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04-10-2019, 04:21 AM

#11

MJP27

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$.96 cents a share per Ed on CNBC. We are killing it.......

04-10-2019, 04:37 AM

#12

Sniper66

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An industry leading contract 2020
Is a must!!!!!
Whatever that is
It must be

04-10-2019, 06:48 AM

#13

notEnuf

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Ed is tamping down guidance optimism. Also says negotiations will be long.

https://www.cnbc.com/2019/04/10/delt...-earnings.html

Last edited by notEnuf; 04-10-2019 at 07:12 AM.

04-10-2019, 07:04 AM

#14

53x11

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220M Q12019 vs 183M Q12018. Hopefully, we keep continue this trend.

04-10-2019, 07:09 AM

#15

FMGEC

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Quote:

Originally Posted by notEnuf

Ed is tamping down guidance optimism. Also says negotiations will be long.

https://www.cnbc.com/2019/04/10/delta-q1-2019-earnings.html

Um- I’m no Ed Apologist.
But where in the referenced article does it say what you are inferring?

04-10-2019, 07:10 AM

#16

notEnuf

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Quote:

Originally Posted by 53x11

220M Q12019 vs 183M Q12018. Hopefully, we keep continue this trend.

If you are referring to profit sharing, yes. Up 17% and on the call they dodged a question about managing pilot expectations and ancillary business growth. This is why we must maintain our current profit sharing.

04-10-2019, 07:15 AM

#17

notEnuf

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Quote:

Originally Posted by FMGEC

Um- I’m no Ed Apologist.
But where in the referenced article does it say what you are inferring?

His comments were on the call. The article was the first one in my mailbox this morning about our consensus beat and add it for perspective.

04-10-2019, 07:28 AM

#18

notEnuf

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Aeromexico reported a loss but the good news is salaries were up 6%.

https://aeromexico.com/cms/sites/default/files/Aeromexico_1Q19_0.pdf

04-10-2019, 07:34 AM

#19

Tailhookah

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Quote:

Originally Posted by notEnuf

Ed is tamping down guidance optimism. Also says negotiations will be long.

https://www.cnbc.com/2019/04/10/delt...-earnings.html

When did he say that? Not in that clip.

04-10-2019, 08:49 AM

#20

notEnuf

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Quote:

Originally Posted by Tailhookah

When did he say that? Not in that clip.

Not in that clip, it’s on the actual earnings call. Transcript should be out later today or tomorrow.

However, in that clip he emphasized that this was our best first quarter ever and that guidance was increased last week. This can not be understated. The iron is hot. They will try to cool it by slowing down the pace and playing up any future concerns. Negotiating 101. Good thing we have our profit sharing because we get returns on ancillary business and the additional profits if they stagnant our wages. MRO is going to double and so is AMEX.

Last edited by notEnuf; 04-10-2019 at 09:08 AM.