AMR sees itself as an acquirer in potential mergers and at least five airlines

[igneousy2]

I would like anyone to explain how joining with the little group of Virgins in any way helps AA be a stronger more viable carrier out of bankruptcy, or with Frontier, or Republic for that matter,,,what a joke. For some reason that none of us understand this is a game that must be played out before they merge with the only viable choice.

I think a breakup is a very real possibility. I think the pieces of AA might be worth more than they could get from a single buyer of the whole airline.

 

[Flyby1206]

I think a breakup is a very real possibility. I think the pieces of AA might be worth more than they could get from a single buyer of the whole airline.

That's nucking futs. AA wont be broken up and sold as pieces. IAG/TPG would step in long before that was a realistic possibility.

 

[doh]

I would like anyone to explain how joining with the little group of Virgins in any way helps AA be a stronger more viable carrier out of bankruptcy, or with Frontier, or Republic for that matter,,,what a joke. For some reason that none of us understand this is a game that must be played out before they merge with the only viable choice.

Whaddayamean little group!!??!! There's at least 72 of 'em!! That's what I heard anyway...

 

[tomgoodman]

For some reason that none of us understand this is a game that must be played out before they merge with the only viable choice.

As was discussed in another thread, they must play this out ("examine all options", "exercise due diligence", etc.) before doing what they intended to do all along. This prepares their defense against accusations by disgruntled stockholders that Management failed to perform their fiduciary duty to seek out the best deal. It's standard procedure when a company is "in play", even when the outcome is predictable.

 

[captairbusbb]

AMR as the acquirer!!!......Horton is smoking some good crack!!!....Lots of luck on that one Tommy!!!

 

[fam62c]

That's nucking futs. AA wont be broken up and sold as pieces. IAG/TPG would step in long before that was a realistic possibility.

I agree, if the parts were worth more than the whole TPG could step in, get control of the company and then THEY would break it up if that would provide the best return. Private equity companies are famous for doing exactly that. TPG doesn't want to own/run an airline, they want to make money. If AMR is worth more in pieces than as a whole then that's what will happen. I think it's unlikely but it is a possibility. AMR management does not determine the outcome here, the creditors do.

 

[cheapgreek]

The AA brand is worth something and I feel they will emerge as an intact AA and perhaps a merger with jet blue for JFK feed would be good and also it could make AA a major player in BOS again with good jet blue feed.
Airways offers very little in value to AA,but airways could grow domestically by acquiring frontier,more airbus aircraft and a midwest denver hub.That would be much easier to digest that the AA plan.

Just my 2cents worth.

 

[dollacrackho]

American has new york , south florida and socal hubs. Jet blue has new york , south florida and socal hubs. So why would that be a good fit? Elimination of competition i guess. Is Boston that much of a prized asset?

 

[Flyby1206]

American has new york , south florida and socal hubs. Jet blue has new york , south florida and socal hubs. So why would that be a good fit? Elimination of competition i guess. Is Boston that much of a prized asset?

Cornerstone markets- AA would double their slot portfolio in JFK with a JB acquisition, completely control the south florida market with the ability to play FLL/MIA airports against each other for low fees, and bring a minor amount of loyal followers from their LGB presence.

BOS isnt a prized jewel, but now that JB has booted out a lot of the legacy competition AA+JB could have a northeast fortress hub if they continue to develop it.

 

[Cheeta]

The AA Pilot TA has a complete outlined unlimited code share with Alaska. JetBlue brings 160 JFK slots 30 LGA slots,150 departures a day plus 16 Gates in BOS, San Juan's new terminal and the whole of the Caribbean. $1.2 Billion in the Bank, Live TV ($1.0 Billion asset), 125 Airbus A320's and an up and running FAA approved training program.30 A321’s deliveries start in 9 months at 5-7 ships per year, 45 E 190’s

I could keep going but I think I've made my Point!

 

[St. Nic]

The AA Pilot TA has a complete outlined unlimited code share with Alaska. JetBlue brings 160 JFK slots 30 LGA slots,150 departures a day plus 16 Gates in BOS, San Juan's new terminal and the whole of the Caribbean. $1.2 Billion in the Bank, Live TV ($1.0 Billion asset), 125 Airbus A320's and an up and running FAA approved training program.30 A321’s deliveries start in 9 months at 5-7 ships per year, 45 E 190’s

I could keep going but I think I've made my Point!

Not really. JetBlow would never work with a legacy carrier. Apples and Oranges. Plus gates in BOS are not really a commodity. Now DCA, totally different story...

 

[Flyby1206]

Not really. JetBlow would never work with a legacy carrier. Apples and Oranges. Plus gates in BOS are not really a commodity. Now DCA, totally different story...

US already had two failed attempts with legacy carriers, three strikes and youll be merging with Mesa.

 

[St. Nic]

US already owns 10% of Mesa O smart one...

 

[Smarta$$]

The AA Pilot TA has a complete outlined unlimited code share with Alaska. JetBlue brings 160 JFK slots 30 LGA slots,150 departures a day plus 16 Gates in BOS, San Juan's new terminal and the whole of the Caribbean. $1.2 Billion in the Bank, Live TV ($1.0 Billion asset), 125 Airbus A320's and an up and running FAA approved training program.30 A321’s deliveries start in 9 months at 5-7 ships per year, 45 E 190’s

I could keep going but I think I've made my Point!

Yep, JetBlue has a lot going for it. Now what's in it for us?

 

[B6Busdriver]

Not really. JetBlow would never work with a legacy carrier. Apples and Oranges. Plus gates in BOS are not really a commodity. Now DCA, totally different story...

So you are excited to see the Nicolau Award enforced? It will be, binding arbitration is binding.