According to the WN pilot on the MCO South Parking Lot shuttle at this very moment, JetBlue has defaulted on 2 payments for the South Terminal in MCO, which is totally fine with him because they are buying JetBlue and will put them out if their misery. He also said the JetBlue product will cease to exist once southwest takes over.
It’s amazing what you learn about your own airline when you commute out of uniform.
it never cease to amaze me some of the stuff I read on this forum.
I'd be impressed if they can finish building out BOS, FLL, MCO and LA in the next 4 years. That would require them to add about 30 flights a year. Even if they keep 30 E90s around until later part of this decade and don't retire any A320s, that seems to be a tall order.
I agree and I don't understand the fascination with being caught up in a romanticized idea of what could be. Let's just keep it real for once, and quit taking everything Robin says as gospel. MCO has basically been guaranteed the next area of expansion with terminal C. They've been promising the base that for 10 years. BOS will see EU service, and the growth coming within the next year or 2 will help keeping DL/AA at bay and secure the foundation for European feed. We'll hit an all time high this Friday at 180 peak departures. We got chief pilot comms 2 weeks ago that projected 203-207 peak daily departures by 2022. That's +30 from where we ended in 2019! It'll take a full decade to realize the final potential of the T5, T6, T7 plan at JFK. Even if they squeeze out an additional 2 gates at LAX midfield, they need to connect the stronger dots in the system like EWR and maybe DCA if a perimeter exemption can be had. FLL has gotten trickier because of Spirit but there's hope for South American growth with the next generation of deliveries and even FLL-LON with the XLR, if the airplane meets spec, but even that's ambitious, but they're obviously not giving up on the base. This is essentially all can be visualized with the current plans in motion. There's no room for additional focus cities in 3-4 years, so focus on that. Knock it off with Nashville, barring any merger with NK, that is.
Actually, they will already be at 185 by this summer. I've been estimating that they'd hit 200 sometimes in 2021. And then after, about 5 to 10 extra flight a year. So 203 to 207 by 2022 would be a little below my expectations. Maybe the JFK slot stuff took some steam off BOS growth. I'm hoping that MCO base doesn't have to wait too long for their growth.
Again, not a huge fan of these 5+ year planning since a lot of things could change in that time. WN could buy out NK in a couple of years to eliminate competition. And who knows what kind of opportunity that would bring. HA could go in the red and get merged into BA. B6 could partner up with UA. We could have a huge recession and then any number of things could happen.
B6 needs to merge with NK. FLL fortress hub, and give them a foundation for focus cities like BNA and LAS. Also eliminate one of their biggest competitors in Florida.
Flame away a.net merger haters!
Interesting thought. SAVE is currently valued at around $2.81 billion and JBLU is at $5.95. They'd probably have to bid close to $4 billion to have it accepted. Which would be a lot of money, but let's see what NK would bring to JetBlue
- 11 (possibly more) slots at LGA
- a couple of gates + some prime time slots at EWR
- 3 and possibly more gates at LAX
- 10+? gates at FLL (potentially quite valuable)
- gates at MCO (not really valuable since B6 is not gate constrained there)
- station open in a bunch of Latin American cities and midwest cities without B6 presence
- a bunch of gates at BWI/DTW/LAS
I'm not sure that's enough value for JetBlue. The NYC assets will be worth quite a bit. The LAX gates would give them maybe 8 or 9 in total. That would be good. FLL gates would give them enough to possibly challenge AA in size. Other stuff, I'm not sure about. If they want a new focus city in LAS, that would give them a good place to start, but not sure B6 would have the resource to fight WN out there.
Maybe if we have a recession or travel slowdown and SAVE loses enough value to be bought for $2 billion, it would make sense.
Personally, I see WN slowly downsizing FLL operation and JetBlue should talk to WN about taking over some gates from them in exchange for something else if they are serious about expanding FLL.