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-   -   Any "Latest & Greatest" about Delta? (https://www.airlinepilotforums.com/delta/36912-any-latest-greatest-about-delta.html)

Carl Spackler 06-13-2015 10:10 AM


Originally Posted by NERD (Post 1903988)
Also, what is MH's motivation? I've read his strategic planning pwerpoint twice now. He has no plan it appears. 20+ pages of doom and gloom and why we can't expect much. Sounds like RA, EB, MC and ford and Harrison wrote this. Anybody know him?

Yes. He was the sitting ATL LEC captain rep when he PM'd me with the name of a DTW 744A in the subject line. The PM said: "We know who you really are Carl."

That was back when I had about 3,000 posts...so his PM didn't have the intended affect.

Carl

firstmob 06-13-2015 11:19 AM

BIG. ????? If we end up doing the Skymark deal do we get the A330's or just turn them over to Skymark?

forgot to bid 06-13-2015 11:38 AM


Originally Posted by Ferd149 (Post 1904009)
I agree with all except, I don't think the company will reengage anytime soon if we turn this down (which is fine).

As I argued with C'12, the company isn't going to just quickly come back to the table and tweak this enough to get it passed. They have spent $millions to keep other unions off the property, the last thing they will want to show, is a union having that much of an impact.

Ferd

I believe that.

It also could swing another way, what if something in a beak to beak battle between the pilots and management causes the FAs to tip towards unionizing? With the IAM no less. Maybe that's what we should threaten, u give us pay plus ps and leave the rest of the pwa alone or we help the IAM come in. :D :eek:

nerd2009 06-13-2015 11:42 AM

Time to turn this around and Vote NO.

texavia 06-13-2015 11:57 AM


Originally Posted by BenderRodriguez (Post 1903865)
maybe he can come up with some more Chinese abortion analogies to rally the troops. That kind of "leadership" certainly made an impression on me as to who I want representing me.

By all means Bender - keep the Larry, Curly and Moe "leadership" you've got now.

texavia 06-13-2015 12:04 PM


Originally Posted by Denny Crane (Post 1904003)

I think the company needs this more than we do.

Denny

I know the company needs this TA more than I do, because I don't need it at all.

BigGuns 06-13-2015 01:17 PM


Originally Posted by qball (Post 1903890)
Don't plan on seeing any cons from DALPA. The only thing they can really highlight is compensation (which we are partially funding). It will be difficult for them to spin any of the rest of this in to anything positive so the vast majority of what we will see is compensation compared to other carriers.

Many of the onerous QOL nuggets buried in here will be long lasting negatives. I hope new hires and F/Os especially look past the promise of money and shiny new replacement aircraft because they ill have to live with the results a loooong time if this thing gets passed.


I'm not at all worried about NEW HIRES or FOs, they are the most outspoken for voting NO!!!

I'm worried about the CAPTAINS (specifically in ATL). We have a better chance of playing pickup sticks with your a$$ cheeks, than getting those greedy guys to vote NO!!!

SayAlt 06-13-2015 02:03 PM

^^^^^^This is one of the biggest liabilities to any union and a key weakness of a seniority system.

The guys with all the seniority are usually the least affected by and most likely to vote yes for any new TA, because the BEST way to get a union riled up is to mess with the top of the food chain. Mgmt knows this and avoids that accordingly.

It's been said before but the changes to medical info and sick leave in Sec. 14 needs to be hammered home to the top of the seniority list!

OldFlyGuy 06-13-2015 02:52 PM


Originally Posted by SayAlt (Post 1903946)
Oh, someone needs some proof?? Here ya go...




Now tell us all why would either of these two firms lie about something like this? Btw, they employ PROFESSIONAL analysts who do this kind of research for a living. Both have reiterated their "overweight" recommendations on DAL stock because of TA2015.

If you can't believe DAL mgmt or your reps, maybe you can believe Wall St.

Go read the C.S. piece again. Looks like a hard fail on math in public or a total misunderstanding of the current contract/TA. OFG

SayAlt 06-13-2015 03:03 PM


Originally Posted by OldFlyGuy (Post 1904246)
Go read the C.S. piece again. Looks like a hard fail on math in public or a total misunderstanding of the current contract/TA. OFG

I'm sorry, you were saying?



By: Martin Blanc Published: Jun 10, 2015 at 1:37 pm EST

According to a research note published on Wednesday, Credit Suisse weighs-in on tentative pilot agreement while reiterating an Outperform rating on Delta Air Lines, Inc. (NYSE:DAL) stock with a price target of $57. The sell-side firm believes that 15% increase in fixed rates should offset by 20% profit sharing threshold increase from $2.5 billion to $6 billion.

Details of the tentative pilot agreement were released today ahead of the Master Executive Council (MEC) voting this week on whether to send the agreement to the membership for ratification. With the release of details before a closed vote shows that MEC members will ratify the agreement over the next several weeks, which allows Delta to reach an agreement with its pilots approximately six months ahead of the amendable date.

Credit Suisse noted that the fixed increase of 15% by the amendable date is slightly more than it expected, but the profit sharing offset is more significant at this point. With the 20% profit sharing threshold moving to $6 billion for all employees, the firm expects approximately $500 million of potential savings, compared to $2.5 billion of threshold. The firm believes that this will be large enough saving to offset the fixed increase of 15% for pilots, giving extra cost of approximately $400 million.

According to Bloomberg, 15 analysts recommend a Buy on Delta Air Lines stock, two mark a Hold, and only one tags a Sell. The consensus 12-month target price on the stock is $58.15, showing an upside potential of 41.14% on the current trading price. The stock is currently trading up 1.18% at $41.2 as of 12:41 PM EDT.


Delta Air Lines Inc Stock: Profit Sharing Reduction Helps Offset 15% Increase, Says Credit Suisse




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