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Bernstein conference

Old 06-05-2021, 02:16 PM
  #31  
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Originally Posted by Crown View Post
so are we still losing cash? Or are we cash positive now?
We've been cash-flow positive since April.
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Old 06-06-2021, 12:05 PM
  #32  
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Originally Posted by GogglesPisano View Post
We've been cash-flow positive since April.
We are positive cash flow from operations but still losing money. Delta just gave second quarter guidance and expects a 1 to 1.2 billion dollar loss. Revenge will be about 50% of the 2nd quarter in 2019. Delta did state that expect a net pretax profit for the 3rd and 4th quarters based on a return in business travel.
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Old 06-06-2021, 01:05 PM
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Originally Posted by sailingfun View Post
We are positive cash flow from operations but still losing money. Delta just gave second quarter guidance and expects a 1 to 1.2 billion dollar loss. Revenge will be about 50% of the 2nd quarter in 2019. Delta did state that expect a net pretax profit for the 3rd and 4th quarters based on a return in business travel.

Correct me if I’m wrong but I think they stated they would be profitable in the month of June. Of course April and May overshadow the profit that will come from June.


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Old 06-06-2021, 01:56 PM
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Originally Posted by 170driver View Post
Correct me if I’m wrong but I think they stated they would be profitable in the month of June. Of course April and May overshadow the profit that will come from June.


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They have also said they are paying down debt like the loans secured by slots
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Old 06-06-2021, 03:29 PM
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Originally Posted by 170driver View Post
Correct me if I’m wrong but I think they stated they would be profitable in the month of June. Of course April and May overshadow the profit that will come from June.


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that’s what GH said in town halls
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Old 06-06-2021, 05:15 PM
  #36  
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Originally Posted by sailingfun View Post
We are positive cash flow from operations but still losing money. Delta just gave second quarter guidance and expects a 1 to 1.2 billion dollar loss. Revenge will be about 50% of the 2nd quarter in 2019. Delta did state that expect a net pretax profit for the 3rd and 4th quarters based on a return in business travel.

If ALPA keeps them from getting the 35 RJs back on line, revenge will be about 200% of the 2nd quarter in 2019.
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Old 06-07-2021, 04:07 AM
  #37  
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Originally Posted by sailingfun View Post
We are positive cash flow from operations but still losing money. Delta just gave second quarter guidance and expects a 1 to 1.2 billion dollar loss. Revenge will be about 50% of the 2nd quarter in 2019. Delta did state that expect a net pretax profit for the 3rd and 4th quarters based on a return in business travel.
I expect no less than 100% revenge at all times
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Old 06-07-2021, 05:58 AM
  #38  
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Originally Posted by DELTAFO View Post
I expect no less than 100% revenge at all times
Revenge is a dish best served cold. January’s gonna be a banner month.
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Old 06-07-2021, 01:24 PM
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Revenge. That’s why we go to work, right?
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Old 06-07-2021, 01:48 PM
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Originally Posted by tripled View Post
Revenge. That’s why we go to work, right?

That’s why the company is in business. Hence the popular metrics RASM (revenge per available seat mile), and the more-specific PRASM (petty revenge per available seat mile).
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