FY21 Q4 Blood Bath (2022+ Predictions)
#1
Gets Weekends Off
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Joined APC: Oct 2019
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FY21 Q4 Blood Bath (2022+ Predictions)
Everyone is still losing money and the economy is looking shaky. Consolidation through M&A seems inevitable. Anyone have any educated guesses as to what we may see going forward?
#2
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#3
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Position: DOWNGRADE COMPLETE: Thanks Gary. Thanks SWAPA.
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Okay, but seriously I do see consolidation at the ULCC level. NK & F9 make a lot of sense.
#5
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#6
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Joined APC: Dec 2019
Posts: 331
Because AA is weak in the northeast, the highest yielding market in the country. Jetblue’s assets and network is arguably more valuable to AA.
#7
Unlikely that AA could buy B6 right now, given their state of disarray. Maybe B6 could buy AA... minnows swallowing whales in now an AA tradition.
An AS/B6 merger would be more palatable to the regulators. Maybe throw HAL in there somewhere.
An AS/B6 merger would be more palatable to the regulators. Maybe throw HAL in there somewhere.
#8
Occasional box hauler
Joined APC: Jan 2018
Posts: 1,782
Not all airlines are bleeding out. The party continues in cargo.
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