More rumors
10-20-2017, 02:57 PM
#41
Gets Weekends Off
Joined APC: Jul 2013
Posts: 4,785
But when it's all said and done, are AWAC's planes an ADDITION of 50 seat aircraft or is there a give that mentioned/referenced elsewhere? SKW drawing down -200's?
I haven't looked at/juggled the numbers of what UAL has sent to the desert 145 wise vs. handed over to TSA/Commutair.
10-20-2017, 03:53 PM
#42
Gets Weekends Off
Joined APC: Oct 2010
Posts: 2,639
I can't remember.
But when it's all said and done, are AWAC's planes an ADDITION of 50 seat aircraft or is there a give that mentioned/referenced elsewhere? SKW drawing down -200's?
I haven't looked at/juggled the numbers of what UAL has sent to the desert 145 wise vs. handed over to TSA/Commutair.
But when it's all said and done, are AWAC's planes an ADDITION of 50 seat aircraft or is there a give that mentioned/referenced elsewhere? SKW drawing down -200's?
I haven't looked at/juggled the numbers of what UAL has sent to the desert 145 wise vs. handed over to TSA/Commutair.
Although it provides the big picture, unfortunately it does not break down the fleet types by express carrier.
http://ir.united.com/~/media/Files/U...tor-update.pdf
10-20-2017, 06:24 PM
#44
Banned
Joined APC: Jun 2008
Position: A320 Cap
Posts: 2,282
I wish that all the UAL pilots could have been at the DEN LCA meeting recently and got to hear Kirby and Oscar talk, I'm a 25-year guy and its the most impressed I have ever been, by far by management at UA.
They spoke exactly about all this and Oscar said we will get beat up the next 18 months or so by Wall Street, the analysts, and Investors but he had prepared the board and institutional investors for it.
They both said things we have all said for years, you cant shrink to profitability, Smizek dug a deep hole that we have to fill, you cant give up assets(JFK-LAX), you cant run from a fight with LCCs.
They explained in detail what their plans were I won't repeat in a public forum.
But most of all Kirby explained how his job is to position the airline for the LONG term, its Oscars job to handle Wall Street. Kirby pointed out the analyst get upset when UAL is growing or taking back market share that was lost during the merger when the running of the airline had gone to the back burner.
He said what most of you don't realize is the analyst and the firms they work for DONT JUST OWN UAL STOCK, THEY OWN ALL AIRLINES STOCK INCLUDING LCCs. So if UAL does well at becoming a better, more profitable, more market share airline that means many others will do worse, the Firms don't want that, they want the status quo.
Let's just hope their plans works, it was very well thought out and reasonable IMO. I am more optimistic than ever in my 25 years here.
They spoke exactly about all this and Oscar said we will get beat up the next 18 months or so by Wall Street, the analysts, and Investors but he had prepared the board and institutional investors for it.
They both said things we have all said for years, you cant shrink to profitability, Smizek dug a deep hole that we have to fill, you cant give up assets(JFK-LAX), you cant run from a fight with LCCs.
They explained in detail what their plans were I won't repeat in a public forum.
But most of all Kirby explained how his job is to position the airline for the LONG term, its Oscars job to handle Wall Street. Kirby pointed out the analyst get upset when UAL is growing or taking back market share that was lost during the merger when the running of the airline had gone to the back burner.
He said what most of you don't realize is the analyst and the firms they work for DONT JUST OWN UAL STOCK, THEY OWN ALL AIRLINES STOCK INCLUDING LCCs. So if UAL does well at becoming a better, more profitable, more market share airline that means many others will do worse, the Firms don't want that, they want the status quo.
Let's just hope their plans works, it was very well thought out and reasonable IMO. I am more optimistic than ever in my 25 years here.
We desperately need more domestic capacity. There are many reason's DAL is eating our lunch, but that's the biggest one. For YEARS under poor leadership we kept shifting more towards international and less domestic, obviously forgetting that you need the domestic to FEED the international. Balanced is good. I like the direction OM and KB are headed. I share your optimism. For the first time since the mid-90's we have a team that genuinely seems to want to run a great airline.
Last edited by gettinbumped; 10-20-2017 at 06:38 PM.
10-20-2017, 08:18 PM
#45
Gets Weekends Off
Joined APC: Jul 2013
Posts: 4,785
FYI, here's the latest UAL Investor Update which shows the 2016 to 2017 fleet changes, including Express.
