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enilria
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DL Investor Day Predictions 12/17/2015

Wed Dec 16, 2015 10:52 pm

Looks like the cat is already coming out of the bag on these...

Delta Purchases 20 E-190s And 20 737-900ERs
Delta Purchases 20 E-190s And 20 737-900ERs (by jbs2886 Dec 16 2015 in Civil Aviation)
Delta - Jet Airways partnership
http://www.aviationgazette.com/jet-a...utch-airlines-and-delta-air-lines/
Delta-Aeromexico 49% stake
http://www.aviationgazette.com/delta...to-acquire-more-aeromexico-shares/


Looks like this remains the big question mark...unless anybody has any more speculation
Delta Air Lines to create overseas subsidiary?
http://www.aviationgazette.com/delta...es-to-creates-overseas-subsidiary/
 
carljanderson
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RE: DL Investor Day Predictions 12/17/2015

Wed Dec 16, 2015 11:14 pm

Introduction of an International Premium Economy beginning with the A350.


Doubt there will be a significant LAX announcement.
 
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ERJ170
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RE: DL Investor Day Predictions 12/17/2015

Wed Dec 16, 2015 11:23 pm

Perhaps another RDU expansion of AUS (1x 319), MSY (2x CR9), and MCI (12w CR7)?
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enilria
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RE: DL Investor Day Predictions 12/17/2015

Thu Dec 17, 2015 1:08 am

Quoting carljanderson (Reply 1):

Introduction of an International Premium Economy beginning with the A350.

Don't they already have that?

Quoting ERJ170 (Reply 2):
Perhaps another RDU expansion of AUS (1x 319), MSY (2x CR9), and MCI (12w CR7)?

The real question is SEA.
 
EddieDude
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RE: DL Investor Day Predictions 12/17/2015

Thu Dec 17, 2015 1:11 am

Quoting carljanderson (Reply 1):
Introduction of an International Premium Economy beginning with the A350.

Which type of aircraft will be delivered first? The A350s or the A330NEOs? I suppose the NEOs would also be equipped with real premium economy if this is true.

Quoting enilria (Reply 3):
Don't they already have that?

Real premium economy like BA's "World Traveller Plus" and not just regular coach seats with more legroom like DL currently has.
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MIflyer12
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RE: DL Investor Day Predictions 12/17/2015

Thu Dec 17, 2015 1:15 am

Quoting ERJ170 (Reply 2):
Perhaps another RDU expansion of AUS (1x 319), MSY (2x CR9), and MCI (12w CR7)?

Maybe. But that scale of service add merits a press release, not investor day highlights.

Think big.
 
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RE: DL Investor Day Predictions 12/17/2015

Thu Dec 17, 2015 1:26 am

Quoting EddieDude (Reply 4):
Which type of aircraft will be delivered first? The A350s or the A330NEOs?

A350 in 2017

A330neo in 2019
 
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enilria
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RE: DL Investor Day Predictions 12/17/2015

Thu Dec 17, 2015 4:06 am

Quoting EddieDude (Reply 4):
Quoting enilria (Reply 3):
Don't they already have that?

Real premium economy like BA's "World Traveller Plus" and not just regular coach seats with more legroom like DL currently has.

Potentially. VS already has it, correct? I don't sense that they have embraced it.
 
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northwestEWR
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RE: DL Investor Day Predictions 12/17/2015

Thu Dec 17, 2015 4:08 am

Quoting enilria (Reply 7):
Potentially. VS already has it, correct? I don't sense that they have embraced it.

It's in the works. Not sure if they intend to announce it tomorrow or not. It will be similar to Virgin and Air France's "Premium Economy" and very similar to Domestic First Class. American announced something like this a couple weeks ago.
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deltal1011man
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RE: DL Investor Day Predictions 12/17/2015

Thu Dec 17, 2015 5:21 am

Quoting carljanderson (Reply 1):

I don't think the new product will be announced
They may say the W is coming since AA has announced but I think the real announcing will be done next year Q1/Q2

Quoting ERJ170 (Reply 2):

99.99999% chance that doesn't happen.

Quoting enilria (Reply 3):

I know I don't want to but I guess I'll bite, what big questions about SEA?

Or do you mean them say more positive things and you saying they are lying to investors


Again.  
 
