespread as some make them out to be.

PS: HA is going to replace the 717 with a mix of 757's and Concordes. I heard it from a friend at Flying Food Group first.

EDIT: Off my grammar game tonight.

Bobloblaw · Mon May 20, 2019 3:23 am

KlimaBXsst wrote:
Bluewho wrote:
Wait how is mint not profitable?

I guess if MINT is truly a remarkably profitable stand alone asset, it could always be “spun off,” in any potential merger with AA AS DL HA F9 UA WNnif these airlines do not want the complication. Here is my observation of other things which might be considered B6 assets too.

> JFK Slots northeast corridor and BOS
> Early delivery positions for the A220
> Mint as a stand alone asset for purchase
> E190s for their fleet pilot commonality with E175s (are they owned?)

> Airbus Fleet easily integrated into 4 of the big 5 US airlines

> Warm weather focus cities hubs for good on time performance in California and Florida

Mint is not a division of JetBlue. It is a class of service on certain routes.

usxguy · Mon May 20, 2019 3:31 am

If Alaska & JetBlue merge, I hope they both dump their sugar drink offerings and go back to Jones Cola

EA CO AS · Mon May 20, 2019 6:24 am

CobaltScar wrote:
They are also getting run out of the trans con game by B6 and are withering on the vine in Cali

Then why are they expanding intra-CA and haven’t cut transcons?

Do you honestly believe the team at AS has no idea what they’re doing, and are just incapable of competing?

spacecadet · Mon May 20, 2019 9:58 am

joeycapps wrote:
Asked a friend who happens to fly for the airline in question. Has zero knowledge of any rumor of this circulating. I know we have some B6 pilots on here, so I'm genuinely curious if my friend is just not part of the cool kids club, or if these rumors really aren't as widespread as some make them out to be.

I don't know too much about rumors circulating amongst pilots (why would that even matter?), but I can tell you that *corporate* JetBlue folks just laugh at stuff like this. Because it's just over and over, the same stuff, neverending. The funniest rumor story I heard was that one of them actually started over the brand of ketchup packets JetBlue had at some company function, which happened to be the brand of ketchup packets some other airline uses. That alone led to a whole new round of "omg B6 is about to be bought by XXXX!!!!" on here and elsewhere. Of course, that was years ago now and nothing came of it. Nothing ever comes of any of these supposed rumors, because they're just random people spinning their wheels. There is a group of people here and probably elsewhere that just can't believe a company like JetBlue has survived this long and turns a profit, so they *must* be about to be taken over by somebody. All the time. For the last 20 years.

Someday JetBlue may merge with somebody. Things happen in business. If that ever does happen, it won't be based on any rumor you read here. Nobody here knows anything, and I think the fact that JetBlue still exists as an independent entity is ironclad proof of that. Because if anybody here did know anything, one of these rumors would have come true by now.

speedbird52 · Mon May 20, 2019 10:08 am

Bobloblaw wrote:
Why hasn’t Boeing made a 757MAX?

Plot twist: The new NMA is 707 MAX

DL717 · Mon May 20, 2019 12:50 pm

Blueknows wrote:
Pilots are talking about AS in NYC trying to 8 billion dollar B6 acquisition. Think its all BS... What does everyone think?

Maybe try and focus on running the airline they have rather than wind up more financially upside down than they already are. Right now they are one bad recession from becoming nobody’s airline. Then JetBlue and Delta will pick up the pieces. DL will take the Boeing and JetBlue the Airbi.

Anyway, just more pilot lounge nonsense jibber jabber anyway.

gunsontheroof · Mon May 20, 2019 1:16 pm

CobaltScar wrote:
EA CO AS wrote:
lavalampluva wrote:
I don’t know where AS would get the $$$. I’d think the Virgin purchase drained the cash reserves.