Although it provides the big picture, unfortunately it does not break down the fleet types by express carrier.
http://ir.united.com/~/media/Files/U...tor-update.pdf
Although it provides the big picture, unfortunately it does not break down the fleet types by express carrier.
http://ir.united.com/~/media/Files/U...tor-update.pdf
Although, as I've said many times previous; They suck, their old/uncomfortable and a miserable experience for the passenger. But it's STILL the 70 seat that's a BIGGER THREAT to the SB job.
10-20-2017, 09:02 PM
#46
Don't say Guppy
Joined APC: Dec 2010
Position: Guppy driver
Posts: 1,926
Those answers weren't incompetent. Just because you don't hear what you want to hear doesn't mean they are incompetent. Wall streets big picture is 10 years ago until tomorrow. United's big picture is yesterday to 10 years in the future......finally!
Kirby told Hunter that he is not going to change his projected numbers just to appease him. Thats shocking to an investor, to me it means we are still confident in or numbers, you just need to be patient.
This is great news for us it means we are not going to be flying airplanes for wall street. The United investors are still making money just not as much money as the guys they play golf with who are invested with DL.
Just based off the confidence of Kirby and Munoz as to our numbers and business plan, enough confidence to tell wall street to pack sand 2 calls in a row, I would say United is a strong buy. And is up this morning.
Kirby told Hunter that he is not going to change his projected numbers just to appease him. Thats shocking to an investor, to me it means we are still confident in or numbers, you just need to be patient.
This is great news for us it means we are not going to be flying airplanes for wall street. The United investors are still making money just not as much money as the guys they play golf with who are invested with DL.
Just based off the confidence of Kirby and Munoz as to our numbers and business plan, enough confidence to tell wall street to pack sand 2 calls in a row, I would say United is a strong buy. And is up this morning.
Sounded like Oscar and Kirby were "owning" the current situation. Bravo. I have been wishing I worked for such leaders the whole time I have been here. I had to wait almost 20 years, but hopefully the A team is in charge. Finally.
10-20-2017, 09:13 PM
#47
Gets Weekends Off
Joined APC: Jan 2011
Position: A Nobody
Posts: 1,559
I agree, but it's not decades, just the last several years.
Prior to the merger, UAL and DAL were neck and neck at the top.
Q2 2010 (When the UAL/CAL merger was announced)
RASM:
United: 11.96
Delta: 11.94
American: 11.14
US Airways: 11.04
Continental: 10.94
AirTran: 10.13
JetBlue: 9.78
Yield per RPM:
Delta: 14.05
United: 14.03
American: 13.28
US Airways: 13.11
Continental: 12.87
AirTran: 12.19
JetBlue: 11.93
Then FLIBS did his magic and we are still picking up the pieces. The business customers fled when the proverbial "pizza was made so cheap nobody would buy it." This includes both the onboard product and operational stats. "The flight sucked but at least it was late."
We have improved our operation and product drastically but the damage has been done as the perception as not caught up to the reality. Yet.
DAL captured business customers from weak competitors. That's not the case for UAL as it tries to get them back.
Prior to the merger, UAL and DAL were neck and neck at the top.
Q2 2010 (When the UAL/CAL merger was announced)
RASM:
United: 11.96
Delta: 11.94
American: 11.14
US Airways: 11.04
Continental: 10.94
AirTran: 10.13
JetBlue: 9.78
Yield per RPM:
Delta: 14.05
United: 14.03
American: 13.28
US Airways: 13.11
Continental: 12.87
AirTran: 12.19
JetBlue: 11.93
Then FLIBS did his magic and we are still picking up the pieces. The business customers fled when the proverbial "pizza was made so cheap nobody would buy it." This includes both the onboard product and operational stats. "The flight sucked but at least it was late."
We have improved our operation and product drastically but the damage has been done as the perception as not caught up to the reality. Yet.
DAL captured business customers from weak competitors. That's not the case for UAL as it tries to get them back.
Good post but when I say decades I mean back to the good old days. DAL has always beat UAL in the long run, and for the most part led the industry in wages. Even in BK they got a far bigger pay out the we.
The data you posted is basically a small window in the history of UAL vs DAL, but it shows the potential of the new UAL and where we can go.
10-21-2017, 08:26 PM
#48
Gets Weekends Off
Joined APC: Apr 2006
Position: 737 CA
Posts: 2,750
Good post but when I say decades I mean back to the good old days. DAL has always beat UAL in the long run, and for the most part led the industry in wages. Even in BK they got a far bigger pay out the we.
The data you posted is basically a small window in the history of UAL vs DAL, but it shows the potential of the new UAL and where we can go.
The data you posted is basically a small window in the history of UAL vs DAL, but it shows the potential of the new UAL and where we can go.
10-22-2017, 02:30 AM
#49
Coverage Award...
Joined APC: Nov 2016
Posts: 1,367
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