Any "Latest & Greatest" about Delta?
09-13-2011, 12:53 PM
Can't abide NAI
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The about face on the small narrowbody RFP leads me to beleive that we may be looking at a consolodation scenario where we end up with some small narrowbody airframes. LCC and B6 both have 190's so maybe there is something going on behind the scenes with that. That being said, the volume and bounce in stock prices today were due to the pullback in capacity plans for 2012 even though they don't anticipate a drop in demand. That and look at the operating margins for the summer even with high fuel prices....that is some good stuff there.
Delta management stated they had been in talks with Bombardier and Embraer. Those manufacturers sell types that are operated by our regional partners. Further, the RJ's guys all stated their companies had been asked to submit proposals on operating these jets.
Also note D-ALPA was at the conference and recognized right off the bat. What ever is going on, D-ALPA is in the loop. They stated unequivocally that there were no 100 seat negotiations, or proposals.
As far as buying low cost carriers, we just bought part of Aero Mexico and are working on GOL. It was stated we are getting a Joint Venture going and full anti trust immunity in the future. When it comes to cabotage, maybe we are a first mover. That's where I'd be focused ... more than parts of LCC.
FWIW, AeroMexico Connect has a fleet of E190's on order with 99 seats in a two class config.
Last edited by Bucking Bar; 09-13-2011 at 01:04 PM.
09-13-2011, 01:01 PM
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09-13-2011, 01:02 PM
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Bar,
True, or they realize that the 717 will suit their purposes nicely over the next ten years!
True, or they realize that the 717 will suit their purposes nicely over the next ten years!
09-13-2011, 01:05 PM
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That is not what it tells me. First, I think we are wanting to de-risk our business by deleveraging it and paying down debt. Second, the order is getting pushed off until we are in negotiations. ALPA, by refusing to state clearly that scope is not for sale is sending a message, in turn, management is keeping its options open. They are not going to commit when the open question remains.
Delta management stated they had been in talks with Bombardier and Embraer. Those manufacturers sell types that are operated by our regional partners. Further, the RJ's guys all stated their companies had been asked to submit proposals on operating these jets.
Also note D-ALPA was at the conference and recognized right off the bat. What ever is going on, D-ALPA is in the loop. They stated unequivocally that there were no 100 seat negotiations, or proposals.
As far as buying low cost carriers, we just bought part of Aero Mexico and are working on GOL. It was stated we are getting a Joint Venture going and full anti trust immunity in the future. When it comes to cabotage, maybe we are a first mover. That's where I'd be focused ... more than parts of LCC.
Delta management stated they had been in talks with Bombardier and Embraer. Those manufacturers sell types that are operated by our regional partners. Further, the RJ's guys all stated their companies had been asked to submit proposals on operating these jets.
Also note D-ALPA was at the conference and recognized right off the bat. What ever is going on, D-ALPA is in the loop. They stated unequivocally that there were no 100 seat negotiations, or proposals.
As far as buying low cost carriers, we just bought part of Aero Mexico and are working on GOL. It was stated we are getting a Joint Venture going and full anti trust immunity in the future. When it comes to cabotage, maybe we are a first mover. That's where I'd be focused ... more than parts of LCC.
09-13-2011, 01:14 PM
Can't abide NAI
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AeroMExico dumped the the 717, ordered E190's (the IGW version) and outsourced them. Then Delta bought part of AeroMexico and sits on the BOD. My guess is that if AeroMexico finds the costs of the 717 prohibitive, how much more so would Delta Air Lines. Further, Delta wants out of some of the CRJ50 contracts. Delta needs something to offer our regional "partners" to induce them to adjust their contracts.
We don't talk about it much openly, but there's 700 airplanes and half our departures contracted to Corporations under deals we can't modify as quickly as the market changes. I'd guess for this reason, CMR may finally be parted out in the next year and our massive investment there simply written off to zero.
It is senseless and illegal to go to an investor's conference and lie. So, the most likely story is that what we are told is the truth.
09-13-2011, 01:19 PM
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Operated by who?
AeroMExico dumped the the 717, ordered E190's (the IGW version) and outsourced them. Then Delta bought part of AeroMexico and sits on the BOD.
It is senseless and illegal to go to an investor's conference and lie. So, the most likely story is that what we are told is the truth.
AeroMExico dumped the the 717, ordered E190's (the IGW version) and outsourced them. Then Delta bought part of AeroMexico and sits on the BOD.
It is senseless and illegal to go to an investor's conference and lie. So, the most likely story is that what we are told is the truth.
Look where AX was at the time. Click was going under and with good reason. The 190 has to high of a cost for acquisition for mainline. The Regionals could get it, but I do not see that happening. If DALPA does that, which I suspect the reps will not go for it, they are gone. It would be that simple.
09-13-2011, 01:20 PM
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I think the best 100 seater would not be a gtf. It'd be swinging a prop. I wish Embraer would straighten the wing on the E190 and throw a 8 bladed prop on it and say here ya go!
Passengers don't like props you say? Well passengers don't like tons of middle seats on a 180 seat airplane that only has a 1L door and is way too narrow for 3x3 seating either but that hasnt stopped us from buying them anyways.
The best 100 seat range jet is the 717. Getting the 717 is like marrying a hot and great girl who has a kid from a previous marriage where her jerk of a husband ran off with the fat girl at the grocery store check out vs marrying a Brasilian or Canadian mail order bride you never met but has promised you everything you could ever want once she arrives- but she is probably a meth addict who is impossible if not dangerous to live with. Good luck with that.
That's my best Colin cowherd single sentence styled analogy.
Passengers don't like props you say? Well passengers don't like tons of middle seats on a 180 seat airplane that only has a 1L door and is way too narrow for 3x3 seating either but that hasnt stopped us from buying them anyways.
The best 100 seat range jet is the 717. Getting the 717 is like marrying a hot and great girl who has a kid from a previous marriage where her jerk of a husband ran off with the fat girl at the grocery store check out vs marrying a Brasilian or Canadian mail order bride you never met but has promised you everything you could ever want once she arrives- but she is probably a meth addict who is impossible if not dangerous to live with. Good luck with that.
That's my best Colin cowherd single sentence styled analogy.
09-13-2011, 01:23 PM
Can't abide NAI
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Saudi. Who do you think?
Look where AX was at the time. Click was going under and with good reason. The 190 has to high of a cost for acquisition for mainline. The Regionals could get it, but I do not see that happening. If DALPA does that, which I suspect the reps will not go for it, they are gone. It would be that simple.
Look where AX was at the time. Click was going under and with good reason. The 190 has to high of a cost for acquisition for mainline. The Regionals could get it, but I do not see that happening. If DALPA does that, which I suspect the reps will not go for it, they are gone. It would be that simple.
09-13-2011, 01:25 PM
Can't abide NAI
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Position: Douglas Aerospace post production Flight Test & Work Around Engineering bulletin dissembler
Posts: 12,037
... husband ran off with the fat girl at the grocery store check out vs marrying a Brasilian or Canadian mail order bride you never met but has promised you everything you could ever want once she arrives- but she is probably a meth addict who is impossible if not dangerous to live with. Good luck with that.
Speaking of Filipino labor ... see who almost won Ms. Universe last night?
Last edited by Bucking Bar; 09-13-2011 at 03:18 PM.
09-13-2011, 01:31 PM
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Scope is not something this group is willing to sell. That does not mean that the solution or proposal could not be some new and improved way of blending DCI in to mainline with these jets being owned and operated off of the mainline balance sheet with pilots that have and will have mainline numbers operating them. Thinks SKW owns them but DAL pilots fly them. Or Pinnacle for that matter.
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