Search found 293 matches

by JAMBOJET
Tue Sep 22, 2020 2:57 pm
Forum: Civil Aviation
Topic: Doug Parker Statement About AA Never Posting Losses Again
Replies: 54
Views: 8584

Re: Doug Parker Statement About AA Never Posting Losses Again

Under this flawed logic of selectively picking line items to make an inaccurate point, it’s also accurate to note delta had $9,647 in passenger revenue in 4Q18 but $9,652 in operating expense: lost money doing their core business. https://d18rn0p25nwr6d.cloudfront.net/CIK-0000027904/b58a20af-a704-4...

Jump to post
by JAMBOJET
Tue Sep 22, 2020 12:51 pm
Forum: Civil Aviation
Topic: Doug Parker Statement About AA Never Posting Losses Again
Replies: 54
Views: 8584

Re: Doug Parker Statement About AA Never Posting Losses Again

:checkmark: AA lost money in the last quarter of 2018 flying passengers when Delta reported a $6 billion profit that same year, which was a record year for the industry. Cargo was the only thing that saved AA from posting a loss. You know that's BS, right? AA lost money "flying passengers"...

Jump to post
by JAMBOJET
Mon Sep 21, 2020 4:15 pm
Forum: Civil Aviation
Topic: AA & B6 announce Northeast Partnership
Replies: 416
Views: 51229

Re: AA & B6 announce Northeast Partnership

How can anyone complicitly believe that American and JetBlue will not be colluding on capacity and frequency in the most important markets of the JetBlue system? Because they’re both public companies that don’t privately create strategic plans based upon breaking US law? Seems like an obvious reaso...

Jump to post
by JAMBOJET
Mon Sep 21, 2020 4:02 pm
Forum: Civil Aviation
Topic: AA & B6 announce Northeast Partnership
Replies: 416
Views: 51229

Re: AA & B6 announce Northeast Partnership

Yes, in other words: JetBlue can't collude with American in Boston and NY on routes served and capacity allocation and still play the independence card. American and JetBlue are using the Pandemic to cover the severity of their impending suspect actions at a time touting efficiencies to be realized...

Jump to post
by JAMBOJET
Mon Sep 21, 2020 3:34 pm
Forum: Civil Aviation
Topic: AA & B6 announce Northeast Partnership
Replies: 416
Views: 51229

Re: AA & B6 announce Northeast Partnership

I always like the statement. Have your cake and eat it too... What’s the point of getting the cake if you can’t eat it? I mean I’m not gonna get cake then let someone else eat it. Right? Although this completely off topic, in the saying "have your cake and eat it too", the have refers to ...

Jump to post
by JAMBOJET
Mon Sep 21, 2020 3:13 pm
Forum: Civil Aviation
Topic: Doug Parker Statement About AA Never Posting Losses Again
Replies: 54
Views: 8584

Re: Doug Parker Statement About AA Never Posting Losses Again

It's worth noting that, perhaps, no other airline CEO was as explicit as Doug Parker was in comments about profitability (or rather, no other airline ceo made a quote so easily turned into an a.net soundbite), but every other investor day and wall street presentation by any airline CEO was selling t...

Jump to post
by JAMBOJET
Mon Sep 14, 2020 5:29 pm
Forum: Civil Aviation
Topic: DL/NW Merger....12 Years Later
Replies: 120
Views: 15318

Re: DL/NW Merger....12 Years Later

Interesting. Aspirations of a larger Delta Pacific network hinged on keeping American at bay as much as possible. Jal would have accomplished that + allow Delta/Northwest merger investment to be used more efficiently in an era increasingly reliant on JV partners. Ed Bastian was the warrior behind t...

Jump to post
by JAMBOJET
Mon Sep 14, 2020 4:13 pm
Forum: Civil Aviation
Topic: DL/NW Merger....12 Years Later
Replies: 120
Views: 15318

Re: DL/NW Merger....12 Years Later

Interesting. Aspirations of a larger Delta Pacific network hinged on keeping American at bay as much as possible. Jal would have accomplished that + allow Delta/Northwest merger investment to be used more efficiently in an era increasingly reliant on JV partners. Ed Bastian was the warrior behind t...

