cashcow

I can prove you wrong! The value of UPS the corporation is slightly more than twice that of Deutsche Post.


Deutsche Post (parent company of DHL) Market Cap: 27,461 Billion Euros = 38.836 Billion USD
http://investors.dpwn.de/en/investor...tie/index.html

UPS Market Cap = 80.13 Billion USD
http://finance.yahoo.com/q/bc?s=UPS

FDX Market Cap = 33.18 Billion USD
http://finance.yahoo.com/q/bc?s=FDX

SaltyDog

True, but second year pay is currently 102.29/hr x975 credit=99,732 and just around the corner on 01 January 2008 that is going to 111.75/hr or an annual min of 108,950. In Jan 2009 it is 121.69/hr or 118,648. Jan 2010 it is 132.12/hr or 128,817 and Jan 2011 it is 143.08/hr or 139,503. Not bad second year numbers.
Sadly or gladly, you will have most likely be on 74-4's or MD-11's out of ANC. The high value of the lines and overrides will add quite a bit to the bottom line. In your case, you are much closer to Capt I'm sure, so that works into the muddle of variables.

Polarfr8dog

Posted by ATPCliff: DHL bought 49% of Polar, which is owned by Atlas.

This is not true. Atlas Air Worldwide Holdings (AAWH) owns Polar Air Cargo Worlwide AND Atlas. We are currently two seperate operating certificates. We (Polar) were just awarded more slots in Japan.

flaps 9

I think Cliff might be on to something.

From polaraircargo.com


Purchase, NY - June 28,2007 -- Atlas Air Worldwide Holdings, Inc. (AAWW) (Nasdaq: AAWW), a leading provider of global air cargo services, today announced that its subsidiary, scheduled-service operator Polar Air Cargo Worldwide, Inc. (Polar), closed on a strategic transaction with DHL Express that includes the acquisition of an equity stake in Polar for $150 million in cash and a landmark 20-year commercial arrangement, with opportunities for AAWW companies to provide additional service and for future growth.


The agreement provides the AAWW companies with a valuable, long-term customer and potential revenue stream in excess of $3.5 billion over the full term of the agreement. The commercial arrangement includes blocked-space and related flight-service support agreements, and will ensure DHL Express has access to aircraft capacity in key global markets.


With the transaction in place, DHL Express acquired a 49 percent equity interest, including a 25 percent voting stake, in AAWW’s subsidiary, Polar. Of the $150 million cash payment, $75 million was paid upon closing, with another $75 million to be paid in two installments, subject to acceleration should the blocked-space agreement commence prior to Oct. 31, 2008.


Under the agreements, DHL Express will gain access to capacity on six Boeing 747-400 freighters and one 747-200 freighter operated by Polar. DHL Express will also have access to additional capacity through wet-leasing of aircraft from AAWW’s subsidiary, Atlas Air, Inc.


“We are pleased to close on this significant transaction,” said William J. Flynn, President and Chief Executive Officer of AAWW. “We welcome DHL Express as an anchor customer for Polar and the opportunity to be a sizeable supplier of air cargo capacity to a dominant player in the express business. At the same time, we look forward to building on this relationship to meet the demands for future growth on some of the world’s most important trade routes.”


“Completing this partnership with Polar Air Cargo is a strategic thrust instrumental in positioning DHL as the global express and logistics provider of choice,” added John Mullen, Global CEO of DHL Express. “It shows that recognizing and responding to the needs of customers are a reiterative process for DHL – we understand the importance of broadening the scope of our service offerings to stay ahead of the curve in view of the increasing demand for cargo routes between Asia-Pacific and the U.S.”


Atlas Air Worldwide Holdings is ready to respond to the needs of DHL Express, Flynn said.


“Over the past few months, we have planned for the scheduling and staffing to accommodate the high-quality, high-reliability service required in the express business. At the same time, we will continue to serve our freight-forwarder customers with convenient schedules on existing routes. In fact, this agreement will add revenue and load certainty to Polar’s existing network and enhance an already strong presence in key markets.”


About Atlas Air Worldwide Holdings, Inc.


AAWW is the parent company of Atlas Air, Inc. (Atlas) and Polar, which together operate the world’s largest fleet of Boeing 747 freighter aircraft.


