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Originally Posted by flyallnite
(Post 1235023)
It sounds like the plan going forward is less flying for Delta pilots and more new widebodies for our codeshare partners. Just announced 10 new 787's for Aeromexico... with delivery starting next year. Those aircraft will allow the feed that they provide to us to bypass our hubs and fly direct from MEX to LHR, NRT, CDG, PVG, etc...
Which version of the 787 is it? If it's the -800, they will be flying it to a domestic US hub near you...787-900s will start final production in CHS shortly, recently announced. |
Originally Posted by scambo1
(Post 1235026)
I wonder, does DALPA think this is good for Delta pilots? Seriously.
You have reps that the WE THE PILOTS elected that are affected by this just as much as the rest of us. Of course it is concerning to all pilots, and all kinds of work is being done to maximize the flying done by Delta pilots. |
Originally Posted by flyallnite
(Post 1235023)
It sounds like the plan going forward is less flying for Delta pilots and more new widebodies for our codeshare partners. Just announced 10 new 787's for Aeromexico... with delivery starting next year. Those aircraft will allow the feed that they provide to us to bypass our hubs and fly direct from MEX to LHR, NRT, CDG, PVG, etc...
Did you actually THINK about this post, or were you just venting? |
Originally Posted by shiznit
(Post 1235035)
Seriously?
You have reps that the WE THE PILOTS elected that are affected by this just as much as the rest of us. Of course it is concerning to all pilots, and all kinds of work is being done to maximize the flying done by Delta pilots. |
Originally Posted by tsquare
(Post 1235041)
Ummmmm and since when did Aeromexico need DAL's permission to fly from MEX to LHR, NRT, etc etc etc?
Did you actually THINK about this post, or were you just venting? So, no. They probably did not need our "permission." More likely it was "our idea." We don't separate our Aeromexico's investment results from our own. We show this as "improved passenger revenue." IMHO, alter ego. Aug 10, 2011 ATLANTA and MEXICO CITY, Aug. 10, 2011 /PRNewswire/ -- Delta Air Lines (NYSE: DAL) and Grupo Aeromexico (Mexico: AEROMEX.MX) today announced a tentative agreement for a long-term, exclusive commercial alliance. Under the agreement, Delta and Aeromexico will expand cooperation to leverage each other's strengths and link Delta's expansive network with Mexico's largest passenger network. As part of the agreement, Delta also will invest $65 million in Aeromexico. ... (and follow up news) .... Aeromexico (AM) on Wednesday announced it has signed a letter of intent for up to 100 Boeing aircraft—a mix of 90 737 MAX 8s and 9s, as well as 10 787s. When finalized, the order will be worth $10.8 billion at list prices, according to a statement by both companies. The MAX aircraft will be powered by CFM International LEAP-1B engines—the sole source engine for the MAX. CFM said the list value of the LEAPs was $2.25 billion. Deliveries of the 737-8 MAX aircraft will begin in 2018, according to AM. The 787s will be powered by GE Aviation GEnx-1B engines. GE said the total list value of the deal was $400 million. The Rolls-Royce Trent is also available for the 787. Grupo AM CEO Andres Conesa said the order “will allow us to maintain a flexible structure to grow according to market conditions.” The commitment for 100 aircraft is in addition to a package of 10 Embraer E190s and 10 leased Boeing 737-800 the carrier announced in 2011, as well as nine 787-9s scheduled to begin deliveries insummer 2013, AM said. It has already leased five 787-8s from International Lease Finance Corp (ILFC) and ordered two from Boeing (ATW Daily News, March 30). In July, it announced it would receive$171 million in Export-Import Bank (Ex-Im) financing to support the acquisition of 737s (ATW Daily News, July 3). |
Q&A Comments:
Richard Anderson's response to the question on SkyWest's negotiation over 50 seat replacement was that we are on a "confident path" to pull down 50 seat flying. (foreboding for CMR and PNCL, IMHO) Good follow up by Aviation Week, which was not substantially answered by Richard Anderson, other than it is "going to happen." On Comair, Richard Anderson read a statement which was previously released. No comment on 76 seaters other than "we have a lot of work to do there... RFP ..." Richard Anderson "reduced capacity is our leverage." We are going to be down 5 or 6% while the industry grows 1 to 2%. Why wont anyone ask, "where's the end of these capacity reductions?" |
Originally Posted by Bucking Bar
(Post 1235050)
We have a seat on the Aeromexico BOD and are a significant holder of AeroMexico's preferred shares. We coordinate schedules, marketing and even manage facilities so as to make it easy for our passengers to walk from our RJ's to our "partner's" airplanes.
So, no. They probably did not need our "permission." More likely it was "our idea." We don't separate our Aeromexico's investment results from our own. We show this as "improved passenger revenue." IMHO, alter ego.My guess is that our strategy is to put the risk of these route expansions off of Delta's balance sheet. AeroMexico likely also has a cost advantage on us. |
Originally Posted by Bucking Bar
(Post 1235051)
Q&A Comments:
Richard Anderson's response to the question on SkyWest's negotiation over 50 seat replacement was that we are on a "confident path" to pull down 50 seat flying. (foreboding for CMR and PNCL, IMHO) Richard Anderson "reduced capacity is our leverage." We are going to be down 5 or 6% while the industry grows 1 to 2%. Why wont anyone ask, "where's the end of these capacity reductions?" |
Originally Posted by tsquare
(Post 1235061)
Maybe because as investors they really don't care. They are looking at 2 things: earnings, and the bottom line.
Liquidation, increasing costs and spill over to competitors are all concerns addressed by the question. An example of Delta's capacity reductions in a microcosm is Comair. Shrunk to inefficiency, outsourced, now on death watch. Same management. The answer to the question "where is the bottom of these capacity reductions" is relevant to investors. Sure as hell acts as a "stay out of the swamp" sign to me, as an investor. Particularly so in Europe, where once again Glenn Howenhespellsitstein said we were surprised by how well we were performing. |
Originally Posted by tsquare
(Post 1235059)
They are a sovereign carrier, and if they want to buy 787s.. that's their business. What makes it any of ours would be if DAL wanted to put DAL code on those flights. THEN it is our business... until then.. not so much.
As Richard stated, "you see the performance of the AeroMexico investment in increased passenger revenues. We do not break that out on the bottom line." |
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