Jump to post
by JAMBOJET
Sat Sep 12, 2020 5:05 pm
Forum: Civil Aviation
Topic: DL/NW Merger....12 Years Later
Replies: 120
Views: 15318

Re: DL/NW Merger....12 Years Later

I think looking back, its easy to take for granted that DL and NW would merge, but at that time, that was not as obvious and to be honest, DL/NW could have merged with anyone else. In the end, UA emerged as by far the biggest winner of the mergers with an unrivalled hub network and the highest prem...

Jump to post
by JAMBOJET
Sun Sep 06, 2020 10:59 pm
Forum: Travel, Polls & Preferences
Topic: Simpleflying, thepointsguy, and onemileatatime; are these reliable websites?
Replies: 47
Views: 3237

Re: Simpleflying, thepointsguy, and onemileatatime; are these reliable websites?

https://skift.com/2020/08/03/travel-blogs-rode-credit-card-referrals-wave-what-comes-next/ I found this to be a useful look at some aspects of the TPG and OMAAT question posed. IMO, They’re quality review sites that are paid via the credit cards they hawk. That sometimes can mean they’ll promote (or...

Jump to post
by JAMBOJET
Tue Sep 01, 2020 3:14 pm
Forum: Civil Aviation
Topic: Avianca has filed for Chapter 11
Replies: 72
Views: 15141

Re: Avianca gets US$370M state-backed loan; controversy

Will other LatAm governments follow through with state aid to their respective carriers? Are you suggesting that what Colombia has done for Avianca is relevant to the decision processes for other LatAm governments? If so, why? Are you suggesting other Latin governments should ignore what Colombia d...

Jump to post
by JAMBOJET
Mon Aug 31, 2020 9:33 pm
Forum: Travel, Polls & Preferences
Topic: Delta follows United: permanently eliminates change fees
Replies: 22
Views: 1553

Re: Delta follows United: permanently eliminates change fees

Who's rewriting history? Point is Delta was planning on doing this and has been public about it since 2019. Internal decisions about this were not vague at all. The change fee was going away. Delta has also been "planning" on free wifi and people wearing robot suits loading planes. Doesn'...

Jump to post
by JAMBOJET
Mon Aug 31, 2020 9:06 pm
Forum: Travel, Polls & Preferences
Topic: Delta follows United: permanently eliminates change fees
Replies: 22
Views: 1553

Re: Delta follows United: permanently eliminates change fees

United beat Delta to the punch on this. Delta had been planning on doing this since the end of 2019, just failed to pull the trigger before United. Ed made public mention of eliminating the change fees during the profit sharing day media circuit. I'm not going to let Delta rewrite history and claim...

Jump to post
by JAMBOJET
Fri Aug 28, 2020 10:50 pm
Forum: Civil Aviation
Topic: Update GoL pays debt Delta could have been on the hook with Gol?
Replies: 66
Views: 9961

Re: Could Delta be on the hook with Gol?

Exactly. The loyalty program, while not worth $300 million, is worth half the debt. If GoL refuses a repayment program and DL forms a JV, this is an easy way to make that JV worth more. Long term, of immense strategic value to DL. Nice clause for DL to add to the guarantee. Lightsaber There is no w...

Jump to post
by JAMBOJET
Fri Aug 28, 2020 9:15 pm
Forum: Civil Aviation
Topic: Update GoL pays debt Delta could have been on the hook with Gol?
Replies: 66
Views: 9961

Re: Could Delta be on the hook with Gol?

Wasn't like there was ever any bad blood between GOL and Delta, it was a good relationship just it wasn't powerful enough if that's a nice way to put it. When opportunity knocks to take it to the chin of AA, you have to strike. Right decision to work a payment plan. Except for the whole "thank...

Jump to post
by JAMBOJET
Fri Aug 21, 2020 1:13 pm
Forum: Civil Aviation
Topic: Updated: Aeroméxico files for Chapter 11
Replies: 138
Views: 30121

Re: Updated: Aeroméxico files for Chapter 11

Highlights: Reduction in fleet from 107 to approximately 80 aircraft by end of 2020. Accelerate Embraer-190 retirement and upgauge to all Boeing 737 and 789 fleet. Increase seating capacity on 737 fleet. From flying 16B+144E to 12B + 156E on 738s for a total of 8 extra seats. 787 seating will remai...

