Any "Latest & Greatest" about Delta?
07-25-2012 | 07:11 AM
The Brown Dot +1
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From: 777B
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.
07-25-2012 | 07:29 AM
Gets Weekends Off
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From: right for a long, long time
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.
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.
07-25-2012 | 07:34 AM
No longer cares
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From: 767er Captain
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?
07-25-2012 | 07:46 AM
The Brown Dot +1
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From: 777B
Nah, just took a whack at the hornets nest to add some life back to L&G. Go Skyteam air lines!
07-25-2012 | 07:53 AM
Can't abide NAI
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From: Douglas Aerospace post production Flight Test & Work Around Engineering bulletin dissembler
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).
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).
Last edited by Bucking Bar; 07-25-2012 at 08:15 AM.
07-25-2012 | 08:04 AM
Can't abide NAI
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Posts: 12,078
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From: Douglas Aerospace post production Flight Test & Work Around Engineering bulletin dissembler
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?"
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?"
Last edited by Bucking Bar; 07-25-2012 at 08:20 AM.
07-25-2012 | 08:14 AM
No longer cares
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From: 767er Captain
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.
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.
07-25-2012 | 08:17 AM
No longer cares
Joined: Mar 2008
Posts: 12,109
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From: 767er Captain
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?"
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?"
07-25-2012 | 08:28 AM
Can't abide NAI
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From: Douglas Aerospace post production Flight Test & Work Around Engineering bulletin dissembler
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.
07-25-2012 | 08:31 AM
Can't abide NAI
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From: Douglas Aerospace post production Flight Test & Work Around Engineering bulletin dissembler
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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