You’d be wrong. AS has $1.4B in cash on hand plus billions in unencumbered assets and has already paid off half of the cost incurred to buy VX outright. The re-de-leveraging of the balance sheet is happening at a breakneck pace.

They are also getting run out of the trans con game by B6 and are withering on the vine in Cali vs. WN.

Its time for another desperate gamble imo.

Ummm...OK. care to expand on that with sources?

tphuang · Mon May 20, 2019 2:12 pm

gunsontheroof wrote:
CobaltScar wrote:
EA CO AS wrote:

You’d be wrong. AS has $1.4B in cash on hand plus billions in unencumbered assets and has already paid off half of the cost incurred to buy VX outright. The re-de-leveraging of the balance sheet is happening at a breakneck pace.

They are also getting run out of the trans con game by B6 and are withering on the vine in Cali vs. WN.

Its time for another desperate gamble imo.

Ummm...OK. care to expand on that with sources?

they admitted it in the earnings call and I've posted the numbers all over the place on this forum. The cali transcon market is a major weak spot for AS right now.

LAXBUR · Mon May 20, 2019 2:46 pm

tphuang wrote:
gunsontheroof wrote:
CobaltScar wrote:

They are also getting run out of the trans con game by B6 and are withering on the vine in Cali vs. WN.

Its time for another desperate gamble imo.

Ummm...OK. care to expand on that with sources?

they admitted it in the earnings call and I've posted the numbers all over the place on this forum. The cali transcon market is a major weak spot for AS right now.

JetBlue has also said the same.

https://skift.com/2019/03/06/jetblue-an ... -fare-war/

The narrative on here is that Alaska is broke and mismanaged. Maybe they are! The Wall Street analysis I read suggests otherwise, that things are improving. I’ll go with Wall Street analysts over airliners.net analysts. I mean many on here do know better. They also seem to know what caused a plane crash within hours of it happening.

https://www.bizjournals.com/seattle/new ... d-for.html

https://www.fool.com/investing/2019/05/ ... -apri.aspx

https://finance.yahoo.com/news/alaska-a ... 01572.html

acavpics · Mon May 20, 2019 2:51 pm

AS buying B6.... Haha you funny.

umichman · Mon May 20, 2019 3:03 pm

acavpics wrote:
AS buying B6.... Haha you funny.

Neither airline is really in a position to "buy" the other. That said, there's no reason they couldn't come together as part of a mutually agreed upon merger which is exactly how DL/NW, UA/CO, AA/US all got together. There are many types of mergers. Just because it wouldn't be a AS/VX or WN/FL style acquisition doesn't mean they can't get together. Are these concepts really that challenging to folks?

https://www.investopedia.com/ask/answer ... equity.asp

MIflyer12 · Mon May 20, 2019 3:21 pm

DL717 wrote:
Blueknows wrote:
Pilots are talking about AS in NYC trying to 8 billion dollar B6 acquisition. Think its all BS... What does everyone think?

Maybe try and focus on running the airline they have rather than wind up more financially upside down than they already are. Right now they are one bad recession from becoming nobody’s airline.

AS is not in financial peril. If you spent some time with the financial statements (start with the balance sheet) you could see that ALK actually carries less long-term debt than JBLU and has comparable net operating cash flow. They aren't even close in Market Capitalization: ALK at $7.71B and B6 at 5.31B.

That said, a return to operational excellence could be rewarded. Look at how DL has put some distance between itself and AA and UA (and has been rewarded in RASM); look at Spirit vs. Frontier. Reliability is good.

LAXBUR · Mon May 20, 2019 3:26 pm

MIflyer12 wrote:
DL717 wrote:
Blueknows wrote:
Pilots are talking about AS in NYC trying to 8 billion dollar B6 acquisition. Think its all BS... What does everyone think?

Maybe try and focus on running the airline they have rather than wind up more financially upside down than they already are. Right now they are one bad recession from becoming nobody’s airline.