Jump to post
by JAMBOJET
Sat Aug 01, 2020 7:10 pm
Forum: Civil Aviation
Topic: Delta plans to emerge a "smaller" carrier
Replies: 2164
Views: 381071

Re: Delta plans to emerge a "smaller" carrier

In DTW at the B and C concourses and in MSP at the A and B concourses, DGS continues to be understaffed. I’ve had to wait almost every flight for ground crew, and so far 4 flights I’ve operated have been late due to a lack of available ground crew (my record is waiting almost 30 minutes!). To me th...

Jump to post
by JAMBOJET
Tue Jul 28, 2020 3:51 pm
Forum: Civil Aviation
Topic: Delta plans to emerge a "smaller" carrier
Replies: 2164
Views: 381071

Re: Delta plans to emerge a "smaller" carrier

LAXdude1023 wrote:
Looks like HAV and TGU are gone from ATL.

HAV is also gone from MIA. It's a somewhat significant market exit for a company that wants to build loyalty in Miami from scratch.

Jump to post
by JAMBOJET
Thu Jul 16, 2020 2:03 pm
Forum: Civil Aviation
Topic: AA & B6 announce Northeast Partnership
Replies: 416
Views: 51229

Re: AA & B6 announce Northeast Partnership

I don’t see why AA people are viewing this as good news. It seems more to me like AA is giving up on competing in NYC on its own and is willing to outsource (not entirely obviously) domestic to B6 while it brings international to the table. It did the same with AS where it realized it could not bui...

Jump to post
by JAMBOJET
Thu Jul 16, 2020 1:38 pm
Forum: Civil Aviation
Topic: Alaska Airlines Network Thread 2020
Replies: 827
Views: 71700

Re: AS claps back at B6, announces LAX and FLL expansion

Props to AS for trying something at LAX. They need to grow - not just up and down the West Coast - to stay relevant to LAX travelers. Until they address their inferior hard product they’re going to remain irrelevant. What's the matter with Alaska's hard product? They have more legroom in every cabi...

Jump to post
by JAMBOJET
Tue Jul 14, 2020 10:40 pm
Forum: Civil Aviation
Topic: Delta airlines Q2 2020 earnings thread
Replies: 128
Views: 14788

Re: DAL Q2 2020 earnings thread

Well, if it makes you feel any better, you can smile as you work to pay your taxes which will go in part to the $2B they lost during their foreign airline investing adventures There needs to be a law preventing any airline receiving bailout funds if it has wasted money investing in overseas airline...

Jump to post
by JAMBOJET
Fri Jul 10, 2020 8:58 pm
Forum: Civil Aviation
Topic: The American VS Delta War Timeline
Replies: 23
Views: 5250

Re: The American VS Delta War Timeline

- American attacks Delta through Austin with AUS-BOS/SJC/SJD - December 10, 2019 "Attacks" is a bit of a stretch, if we're honest. DL flies 1 out of 3 routes in that particular example. “Attack” is a strong word. Agreed. But it was a preemptive something seeing as Delta had announced aust...

Jump to post
by JAMBOJET
Fri Jul 10, 2020 8:16 pm
Forum: Civil Aviation
Topic: The American VS Delta War Timeline
Replies: 23
Views: 5250

Re: The American VS Delta War Timeline

In the past year, both American Airlines and Delta Air Lines have been vigorously battling each other. Specifically, both airlines are at war by creating new partnerships, attacking hubs, and retaliating. I'm trying to create a fairly detailed timeline of nearly every notable move from both airline...

Jump to post
by JAMBOJET
Wed Jul 01, 2020 2:19 pm
Forum: Civil Aviation
Topic: American Airlines Network Thread - 2020
Replies: 2002
Views: 249735

Re: American adds more Asia to SEA, and other long-haul changes

Interesting increase in SEA, in the future possibly add routes such as Hong Kong, Sydney, Madrid and Auckland Seattle to Madrid? That’s never going to happen. Jeremy Generally agree, but it is a JV one world hub for AA and a good source of feed to southern Europe. I think IB would make more sense d...

Jump to post
by JAMBOJET
Wed Jul 01, 2020 2:12 pm
Forum: Civil Aviation
Topic: American Airlines Network Thread - 2020
Replies: 2002
Views: 249735

Re: American adds more Asia to SEA, and other long-haul changes

CLT-DUB, PHL-SNN/EDI/KEF not mentioned. I am not surprised on CLT-FCO/BCN. I think this also pushes all CLT/PHL TA flights back to at least winter 2020 (some to S21), which I take to be October/November There are quite a few longhaul routes missing from this announcement like DFW-PVG. I guess they ...

