Delta and TPG looking into AMR Corp bid

[On Your Six]

I think the same is true for Alaska. There will be MORE opportunity for the niche carriers like SWA, AK,HAL etc, not less as the Mega carriers consolidate.

Not if there is a grab for those airlines too. I see AK, HAL, VA, JB, NKS, and maybe F9 as potential targets, or potential merger partners themselves. There is too much inventive for management types and M&A lawyers to make extra money with these deals. This is the beginning of the second round of consolidation, and there might be several rounds.


Godspeed!


The OYSter

 

[fam62c]

If nothing else these other interested parties will act as a spoiler to prevent AMR management from getting a sweetheart deal and coming out with more competitive advantages than are necessary. It's not in anybody's interest (the other carriers anyway) to have a reorganized, low cost AMR to compete with. We could see a deal where several carriers jointly prepare a plan to give the creditors the best deal and then split the parts among various parties. AMR has many hubs, routes, aircraft, slots and facilities some of which may be attractive to various carriers. The sum of the parts may be worth more than the whole.

 

[spitfire1500]

willing to "play ball" during a merger. I think the interest of multiple parties (there may be more) also increases the chances that AMR could be fragmented among several buyers.

"Play ball during a merger"....shouldn't AMR pilots be stapled!! That was the deal when TWA tanked!!

 

[Whataburger]

We can take some New York slots to help the reguators give yall the thumbs up. We are that nice!

 

[whatitdoing?]

Please no UsAir and United
Please no UsAir and United
Please no UsAir and United
Please no USAir and United
Please no UsAir and United
Please no UsAir and United............

 

[Hamfighter]

Delta with a DFW base? All would be right with the world again!

 

[Fubijaakr]

LCC and AA. That's the ticket for success. LOL!

 

[On Your Six]

We can take some New York slots to help the reguators give yall the thumbs up. We are that nice!

USair already divested themselves of most of their LGA ops, so they would just be re-acquiring LGA slots via AA. In that scenario, you probably wouldn't get much. Delta would not want any AA NYC assets probably, they already have it and probably couldn't get approval for more. Sorry. I don't think Delta would try for all of AA's operations. Some analysts are saying DL could be most interested in the DFW, MIA, and maybe LAX ops. All of this right now is just speculation, but it does appear there are a few interested parties.


Godspeed!


The OYSter

 

[LeeRoyJenkins]

"Play ball during a merger"....shouldn't AMR pilots be stapled!! That was the deal when TWA tanked!!

No it wasn't.

 

[Cobraair75drvr]

How were the Reno and TWA pilots integrated?