jetBlue | Mergers and Acquisitions Presentation Deck

jetBlue | Mergers and Acquisitions Presentation Deck | 37 slides

jetBlue · 2022-05

arc beats above · slides in the middle · loops below · scroll → 2 LOOPS

Deck intelligence map

coverage by narrative range · generated from this deck JSON

Narrative range 37 total

Metadata

Components

Metrics

Tools

Frameworks

Beats

Loops

Problem 5 slides 100% 5/5 slides 100% 5/5 slides · 21 hits

— 0/5 slides

60% 3/5 slides 60% 3/5 slides 100% 5/5 slides 100% 5/5 slides Agitate 11 slides 100% 11/11 slides 100% 11/11 slides · 38 hits

— 0/11 slides

45.5% 5/11 slides · 6 hits 63.6% 7/11 slides · 8 hits 100% 11/11 slides 100% 11/11 slides Solution 21 slides 100% 21/21 slides 100% 21/21 slides · 103 hits

— 0/21 slides

19% 4/21 slides · 6 hits 66.7% 14/21 slides · 15 hits 100% 21/21 slides 19% 4/21 slides

Slide inventory

every slide · same image gating as the playbook

front_matter

Open slide detailBeat · ProblemLoop · Tale Two Worlds

other

Open slide detailBeat · ProblemLoop · Tale Two Worlds

summarize

Open slide detailBeat · ProblemLoop · Tale Two Worlds

Includes a call-to-action at the bottom regarding diligence and a $33/share offer.compare_peers

Open slide detailBeat · ProblemLoop · Tale Two Worlds

The slide uses a comparison matrix to frame the JetBlue offer as superior regardless of the outcome of the Frontier transaction.compare_peers

Open slide detailBeat · ProblemLoop · Tale Two Worlds

The slide uses a comparison frame to preempt regulatory concerns regarding the NEA and market overlap.compare_peers

Open slide detailBeat · AgitateLoop · Tale Two Worlds

Uses a comparison table structure to frame the board's actions as a failure of governance.expose_contradiction

Open slide detailBeat · AgitateLoop · Tale Two Worlds

closing_ask

Open slide detailBeat · AgitateLoop · Tale Two Worlds

Focuses on Delaware Section 262 appraisal rights as a mechanism to extract higher value than the Frontier deal.state_demand

Open slide detailBeat · AgitateLoop · Tale Two Worlds

summarize

Open slide detailBeat · AgitateLoop · Tale Two Worlds

summarize

Open slide detailBeat · AgitateLoop · Cost Of Inaction

transition

Open slide detailBeat · AgitateLoop · Cost Of Inaction

Uses a waterfall-style comparison to highlight the premium offered by JetBlue.compare_peers

Open slide detailBeat · AgitateLoop · Cost Of Inaction

The slide uses a combination of a line chart to show historical price spread and a bar chart to show valuation upside.show_valuation_bridge

Open slide detailBeat · AgitateLoop · Cost Of Inaction

The table highlights the 'break-even' probabilities and compares the upside potential of JetBlue vs Frontier.compare_peers

Open slide detailBeat · AgitateLoop · Cost Of Inaction

Uses a 'X' icon list to frame the contradiction between management and market reality.expose_contradiction

Open slide detailBeat · AgitateLoop · Cost Of Inaction

preempt_rebuttal

Open slide detailBeat · SolutionLoop · Cost Of Inaction

Uses a contrast-pair structure to systematically debunk claims.preempt_rebuttal

Open slide detailBeat · SolutionLoop · Cost Of Inaction

The slide uses a series of bulleted quotes to build credibility for the 'JetBlue Effect' thesis.establish_context

Open slide detailBeat · SolutionLoop · Cost Of Inaction

The slide uses a 'before-after' framework to validate the 'JetBlue Effect' on pricing and volume.illustrate_case

Open slide detailBeat · SolutionLoop · Cost Of Inaction

summarize

Open slide detailBeat · Solution

The slide uses a map-based visualization to argue for the strategic benefits of the merger, specifically focusing on network expansion and the 'JetBlue Effect'.quantify_opportunity

Open slide detailBeat · Solution

The slide uses a list of specific airline growth metrics to support the thesis that competition is robust.preempt_rebuttal

Open slide detailBeat · Solution

Includes a map visualization of growth in NYC and BOS hubs.establish_context

Open slide detailBeat · Solution

Uses a decision tree/flowchart to illustrate that both outcomes of the NEA litigation lead to a favorable or neutral position for the Spirit acquisition.preempt_rebuttal

Open slide detailBeat · Solution

Uses authority bias to preemptively address DOJ lawsuit concerns.cite_precedent

Open slide detailBeat · Solution

Uses pie charts to visually demonstrate the similarity in market share outcomes.expose_contradiction

Open slide detailBeat · Solution

Uses a table to compare overlap metrics across three time/scope scenarios.compare_peers

Open slide detailBeat · Solution

Uses external analyst validation to undermine Spirit's claims regarding regulatory risk.preempt_rebuttal

Open slide detailBeat · Solution

name_villain

Open slide detailBeat · Solution

Uses an org-chart style diagram to visualize board conflicts of interest.expose_contradiction

Open slide detailBeat · Solution

Uses a causal chain/process flow to link the board's actions to negative outcomes.expose_contradiction

Open slide detailBeat · Solution

Uses 'X' icons to emphasize negative actions by the target board.expose_contradiction

Open slide detailBeat · Solution

transition

Open slide detailBeat · Solution

The slide uses a checkmark icon list to emphasize key benefits and a dark blue callout box for the strategic thesis.present_solution