Jump to post
by JAMBOJET
Fri Jun 26, 2020 3:01 am
Forum: Civil Aviation
Topic: Updated: American Airlines Business & Finance Discussion
Replies: 358
Views: 68584

Re: FT: Investors bet AA will file for BK

If the crisis continues into mid to late 2021 I can see a bailout like the auto industry got in 2009, and perhaps the Government taking stakes in the airlines like they did with GM. I highly doubt the taxpayers will go for it I sort of agree... but the airlines do have an impressive lobbying organi...

Jump to post
by JAMBOJET
Wed Jun 24, 2020 10:49 pm
Forum: Civil Aviation
Topic: AA sues DL over the use of the term “Flagship”
Replies: 322
Views: 34583

Re: AA sues DL over the use of the term “Flagship”

Whatever happened with this lawsuit? I assume Delta settled out of court or backed off but I have no idea. Litigation takes a long time to resolve, unless the parties settle the case out of court. I just checked the docket for the case; it's still ongoing. In a scheduling order from April 2020, the...

Jump to post
by JAMBOJET
Wed Jun 24, 2020 11:16 am
Forum: Civil Aviation
Topic: AA sues DL over the use of the term “Flagship”
Replies: 322
Views: 34583

Re: AA sues DL over the use of the term “Flagship”

Whatever happened with this lawsuit?
I assume Delta settled out of court or backed off but I have no idea.

Jump to post
by JAMBOJET
Mon Jun 15, 2020 11:34 pm
Forum: Travel, Polls & Preferences
Topic: Lack of social distancing aboard flights: criminal negligence?
Replies: 23
Views: 1457

Re: Lack of social distancing aboard flights: criminal negligence?

What an incendiary piece, picking on Lufthansa. Social distancing as we know it in public spaces on the ground is simply not viable on a plane. As always, Michael O'Leary said it the best a while back.: Either the government pays for the middle seat or we won't fly. We can't make money on 66% LF. E...

Jump to post
by JAMBOJET
Thu Jun 04, 2020 11:39 pm
Forum: Civil Aviation
Topic: Boeing CEO: A major US airline likely will go out of business this year,
Replies: 308
Views: 41681

Re: Boeing CEO: A major US airline likely will go out of business this year,

[twoid][/twoid]AA's debt downgraded to B-, from B. https://www.marketwatch.com/story/american-airlines-credit-downgraded-to-b--at-sp-the-lowest-rating-among-its-airline-peers-2020-06-03 This is highly speculative (risky) debt. The credit rating agency said the outlook on the rating, which is now si...

Jump to post
by JAMBOJET
Thu Jun 04, 2020 3:52 pm
Forum: Civil Aviation
Topic: Boeing CEO: A major US airline likely will go out of business this year,
Replies: 308
Views: 41681

Re: Boeing CEO: A major US airline likely will go out of business this year,

[twoid][/twoid]AA's debt downgraded to B-, from B. https://www.marketwatch.com/story/american-airlines-credit-downgraded-to-b--at-sp-the-lowest-rating-among-its-airline-peers-2020-06-03 This is highly speculative (risky) debt. The credit rating agency said the outlook on the rating, which is now si...

Jump to post
by JAMBOJET
Wed Jun 03, 2020 2:05 pm
Forum: Civil Aviation
Topic: Why no second commercial airport for Atlanta?
Replies: 115
Views: 13543

Re: Why no second commercial airport for Atlanta?

Finally, any new airport would have to attract airlines and passengers. Hartsfield-Jackson in any given year has the lowest or second lowest airline costs in the nation. No airline is clamoring for a new airfield because every airline understands that there is no possible situation in which the air...

Jump to post
by JAMBOJET
Wed Jun 03, 2020 12:42 pm
Forum: Civil Aviation
Topic: Why no second commercial airport for Atlanta?
Replies: 115
Views: 13543

Re: Why no second commercial airport for Atlanta?

