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01-17-2024, 09:41 AM

#871

Flyby1206

SDQ Base Chief

Joined APC: Mar 2006

Position: 320 CA

Posts: 5,667

Quote:

Originally Posted by Clear Right

Could be true, but what about a different model like the Lufthansa Group? Three way mutually agreed upon tie-up, where each entity maintains their unique brand?? No acquisition, just an agreed upon merger of the three, that is inked under a pro-business administration post election.

I think the tough thing is that HA has an offer sitting on their desk from AS right now and they need to either accept or deny that (and have a damned good reason to deny it). I dont think we can wait for a new administration to make a move, we need to outbid AS now.

01-17-2024, 09:47 AM

#872

Clear Right

Gets Weekends Off

Joined APC: Jan 2008

Posts: 534

Quote:

Originally Posted by Flyby1206

Legitimate point, just hate to “over pay” in another bidding war, but you might be right, they gotta do something with that approved financing money.

01-17-2024, 09:57 AM

#873

PineappleXpres

Gets Weekends Off

Joined APC: Apr 2022

Posts: 1,190

Quote:

Originally Posted by Flyby1206

What’s the bid gonna be?

01-17-2024, 09:58 AM

#874

Flyby1206

SDQ Base Chief

Joined APC: Mar 2006

Position: 320 CA

Posts: 5,667

Quote:

Originally Posted by Clear Right

Yeah, but are they (HA), really open to other offers?

https://www.khon2.com/hawaii-travel/...aits-approval/

Quote:

“The board may consider other unsolicited offers with the best interest of its shareholder in mind. but they are focused on the agreement reached with Alaska Airlines, which we believe is the best path forward for our company.”

The door is cracked open just a bit, question is whether we want to stick our foot in or be left out in the cold.

01-17-2024, 10:00 AM

#875

Flyby1206

SDQ Base Chief

Joined APC: Mar 2006

Position: 320 CA

Posts: 5,667

Quote:

Originally Posted by PineappleXpres

What’s the bid gonna be?

Offer $2.1b cash deal and play the NK CEO game stating how AS/HA is anti-competitive due to overlap and reduced frequency in mainland-Hawaii, blah blah.

01-17-2024, 10:05 AM

#876

Bluedriver

The REAL Bluedriver

Joined APC: Sep 2011

Position: Airbus Capt

Posts: 6,920

Quote:

Originally Posted by Flyby1206

I don't see how we outbid Alaska in a bidding war. They have much deeper pockets than we do. We've played this game before with them.

01-17-2024, 10:06 AM

#877

Flyby1206

SDQ Base Chief

Joined APC: Mar 2006

Position: 320 CA

Posts: 5,667

Quote:

Originally Posted by Bluedriver

I don't see how we outbid Alaska in a bidding war. They have much deeper pockets than we do. We've played this game before with them.

Agreed, then lets at least play it again and make them pay more than $1.9b. That's a bargain price

01-17-2024, 10:06 AM

#878

Bluedriver

The REAL Bluedriver

Joined APC: Sep 2011

Position: Airbus Capt

Posts: 6,920

Quote:

Originally Posted by Flyby1206

Offer $2.1b cash deal and play the NK CEO game stating how AS/HA is anti-competitive due to overlap and reduced frequency in mainland-Hawaii, blah blah.

This I agree with as a strategy.

Not sure yet on the wisdom of buying HA right now.

01-17-2024, 10:13 AM

#879

Flyby1206

SDQ Base Chief

Joined APC: Mar 2006

Position: 320 CA

Posts: 5,667

Quote:

Originally Posted by Bluedriver

This I agree with as a strategy.

Not sure yet on the wisdom of buying HA right now.

Gives us WB access, prevents AS from growing too much outside their PNW stronghold (I cant see them flying WBs unless its from a HA acquisition). Strengthens western US leisure offerings which could help support new western focus cities