It's not gonna be JetBlue.

[cbrown1]

http://blogs.barrons.com/stockstowa...lue-wont-be-americans-dance-partner-says-ceo/

American Airlines parent*****AMR*****(AAMRQ) may emerge from bankruptcy with a new partner, but it won’t likely be*****JetBlue*****(JBLU).JetBlue CEO Dave Barger told*****Bloomberg*****that he hasn’t received a nondisclosure agreement that would be a precursor to any talks with AMR. And he doesn’t apparently want one. “We’re just not interested in participating in the consolidation path, either being acquired or in acquiring another company,” said Barger. “Independence is our plan today and it’s our path on a go-forward basis.”Both American and JetBlue stayed away from recent consolidation deals, which created the mega-airlines of*****United Continental*****(UAL) and*****Delta Airlines*****(DAL).Companies that have received non-disclosure agreements include*****US Airways*****(LCC),*****Alaska Air Group*****(ALK),*****Frontier Airlines*****and*****Virgin America, according to Bloomberg.

 

[relief tube]

just when you thought you could get rid of jetblue. If AMR could somehow merge with JB, VA, and spirit, this industry in less than 5 years would be so much better to work in.

 

[cbrown1]

Never heard that they were interested in Alaska. That could really mess up delta on the west coast.

 

[pilotpayne]

just when you thought you could get rid of jetblue. If AMR could somehow merge with JB, VA, and spirit, this industry in less than 5 years would be so much better to work in.

So jetBlue is the problem?
Who do you fly for?

 

[sg737]

So jetBlue is the problem?
Who do you fly for?

I was kinda wondering the same thing....

 

[IBNAV8R]

The problem is anyone who would stoop so low to fly for anyone else (or other equipment) for anything less than I think I'm worth. This is especially true if they didn't follow the path that I have deemed appropriate to be where I think I ought to be.

It therefore stands to reason that if I am not where I should be, or not being paid what I think I'm worth, it's obviously someone else's fault.

 

[Flyer1015]

It's VA

 

[temcgrew]

The problem is anyone who would stoop so low to fly for anyone else (or other equipment) for anything less than I think I'm worth. This is especially true if they didn't follow the path that I have deemed appropriate to be where I think I ought to be.

It therefore stands to reason that if I am not where I should be, or not being paid what I think I'm worth, it's obviously someone else's fault.

Brilliant. Where is the like button?

 

[Smarta$$]

The problem is anyone who would stoop so low to fly for anyone else (or other equipment) for anything less than I think I'm worth. This is especially true if they didn't follow the path that I have deemed appropriate to be where I think I ought to be.

It therefore stands to reason that if I am not where I should be, or not being paid what I think I'm worth, it's obviously someone else's fault.

Best post in months.

 

[ClrdForOption]

http://blogs.barrons.com/stockstowa...lue-wont-be-americans-dance-partner-says-ceo/

American Airlines parent*****AMR*****(AAMRQ) may emerge from bankruptcy with a new partner, but it won’t likely be*****JetBlue*****(JBLU).JetBlue CEO Dave Barger told*****Bloomberg*****that he hasn’t received a nondisclosure agreement that would be a precursor to any talks with AMR. And he doesn’t apparently want one. “We’re just not interested in participating in the consolidation path, either being acquired or in acquiring another company,” said Barger. “Independence is our plan today and it’s our path on a go-forward basis.”Both American and JetBlue stayed away from recent consolidation deals, which created the mega-airlines of*****United Continental*****(UAL) and*****Delta Airlines*****(DAL).Companies that have received non-disclosure agreements include*****US Airways*****(LCC),*****Alaska Air Group*****(ALK),*****Frontier Airlines*****and*****Virgin America, according to Bloomberg.

Of course, I do believe Dave when he says that he doesn't want to be the future CEO of American Airlines... Always the absolute truth from a man who learned to run an airline from Frank Lorenzo.

 

[Smarta$$]

I don't think being intentionally and specifically dishonest with shareholders is a good plan. Maybe.... he is actually telling the truth.

 

[RiddleEagle18]

I don't think being intentionally and specifically dishonest with shareholders is a good plan. Maybe.... he is actually telling the truth.

did you watch the video? He never said anything about an NDA. Remember the decision isn't up to him anyways.

 

[aa73]

Hostile takeover by AA. Simple.

 

[Flyby1206]

Hostile takeover by AA. Simple.

That way Dave and the JB mgmt get to save face by saying "we tried to fight off big bad AA, but they attacked us!"

Same theme when AA then furloughs half of the JB pilots. What happened to the Jetblue no furlough policy?? Hah

 

[Fins Up]

Glad to here it ain't us...for now. I don't want any part of AA. Let them and USAir form the angriest pilot group in history.

Still, we need to vote in representation before it is us.

 

[Smarta$$]

Hostile takeover by AA. Simple.

Really, in bk? Oh the ego. You guys can't afford to pay attention. Maybe you should get your own house in order before you ruin ours.

Hostile takeover would push our stock way up. I have seen nothing of that sort.

 

[ClrdForOption]

I don't think being intentionally and specifically dishonest with shareholders is a good plan. Maybe.... he is actually telling the truth.

Eh, or maybe not... Still haven't heard an accurate answer about an NDA. Also, talking about it might be covered under the 'nonexistent' NDA.

Really, in bk? Oh the ego. You guys can't afford to pay attention. Maybe you should get your own house in order before you ruin ours.

Hostile takeover would push our stock way up. I have seen nothing of that sort.

And... you are making my second argument for me. Shareholders are usually only concerned with the highly praised ROIC... if AA will payout much higher than the seemingly low stock value. Well, it doesn't take a genius to connect those dots.

 

[RiddleEagle18]

Really, in bk? Oh the ego. You guys can't afford to pay attention. Maybe you should get your own house in order before you ruin ours.

Hostile takeover would push our stock way up. I have seen nothing of that sort.

During bankruptcy AA has increased cash on hand by over 1B to 6B total.

A hostile takeover would be after bankruptcy.

 

[kommutrdog]

Hostile takeovers really don't work in this day and age as well. The last few mergers have been hard enough with two "reasonably willing" partners and they have been hard enough.

That being said, never believe anything until it's official denied.

 

[n757st]

Hostile takeovers really don't work in this day and age as well. The last few mergers have been hard enough with two "reasonably willing" partners and they have been hard enough.

That being said, never believe anything until it's official denied.

Hostile takeovers don't work when you have two equal sized partners. When you have mega carriers looking at a tiny carrier there is a higher chance of success.