A secondary airport makes for inefficiencies to the Delta hub. Secondary airports attract lower cost carriers into the mix which can further fragment routes and dilute revenue. This in turn weakens Delta who is a solid contributor to Atlanta. Atlanta knows better not to stir the pot. You're making ...

Jump to post
by JAMBOJET
Wed Jun 03, 2020 11:42 am
Forum: Civil Aviation
Topic: Why no second commercial airport for Atlanta?
Replies: 115
Views: 13543

Re: Why no second commercial airport for Atlanta?

Delta. aka: the committee to protect Paulding County. https://www.ajc.com/business/delta-pushes-for-anonymity-second-airport-opposition/67DF1KD3Q5gWC8xAIu7a7O/ Makes sense why you’d put it up north. I’m not sure I’ve ever been to Atlanta at any time of day where the traffic going through midtown/dow...

Jump to post
by JAMBOJET
Thu May 28, 2020 3:47 pm
Forum: Civil Aviation
Topic: AA staff layoffs coming
Replies: 86
Views: 13388

Re: AA staff layoffs coming

I would put about as much faith in that statement from Doug as I would "we will never loose money again." That’s a tired chord to keep playing. It was extremely foolish to say anything like that, we know it, and he knows it. Nobody in any industry predicted this kind of business scenario....

Jump to post
by JAMBOJET
Thu May 28, 2020 12:59 am
Forum: Civil Aviation
Topic: Rumor: DL to acquire 7 A350’s from QR
Replies: 96
Views: 24394

Re: Rumor: DL to acquire 7 A350’s from QR

Are we really giving all this attention to a “rumor from a reliable source” with no link whatsoever?

Jump to post
by JAMBOJET
Tue May 26, 2020 3:17 pm
Forum: Civil Aviation
Topic: Delta Pays $62m to Cancel purchase of 4 used A350s from LATAM
Replies: 105
Views: 19797

Re: Delta Pays $62m to Cancel A350 Purchase from LATAM

Think about this as Delta's way of providing some liquidity to LATAM without violating any CARES Act provisions or any reputational issues with giving money to a foreign entity while taking US government aid! As mentioned in the article, Delta has committed to continuing with the JV process as a re...

Jump to post
by JAMBOJET
Wed May 20, 2020 5:43 pm
Forum: Civil Aviation
Topic: Updated: American Airlines Business & Finance Discussion
Replies: 358
Views: 68584

Re: FT: Investors bet AA will file for BK

American Airlines Exec Rejects Bankruptcy Speculation: ‘Take That One Off The List https://www.forbes.com/sites/willhorton1/2020/05/20/american-airlines-exec-rejects-bankruptcy-speculation-take-that-one-off-the-list/amp/ As if a CFO would say otherwise. Don't get me wrong, I don't hope they will go...

Jump to post
by JAMBOJET
Tue May 19, 2020 2:55 pm
Forum: Civil Aviation
Topic: Updated: American Airlines Business & Finance Discussion
Replies: 358
Views: 68584

Re: FT: Investors bet AA will file for BK

So what went wrong since their last Chapter 11 filing? UA and DL seem to have found their way to profitability and stability while AA hasn't. They didn't fix any of the spending issues they had prior to the first run and they spent more on stuff customers don't pay for. They were happy to brag abou...

Jump to post
by JAMBOJET
Thu May 14, 2020 12:45 pm
Forum: Civil Aviation
Topic: Boeing CEO: A major US airline likely will go out of business this year,
Replies: 308
Views: 41681

Re: Boeing CEO: A major US airline likely will go out of business this year,

I don't get the airline bailouts. That's all a political charade, make-believe stuff to me. I only understand measuring the customer demand and sizing the operation to serve it. Given the fragility of airline capital structures, they were destined to go bankrupt in a major downturn, and a whopper a...

Jump to post
by JAMBOJET
Thu May 14, 2020 12:34 pm
Forum: Civil Aviation
Topic: Boeing CEO: A major US airline likely will go out of business this year,
Replies: 308
Views: 41681

Re: Boeing CEO: A major US airline likely will go out of business this year,

The weaker one is just going to go through chptr 11 and emerge the new strongest then the others will be the weakest until they restructure as well. It’s how this industry seems to work, for better or worse. True, but any carrier going to court today is likely going for Ch. 7, not a quick trip thro...

