jmcharles

Also, isn’t the subject of this thread about comparing us to other airlines? How did COVID get in here?

Falcon20

The thread didn’t maintain social distances from users posting in the Covid infected threads.

deltabound

A thread bump discussing AALs cash burn and if they’d “make it”. Since our own CEO has publicly stated that the one thing airlines need more than anything it’s “a vaccine”, it’s impossible to ignore that side of the problem.

What it’s going to take to get passengers back in seats before airlines cease operations due to lack of cash is the only thing that’s going to matter for the next year. 2 years from now will probably be too late. A year may be too late, but that seems to be the most hopeful timeframe, and I don’t think anyone knows what else to do.

In order of likelihood of survival based on cash flows...I’d say SWA, DAL/UAL, AAL.

Lifeisgood

Follow the money is the clearest way to decipher the world.
We’ll find out on November 4th.
Most likely Covid and BLM will go away soon thereafter because they cost ton of MONEY!

The news will switch to something else and the bookings will slowly return.

JulesWinfield

Good luck getting an anti-masker to take a vaccine.

deltabound

(This is actually why I like APC; sometimes I learn something)

A quick search suggests that the NCVIA doesn't prevent compensation for a faulty vaccine. It shields pharma from lawsuits from certain vaccines, but not all. If I understand it: (I don't)

• A vaccine needs to be officially recognized as a "covered vaccine"
• "For a vaccine to be covered, the Centers for Disease Control and Prevention (CDC) must recommend the category of vaccine for routine administration to children or pregnant women, and it must be subject to an excise tax by federal law."
• Anyone who has an adverse reaction to a "covered vaccine" may then file a claim with the US Court of Federal Claims (i.e., not the manufacturer)
• After lots of legal steps, awards (capped at $250k, max) are paid out of a federal National Vaccine Injury Compensation Trust Fund...specifically managed by the Health Resources and Services Administration

Many layers to this onion. Given the fact that any vaccine that is produced will be administered in huge numbers (domestically and globally), I could see Congress getting in and super-clarifying immunity from lawsuits, both at the pharma level and the NVICTF level.

Downtime

Except that article was wrong. In June our cash burn was 30 million a day. The author compared our quarter burn to UA and DL June burn. It was a garbage article. If we all remain in a constant burn it’s not gonna matter we are all in deep stuff. If we are all still burning millions a day next year private equity is gonna dry up for all of us.

zippinbye

Well, it seems that Delta is going to great lengths to differentiate it's business from competitors in the COVID environment. Absolutely not thread creep, as virus tactics will probably sell or not sell tickets to those that care one way or another. What other carrier is willing to take an airborne flight back to the gate to boot off a couple of mask refusers? And bar for life those refusing to wear masks? And maintaining a rigid 60/50 percent seat loading criteria based on the now-publicized DTW-ATL flight that turned around for that reason, it appears Delta is dead-serious about it. Right or wrong, it clearly places Delta in it's own space of CV-19 treatment. Call it what you want ("window dressing," "feel-good mojo" or whatever), it's going to establish Delta as the preferred (or only) airline for many folks who are wary of being stuffed into a contained area with other humans. As a commuter, I ride in the cabins weekly, and feel much more at-ease than I would in an all-seats full scenario. This may be a naive sense of security, but that extra personal space makes me feel much more comfortable. I'm no scientist, however there has to be a statistical advantage in favor of lessening virus transmission probabilities with the Delta seating scheme and the deployment of masks. I'll bet there's a lot of customers willing to pay for that advantage. As a bonus, all those 2/3 full flights are well poised to rapidly up the load factor when it becomes palatable to do so.

m3113n1a1

It's not our policy to air return for masks (unless they are being violent, etc) , but we will gate return while still on the ground.

That DTW flight never left the ground, it was just sensationalized reporting...as usual.

But I agree with your general point..and clearly management does as well!

zippinbye

Oh, sorry. Like everything, I didn’t hear any official word from Delta. Source was local NBC news who stated it was airborne. Imagine that, inaccuracies in the news!