Any "Latest & Greatest" about Delta?
03-21-2013, 12:00 PM
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03-21-2013, 12:01 PM
seeing the large hubs...
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True, but investors aren't going to be real excited by "flat", they want to hear "growth" and I could be wrong, but he said orders for 737-900s and regional jets and deferred the 787 orders.
Doesn't sound to me that Delta is building up with WBs and growing, sounds like he's consolidating.
Doesn't sound to me that Delta is building up with WBs and growing, sounds like he's consolidating.
Delta won't comment on a widebody order because if they are making one, they are still discussing it with Airbus or Boeing. Don't want your big suppliers knowing what and why you are doing it. (other than talking points).
03-21-2013, 12:03 PM
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True, but investors aren't going to be real excited by "flat", they want to hear "growth" and I could be wrong, but he said orders for 737-900s and regional jets and deferred the 787 orders.
Doesn't sound to me that Delta is building up with WBs and growing, sounds like he's consolidating.
Doesn't sound to me that Delta is building up with WBs and growing, sounds like he's consolidating.
03-21-2013, 12:06 PM
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No, investors ARE excited by "flat" - it means higher RASM and more profits. Richard and Ed have been banging the "capacity restraint" drum for a while, and Wall Street seems to like it - stock is at a 52 week high once again. It's when airlines flood the market with seats that everyone loses money.
Delta won't comment on a widebody order because if they are making one, they are still discussing it with Airbus or Boeing. Don't want your big suppliers knowing what and why you are doing it. (other than talking points).
Delta won't comment on a widebody order because if they are making one, they are still discussing it with Airbus or Boeing. Don't want your big suppliers knowing what and why you are doing it. (other than talking points).
A pretty informative little interview, there's been a few airline CEOs on lately, it's always interesting.
03-21-2013, 12:09 PM
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RA was pretty coy about the rumored 6b widebody order. He did say with a bit of eybrow and grin that we are always "testing the market"... I suppose that means if somebody is giving airplanes away, we're taking them. But overall he seemed to say that barring that, we'd be fine with what we've got for now. The man sure knows his audience. He never missed a beat.. stockholders, gov't regulators and aircraft manufacturers. All right in the crosshairs.
03-21-2013, 12:10 PM
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No, investors ARE excited by "flat" - it means higher RASM and more profits. Richard and Ed have been banging the "capacity restraint" drum for a while, and Wall Street seems to like it - stock is at a 52 week high once again. It's when airlines flood the market with seats that everyone loses money.
Delta won't comment on a widebody order because if they are making one, they are still discussing it with Airbus or Boeing. Don't want your big suppliers knowing what and why you are doing it. (other than talking points).
Delta won't comment on a widebody order because if they are making one, they are still discussing it with Airbus or Boeing. Don't want your big suppliers knowing what and why you are doing it. (other than talking points).
03-21-2013, 12:15 PM
Da Hudge
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This is exactly right. Cramer was talking about the airlines on Monday on Mad Money. Whether you like him or not, he made a great point about the industry. He said that now, with 3 big airlines and SWA, the barrier to entry is pretty formidable, and this will allow us to dictate prices as an oligopoly rather than have some start up dictating them. As long as we don't go back to those days, there should be plenty of revenue going forward... I for one am optimistic about where we are and where we are going.
03-21-2013, 12:20 PM
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03-21-2013, 12:24 PM
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03-21-2013, 12:27 PM
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