FSDan
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RE: DL Investor Day Predictions 12/17/2015

Thu Dec 17, 2015 5:21 am

I wonder if there will be any updates on the widebody fleet planning. The two main rumors recently have been:
1) Some 767-300ERs being reconfigured for domestic service to help backfill for the retiring 767-300s.
2) An additional used widebody order (777-200ERs) to help get the 747s out without loosing capacity.

The international widebody fleet seems like it will be stretched about as far as it can go this coming summer, so if #1 is to happen I think #2 would have to happen as well to avoid shrinking internationally.
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deltal1011man
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RE: DL Investor Day Predictions 12/17/2015

Thu Dec 17, 2015 5:36 am

Quoting FSDan (Reply 10):

IMO if a deal had be reached on more 777s they would have announced it with the E90/737 order


Sounds like they are still working on it (and/or more 332s)

Sounds like it's quite possible DL ends up with all 4 engine types on the 330 (PW4000/CF6/Trent 700 and Trent 7000)
 
panamair
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RE: DL Investor Day Predictions 12/17/2015

Thu Dec 17, 2015 12:20 pm

Delta's Investor Day presentation can be found here:

http://ir.delta.com/news-and-events/presentations/default.aspx
 
DTWPurserBoy
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RE: DL Investor Day Predictions 12/17/2015

Thu Dec 17, 2015 1:14 pm

The Jet Airways 77WER's that are for sale might make a nice fleet addition provided their record keeping and maintenance is acceptable. The international fleet will be stretched to the max with the 744's being phased out.
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sxf24
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RE: DL Investor Day Predictions 12/17/2015

Thu Dec 17, 2015 2:25 pm

No real announcements in the presentation. Basically, Delta is the best airline and better than most other industrial companies so our stock price should be higher.
 
ndhair37
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RE: DL Investor Day Predictions 12/17/2015

Thu Dec 17, 2015 2:41 pm

So it's more focused on product and a few bits on aircraft. No major announcements for more planes; even though I'm sure the B77W would make a great addition to the fleet for the thickest Pacific or Transatlantic routes.
 
Sightseer
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RE: DL Investor Day Predictions 12/17/2015

Thu Dec 17, 2015 2:44 pm

Quoting enilria (Thread starter):
Delta Air Lines to create overseas subsidiary?

I have not read every page of the presentation but did find this on slide 45:

"Transatlantic business reorganization will lower the book tax expense and cash taxes"   
 
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enilria
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RE: DL Investor Day Predictions 12/17/2015

Thu Dec 17, 2015 2:51 pm

Quoting Sightseer (Reply 16):

Quoting enilria (Thread starter):
Delta Air Lines to create overseas subsidiary?

I have not read every page of the presentation but did find this on slide 45:

"Transatlantic business reorganization will lower the book tax expense and cash taxes"

I am not through it yet either. That seems like foreshadowing, however. I'm not sure they can put their own operations in that entity and not risk the route authorities.
 
commavia
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RE: DL Investor Day Predictions 12/17/2015

Thu Dec 17, 2015 3:12 pm

Quoting sxf24 (Reply 14):
No real announcements in the presentation. Basically, Delta is the best airline and better than most other industrial companies so our stock price should be higher.

Yep - pretty much why I heard, too. I must say that, while Delta's accomplishments have been incredibly impressive and its management stellar, these pep rallies are really starting to border on the arrogant, and starting to sound like revival meetings - which I get to some extent given Delta's longstanding unique history and corporate cultural. Anderson teed it off by saying Delta is "the best run airline in the world, bar none" or something to that effect, then Bastian followed it up by literally saying something along the lines of, "welcome to the church of Delta." "Pride cometh before a fall."
 
FSDan
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RE: DL Investor Day Predictions 12/17/2015

Thu Dec 17, 2015 3:28 pm

Quoting Sightseer (Reply 16):
"Transatlantic business reorganization will lower the book tax expense and cash taxes"

There's a bit in there about co-locating the AF/KL JV offices in Amsterdam. They hope to realize benefits through co-location of decision makers.


Sounds like capacity won't change too much in 2016. Most capacity growth will come from adding seats to existing aircraft, which somehow is touted as a benefit for the customer. There may be customer benefits that come with the aircraft reconfigurations, but trust me, they are not because of the higher seating densities...
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enilria
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RE: DL Investor Day Predictions 12/17/2015

Thu Dec 17, 2015 3:32 pm

Quoting commavia (Reply 18):
Anderson teed it off by saying Delta is "the best run airline in the world, bar none" or something to that effect, then Bastian followed it up by literally saying something along the lines of, "welcome to the church of Delta." "Pride cometh before a fall."

