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Old 02-17-2019 | 06:06 AM
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Default Dal 2018 10k

Annual report details.

Airbus order exhibit 10.7
2019 MIP exhibit 10.18

MIP target $7,683 Million for 2019 profit sharing calculation

https://www.sec.gov/Archives/edgar/d...0003-index.htm

interesting fact... on paper we are now a 60 billion dollar company but the market cap is 35 billion.

Last edited by notEnuf; 02-17-2019 at 06:31 AM.
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Old 02-17-2019 | 07:05 AM
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Originally Posted by notEnuf
interesting fact... on paper we are now a 60 billion dollar company but the market cap is 35 billion.
I fly aeroplanes, and frankly - not very well. What's the takeaway here?
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Old 02-17-2019 | 07:15 AM
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Originally Posted by TED74
I fly aeroplanes, and frankly - not very well. What's the takeaway here?
The stock is horribly undervalued; Share price should be over $100.

You can become a target of corporate raiders, like in the 90s.
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Old 02-17-2019 | 07:25 AM
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Originally Posted by TED74
I fly aeroplanes, and frankly - not very well. What's the takeaway here?
One could say that there are no more "fundamentals" driving the market.
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Old 02-17-2019 | 07:34 AM
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Originally Posted by TED74
I fly aeroplanes, and frankly - not very well. What's the takeaway here?
Many companies have a market cap above their book value because they are great profit generators. When book value is well above market value bad things can happen. Takeovers and parting out the business is one. Overstated assets is another that could lead to malfeasance. Or just drastically undervalued because the market applies an airline discount as a result of the historical loss on invested capital the industry has delivered.
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Old 02-17-2019 | 07:44 AM
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Copy all, thanks. I'll just keep working on my landings and my PAs.
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Old 02-17-2019 | 07:53 AM
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Originally Posted by notEnuf
When book value is well above market value bad things can happen.
Maybe C19 should include some devistating poison pills in case of that then. Current mgmt shouldn't have any issue with that since they don't intend on doing that of course...
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Old 02-17-2019 | 08:42 AM
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A321 NEOs are not being delivered this year. Total of A220's now will be 86. 36 220-100s and 50 A220-300s
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Old 02-17-2019 | 08:57 AM
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Originally Posted by cni187
A321 NEOs are not being delivered this year. Total of A220's now will be 86. 36 220-100s and 50 A220-300s
Look again and add in the 4 already delivered. (Far left column)
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Old 02-17-2019 | 09:07 AM
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Originally Posted by Planetrain
Look again and add in the 4 already delivered. (Far left column)
Oh yeah. duh
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