YAKflyer

Is there something in a public domain that talks about him leaving?

bonvoyage

only a internal company email

Meowsongaurd

I'm a baseball guy and it's trade season so i'll make some bold predicitions. When trade is about to happen in baseball a player gets sat due to an "injury" or "rest" before something big happens and it's always in hindsight that a trade was obvious. TD taking a step back is the same thing. To me, this means something is incoming whether it be good or bad. My personal opinion is that we are merging with another airline and there is no space for TD at the the top. I think whatever company we are merging with needs a DN as the face to rebuild. Southwest and JetBlue are at the top of my list.

All that being said HAL and ASA merger seems to be on the verge of being blocked so the landscape for consilidation could be changed.

bonvoyage

it does make one speculate. SWA would never buy us though. It would be ridiculous to spend the kind of money for just 25 planes and some deliveries. Airbus is slacking on production anyway like Boeing. If SWA wanted to operate a 220, then the years long process of adding that type should have began years ago. JetBlue could be the most plausible, but they have Carl Icahn now. And JetBlue I hasn’t turned a profit since 2019(?), I can’t see how them absorbing our completely out of whack spaghetti structure would help anyone. It’s not like they need planes to turn a profit, they need to completely restructure what they are doing. The only options I can realistically see if they wanted to sell the place are selling to some foreign Asian/Indian airline that has capital and really needs 220s, or we just liquidate and a US airline picks up the scraps for Pennie’s on the dollar. There is no other airline here that would pay top dollar for what we have. I’m curious how we are even paying for fuel and paying employees since we lose 25 million a quarter still. Tom leaving gives me an eerie feeling about the future here

bluespoon

Whatever it is, TDs departure is super sudden because based on the weekly calls, it’s been nothing but positive things happening like breaking booking records and bringing in leadership from UA to have a better on time performance with the goal of being #1 on time. As it’s been said recently by DN and analysts, by all accounts we are in great shape. They’ve also squashed rumors that they’re selling to SWA a few weeks ago. There’s also the possibility of someone wanting to neutralize us growing with cold hard cash. Maybe Delta or SWA finally gave them a fair price lol

bonvoyage

Yes I agree with all things you’ve said. But also remember, airline management will straight face lie to you until the day the intern tells you it’s shut down. They need you to be there to operate the last flight. Who knows what’s going on, but us losing millions upon millions each quarter can’t be good long term. Something has to give. I’m not sure this place is even attractive to buy right now

bluespoon

Well then… I guess no plans to sell, things are better than ever. Looks like a personal decision by TD, nothing to see here!

leftapproved

SWA doesn't make sense. Jetblue isn't profitable becasue they keep buying 321s and trying to compete with majors. It just doesn't work. They need to go back to their niche roots. Case in point - Jetblue just announced MHT to RSW, etc... Those routes are exactly what Breeze does. That signals to me that Jetblue needs what we have (niche), and we need what Jetblue has (scale). Put them together and viola. Btw, I'm pretty sure Icahn sold his shares. But can you imagine the press jetblue would get bringing DN back in? Makes a lot of sense.

Do not trust management. Giving you half-truths until the bitter end doesn't make them a bad person, but it does make them a good business leader. I'm still not convinced TD left just because. A loss is a loss is a loss. And even a small loss just pushes the inevitable into the future.

leftapproved

Pilot call from today deleted.... Oo Oo

RiddleEagle18

For the record, Icahn has not sold his JBLU shares.