I think there is some truth to the overconfidence concern. That is always a risk when doing that well. If you look back in the annals of the airline industry, one of the biggest mistakes repeated over and over again is using profits generated from your home market to acquire stakes in foreign airlines, implementing your management philosophy on them, seeing that the market was sufficiently different that the concept failed, losing your investment, and eventually falling behind in your home market as a result of the diverted attention and lost capital.

While that may not happen with Delta, it is certainly a rabbit hole repeated over and over again in the past that is a risk for Delta.
 
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RE: DL Investor Day Predictions 12/17/2015

Thu Dec 17, 2015 3:40 pm

Quoting enilria (Reply 17):
"Transatlantic business reorganization will lower the book tax expense and cash taxes"

If it means outsourcing jobs the pilots will throw a major fit and kill the deal.

I have never liked large companies like GE and Verizon hiding revenue offshore to avoid taxes. I would hate to see my beloved Delta do this.
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RE: DL Investor Day Predictions 12/17/2015

Thu Dec 17, 2015 3:41 pm

Quoting sxf24 (Reply 14):
No real announcements in the presentation. Basically, Delta is the best airline and better than most other industrial companies so our stock price should be higher.

What else would they say at their investor day presentation? "We suck, please invest in us?"
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commavia
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RE: DL Investor Day Predictions 12/17/2015

Thu Dec 17, 2015 3:46 pm

Quoting OA412 (Reply 22):
What else would they say at their investor day presentation? "We suck, please invest in us?"

Exactly. If I was them, I'd be saying the same thing (albeit, perhaps, in a slightly different tone) - when you have as strong and compelling a story to tell about how strong the business is, of course you're going to trumpet it loudly.
 
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RE: DL Investor Day Predictions 12/17/2015

Thu Dec 17, 2015 3:51 pm

Quoting OA412 (Reply 22):

What else would they say at their investor day presentation? "We suck, please invest in us?"

I've never seen any non-technology company be so explicit in saying they are better than every single peer and most other public companies. Delta is right to brag about its performance, but Wall Street is growing tired of the pushing to view Delta more like GE or Boeing.
 
MIflyer12
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RE: DL Investor Day Predictions 12/17/2015

Thu Dec 17, 2015 4:14 pm

Quoting sxf24 (Reply 24):
I've never seen any non-technology company be so explicit in saying they are better than every single peer and most other public companies. Delta is right to brag about its performance, but Wall Street is growing tired of the pushing to view Delta more like GE or Boeing.

Have another look at today's presentation. Throughout - and consistent with remarks made for several years - are references to 'high quality industrial transport' firms, not GE and Boeing. UPS, UNP, CNP, CSX, FDX and NSC are the firms mentioned in the CFO's slide pack.
 
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RE: DL Investor Day Predictions 12/17/2015

Thu Dec 17, 2015 4:20 pm

Quoting Sightseer (Reply 16):
Transatlantic business reorganization will lower the book tax expense and cash taxes"

I look to see some new aircraft deliveries, possibly the A350 and A330neo, registered in the Netherlands.
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cessna2
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RE: DL Investor Day Predictions 12/17/2015

Thu Dec 17, 2015 4:57 pm

Looks like they are looking ahead to building hubs in Mexico City, Sao Paulo, and Shanghai.
 
commavia
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RE: DL Investor Day Predictions 12/17/2015

Thu Dec 17, 2015 5:00 pm

Quoting cessna2 (Reply 27):
Looks like they are looking ahead to building hubs in Mexico City, Sao Paulo, and Shanghai.

More specifically, what Delta is looking to build is equity positions in, and/or antitrust-immunized joint ventures with, airlines that already have hubs in those cities. Delta itself won't be building hubs in any of those places.

[Edited 2015-12-17 09:00:48]
 
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RE: DL Investor Day Predictions 12/17/2015

Thu Dec 17, 2015 5:31 pm

Quoting enilria (Thread starter):

Looks like this remains the big question mark...unless anybody has any more speculation
Delta Air Lines to create overseas subsidiary?

