Any "Latest & Greatest" about Delta?
03-21-2013 | 12:09 PM
Gets Weekends Off
Joined: Dec 2009
Posts: 1,898
Likes: 0
From: Stay THIRSTY, my friends!
RA was pretty coy about the rumored 6b widebody order. He did say with a bit of eybrow and grin that we are always "testing the market"... I suppose that means if somebody is giving airplanes away, we're taking them. But overall he seemed to say that barring that, we'd be fine with what we've got for now. The man sure knows his audience. He never missed a beat.. stockholders, gov't regulators and aircraft manufacturers. All right in the crosshairs.
03-21-2013 | 12:10 PM
No longer cares
Joined: Mar 2008
Posts: 12,109
Likes: 0
From: 767er Captain
No, investors ARE excited by "flat" - it means higher RASM and more profits. Richard and Ed have been banging the "capacity restraint" drum for a while, and Wall Street seems to like it - stock is at a 52 week high once again. It's when airlines flood the market with seats that everyone loses money.
Delta won't comment on a widebody order because if they are making one, they are still discussing it with Airbus or Boeing. Don't want your big suppliers knowing what and why you are doing it. (other than talking points).
Delta won't comment on a widebody order because if they are making one, they are still discussing it with Airbus or Boeing. Don't want your big suppliers knowing what and why you are doing it. (other than talking points).
03-21-2013 | 12:15 PM
Da Hudge
Joined: Oct 2006
Posts: 17,473
Likes: 0
From: Poodle Whisperer
This is exactly right. Cramer was talking about the airlines on Monday on Mad Money. Whether you like him or not, he made a great point about the industry. He said that now, with 3 big airlines and SWA, the barrier to entry is pretty formidable, and this will allow us to dictate prices as an oligopoly rather than have some start up dictating them. As long as we don't go back to those days, there should be plenty of revenue going forward... I for one am optimistic about where we are and where we are going.
03-21-2013 | 12:20 PM
Line Holder
Joined: Jun 2008
Posts: 89
Likes: 0
From: on my way out
03-21-2013 | 12:24 PM
Gets Weekends Off
Joined: Feb 2008
Posts: 2,355
Likes: 34
03-21-2013 | 12:27 PM
No longer cares
Joined: Mar 2008
Posts: 12,109
Likes: 0
From: 767er Captain
03-21-2013 | 12:32 PM
Gets Weekends Off
Joined: Apr 2012
Posts: 406
Likes: 0
From: 7ER Costar
What types of expenses are allowed to be claimed on a trip? I pay for a bus to commute and no parking, NY based.
03-21-2013 | 12:44 PM
Gets Weekends Off
Joined: Jun 2007
Posts: 1,357
Likes: 0
03-21-2013 | 12:45 PM
Runs with scissors
Joined: Dec 2009
Posts: 7,847
Likes: 0
From: Going to hell in a bucket, but enjoying the ride .
mmmmmmaybe. He was talking about Capacity being flat, not revenue growth. THAT is what investors care about. If you only produce 10 doughnuts/day, but can sell them for an increasing premium as time goes on, that is a positive. Especially in this industry. There was no way he was going to announce anything on that show. Next time I see him though I am gonna ax him if Maria is hot in person.
T, you know Maria is really a Dude, right?
Why do you think they never film her below her waist??
03-21-2013 | 12:47 PM
Gets Weekends Off
Joined: Mar 2008
Posts: 758
Likes: 0
Thread
Thread Starter
Forum
Replies
Last Post
