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Old 05-23-2022 | 10:27 AM
  #291  
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We need to get over the loss of the Narita flying. That hub was in its death throes regardless of any scope agreement. To keep it would've been akin to trying to keep the hub we inherited from Panam in Frankfurt alive. It had its moment but history and the industry passed it by.
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Old 05-23-2022 | 10:33 AM
  #292  
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Originally Posted by Eddiewouldgo
Our Pacific flying had decreased dramatically well before the pandemic started.
Definitely had dropped as Delta was revamping its Pacific operation. 747 retired and 350/330NEO added. BH had hit the floor 4Q19 and started to climb then of course COVID.


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Old 05-23-2022 | 10:39 AM
  #293  
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Originally Posted by Trip7
There is no airline that will be the industry darling this summer. United canceled their fair share of flights as well this weekend. This Summer will be an unmitigated disaster for all airlines. And the airline industry won't be alone. Hotels, rental cars, fuel hell even Baby Formula have incredibly significant supply chain issues. But overall these are short term issues. Over a 7-10 year period I believe Delta still will produce the strongest profit margins of the legacy carriers. The domestic network is robust and international is about to expand. Are Delta's best years behind us? Absolutely not. But the next few months will be a struggle. And Delta won't be alone. Pent up demand is Real.

Big Picture wise the Legacy Airlines have become oligopolies after a flurry of mergers. Anybody can run them and they'll make money. Outside of Black Swan events like COVID, the Legacies can make money in all cycles. Thus pilots at all three airlines are bound to do well.

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Old 05-23-2022 | 10:47 AM
  #294  
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Using block hours as a metric for determining absolute minimums of flying is as stupid as it gets. It SHOULD be the second check valve and not as a comparative with our partners. Our comparison with partners should be on a percentage of total aggregate flying basis (We can argue whether or not it should be theater specific all day long). Then, block hour minimums should come into play when there is a black swan event and our partners go tango uniform. But.... naw... DALPA said our block hours would never drop below the numbers they established. Just like retirement would always be solvent, yada yada yada
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Old 05-23-2022 | 10:52 AM
  #295  
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Originally Posted by Trip7
Ah yes Boog, it was the language that resulted in almost 100% decrease of flying to the Pacific. Pay no attention to the COVID19 Pandemic, most of Asia's Zero COVID policies or the fact the few Asia flights remaining have load factors less than 10%. Let's let Boog run the company so we can send Pre Pandemic levels of flying into Asia and incinerate cash

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Happening well before COViD…. Call the handlers, get different talking point. Get back to us.
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Old 05-23-2022 | 11:06 AM
  #296  
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Originally Posted by boog123
Happening well before COViD…. Call the handlers, get different talking point. Get back to us.
I presented the data straight from DALPA a few posts up. I'll post it again. Pacific BHs had declined 17% before starting to climb right before COVID. Damn those pesky facts right?

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Old 05-23-2022 | 11:11 AM
  #297  
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Originally Posted by JamesBond
Using block hours as a metric for determining absolute minimums of flying is as stupid as it gets. It SHOULD be the second check valve and not as a comparative with our partners. Our comparison with partners should be on a percentage of total aggregate flying basis (We can argue whether or not it should be theater specific all day long). Then, block hour minimums should come into play when there is a black swan event and our partners go tango uniform. But.... naw... DALPA said our block hours would never drop below the numbers they established. Just like retirement would always be solvent, yada yada yada
I haven't seen if it is airplane or pilot block hours. It needs to be pilot hours, not airplane hours. We do think they will sell out the 4 pilot stuff and replace it with 3 pilot or even 2 pilot Atlantic from BOS.
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Old 05-23-2022 | 11:34 AM
  #298  
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Probably a dumb question.

A long time ago a guy told me the future of international travel might be the narrow body (long thin route) routes to smaller cities. So in this example you would fly LHR-IND via BA 757, then back to JFK and then to LHR via delta or visa versa. I'm not 100% sure I got that right but anyway. If the future of international travel is a lot of long thin routes does our scope agreement cover that already sufficiently? It seems like it's not addressed. Are we obsessing over wide body flying for no reason or no rate of return? I'm not excited by long haul narrow body flying but I don't wanna see anything get sold out because we obsessed about how big a rid we get to the overnight in.
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Old 05-23-2022 | 11:36 AM
  #299  
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Originally Posted by Trip7
I presented the data straight from DALPA a few posts up. I'll post it again. Pacific BHs had declined 17% before starting to climb right before COVID. Damn those pesky facts right?

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Those
damn facts, they were “declining” because of the new scope language and shifting the “focus” to our JV partners. Do you actually contest that more WB’s, more Wb jobs isn’t good for us? Houre not gonna win this argument, especially seeing as you weren’t even here yet when it was
all happening.
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Old 05-23-2022 | 11:39 AM
  #300  
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Originally Posted by theUpsideDown
I don't wanna see anything get sold out because we obsessed about how big a rid we get to the overnight in.
That's a valid concern. We need to look at any and every possible "loophole" (aka WDTTDT!) and assume they absolutely will do that. If they claim they won't, then it should be extremely easy to tack on iron clad language (with teeth) preventing it with significant penalties if they try. I mean if they'd never do something, they can't possibly oppose protections from doing it.

The other side of this is that they know full well what they intend to do, now and in the medium term. Just because our side may sign an NDA showing some plans or data about something doesn't mean they were told everything.

We can bet that if they can outmaneuver us on scope, they will do so eventually. Sort of a corporate version of the "Cantillion Effect" that we may not see until after we've thrown them into the briar patch.
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