Fúze Delta a United?

[outlier]

Dnes se objevili zprávy o možné fúzi Delty a United, dříva zase s US Airways. To by udělalo celkem zajímavý mumraj, hlavně co by se dělo se SkyTeamem bez silného amerického partnera? Protože předpokládám, že ta United Delta by se stala členem Star aliance...

[737]

Jakože United odkoupí Deltu? Kde jsi to četl?

[whiskey]

S tym US Airways boli len Dougove silne reci, este HP ani poriadne nestravilo kupu US, a uz snival o DL Na prevzatie DL nemaju nove US potencial ani nahodou.

Tomu UA+DL osobne tiez velmi neverim, ale nechajme sa prekvapit.

[outlier]

Píše se o tom například tady http://www.ct24.cz/ekonomika/index_view.php?id=239789

pro ČSA a celý Skyteam by to bylo podle mě krajně nepříjemné, bez Delty se Skyteam nemůže obejít

[whiskey]

fuha, to CT24 citovalo Associated Press, a tu je original z AP, nevyzera to na kacicu. Fakt kuju pikle nejake...

ATLANTA (AP) -- UAL Corp.'s United Airlines and Delta Air Lines
Inc. have been discussing a combination between the nation's
second- and third-largest carriers that would keep the United name
and the corporate headquarters in Chicago, The Associated Press has
learned.
There is a sense of urgency in the talks, which have been going
on for some time and continued as recently as a week or so ago, an
official with knowledge of the talks said Wednesday. The official
spoke on condition of anonymity because the person was not
authorized to speak publicly.
"They want to get something done before a new administration
gets in and so they get the clock ticking on" federal regulatory
approval, the official said.
The exact financial details of the transaction being discussed
are not clear. But the talks involve United being the name of the
combined airlines, the headquarters staying in Chicago and Delta's
Atlanta hub being an operational center for the two carriers, the
official said. One possible scenario involves Delta CEO Richard
Anderson being the chief of the combined airline, the official
said.

Este jedna vec, ak na to tlaci investicny fond, ktory vlastni podiely v DL aj v UA, tak to vyzera uz naozaj seriozne

[whiskey]

update

ATLANTA, Nov. 14, 2007 – Delta Air Lines (NYSE: DAL) today denied published reports that it had engaged in merger talk with United Airlines. Delta Chief Executive Officer Richard Anderson said: “There have been no talks with United regarding any type of consolidation transaction and there are no such ongoing discussions.”

Delta will not speculate on possible airline consolidation and has reiterated its position on the issue. In an earlier statement responding to reports of Pardus Capital Management’s call for Delta to be a leader in airline consolidation, Anderson said:

“We appreciate receiving Pardus’ views on the best course for Delta’s future. We have been consistent in our public statements that Delta believes that the right consolidation transaction could generate significant value for our shareholders and employees and that strategic options should be evaluated. With oil at over $90 a barrel, this analysis takes on a heightened importance as we factor those prices into our long-term planning process.”

[Nicolas]

No nevím, zda by DL opustila SkyTeam. Je jeho zakládajícím členem, má podepsanou řadu smluv o spolupráci s jeho členy, především joint venture s AF, které je platné do roku 2016.

[whiskey]

No nevím, zda by DL opustila SkyTeam. Je jeho zakládajícím členem, má podepsanou řadu smluv o spolupráci s jeho členy, především joint venture s AF, které je platné do roku 2016.

cize zhruba identicka pozicia ako United v *A

[Jano]

K zluceniu UA a DL nepride. Jednoducho to neprejde cez DoJ.

[whiskey]

K zluceniu UA a DL nepride. Jednoducho to neprejde cez DoJ.

A co ked to chcu stihnut predtym, nez nastupi demokraticky aparat? Za republikanov je to urcite priechodnejsie. Jeden nikdy nevie.

[Jano]

K zluceniu UA a DL nepride. Jednoducho to neprejde cez DoJ.

A co ked to chcu stihnut predtym, nez nastupi demokraticky aparat? Za republikanov je to urcite priechodnejsie. Jeden nikdy nevie.

To je sice pravda, ale... pozerajuc na velkost oboch UA a DL (len lietadiel maju 460 a 443, neratajuc baby jets) tak by boli v porovani s AA (663 lietadiel) omnoho vacsi (36%). To be sme tu mali jedne mega spolocnost DLUA, potom trosku mesiu AA, a #3 CO a #4 NW by boli mensie ako 50% DLUA. Co by viedlo k dalsej konsolidacii a ku serioznemu vzniku lokalnych monopolov hlavne v mensich mestach, kam LoCo nelietaju. Cize DLUA nevidim ako priechodne....

Ak nieco, tak skor velky budu kupovat mensich.... napr (len tresnem:) ) NW kupi HA...

[vita]

já bych viděl reálné nějaké eventuelní kapitálové propojení, ale že by zanikla jedna ze značek, ať už United nebo ještě hůř Delta, to si neumím vůbec představit, i když to by se o Pan Am nebo TWA dalo taky říct a přece k tomu došlo