AS is not in financial peril. If you spent some time with the financial statements (start with the balance sheet) you could see that ALK actually carries less long-term debt than JBLU and has comparable net operating cash flow. They aren't even close in Market Capitalization: ALK at $7.71B and B6 at 5.31B.

That said, a return to operational excellence could be rewarded. Look at how DL has put some distance between itself and AA and UA (and has been rewarded in RASM); look at Spirit vs. Frontier. Reliability is good.

Be careful with facts. Many on here are allergic. :lol:

tphuang · Mon May 20, 2019 4:56 pm

LAXBUR wrote:
tphuang wrote:
gunsontheroof wrote:

Ummm...OK. care to expand on that with sources?

they admitted it in the earnings call and I've posted the numbers all over the place on this forum. The cali transcon market is a major weak spot for AS right now.

JetBlue has also said the same.

https://skift.com/2019/03/06/jetblue-an ... -fare-war/

The narrative on here is that Alaska is broke and mismanaged. Maybe they are! The Wall Street analysis I read suggests otherwise, that things are improving. I’ll go with Wall Street analysts over airliners.net analysts. I mean many on here do know better. They also seem to know what caused a plane crash within hours of it happening.

https://www.bizjournals.com/seattle/new ... d-for.html

https://www.fool.com/investing/2019/05/ ... -apri.aspx

https://finance.yahoo.com/news/alaska-a ... 01572.html

except that when JetBlue did worse in these cali-transcon markets, they were still doing better margin wise than AS in these markets. All the data from past quarters prove that.

If both carriers did 10% worse than a year ago, then the carrier that did better a year ago is still doing better this year by the same margin.

Does that make sense?

As for wall street analysts, I wouldn't boast ALK given their stock performances recently if i were you.

MIflyer12 wrote:
AS is not in financial peril. If you spent some time with the financial statements (start with the balance sheet) you could see that ALK actually carries less long-term debt than JBLU and has comparable net operating cash flow. They aren't even close in Market Capitalization: ALK at $7.71B and B6 at 5.31B.

That said, a return to operational excellence could be rewarded. Look at how DL has put some distance between itself and AA and UA (and has been rewarded in RASM); look at Spirit vs. Frontier. Reliability is good.

in the past year, the non-GAAP profit numbers for JBLU (if you subtract out the E90/new labor contract cost) and ALK are pretty similar actually. Really doesn't justify the higher market cap of ALK imo. And if you look at their asset, I would say what B6 has at NYC and BOS is more valuable than what ALK has at SEA/SFO/LAX. In an actual takeover, it would require quite a premium to acquire all that gate space and slots that B6 has at JFK.

cpl22586 · Mon May 20, 2019 5:55 pm

Another JetBlue merger thread....This is not going to happen. In LSC there haven't been the slightest whispers of a Alaska JetBlue merger. Of all the rumors going around this isn't one of them.

Detroit313 · Mon May 20, 2019 7:46 pm

Alaska should go to American Airlines and JetBlue to United.

nine4nine · Mon May 20, 2019 8:02 pm

Detroit313 wrote:
Alaska should go to American Airlines and JetBlue to United.

Yes just what we need. More mega carriers, less competition, less flight options, higher fares, more decaying service standards. Sounds like a flyers utopia. What’s with you people and mergermania?.?.?

Detroit313 · Mon May 20, 2019 8:13 pm

The only way Alaska can survive against global airlines like Delta, United and American is to become part of a legacy airline.

Otherwise they will never make money with so much competition by Delta in Seattle.

Revelation · Mon May 20, 2019 8:20 pm

qf772 wrote:
oosnowrat wrote:
GatorClark wrote:
You're forgetting the "what would Pan Am look like today?", "Airbus vs. Boeing", "why aren't airlines buying more 747's/A380's" & more related to this one, "Why doesnt B6 buy F9/NK?"

And "What will replace the HA 717s?"

When will NWA retire the DC9s?

