Notices

Bernstein conference

Old 05-27-2021, 10:07 AM
  #1  
Gets Weekends Off
Thread Starter
 
notEnuf's Avatar
 
Joined APC: Mar 2015
Position: stake holder ir.delta.com
Posts: 9,989
Default Bernstein conference

Bernstien presentation 8:00 a.m. ET on Thurs., June 3, 2021
notEnuf is offline  
Old 06-02-2021, 06:12 AM
  #2  
Gets Weekends Off
Thread Starter
 
notEnuf's Avatar
 
Joined APC: Mar 2015
Position: stake holder ir.delta.com
Posts: 9,989
Default

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
notEnuf is offline  
Old 06-03-2021, 04:27 AM
  #3  
Line Holder
 
Joined APC: Mar 2015
Posts: 73
Default

And......

is it the rumored 787 buy? Or supersonic jets?

Last edited by flyboy2181; 06-03-2021 at 04:43 AM.
flyboy2181 is offline  
Old 06-03-2021, 05:12 AM
  #4  
Gets Weekends Off
Thread Starter
 
notEnuf's Avatar
 
Joined APC: Mar 2015
Position: stake holder ir.delta.com
Posts: 9,989
Default

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

Last edited by notEnuf; 06-03-2021 at 05:43 AM.
notEnuf is offline  
Old 06-03-2021, 05:14 AM
  #5  
Gets Weekends Off
Thread Starter
 
notEnuf's Avatar
 
Joined APC: Mar 2015
Position: stake holder ir.delta.com
Posts: 9,989
Default

All good news for Delta. Worth the listen. Here are the accompanying 8K slides.

https://www.sec.gov/Archives/edgar/d...lta_ex9901.htm
notEnuf is offline  
Old 06-03-2021, 05:29 AM
  #6  
Gets Weekends Off
 
Joined APC: Apr 2020
Posts: 2,174
Default

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.
PilotBases is offline  
Old 06-03-2021, 05:38 AM
  #7  
Gets Weekends Off
 
Joined APC: Apr 2014
Posts: 1,098
Default

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.
3 green is offline  
Old 06-03-2021, 05:57 AM
  #8  
Gets Weekends Off
 
Joined APC: Apr 2020
Posts: 2,174
Default

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. Don’t forget the CRJ200s are done after 2023.
PilotBases is offline  
Old 06-03-2021, 06:43 AM
  #9  
Gets Weekends Off
 
Joined APC: Sep 2020
Posts: 277
Default

What is interesting is 7 pilot categories , but 9 fleet families. This is assuming the 717 is gone as planned in ‘25.

I smell a small PS check next year..
GeneralLee is offline  
Old 06-03-2021, 06:43 AM
  #10  
Gets Weekends Off
 
Joined APC: Apr 2020
Posts: 2,174
Default

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 ‘25.

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.
PilotBases is offline  
Related Topics
Thread
Thread Starter
Forum
Replies
Last Post
GaleHrd
Career Questions
1
12-08-2018 11:11 AM
gzsg
Delta
10296
07-10-2015 01:42 PM
SilkySmooth
Career Questions
157
04-01-2014 03:58 PM
RealityCheck
Cargo
6
09-13-2011 08:21 PM
miker1369
Major
0
08-20-2006 08:26 AM

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are On
Pingbacks are On
Refbacks are On


Thread Tools
Search this Thread
Your Privacy Choices