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Us Airways estudando potencial fusão com a American Airlines


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US Airways Said to Develop AMR Merger Plan

 

 

 

US Airways Group Inc. (LCC) is studying a potential merger with bankrupt AMR Corp. (AAMRQ) that would fix a weak domestic route system at American Airlines and boost revenue, two people familiar with the matter said.

 

President Scott Kirby is leading US Airways’ analysis of how to combine the airlines, said the people, who asked not to be identified because the matter is private. Any bid may still be close to a year away, because AMR now holds the exclusive right to file a reorganization plan, the people said.

 

American has pared its flight network to the point that some corporate travelers have gone elsewhere, leaving the money- losing carrier unable to support most of its hub airports, one person said. That deficiency could be solved by blending American, the third-largest U.S. airline, with No. 5 US Airways, the people said.

 

“Unsecured creditors would get a better return out of a merged airline than American trying to go it alone,” said Jeff Straebler, an independent airline analyst based in Stamford, Connecticut.

 

The combination would hold about a 20 percent domestic market share, basically putting it on equal footing with United Continental Holdings Inc., Delta Air Lines Inc. (DAL) and Southwest Airlines Co. (LUV), Straebler said in an interview. Those carriers rank first, second and fourth in the U.S. by traffic.

 

Evolving Plan

 

A merger attempt is likely, though Tempe, Arizona-based US Airways is still weighing options, the people said. The shape of any plan would evolve as Fort Worth, Texas-based AMR settles issues such as pensions and labor contracts in court, one person said.

 

Traffic to American’s hubs would grow by funneling in travelers from US Airways, the person said. In turn, a stronger domestic system would feed into American’s routes across the Atlantic and to Latin America, said the person, who declined to give financial details because the numbers are preliminary.

 

A US Airways spokeswoman, Michelle Mohr, declined to comment, as did Sean Collins, an American spokesman.

 

TPG Capital and Delta also are evaluating possible bids for American, people familiar with the matter have said. TPG and Delta have said they aren’t commenting about any interest in AMR, which filed for Chapter 11 protection in U.S. Bankruptcy Court in Manhattan on Nov. 29 after posting annual losses starting in 2008.

 

No Contacts

 

US Airways hasn’t discussed its interest with AMR’s executives, one person said. Nor has it spoken with TPG about American, the person said.

 

TPG founder David Bonderman led a group that invested more than $200 million in America West Airlines Inc. as it exited bankruptcy in 1994, taking a 33.5 percent stake and controlling a majority of its board. That carrier later became America West Holdings Corp., a US Airwayspredecessor.

 

US Airways rose 1.9 percent to $6.38 at the close in New York. AMR’s 8.625 percent notes due in October 2021 fell 0.25 cent to 106.5 cents on the dollar at 3:26 p.m., according to Trace, the bond-pricing service of the Financial Industry Regulatory Authority.

 

US Airways has been the airline most often cited by analysts as a potential American partner. It has hired Millstein & Co. and Barclays Plc as advisers, according to people familiar with the matter. The airline hasn’t confirmed the arrangement.

 

Three Survivors

 

A tie-up with American would shrink the U.S. industry to three major full-service carriers, increasing the survivors’ power to raise fares. It would surpass Delta as the second- biggest U.S. airline and fulfill US Airways Chief Executive Officer Doug Parker’s call for industry consolidation.

 

The current US Airways was created in 2005 when Parker, then CEO of America West Holdings (AWA), orchestrated a merger to bring the old US Airways out of bankruptcy. He failed in three additional merger attempts since 2006, including a hostile bid for Delta when that company was in Chapter 11.

 

American’s passenger revenue for each seat flown a mile, an industry benchmark, trailed that of US Airways, United Continental and Delta through 2011’s first three quarters, according to data compiled by Bloomberg.

 

American’s hubs include Dallas-Fort Worth, Miami, New York and Chicago, while US Airways has major operations in cities such as Charlotte, North Carolina; Philadelphia; and Phoenix.

 

Video; http://www.bloomberg.com/video/84642956/

 

Fonte: http://www.bloomberg...evenue-gap.html

 

Acho que a concretização da fusão AA-Us Airways é apenas questão de tempo.

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Acho que a concretização da fusão AA-Us Airways é apenas questão de tempo.

 

Com isso, creio que a Jetblue ficaria contra as cordas...ou nos braços da Southwest!

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Com isso, creio que a Jetblue ficaria contra as cordas...ou nos braços da Southwest!

 

A jetBlue didficilemente cairá nos braços da Southwest.

Talvez a Spirit seria uma boa, mas não vejo a jetBlue e um primeiro momento se fundindo com alguém não, ela tem um grande mercado que é NY, oferecendo um produto superior aos das concorrentes.

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Se a AA virar United sera que a LATAM tb ira p Star pois sem United, AA e Delta a Latam nao tera distribuicao alguma nos EUA?

 

Acredito na fusão AA/US Airways, com o predomínio da marca American, racionalização das operações de longo curso e se mantendo na OW. Ir para a Star é uma vantagem para a TAM, que não precisa trocar de aliança, mas a OW iria ficar enfraquecida sem uma presença no mercado americano, sem contar que a AA é fundadora da Oneworld. Seria como ver a Lufthansa na Skyteam.

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sobre fusão AA e US Airways direto do tuíto:

"US AIRWAYS TO BUY AMERICAN AIRLINES TO CREATE WORLDS BIGGEST WORST AIRLINE AND FORCE MILLIONS OF PAX TO CONNECT AT PHL."

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  • 2 weeks later...

Mais uma amostra da arrogância da AA.

 

"This is not US Airways' first attempt at this. This is a small company very strategically limited, I would argue - not any international flying, hubs of less strategic importance," Horton said.

"This will be their fourth try at this: twice for United, once for Delta while they were restructuring, now American. I would argue that this will be every bit as successful as their prior tries," Horton told the Dallas Morning News. "I'm not sure what's in the water out there in Phoenix. Maybe it's the cactus. I don't know what it is."

 

http://www.charlotte...ays-merger.html

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Mais uma amostra da arrogância da AA.

 

"This is not US Airways' first attempt at this. This is a small company very strategically limited, I would argue - not any international flying, hubs of less strategic importance," Horton said.

"This will be their fourth try at this: twice for United, once for Delta while they were restructuring, now American. I would argue that this will be every bit as successful as their prior tries," Horton told the Dallas Morning News. "I'm not sure what's in the water out there in Phoenix. Maybe it's the cactus. I don't know what it is."

 

 

 

http://www.charlotte...ays-merger.html

 

Pra mim esse tom em relação a um concorrente é novidade. Ou melhor; lembrei daquelas disputas no DOT para voar ao Brasil. As trocas de carinho nos pedidos também eram intensas.

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Duas sucatas!!!!

 

Sucatas?

A US Airways tem um otimo mercado na costa leste, com destaque para a PHL.

No meio do caminho ainda tem Phoenix, um baita mercado e HUB.

Entre as Majors é segunda com frota mais jovem.

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Vai ser cômico vendo os dois apertando as mãos em um MoU de fusão.

 

A AA esqueceu que:

A America West era menor que a US Airways quando se uniram;

A LAN é menor que a Tam quando se uniram;

A Oceanair era um nanocompanhia quando comprou a Avianca;

 

AA esquece que não é só tamanho que salva, mas dinheiro em caixa,

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