HAL hiring

[bri5150]

I have decided to bet 1.95% of my salary and no raises for a few years on my opinion VX and HAL are getting together. There are many reasons I believe this, but the most recent was VX retweeting HAL tweets and the fact HAL came to VX hq to celebrate Lei Day. I will probably get berated with negativity, but whatever. When was HAL's 321 order announced?

 

[Dan Roman]

I'll play devil's advocate HAL.

a) Hawaiian could be integrated with SW pretty easily. Would it take time? Sure. Look at the acquisition of AirTran. And most likely the HA model of service would change. Staffing more FA's? You really think that would be a problem? Meals? You think that would be a deal breaker for a CEO? The goal for SW would be widebodies with ETOPS immediately. Asia...immediately. A platform for more widebodies with new destinations. It's a jumpstart HAL. Could SW do it alone? Sure. But why not get a turn key Ops for 700 million?

b) Yes, they would adjust the schedule. You think they couldn't change the Hawaiian business model (departure times) and not make money? SW is the PhD of changing schedules to make money. If it doesn't make money, they adapt and change it so it brings in money. I can guarantee you that. Coming Eastbound, how easy would it be for the widebody to land in LA, OAK, or LAS and a 737 to take them to OMA or MCI? Hint..we already have that setup. We (SW) provide the best system of feed in the industry. We operate 3,500 flights a day. Think more widebodies that are full....from 737 feed.

c) Here, I completely agree and you make my point for me. SW wouldn't be buying out a competitor (like AAI), but expanding into long haul, overwater operations. So it's less likely that DAL or AAL would interested. I agree. SW might be.

HAL, I respect your response and appreciate the time you took to post it. But you didn't make any points that wouldn't stop a CEO from making the purchase for the low price that it would take. They don't think like pilots, they look at opportunities for the value presented and then pull the trigger. I highly doubt it would be a disaster for SW if done.

Again, pure speculation on my part and it may never happen. But you have to keep your eyes wide open.

Red, dude, your not paying attention. Point one, acquire HA for 700 million? Can't happen, it's not for sale at that price. The current stock price has absolutely nothing to do with the price it would sell for should someone start bidding on it. Point 2, it's been made pretty obvious here that Hawaiian does not connect with SWA's 3500 flts a day. It's a hub in the middle of the pacific, the closest it comes to SWA is on the west coast, were the majority of the flights leave too early to get any feed from SWA and arrive too late to connect to any SWA flights. Finally, integration would be a nightmare, SWAPA would think it deserves more than it should (that's their job in a merger) and HALPA would not be very friendly, an Arbitrator most likely wouldn't be handing any widebody seats to SWA pilots and the result would be a black hole of civil unrest in the Pacific for SWA that would be a very unpleasant place for any "RealSWA" employee to set foot in.
Other than that your post is spot on! :beer:

 

[FlyinGuy]

2B would suffice for investors.

Schedule would change.

Hub would be moved to stateside eventually.

Arby would happen. HI and widebody fence for at least 5 yrs.

It probably won't happen, but you would be ignorant to plug your ears. We were worried a few years ago about a SWA takeover b/c we were cheep but it didn't happen.

Dan, we are not saying this because we want this to happen. We are saying it because we are learning how our CEO thinks.

 

[Dan Roman]

I actually think American has the highest chance of purchasing HAL-
They have almost $10B laying around in cash

And Hawaiian pilots have spoken-
They'd rather integrate with APA than SWAPA, and that fact alone will keep GK out of it I'm sure
:-/

A lot of people are unaware that Mark Dunkerley doesn't make a move without consulting Flight Info. Com!......Wave you seem to take that as an insult that SWA is on the bottom of the list for who any of us would want to be acquired by. That' s no reflection on SWA, you are very good at what you do, LCC domestic 737 flying. But merging with us to get Hawaii and International routes to Asia, Australia and the Pacific would just create a half ass wanna be legacy carrier that would be by far the weakest of the "big 4"

 

[Dan Roman]

2B would suffice for investors.

Schedule would change.

Hub would be moved to stateside eventually.

Arby would happen. HI and widebody fence for at least 5 yrs.

It probably won't happen, but you would be ignorant to plug your ears. We were worried a few years ago about a SWA takeover b/c we were cheep but it didn't happen.

2b is probably about right....that's a lot of money to spend and then totally disband the operation , changing the schedule, and no longer being "Hawaiian" means you have lost most of what you paid the 2 billion for and the International flying couldn't be moved to the Mainland.

 

[Dan Roman]

And no I'm not "plugging" my ears .....that's why I like to post so much on why it's not a likely scenario. It could happen, not with SWA but DAL or AA, although our Asia flying hardly gives AA much that fits their airline very well. We do make a little sense for DAL as we compliment their current Asia flying and they would dominate the Hawaii market and be way ahead of UAL, who would be a now distant 2nd place.

 

[FlyinGuy]

Instead of moved, I should have said expanded to.

If they want to get into long haul international, they have to buy it. HI is about all that is left. They should have bought ATA and launched from there.

Don't lose any sleep over this cuz I bet it does not happen. It's just good pilot talk. Go catch a wave!!!

 

[Dan Roman]

Instead of moved, I should have said expanded to.

If they want to get into long haul international, they have to buy it. HI is about all that is left. They should have bought ATA and launched from there.

Don't lose any sleep over this cuz I bet it does not happen. It's just good pilot talk. Go catch a wave!!!

:beer: agreed, personally I think there is way to much opportunity for SWA to grow in the Caribbean, Mexico, Canada and Central America for them to want to delve into a whole different type of flying and aircraft types.

 

[Dan Roman]

I will concede this though (don't tell Wave!) while things are good here at the moment and most likely will continue so, as we all know anything can happen. Believe it or not, there is a small faction trying to reshape the union into their particular vision. We have an attempted MEC recall going on. Will it succeed ? I don't think so. The current MEC isn't perfect, they never are. But a group that has a long history of having a very narrow focus and is not exactly being straight forward is trying to turn over the apple cart for some pretty silly reasons. Not saying it would happen but if they succeeded it could be a different ball game. We would be set back substantially in getting a new contract, the new leadership would be well behind and have to spend a year or more getting up to speed. Could this start a downward spiral, probably not, but it could leave us more vulnerable. We would be left with a very fractured pilot group. We would be weaker in a merger as at our size it's hard enough to get enough people involved in union work, this coup would really hurt that and leave us helpless in a merger. If the union added to that irrational dealings with management as advocated by one of its ringleaders who knows were it would end up 5 years down the road.

 

[waveflyer]

Red, dude, your not paying attention. Point one, acquire HA for 700 million? Can't happen, it's not for sale at that price. The current stock price has absolutely nothing to do with the price it would sell for should someone start bidding on it. Point 2, it's been made pretty obvious here that Hawaiian does not connect with SWA's 3500 flts a day. It's a hub in the middle of the pacific, the closest it comes to SWA is on the west coast, were the majority of the flights leave too early to get any feed from SWA and arrive too late to connect to any SWA flights. Finally, integration would be a nightmare, SWAPA would think it deserves more than it should (that's their job in a merger) and HALPA would not be very friendly, an Arbitrator most likely wouldn't be handing any widebody seats to SWA pilots and the result would be a black hole of civil unrest in the Pacific for SWA that would be a very unpleasant place for any "RealSWA" employee to set foot in.
Other than that your post is spot on! :beer:

These threats are beyond childish
I'd bid Hawaii just to see what you got