The Alaska/Hawaiian deal keeps getting attention as analysts and media dig into whatever data they have. We published some thoughts on the deal based on the conference call here. As expected, both CEOs want to tout the win-win for investors.
The more one searches for information, the more questions emerge. The first goal of every merger is the search for synergies. The synergies are designed to show that the combined enterprise can drive down costs and be more efficient. If the merged enterprise can deliver more for less, it’s a win for shareholders.
Co-Founder AirInsight. My previous life includes stints at Shell South Africa, CIC Research, and PA Consulting. Got bitten by the aviation bug and ended up an Avgeek. Then the data bug got me, making me a curious Avgeek seeking data-driven logic. Also, I appreciate conversations with smart people from whom I learn so much. Summary: I am very fortunate to work with and converse with great people.
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