When will the A380 break even? :bomb:

msp747 · Mon May 20, 2019 8:25 pm

Detroit313 wrote:
The only way Alaska can survive against global airlines like Delta, United and American is to become part of a legacy airline.

Otherwise they will never make money with so much competition by Delta in Seattle.

I've been hearing this tired argument for more than 20 years, yet AS remains.

LAXBUR · Mon May 20, 2019 10:28 pm

Detroit313 wrote:
The only way Alaska can survive against global airlines like Delta, United and American is to become part of a legacy airline.

Otherwise they will never make money with so much competition by Delta in Seattle.

But they do make money in Seattle. What is it with people on this board making grandiose remarks without providing any relevant data or links?

LAXBUR · Mon May 20, 2019 10:44 pm

tphuang wrote:
LAXBUR wrote:
tphuang wrote:
they admitted it in the earnings call and I've posted the numbers all over the place on this forum. The cali transcon market is a major weak spot for AS right now.

JetBlue has also said the same.

https://skift.com/2019/03/06/jetblue-an ... -fare-war/

The narrative on here is that Alaska is broke and mismanaged. Maybe they are! The Wall Street analysis I read suggests otherwise, that things are improving. I’ll go with Wall Street analysts over airliners.net analysts. I mean many on here do know better. They also seem to know what caused a plane crash within hours of it happening.

https://www.bizjournals.com/seattle/new ... d-for.html

https://www.fool.com/investing/2019/05/ ... -apri.aspx

https://finance.yahoo.com/news/alaska-a ... 01572.html

except that when JetBlue did worse in these cali-transcon markets, they were still doing better margin wise than AS in these markets. All the data from past quarters prove that.

If both carriers did 10% worse than a year ago, then the carrier that did better a year ago is still doing better this year by the same margin.

Does that make sense?

As for wall street analysts, I wouldn't boast ALK given their stock performances recently if i were you.

MIflyer12 wrote:
AS is not in financial peril. If you spent some time with the financial statements (start with the balance sheet) you could see that ALK actually carries less long-term debt than JBLU and has comparable net operating cash flow. They aren't even close in Market Capitalization: ALK at $7.71B and B6 at 5.31B.

That said, a return to operational excellence could be rewarded. Look at how DL has put some distance between itself and AA and UA (and has been rewarded in RASM); look at Spirit vs. Frontier. Reliability is good.

in the past year, the non-GAAP profit numbers for JBLU (if you subtract out the E90/new labor contract cost) and ALK are pretty similar actually. Really doesn't justify the higher market cap of ALK imo. And if you look at their asset, I would say what B6 has at NYC and BOS is more valuable than what ALK has at SEA/SFO/LAX. In an actual takeover, it would require quite a premium to acquire all that gate space and slots that B6 has at JFK.

I wasn't boasting at all. Nothing in my post suggested anything anti-B6 but you tend to have an anti-Alaska agenda. ALK has an average overweight rating while JBLU is a hold. But apparently you know more than everyone else. Even that Alaska's market cap isn't correct.

EA CO AS · Mon May 20, 2019 10:54 pm

LAXBUR wrote:
you tend to have an anti-Alaska agenda.

It's pretty noticeable, and it's not just here.

tphuang · Mon May 20, 2019 11:00 pm

LAXBUR wrote:
tphuang wrote:
LAXBUR wrote:

JetBlue has also said the same.

https://skift.com/2019/03/06/jetblue-an ... -fare-war/

The narrative on here is that Alaska is broke and mismanaged. Maybe they are! The Wall Street analysis I read suggests otherwise, that things are improving. I’ll go with Wall Street analysts over airliners.net analysts. I mean many on here do know better. They also seem to know what caused a plane crash within hours of it happening.

https://www.bizjournals.com/seattle/new ... d-for.html

https://www.fool.com/investing/2019/05/ ... -apri.aspx

https://finance.yahoo.com/news/alaska-a ... 01572.html

except that when JetBlue did worse in these cali-transcon markets, they were still doing better margin wise than AS in these markets. All the data from past quarters prove that.