IIRC, I don't think DL can do that with the scope language contained in the pilot's CBA. It is pretty tight about any subsidiary where DL has the controlling interest.
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MaverickM11
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RE: DL Investor Day Predictions 12/17/2015

Thu Dec 17, 2015 5:40 pm

Quoting commavia (Reply 18):
Anderson teed it off by saying Delta is "the best run airline in the world, bar none" or something to that effect, then Bastian followed it up by literally saying something along the lines of, "welcome to the church of Delta." "Pride cometh before a fall."

There's no question they're the industry leader, but I think the overconfidence is showing up in some of the fights they've been picking, whether it's AS, KE, ME3, ExIm, DAL...and many of those (all?) seem lost causes for DL, or at least high potential for Pyrrhic victories that make a lot of enemies.
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panamair
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RE: DL Investor Day Predictions 12/17/2015

Thu Dec 17, 2015 5:51 pm

Quoting sxf24 (Reply 24):
but Wall Street is growing tired of the pushing to view Delta more like GE or Boeing.

How exactly is Wall Street growing tired of this? Tell me why a large for-profit airline should not try to emulate or compare itself to similar sized companies in other industries? After all, they are competing for the same investors as all these other companies . The point here is that airlines have long been the butt of jokes for the investment community so much so that some people continue to say that a low (say 5%) margin is acceptable (because it's an airline). Then why should any investor put more money into an airline for a 5% return when they can get 15% margins with other high quality industrials?

Quoting commavia (Reply 18):
something along the lines of, "welcome to the church of Delta

He said that because the event was being held in a church on Park Avenue in NYC.
 
ericm2031
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RE: DL Investor Day Predictions 12/17/2015

Thu Dec 17, 2015 5:53 pm

$500mil hedging loss predicted for next year.
 
commavia
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RE: DL Investor Day Predictions 12/17/2015

Thu Dec 17, 2015 5:57 pm

Quoting panamair (Reply 31):
He said that because the event was being held in a church on Park Avenue in NYC.

It wasn't that it was said, but rather that it was said in the context of the broader tone of the event.

The entire thing sounded like quite a pep rally - which is fine, that's what it supposed to be - but at times the commentary came off as extremely arrogant.

I get why Anderson wants to project pride in all of the demonstrably impressive accomplishments of the company, and I also fully acknowledge that they have a great story to tell and that Delta arguably is among the best-run airlines in the world.

But as I've said before, I personally think that Delta needs to be very, very careful about this tone because of the message it sends, and unintended consequences it could portend - both internally and externally.
 
ericm2031
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RE: DL Investor Day Predictions 12/17/2015

Thu Dec 17, 2015 5:58 pm

$7bil in debt and $11bil in unfunded pension liability. Still lots of progress to be made on those but much has been made.
 
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RE: DL Investor Day Predictions 12/17/2015

Thu Dec 17, 2015 6:11 pm

Quoting MaverickM11 (Reply 30):
There's no question they're the industry leader, but I think the overconfidence is showing up in some of the fights they've been picking, whether it's AS, KE, ME3, ExIm, DAL...and many of those (all?) seem lost causes for DL, or at least high potential for Pyrrhic victories that make a lot of enemies.

I think this is the bigger issue. Who cares if their tone at an investor day presentation is arrogant? I don't buy that DL is trying to be GE or that Wall Street is getting fed up with them because of it. Nor do I think that projecting an air of arrogance at an investor day presentation is what's going to hurt the business. The problem is that the arrogance causes them to wage all these wars all over the place, and, as you correctly note, they're unlikely to win many, if any, of them.
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Prost
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RE: DL Investor Day Predictions 12/17/2015

Thu Dec 17, 2015 6:14 pm

The .pdf of the Investor's Day presentation was the first time I saw a non Boeing product proudly featured on the introduction page.
 
MaverickM11
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RE: DL Investor Day Predictions 12/17/2015

Thu Dec 17, 2015 6:21 pm

Quoting ericm2031 (Reply 32):
$500mil hedging loss predicted for next year.

300MM profit from the refinery...they would have been 200MM better off if they did zilch. I think last year was fr worse too.
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Prost
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RE: DL Investor Day Predictions 12/17/2015

Thu Dec 17, 2015 6:27 pm

I watched Anderson on CNBC this morning, and he didn't come across as arrogant or cocky. Now, the people on Squawk Box were obnoxious.
 
catiii
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RE: DL Investor Day Predictions 12/17/2015

Thu Dec 17, 2015 6:36 pm

Quoting Prost (Reply 38):
watched Anderson on CNBC this morning, and he didn't come across as arrogant or cocky.


