I go along with your arguments re Jet2 and EZY but I'm at odds with you about FRA. Why would Lufthansa not want to add another feeder route to its main hub, especially as the Star Alliance is not linked into NCL except to DUS and BRU by default with LH's takeover of Brussels Airlines (BMI).
NY has always been a target for the airport, it nearly happened with AA a few years back.