Jump to post
by JAMBOJET
Thu May 14, 2020 12:34 am
Forum: Civil Aviation
Topic: Boeing CEO: A major US airline likely will go out of business this year,
Replies: 308
Views: 41681

Re: Boeing CEO: A major US airline likely will go out of business this year,

What a strange comment to make when AA hasn't even filed Chptr 11... It probably is the right answer for Delta, United, and Southwest's shareholders and employees. However, it would also be the right answer for AA, UA, and WN's shareholders and employees for Delta to do your "take one for the ...

Jump to post
by JAMBOJET
Wed May 13, 2020 9:34 pm
Forum: Civil Aviation
Topic: Boeing CEO: A major US airline likely will go out of business this year,
Replies: 308
Views: 41681

Re: Boeing CEO: A major US airline likely will go out of business this year,

It would be more like 1 million+ jobs when you factor in all the vendors, airport staff and 3rd parties that get a huge % of their revenues from AA. Unfortunately the demand for their services has now evaporated. AA management took a high risk strategy of buying lots of new airplanes hoping they wo...

Jump to post
by JAMBOJET
Wed May 13, 2020 9:33 pm
Forum: Civil Aviation
Topic: Boeing CEO: A major US airline likely will go out of business this year,
Replies: 308
Views: 41681

Re: Boeing CEO: A major US airline likely will go out of business this year,

Well there, definitely not username JumboJet with a new name, I for one see that username tphaung tends to be pretty balanced on these things. He may be biased toward B6 —I will not deny I am— but that is hardly surprising given the generally superior product involved. In any case, what is he wrong...

Jump to post
by JAMBOJET
Wed May 13, 2020 8:03 pm
Forum: Civil Aviation
Topic: Boeing CEO: A major US airline likely will go out of business this year,
Replies: 308
Views: 41681

Re: Boeing CEO: A major US airline likely will go out of business this year,

Please let it be AA, please let it be AA. And not just a Ch 11 shake and bake, make it a Ch 7 liquidation. Too much debt, not enough cash. Dougie Parker's hubris coming home to rest, took a good airline and turned it into low cost carrier service with legacy carrier prices. You do realize you're ro...

Jump to post
by JAMBOJET
Tue May 12, 2020 5:44 pm
Forum: Civil Aviation
Topic: Boeing CEO: A major US airline likely will go out of business this year,
Replies: 308
Views: 41681

Re: Boeing CEO: A major US airline likely will go out of business this year,

Speedbird52 was clearly talking about the big three airlines which are the only "long haul" carriers in the US in the sense that no other major US carrier has planes that can fly to Australia, deep South America (at present before someone starts on the XLR), interior Europe, or Pacific. T...

Jump to post
by JAMBOJET
Tue May 12, 2020 3:39 pm
Forum: Civil Aviation
Topic: Boeing CEO: A major US airline likely will go out of business this year,
Replies: 308
Views: 41681

Re: Boeing CEO: A major US airline likely will go out of business this year,

Everyone think AA is the candidate. But I don't think so. Guess who has the most unsecured assets that is easily slip beneath the radar? There is one US airlines own stakes in Virgin Atlantic, Korean Air, Aeromexico, LATAM, AF/KL and an oil refinery company (I think China Eastern as well?). That is...

Jump to post
by JAMBOJET
Tue May 12, 2020 12:54 pm
Forum: Civil Aviation
Topic: Boeing CEO: A major US airline likely will go out of business this year,
Replies: 308
Views: 41681

Re: Boeing CEO: A major US airline likely will go out of business this year,

Having an unhealthy business is bad for all taxpayers. Yields have to go up and a liquidation of an airline makes it healthier for the remaining airlines. Moreover, with much lower entry barriers than in the past, excess profits will .probably mean new entrants When is the last time a new long haul...

Jump to post
by JAMBOJET
Sat May 09, 2020 3:19 am
Forum: Civil Aviation
Topic: Delta plans to emerge a "smaller" carrier
Replies: 2164
Views: 381071

Re: Delta plans to emerge a "smaller" carrier

DL suspending service to MDW, OAK, BUR, LGB, PVD, HPN, SWF, CAK, MHT, and PHF until at least September. https://twitter.com/krisvancleave/status/1258845170243645441?s=21 Looks like somebody finally had a close read of the DOT's use of BTS market areas. No doubt those airport authorities will soon d...

Jump to post