That's because he was in front of a camera. In private...  
 
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enilria
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RE: DL Investor Day Predictions 12/17/2015

Thu Dec 17, 2015 6:58 pm

Quoting DTWPurserBoy (Reply 21):
Quoting enilria (Reply 17):
"Transatlantic business reorganization will lower the book tax expense and cash taxes"

If it means outsourcing jobs the pilots will throw a major fit and kill the deal.

I have never liked large companies like GE and Verizon hiding revenue offshore to avoid taxes. I would hate to see my beloved Delta do this.

It appears they just floated this...and then backed off. I wonder what changed their minds...or if it will come later. I know there is a bill in Congress to tighten rules on taxation of foreign subsidiaries. I don't know where it is.

Quoting MMO (Reply 29):
IIRC, I don't think DL can do that with the scope language contained in the pilot's CBA. It is pretty tight about any subsidiary where DL has the controlling interest.

They can't put their own flights in the foreign sub IMHO. There are still plenty of other ways to gain benefit from a foreign sub if they do go that way and the laws don't change substantially.

Quoting ericm2031 (Reply 32):
$500mil hedging loss predicted for next year.

Wow...They obviously bet on fuel going up again. They have seemed convinced all along that fuel will go up and their strategy also follows that direction, but if they stick with that I think they will start to see a lot of market share and yield pressure as other carriers pounce on their lack of growth.

It is interesting to posit that the DL strategy may have been perfectly implemented for the environment we were in with high fuel, but we will see if holding on too tightly to that strategy as fuel sinks becomes their undoing as the top performing carrier on Wall Street.
 
sxf24
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RE: DL Investor Day Predictions 12/17/2015

Thu Dec 17, 2015 7:08 pm

Quoting panamair (Reply 31):
How exactly is Wall Street growing tired of this? Tell me why a large for-profit airline should not try to emulate or compare itself to similar sized companies in other industries? After all, they are competing for the same investors as all these other companies . The point here is that airlines have long been the butt of jokes for the investment community so much so that some people continue to say that a low (say 5%) margin is acceptable (because it's an airline). Then why should any investor put more money into an airline for a 5% return when they can get 15% margins with other high quality industrials?

The people I've spoken with, who represent a cross-section of finance professionals, are growing tired of being "lectured" by Delta about how they don't rate or value the airline like an industrial company. No one likes to be told how to do their job.

Regardless of the strong, current financial performance of the U.S. airlines, there is rightly skepticism that this level of earnings may not be sustainable. Once the airlines make it through a business cycle or downturn in travel without destroying their Balance Sheet, they will begin to be viewed differently.
 
catiii
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RE: DL Investor Day Predictions 12/17/2015

Thu Dec 17, 2015 8:12 pm

Quoting sxf24 (Reply 41):
The people I've spoken with, who represent a cross-section of finance professionals, are growing tired of being "lectured" by Delta about how they don't rate or value the airline like an industrial company. No one likes to be told how to do their job.

Wasn't there some dust up too with Hunter Keay where they refused to talk to him or allow him to ask questions on analyst calls because they didn't like something he wrote?
 
mmo
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RE: DL Investor Day Predictions 12/17/2015

Thu Dec 17, 2015 8:19 pm

Quoting enilria (Reply 40):
They can't put their own flights in the foreign sub IMHO. There are still plenty of other ways to gain benefit from a foreign sub if they do go that way and the laws don't change substantially

I don't think so. IIRC, if DL owns 50% + 1 share, the company is considered a DL operation and as such all flights must be flown by DL pilots. There is some room for the RJs but those are not foreign subsidiaries. If it' s under the DL umbrella, it must be flown by DL pilots.
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RE: DL Investor Day Predictions 12/17/2015

Thu Dec 17, 2015 9:30 pm

Quoting catiii (Reply 42):
Wasn't there some dust up too with Hunter Keay where they refused to talk to him or allow him to ask questions on analyst calls because they didn't like something he wrote?

