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View Full Version : Pain in Latin market coming?


FlyyGuyy
09-26-2019, 01:19 PM
https://www.reuters.com/article/us-latam-airlines-m-a-delta-air/delta-to-buy-20-of-latam-for-1-9-billion-in-regional-shake-up-idUSKBN1WB2UZ


chrisreedrules
09-26-2019, 04:06 PM
Theyíre just positioning themselves to takeover Latin America once AA collapses in the next downturn.

:D

AAL24
09-26-2019, 06:34 PM
Huge news. Surprised it hasnít gotten more play on CNR. If AA loses dominance in South America Iím not sure whatís left.


lavService
09-26-2019, 07:45 PM
Is Miami going to be the next LA? https://www.google.com/amp/s/www.ajc.com/business/delta-spend-billion-stake-south-american-airline/FKjYXKaRL3DH7mu2Nf4rSO/amp.html

Delta to split SA between Miami and Atlanta. I see a large build up in Miami very soon. Pilot hiring at Delta is supposedly 1000-1500 next year with even larger number of FAs. I expect a strong push into Miami. I can see the A220 being a big player in Miami.

Arado 234
09-27-2019, 05:55 AM
Is Miami going to be the next LA? https://www.google.com/amp/s/www.ajc.com/business/delta-spend-billion-stake-south-american-airline/FKjYXKaRL3DH7mu2Nf4rSO/amp.html

Delta to split SA between Miami and Atlanta. I see a large build up in Miami very soon. Pilot hiring at Delta is supposedly 1000-1500 next year with even larger number of FAs. I expect a strong push into Miami. I can see the A220 being a big player in Miami.

I am pretty sure ramp and ground gonna greet them the MIA way: gate's occupied, double Juliet, short of November, monitor ramp.

Delta has already invested huge amounts into AeroMexico, not sure I have seen a big change.

Edit: Whatever happened to KDA?

navigatro
09-27-2019, 06:10 AM
this is really bad news for AA.

1Taco
09-27-2019, 02:05 PM
Is Miami going to be the next LA? https://www.google.com/amp/s/www.ajc.com/business/delta-spend-billion-stake-south-american-airline/FKjYXKaRL3DH7mu2Nf4rSO/amp.html

Delta to split SA between Miami and Atlanta. I see a large build up in Miami very soon. Pilot hiring at Delta is supposedly 1000-1500 next year with even larger number of FAs. I expect a strong push into Miami. I can see the A220 being a big player in Miami.
The 1,000-1,500 number accounts for retirements and the lack hiring that we didnít do last year.

AAL24
09-27-2019, 02:13 PM
I thought delta hired 900+ last year?

Name User
09-27-2019, 02:36 PM
2019 YTD income

AA
Domestic - $640m (operating revenue $15.6b)
Latin America - $475m (operating revenue $3.1b) 15% margin
Atlantic - $1m
Pacific - (-$172m)

Delta
Domestic - $1.3b (operating revenue $16.6b)
Latin America - $184m (operating revenue 1.6b) 11% margin
Atlantic - $541m
Pacific - $133m

You can see by those numbers that despite our comparatively lower revenue in Latin America vs domestically, we make more money there on a % basis. If I'm reading the data right our margin in LA is roughly 4x what it is domestically.

Delta's numbers show how little profit they get from there, but that it is, most likely, the easiest place they can expand to increase revenue the quickest. Buying into LATAM was basically a way to buy feed for their flights I'm guessing, since LATAM doesn't really make any money on their actual ticket sales.

AA has said LATAM feed represents a nominal $20m a year revenue impact. However I think one impact will be all of a sudden having another competitor selling tickets side by side with them.

AA does 75% of the flying in MIA, Delta under 15%.

Surprise
09-27-2019, 03:15 PM
Weíre screwed. All your base are belong to Delta.

Floobs
09-27-2019, 04:17 PM
I like how all the LAA geriatrics act like this is good news. As if AA is going to start up flights to replace the latam flights.

Whatís more likely to Happen is more pullout. At least South America isnít that big of a loss considering most places down their are dumps. But still shows AA is run by a regional management.

1Taco
09-27-2019, 04:27 PM
I thought delta hired 900+ last year?

We were supposed to. I donít think it ended up even being half of that.

Smoke Toliet
09-28-2019, 03:11 AM
https://finance.yahoo.com/news/gone-wrong-american-airlines-180536159.html

full of luv
09-30-2019, 06:22 AM
https://finance.yahoo.com/news/gone-wrong-american-airlines-180536159.html

https://www.bizjournals.com/dallas/news/2019/09/30/american-delta-latam.html?ana=yahoo&yptr=yahoo

AA used to have the best control of the press of all the majors....I guess they fired that guy a few years ago.....

LIOG41
09-30-2019, 07:33 AM
Just wait till this all plays out...it might be not as bad some people think.

Just saw they added extra capacity to the following routes, meaning good for us pilots in most cases.

MIA-LIM (757)
MIA-SCL (777)
MIA-GRU (777)

And a new route:
BOS-LHR (777)

Al Czervik
09-30-2019, 08:06 AM
Just wait till this all plays out...it might be not as bad some people think.

Just saw they added extra capacity to the following routes, meaning good for us pilots in most cases.

MIA-LIM (757)
MIA-SCL (777)
MIA-GRU (777)

And a new route:
BOS-LHR (777)

Playing offense. I like it.
Itís like the packers when they were a good team.

ACEssXfer
09-30-2019, 08:34 AM
Just wait till this all plays out...it might be not as bad some people think.

Just saw they added extra capacity to the following routes, meaning good for us pilots in most cases.

MIA-LIM (757)
MIA-SCL (777)
MIA-GRU (777)

And a new route:
BOS-LHR (777)

BOS is on AA metal?

SaturnV
09-30-2019, 08:42 AM
Sounds like it will be in March!

"American’s BOS to LHR flight will be flown on a state-of-the-art 777-200, featuring 37 Flagship Business seats and 24 Premium Economy seats. The new flight fits into the current British Airways schedule with a peak evening departure (American Flight No. 108) from BOS and adds a new morning departure from LHR (American Flight No. 109). American and British Airways will have the most flights between the two historic cities when flights begin next year."

https://www.globenewswire.com/news-release/2019/09/30/1922575/0/en/American-Airlines-Solidifies-Leadership-Position-in-Miami-and-Adds-New-Nonstop-Boston-to-London-Service.html

AAL24
09-30-2019, 08:47 AM
Just wait till this all plays out...it might be not as bad some people think.

Just saw they added extra capacity to the following routes, meaning good for us pilots in most cases.

MIA-LIM (757)
MIA-SCL (777)
MIA-GRU (777)

And a new route:
BOS-LHR (777)

Standby for corresponding cancellations. ďAs part of our continued effort to align capacity with demand weíve made the hard decision to cancel a, b, c, and d...Ē

SonicFlyer
09-30-2019, 10:29 AM
Weíre screwed. All your base are belong to Delta.
I, for one, welcome our new double-breasted, hat wearing, overlords!

Floobs
09-30-2019, 05:22 PM
Playing offense. I like it.
Itís like the packers when they were a good team.

Oh please. This is so weak and we all only these fights wonít last for more than a summer just like that ďAfricaĒ flight on a worn out old 757.

Arado 234
10-01-2019, 03:13 AM
I, for one, welcome our new double-breasted, hat wearing, overlords!

Windcheck!

Fredturbo
10-05-2019, 04:37 AM
I, for one, welcome our new double-breasted, hat wearing, overlords!

You mean the Double Breasted van Admirals.