Originally Posted by hercretired (Post 3314230)

I don't buy the "analysts don't understand ________ [insert company name]"

it doesn't matter. (yes they do understand it, it is not nuclear fusion. Planes, boxes, profits/losses)

The stock price is down. why ?

Originally Posted by nitefr8dog (Post 3313782)

Maybe....posting about something you have no firsthand knowledge of dosen't help anyone either.

Originally Posted by hercretired (Post 3314089)

Earnings out on Nov 4. COVID reportedly hurting Omni but Omni is the smallest fleet of the ATSG airlines. ATSG has in the neighborhood of 80 aircraft, I believe, with Omni at 15, or 19% of the fleet. So 81% of ATSG is not Omni.

How is this "Omni's fault."

The COVID argument should have boosted the package side, and it did somewhat, but the question is legit, why is the stock down. The stock has been in a decline all year long.

Just my views, I know some pilots at all three companies, all good guys. I would love to listen to earnings call or see what the corporate office side of the house says about this topic.

cheers

Originally Posted by wjcandee (Post 3314555)

Well I gave you the answer about warrants. I certainly don't know any inside information about their upcoming earnings guidance. You can choose to believe or not about what and whether analysts understand -- the same analysts that kept saying that the warrants had been exercised when they hadn't been, the same analysts that ask questions about ATI as if it was an ACMI operation instead of almost-entirely a CMI operation, but suit yourself.

I do notice that the stock is up 5 percent in the last 7 days, and is currently rated "undervalued".

Originally Posted by Cujo665 (Post 3314630)

I have many years of experience dealing with upper level managements pitting work groups against each other. Most of it from the MEC level.

You are the classic example of what they want to be happening.

If you can't get past the history and at least start to work together, then management has already won.

Originally Posted by nitefr8dog (Post 3314676)

You may have many years but it wasn't at ATSG. Management did not "pit" the working groups against each other...ATI made a conscious decision all on their own. You know not of which you speak! End

Originally Posted by skypilot35 (Post 3313899)

Why the hell is ATSG stock plummeting? Seriously curious.

Originally Posted by Swakid8 (Post 3314782)

AKA, they went to ATI the way AA went to PSA……. I.e. Pitting the workgroups against each other. What do you think the next step ATSG would have taken if ATI said no.

Originally Posted by nitefr8dog (Post 3314676)

You may have many years but it wasn't at ATSG. Management did not "pit" the working groups against each other...ATI made a conscious decision all on their own. You know not of which you speak! End

Originally Posted by nitefr8dog (Post 3315011)

Who knows maybe buy some other s#hitbag airline about to go out of business and pour a couple hundred million into them to refleet them and make them the same offer. Give pay raises to the Captains only instead of negotiating a new contract for 2 yrs...and we will give you aircraft from the sister airlines. And those Aholes would probably do it too. And also accept a pay raise only contract when the 2 yrs are up.