Hunter hasn't been invited to a DL earnings call for a few quarters now. The analyst community has been pretty unimpressed by the pettiness they're seeing from the widget.
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Ih8b6
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RE: DL Investor Day Predictions 12/17/2015

Fri Dec 18, 2015 2:18 am

Quoting sxf24 (Reply 41):
Quoting EA CO AS (Reply 44):

So all the fianancial professionals, know-it-alls, and blow hards are "tired" of being lectured by delta and being told how to do their job? Yet, aren't all these idiots the same ANALysts that make a career out of analyzing and trying to tell airlines how to run a business? Analysts are idiots. They are just there to move the stock one way or the other. Take the money and run. Delta's doing pretty good...lecturing seems appropriate. Put the analysts and finance dolts in their place. We are tired of them too..."we" as in, the World in general.

The airline community has been unimpressed with how analysts pretend to know it all.
Over-moderation sucks
 
sxf24
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RE: DL Investor Day Predictions 12/17/2015

Fri Dec 18, 2015 2:30 am

Quoting Ih8b6 (Reply 45):
So all the fianancial professionals, know-it-alls, and blow hards are "tired" of being lectured by delta and being told how to do their job? Yet, aren't all these idiots the same ANALysts that make a career out of analyzing and trying to tell airlines how to run a business? Analysts are idiots. They are just there to move the stock one way or the other. Take the money and run. Delta's doing pretty good...lecturing seems appropriate. Put the analysts and finance dolts in their place. We are tired of them too..."we" as in, the World in general.

The airline community has been unimpressed with how analysts pretend to know it all.

Analysts who provide reports on airlines and ask questions on the earnings call are hired by the owners of the Delta to provide an opinion on the company's outlook and potential. While it is easy to disparage these individuals, they are quite smart and basically spend their career digesting information about the industry - think A.net on steroids.

Analysts are not going to be petty and give a poor outlook on a company because their snubbed. They will, however, stop covering a company if they're not getting the information they need. This can hurt the market for the stock if enough analysts stop covering it.
 
catiii
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RE: DL Investor Day Predictions 12/17/2015

Fri Dec 18, 2015 2:38 am

Quoting Ih8b6 (Reply 45):
So all the fianancial professionals, know-it-alls, and blow hards are "tired" of being lectured by delta and being told how to do their job? Yet, aren't all these idiots the same ANALysts that make a career out of analyzing and trying to tell airlines how to run a business? Analysts are idiots. They are just there to move the stock one way or the other. Take the money and run. Delta's doing pretty good...lecturing seems appropriate. Put the analysts and finance dolts in their place. We are tired of them too..."we" as in, the World in general.

The airline community has been unimpressed with how analysts pretend to know it all.

Wow, your profile says you're an airline ops manager in Florida. I'd be interested to know what carrier because I bet they would RUN from your comments, which reflect a fundamental lack of understanding of the investor relations department I bet your carrier has and the relationship they have with analysts.

Quoting sxf24 (Reply 46):

Analysts who provide reports on airlines and ask questions on the earnings call are hired by the owners of the Delta to provide an opinion on the company's outlook and potential. While it is easy to disparage these individuals, they are quite smart and basically spend their career digesting information about the industry - think A.net on steroids.

Analysts are not going to be petty and give a poor outlook on a company because their snubbed. They will, however, stop covering a company if they're not getting the information they need. This can hurt the market for the stock if enough analysts stop covering it.

Perfectly put.
 
HPAEAA
Posts: 1142
Joined: Mon May 08, 2006 7:24 am

RE: DL Investor Day Predictions 12/17/2015

Fri Dec 18, 2015 2:44 am

Quoting Ih8b6 (Reply 45):
So all the fianancial professionals, know-it-alls, and blow hards are "tired" of being lectured by delta and being told how to do their job? Yet, aren't all these idiots the same ANALysts that make a career out of analyzing and trying to tell airlines how to run a business? Analysts are idiots. They are just there to move the stock one way or the other. Take the money and run. Delta's doing pretty good...lecturing seems appropriate. Put the analysts and finance dolts in their place. We are tired of them too..."we" as in, the World in general.

The airline community has been unimpressed with how analysts pretend to know it all.

Like it or not the "ANALysts" help shape the investor impression & data points for institutional pov of performance. While the our aviation enthusiast may disagree, the analysts have to listen to investors & help build the case for capital investment.
1.4mm and counting...
 
DeltaB717
Posts: 1722
Joined: Thu Jun 07, 2012 3:49 am

RE: DL Investor Day Predictions 12/17/2015

Fri Dec 18, 2015 3:29 am

I've not seen this question answered anywhere (and yes, I've read the presentation) so pls forgive me if it is... was there no discussion yesterday about the foreign subsidiary?

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