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Bernstein conference

Old 05-27-2021, 10:07 AM
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Default Bernstein conference

Bernstien presentation 8:00 a.m. ET on Thurs., June 3, 2021
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Old 06-02-2021, 06:12 AM
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Originally Posted by notEnuf View Post
Bernstien presentation 8:00 a.m. ET on Thurs., June 3, 2021
tomorrow bump

https://kvgo.com/ab/delta-air-lines-june-2021
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Old 06-03-2021, 04:27 AM
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And......

is it the rumored 787 buy? Or supersonic jets?

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Old 06-03-2021, 05:12 AM
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Originally Posted by flyboy2181 View Post
And......

is it the rumored 787 buy? Or supersonic jets?
No specifics but debt reduction and fleet renewal are going to be the major cap-ex for the near term. (1-3 years)

United is buying 15 Boom jets and already has 787s. Us, not so much.

https://www.cnbc.com/2021/06/03/unit...upersonic.html

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Old 06-03-2021, 05:14 AM
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All good news for Delta. Worth the listen. Here are the accompanying 8K slides.

https://www.sec.gov/Archives/edgar/d...lta_ex9901.htm
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Old 06-03-2021, 05:29 AM
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Originally Posted by notEnuf View Post
All good news for Delta. Worth the listen. Here are the accompanying 8K slides.

https://www.sec.gov/Archives/edgar/d...lta_ex9901.htm
7 pilot categories= 220, 320, 330, 350, 73N, 7ER, 765

Overall the numbers look like what we want to see at this point in time. 2019 revenues by 2023 thanks to cost savings.
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Old 06-03-2021, 05:38 AM
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I wonder how much smaller we are domestically since June 2018? I bet mainline ASM's are way down and regional partner ASM's are neutral or up from 2018.
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Old 06-03-2021, 05:57 AM
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Originally Posted by 3 green View Post
I wonder how much smaller we are domestically since June 2018? I bet mainline ASM's are way down and regional partner ASM's are neutral or up from 2018.
Probably not, there are fewer RJs flying now than before Covid. Donít forget the CRJ200s are done after 2023.
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Old 06-03-2021, 06:43 AM
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What is interesting is 7 pilot categories , but 9 fleet families. This is assuming the 717 is gone as planned in Ď25.

I smell a small PS check next year..
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Old 06-03-2021, 06:43 AM
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Originally Posted by GeneralLee View Post
What is interesting is 7 pilot categories , but 9 fleet families. This is assuming the 717 is gone as planned in Ď25.

I smell a small PS check next year..
What defines fleet family?
330 ceo and neo=2?
7ER= 757/767=2 more? That gets us to 9.
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