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WA707atMSP
Posts: 1922
Joined: Sun Oct 08, 2006 8:16 pm

RE: DL Investor Day Predictions 12/17/2015

Fri Dec 18, 2015 12:29 pm

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.

Airline executives who ignore the analysts do so at their peril. One executive who did a superb job of keeping them happy was Northwest president Don Nyrop. Two of the slides he showed at presentations compared Northwest to arch rival Pan Am. The first slide showed the number of vice presidents each airline had; Northwest had very few, Pan Am had dozens. The next slide showed the balance sheets of each airline; Northwest had almost no debt and lots of stockholder's equity, Pan Am had no equity and lots of debt. These slides reminded the analysts that if their clients invested in Northwest, NW would use their money for things that increased the stock price, instead of wasting it on lots of overpaid vice presidents.
 
jetlanta
Posts: 1664
Joined: Thu Jul 12, 2001 2:35 am

RE: DL Investor Day Predictions 12/17/2015

Fri Dec 18, 2015 2:27 pm

This discussion has gone off the rails. Shocking.

Here are some facts. This month's issue of Institutional Investor Magazine annual survey of analysts and investment professionals gave Delta the following awards among major airlines:

Richard Anderson was named best Chief Executive Officer by both buy-side and sell-side professionals.

Paul Jacobson was named best Chief Financial Officer by both the buy-side and the sell-side.

Delta was named the best Investor Relations program by both the buy-side and the sell side.

Jill Greer was ranked No. 2 Best Investor Relations Professional by the buy-side.

http://www.institutionalinvestor.com...rticleId=3510765&p=2#/.VnQVxDZcSPc

But I'm sure someone on here knows someone whose cousin works on Wall Street and heard something terrible about Delta's relationship with this guy they met once at a party.
 
DTWPurserBoy
Posts: 2374
Joined: Fri Feb 19, 2010 10:33 pm

Re: DL Investor Day Predictions 12/17/2015

Mon Aug 15, 2016 9:34 pm

The not-so-quiet dismantling of the NRT hub is having a lot of repercussions. Flight attendants based in Asia have been axed, BKK shut down and a serious loss to the local economy in and around NRT. The US-based flight attendants are nuts if they do not unionize and protect their jobs with a scope clause before things escalate further. Watch what the pilots do--they always protect their own.
Qualified on Concorde/B707/B720/B727/B737/B747/B757/B767/B777/DC-8/DC-9/DC-10/A319/A320/A330/MD-88-90
 
jumbojet
Posts: 2957
Joined: Mon Dec 29, 2003 3:01 am

Re: DL Investor Day Predictions 12/17/2015

Tue Aug 16, 2016 12:48 am

DTWPurserBoy wrote:
The not-so-quiet dismantling of the NRT hub is having a lot of repercussions. Flight attendants based in Asia have been axed, BKK shut down and a serious loss to the local economy in and around NRT. The US-based flight attendants are nuts if they do not unionize and protect their jobs with a scope clause before things escalate further. Watch what the pilots do--they always protect their own.


The FA's unionizing will destroy that Delta hospitality that makes flying Delta unique. The pilots wanting a 40% raise, I say give it to them and then watch how the company goes bankrupt again during the next downturn in travel or huge spike in the price of oil.
 
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LAX772LR
Posts: 13334
Joined: Sun Nov 09, 2014 11:06 pm

Re: DL Investor Day Predictions 12/17/2015

Tue Aug 16, 2016 1:45 am

DTWPurserBoy wrote:
and a serious loss to the local economy in and around NRT.

NRT is currently busier than it's ever been.

Rather doubtful that losing a small handful of duplicate routes is having much of an effect on it, or the economy surrounding it.
I myself, suspect a more prosaic motive... ~Thranduil
 
Atlwarrior
Posts: 476
Joined: Sun Jul 29, 2012 3:42 am

Re: DL Investor Day Predictions 12/17/2015

Tue Aug 16, 2016 2:04 am

DTWPurserBoy wrote:
The not-so-quiet dismantling of the NRT hub is having a lot of repercussions. Flight attendants based in Asia have been axed, BKK shut down and a serious loss to the local economy in and around NRT. The US-based flight attendants are nuts if they do not unionize and protect their jobs with a scope clause before things escalate further. Watch what the pilots do--they always protect their own.


Sorry but a few flights getting axed does not support or warrants a bizarre response.
 
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jfklganyc
Posts: 6073
Joined: Mon Jan 05, 2004 2:31 pm

Re: DL Investor Day Predictions 12/17/2015

Tue Aug 16, 2016 2:27 am

Again, as stated above, thanks to scope in DALPA contracts, anything owned by Delta has to be flown by Delta pilots. There is an exemption for a limited number of RJs, but that's it. Delta can set up a subsidiary in AMS tomorrow, but if it is a Delta airplane, owned by Delta it has to be flown with Delta pilots.

This isn't Asia where Dragonair can take flights from the bigger brother airline. There are no "alter ego" airlines allowed in union contracts at ANY US carrier.

If it was allowed, it would have been done already.

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