Jul. 14 at 10:40 AM
Ready for
$UAL AKA
$JBLU earnings this week. Yes, I don’t think a merger will happen within a year, BUT United earnings and questions will reflect heavily on the partnership. JB will get a lot of money from United with them using the Paisly platform which United lacked and JB will win with all of United’s additional partnerships so there should be more options on the platform. United is also finally getting a defacto SE hub finally in FLL to compete with Delta in ATL and AA in MIA/CLT. JB even without a merger is undervalued since they have just began a premium CC, are rolling out lounges and first class. JB has a strong base of loyal fans in NYC/BOS and they can now also reach more than just the leisure traveler. Should be a fun earnings call and I bought back in before close Friday and will add before earnings