AAWW, through its principal subsidiaries Atlas Air and Polar, offers scheduled air cargo service, cargo charters, military charters, and ACMI aircraft leasing in which customers receive a dedicated aircraft, crew, maintenance and insurance on a long-term lease basis.

FliFast

Salty,

Good points..on the flip side the cost of living in ANC and the cost to move back from ANC (not covered for probationary crewmembers that sign the three year lock) eats into these wages. But in general Salty, informative post..thanks.

FF

brewster

I don't know whos question you were answering, but Deutche Post has a revenue stream that is huge. It is larger than FedEx and UPS combined.

UPS - $47.547 billion
FedEx - $32.294 billion
DPWN- € 60.5 billion ($ 80.65 billion)

cashcow

Wouldn't Market Cap be the more appropriate measure for what the valuation of a Company is? Revenue stream by itself is a meaningless measure.

Here is the what I replied to: Come on CLiff, that's ridiculous. UPS is not looking to buy a third of DHL!! DHL is a lot larger than UPS. That's like saying the Yankees are looking to buy the Red Sox.

brewster

okay, thats what I thought you were replying to. So while you are correct that the stock value of UPS is greater than Deutche Post, lil'seinfeld is still correct that they are larger than UPS. Not quite twice the size but more than twice the size of FedEx. But yet FedEx still holds the honor of being the worlds largest airline.

All in all, I don't think it matters which company you work for. They all have their good and bad. While I doubt UPS is interested in buying up the DHL market as some suggest, they may buy the Atlas 747 slots in the production line. The question now would be if DHL will let them since they operate 747's through Polar. If they buy Atlas for a merger I would be very surprised.

cashcow

http://www.forbes.com/markets/2007/0...markets10.html

Deutsche Post Rated Second Class
Lionel Laurent, 08.28.07, 1:00 PM ET

LONDON - German mail operator Deutsche Post is not going to have a very happy new year in 2008 when the German postal sector is liberalized, say the analysts that downgraded the stock on Tuesday.

Although there have been efforts to delay the liberalization of Europe's 88 billion euro ($119.9 billion) mail market, which was pushed back to 2011 from 2009 in July, Germany is still on target to open up its national postal sector to competition at the start of next year.

"A delay to German mail liberalization (scheduled for 2008) now seems unlikely," said Matthew Lloyd, analyst with Goldman Sachs. He told clients that Deutsche Post faced volume loss and margin erosion from increased competition, and downgraded the stock to "Sell" from "Buy."

Shares in Deutsche Post fell 67 eurocents (91 cents), or 3.1%, to 20.82 euros ($28.37) in Frankfurt. The stock finished bottom of the DAX index, which slid 28.52 points, or 0.4%, to 7,457.47.

Although Deutsche Post currently has over 90% market share in Germany, the threat to its business from outside competition has seen the company forecast a drop in earnings between 10%-20% in 2009.

So what options are there for the mail operator? According to Goldman Sachs' Lloyd, "a cost-cutting program is unlikely to compensate for revenue declines." On the other hand, he admitted that "a credible and larger than expected cost saving program" could do the trick.

Although reducing the size of the business is the most likely step the company will choose to take, it could opt for a break-up to release value or hope that private equity is still interested. Last week, shares in Deutsche Post climbed on speculation that Apax Partners would team up with U.S. rival United Parcel Service to buy a stake.
But there is no doubt that in the short term, Deutsche Post is about to get a lot of analyst hate mail.

http://www.ft.com/cms/s/0/0180bbe0-5...0779fd2ac.html

German mail and logistics group Deutsche Post rose 2.3 per cent to €21.31 on talk that US parcel delivery service UPS – with private equity backing from Apax Partners – was interested in buying the 30.6 per cent stake held by state-owned bank KfW Group for about €28 a share.

Strategists said a deal would throw open other avenues of opportunity, particularly in Deutsche Postbank, which is majority owned by Deutsche Post.

In June, Commerzbank said it would launch a bid for Deutsche Postbank if it were up for sale. However, Deutsche Post has repeatedly said it was not interested in selling its stake. Deutsche Postbank shares rose 0.9 per cent to €53.94.

767pilot

A "fair and equitable" one