Delta Expands International flying
09-27-2019 | 11:25 AM
#121
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From: Supreme Allied Commander
https://ir.delta.com/events-and-pres...l/default.aspx
An investor call was conducted this morning to discuss LATAM JV. Highlights:
We receive the first 2 A350s at the end of 2020. No further timeline for the remaining 12 except sometime between 2021-2025. Ed made comments that suggested our current 15 firm was too small of a fleet. Sounds like we are still open in our search for WB renewal, to both Boeing/Airbus.
We will use debt for nearly all of the 1.9b purchase. On-top of that, 350m to ease LATAMs transition will be spread out over years.
Our current flying ratio between US-LATAM is 30%/70%. Will be interesting addition/ complication to our scope negotiations. Mentioned several times that the JV will help grow Aeromexico.
An investor call was conducted this morning to discuss LATAM JV. Highlights:
We receive the first 2 A350s at the end of 2020. No further timeline for the remaining 12 except sometime between 2021-2025. Ed made comments that suggested our current 15 firm was too small of a fleet. Sounds like we are still open in our search for WB renewal, to both Boeing/Airbus.
We will use debt for nearly all of the 1.9b purchase. On-top of that, 350m to ease LATAMs transition will be spread out over years.
Our current flying ratio between US-LATAM is 30%/70%. Will be interesting addition/ complication to our scope negotiations. Mentioned several times that the JV will help grow Aeromexico.
09-27-2019 | 11:40 AM
#122
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https://ir.delta.com/events-and-pres...l/default.aspx
An investor call was conducted this morning to discuss LATAM JV. Highlights:
We receive the first 2 A350s at the end of 2020. No further timeline for the remaining 12 except sometime between 2021-2025. Ed made comments that suggested our current 15 firm was too small of a fleet. Sounds like we are still open in our search for WB renewal, to both Boeing/Airbus.
We will use debt for nearly all of the 1.9b purchase. On-top of that, 350m to ease LATAMs transition will be spread out over years.
Our current flying ratio between US-LATAM is 30%/70%. Will be interesting addition/ complication to our scope negotiations. Mentioned several times that the JV will help grow Aeromexico.
An investor call was conducted this morning to discuss LATAM JV. Highlights:
We receive the first 2 A350s at the end of 2020. No further timeline for the remaining 12 except sometime between 2021-2025. Ed made comments that suggested our current 15 firm was too small of a fleet. Sounds like we are still open in our search for WB renewal, to both Boeing/Airbus.
We will use debt for nearly all of the 1.9b purchase. On-top of that, 350m to ease LATAMs transition will be spread out over years.
Our current flying ratio between US-LATAM is 30%/70%. Will be interesting addition/ complication to our scope negotiations. Mentioned several times that the JV will help grow Aeromexico.
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09-27-2019 | 12:29 PM
#123
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The -900ULR only gains the "ULR" designation when the fwd cargo bin has been deactivated and when you significantly reduce seating capacity. Singapore's ULR has 161 seats versus our 306 seats which is how they do SIN-EWR. Overall, our B777-200LRs are way more capable.
09-27-2019 | 12:42 PM
#124
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Filler
09-27-2019 | 01:27 PM
#126
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From: UNA
09-27-2019 | 01:40 PM
#127
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The LR really is a pretty unique bird and the addition of Mumbai flying has made it even more indispensable. I know they tried to put the A350 on Sydney but ended up not doing it. Like others have said, our ERs could easily be replaced by A350s but that would leave a fleet of only 10 aircraft. Has Delta ever had an orphan fleet that small?
09-27-2019 | 01:54 PM
#128
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09-27-2019 | 01:59 PM
#129
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From: 320B
The LR really is a pretty unique bird and the addition of Mumbai flying has made it even more indispensable. I know they tried to put the A350 on Sydney but ended up not doing it. Like others have said, our ERs could easily be replaced by A350s but that would leave a fleet of only 10 aircraft. Has Delta ever had an orphan fleet that small?
09-27-2019 | 02:08 PM
#130
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