Delta Investor Day 2019
12-02-2019 | 11:58 AM
#1
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From: N60.4858 W149.9327
Delta Investor Day 2019
Delta Hosts Investor Day on Dec. 12, 2019
This will answer the details about 2019 and set the plan for 2020.
https://ir.delta.com/news/news-detai...9/default.aspx
This will answer the details about 2019 and set the plan for 2020.
https://ir.delta.com/news/news-detai...9/default.aspx
12-11-2019 | 05:33 PM
#2
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12-12-2019 | 10:53 AM
#3
seeing the country...
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Here are the slides from the presentation, from the investor site. https://s2.q4cdn.com/181345880/files...esentation.pdf
12-12-2019 | 11:41 AM
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These are the slides you didn’t see. Here’s some good information on the profit sharing and JV revenue calculations.
My concern is the reduced transparency going forward. They are trying to drive stock price by eliminating the frequent data points that short term investors rely on to trade momentum. This also makes it easier to slow play the effects of a downturn and rolls back the transparency that was critical in building trust after the bankruptcy. Maneuvering in the shadows has always been the hallmark of failures, including in Delta’s own history.
https://www.sec.gov/Archives/edgar/d...lta_ex9903.htm
My concern is the reduced transparency going forward. They are trying to drive stock price by eliminating the frequent data points that short term investors rely on to trade momentum. This also makes it easier to slow play the effects of a downturn and rolls back the transparency that was critical in building trust after the bankruptcy. Maneuvering in the shadows has always been the hallmark of failures, including in Delta’s own history.
https://www.sec.gov/Archives/edgar/d...lta_ex9903.htm
Last edited by notEnuf; 12-12-2019 at 11:53 AM.
12-12-2019 | 12:45 PM
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These are the slides you didn’t see. Here’s some good information on the profit sharing and JV revenue calculations.
My concern is the reduced transparency going forward. They are trying to drive stock price by eliminating the frequent data points that short term investors rely on to trade momentum. This also makes it easier to slow play the effects of a downturn and rolls back the transparency that was critical in building trust after the bankruptcy. Maneuvering in the shadows has always been the hallmark of failures, including in Delta’s own history.
https://www.sec.gov/Archives/edgar/d...lta_ex9903.htm
My concern is the reduced transparency going forward. They are trying to drive stock price by eliminating the frequent data points that short term investors rely on to trade momentum. This also makes it easier to slow play the effects of a downturn and rolls back the transparency that was critical in building trust after the bankruptcy. Maneuvering in the shadows has always been the hallmark of failures, including in Delta’s own history.
https://www.sec.gov/Archives/edgar/d...lta_ex9903.htm
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12-12-2019 | 02:12 PM
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12-12-2019 | 04:23 PM
#7
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These are the slides you didn’t see. Here’s some good information on the profit sharing and JV revenue calculations.
My concern is the reduced transparency going forward. They are trying to drive stock price by eliminating the frequent data points that short term investors rely on to trade momentum. This also makes it easier to slow play the effects of a downturn and rolls back the transparency that was critical in building trust after the bankruptcy. Maneuvering in the shadows has always been the hallmark of failures, including in Delta’s own history.
https://www.sec.gov/Archives/edgar/d...lta_ex9903.htm
My concern is the reduced transparency going forward. They are trying to drive stock price by eliminating the frequent data points that short term investors rely on to trade momentum. This also makes it easier to slow play the effects of a downturn and rolls back the transparency that was critical in building trust after the bankruptcy. Maneuvering in the shadows has always been the hallmark of failures, including in Delta’s own history.
https://www.sec.gov/Archives/edgar/d...lta_ex9903.htm
Slide 18 on the realization of 75% of the JVs of AM and VS through the non-operating income line was also enlightening
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