The mergers create an interesting situation.
My Travel/Thomas Cook. Both companies have programmes out of NCL. The number of based aircraft will probably depend on the aircraft loadings on routes where both companies operate. e.g. if both companies operate a certain route at say 50% capacity, it would make sense to share one flight. However, if both programmes are strong...they could decide to expand the operation. Do we know if they will sell under one name or issue seperate programmes?
TUI/First Choice. This could give NCL the long haul package flights it needs, with TUI using First Choice skills in this market. TUI (Thomson) has always been a strong brand at NCL and I can see the joint company expanding at the airport, perhaps with another based aircraft.
XL have already cut capacity 30% (countrywide) and will now face much stronger competition. NCL seems to be one of the few airports which still has a strong IT market and maybe XL will choose NCL as one of its expansion airports.
The unknown factor will be how strong JET 2's new IT package operation will be and how much extra capacity they will add to the NCL IT market.