If both carriers did 10% worse than a year ago, then the carrier that did better a year ago is still doing better this year by the same margin.

Does that make sense?

As for wall street analysts, I wouldn't boast ALK given their stock performances recently if i were you.

MIflyer12 wrote:
AS is not in financial peril. If you spent some time with the financial statements (start with the balance sheet) you could see that ALK actually carries less long-term debt than JBLU and has comparable net operating cash flow. They aren't even close in Market Capitalization: ALK at $7.71B and B6 at 5.31B.

That said, a return to operational excellence could be rewarded. Look at how DL has put some distance between itself and AA and UA (and has been rewarded in RASM); look at Spirit vs. Frontier. Reliability is good.

in the past year, the non-GAAP profit numbers for JBLU (if you subtract out the E90/new labor contract cost) and ALK are pretty similar actually. Really doesn't justify the higher market cap of ALK imo. And if you look at their asset, I would say what B6 has at NYC and BOS is more valuable than what ALK has at SEA/SFO/LAX. In an actual takeover, it would require quite a premium to acquire all that gate space and slots that B6 has at JFK.

I wasn't boasting at all. Nothing in my post suggested anything anti-B6 but you tend to have an anti-Alaska agenda. ALK has an average overweight rating while JBLU is a hold. But apparently you know more than everyone else. Even that Alaska's market cap isn't correct.

Here is where you are wrong. I may have my favorites, but my comments about performance are purely based on data. There have been plenty of as supporters liking my comments about as doing well and dl doing poorly in Seattle. I call it as I see it. It's not exactly a secret that as had the worst margins in the publicly listed us airlines in the past 2 quarters.

LAXBUR · Mon May 20, 2019 11:09 pm

tphuang wrote:
LAXBUR wrote:
tphuang wrote:

except that when JetBlue did worse in these cali-transcon markets, they were still doing better margin wise than AS in these markets. All the data from past quarters prove that.

If both carriers did 10% worse than a year ago, then the carrier that did better a year ago is still doing better this year by the same margin.

Does that make sense?

As for wall street analysts, I wouldn't boast ALK given their stock performances recently if i were you.

in the past year, the non-GAAP profit numbers for JBLU (if you subtract out the E90/new labor contract cost) and ALK are pretty similar actually. Really doesn't justify the higher market cap of ALK imo. And if you look at their asset, I would say what B6 has at NYC and BOS is more valuable than what ALK has at SEA/SFO/LAX. In an actual takeover, it would require quite a premium to acquire all that gate space and slots that B6 has at JFK.

I wasn't boasting at all. Nothing in my post suggested anything anti-B6 but you tend to have an anti-Alaska agenda. ALK has an average overweight rating while JBLU is a hold. But apparently you know more than everyone else. Even that Alaska's market cap isn't correct.

Here is where you are wrong. I may have my favorites, but my comments about performance are purely based on data. There have been plenty of as supporters liking my comments about as doing well and dl doing poorly in Seattle. I call it as I see it. It's not exactly a secret that as had the worst margins in the publicly listed us airlines in the past 2 quarters.

I'm glad you have so many supporters. Kudos! But don't act like providing specific data in certain posts isn't a way to boost your opinion and reputation so people don't challenge you. Alaska has underperformed but Wall Street feels they're improving. That was my point. Nowhere did I say, "Alaska is on top" or "Alaska is outperforming JetBlue. When I simply noted JetBlue also had concerns about the transcontinental market you decided to prove JetBlue is the better. Great. Cool. What you've decided to do is insert your opinion that Alaska stock isn't doing well and even that Alaska's market cap is overvalued. Then you made the above reply that you have so many fans in an attempt to try to shut people down that challenge you because you are the "Data God".

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