Thread: Delta has a TA
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Old 05-20-2012 | 01:24 AM
  #589  
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DAL73n
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From: 737n/FO
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One thing I haven't seen mentioned so far it the Wall Street effect. Once the TA is public (assuming it is sent to us for ratification) it won't take very long for Wall Street to react to it in some way (positive or negative) as far as the long term costs for Delta as a company and it's expected profitability. They are not going to wait for ratification because just like the announce of the TA they will assume that we will ratify it and Wall Street Analysts will do some of the work for us to estimate the increased costs to the expected profitability of the company - if we see a bunch of downgrades of Delta stock by Wall Street that means they think the contract is too expensive for Delta and if we see a bunch of upgrades on the stock it means they think that Delta put one over on the pilots to maintain a good cost structure going forward - just thinking of another way we might be able to evaluate the contract rather than just relying on DALPA or all the great work all the APCers do on lots of areas. Just thinking!