Airline Pilot Central Forums - Any "Latest & Greatest" about Delta?

So the Forbes article is from an acknowledged long time critic of Delta's refinery purchase. "Well this ought to be fair and balanced"...I think to myself.So I add up the stated losses $303 Million, add back the profits of $387 million....hmmm...whether I use "new " math or old math, it still seems to be a profit of almost $85 Million ....of course they haven't reported the 2017 results.....so the profit/loss could vary but I feel no matter how it shakes out it will be less significant than a hair on a pimple. So, pilots term the Trainer purchase a "blunder", debacle" of whatever.....same ol same ol

Since it is less than a compelling performance one way or the other, I applaud them on at least trying(I feel there are some tax write-offs that may have also helped). I put it in the same realm as starting service to destinations...Havana comes to mind...leaping into the foray and then later modifying, curtailing, or expanding the service.

"And the haters gonna hate, hate, hate, hate, hate
Baby, I'm just gonna shake, shake, shake, shake, shake
I shake it off, I shake it off https://youtu.be/nfWlot6h_JM?list=RDnfWlot6h_JM&t=100

You completely overlook the cost to acquire and upgrade the property which was over 1 billion dollars when you add in all the upgrades over the years and costs in transporting the crude. You also overlook the long term liability that refinery ownership involves. The refinery has not met a single item in the business case Delta used to justify the purchase.
What seems odd is pilots and pilots on this forum in general attack Delta management on everything they do. Look at tha abuse heaped on the various methods they used to improve ontime performance which has been a resounding success verses the praise for the refinery that has been unsuccessful.
It has however been great for UAL in Newark and other large NY airlines. Not so great for Delta.

Buck Rogers

09-10-2018 07:58 AM

Quote:

Originally Posted by sailingfun (Post 2671413)

..... verses the praise for the refinery that has been unsuccessful.

Please don't misinterpret kudos for the thought process as praise for the results....not what I said. In investing, I don't always pick winners, Delta doesn't always start service to lucrative locales, people don't always purchase houses that only go up in value ...etc, etc. But they do have to suit up and play the game, the ref may throw a penalty flag once in a while but if your team makes 6 billion/ year I don't think it's reasonable or "big picture" to only cite the "failures" and then paint Delta management as bumbling fools

iaflyer

09-10-2018 08:39 AM

Quote:

Originally Posted by sailingfun (Post 2671413)

What seems odd is pilots and pilots on this forum in general attack Delta management on everything they do. Look at tha abuse heaped on the various methods they used to improve ontime performance which has been a resounding success verses the praise for the refinery that has been unsuccessful.

A friend of mine is a long-time UAL pilot. Last week he couldn't get on on United and jumpseated on DL while his wife used a ZED fare on us as well. He wrote to me and said DL was a half step or step ahead of everyone else. We're doing something right he said.

I think we're in our little bubble of traveling only on Delta and focusing on the issues while not realizing how it is for the pax. The company is doing a really good job of running the airline and keeping us all focused in the right direction.

Delta2heavy

09-10-2018 01:55 PM

Quote:

Originally Posted by Trip7 (Post 2671388)

Can you post a link or reference the name of the thread and page number? Thanks

If you go to the forums on airliners.net
Some guy does a post every week called OAG guide which shows filings airlines make for routes. It’s actually pretty cool to follow to keep yourself informed

GuardPolice

09-11-2018 08:27 AM

Quote:

Originally Posted by Delta2heavy (Post 2671594)

If you go to the forums on airliners.net

Some guy does a post every week called OAG guide which shows filings airlines make for routes. It’s actually pretty cool to follow to keep yourself informed

I’m familiar with that thread but of it gives no input as to why the changes are made. Members are left to theorize just like us pilots.

sailingfun

09-11-2018 10:39 AM

The union puts out excellent scope summaries. They are rarely posted here because they often conflict with what some posters want to project. A simple example would be all the posts on Aeromexico. I just flew with a pilot who assured me not only had we not added any Mexico flying but were reducing rapidly. He got that info from APC. Here is the most recent update from the union.

Our JV with Aeroméxico recently turned one year old. What has that first year looked like? There has been a tremendous increase in DAL-coded passengers flying on AM metal and a similar increase of AM- coded passengers on DAL aircraft. We asked ALPA National Economic & Financial Analysis to take a look at the growth in year one, and the results show an equitable distribution of the growth in the first year of the JV. By seats, seat-miles, frequencies and block hours, the Delta share of growth across the border was greater than 50%.

notEnuf

09-11-2018 11:55 AM

Feel free to post your source information too.

https://aeromexico.com/cms/sites/def...ll_Version.pdf

And from 7/6/2017, the jump was in the precedent year for scope.

International capacity jumps 17% at Aeromexico

• Aeromexico (OTCPK:GRPAF) announces revenue per kilometers increased 14.2% to 3.400B in June. International RPKs were up 17.0%, while domestic RPKs increased 8.5%.
• Capacity increased 14.6% during the month to 4.119B available seat kilometers.
• Passenger traffic was up 6.3% to 1.764M.
• June load factor -30 bps to 82.5%.
• YTD load factor +220 bps to 80.1%.

Bucking Bar

09-11-2018 12:31 PM

Quote:

Originally Posted by notEnuf (Post 2672283)

You may be aware Delta made statements to the US Department of Justice when requesting anti-trust immunity providing for 50/50 growth above the 60/40 AM/DL baseline. Delta's performance has been in line with management's statements to the DOJ.

Spoke with our Scope Chairman and Captain Rep Elect a week ago on this topic and there was brief mention of the LATAM network in Jim Graham's crewroom brief today. All reports correlate with what Sailing quoted and is frankly, good news, for Delta pilots.

We are taking market from American Airlines.

Baradium

09-11-2018 12:33 PM

Quote:

Originally Posted by notEnuf (Post 2672283)

I don't see where that contradicts anything he said. Aeromexico having growth doesn't mean they had more through the JV than Delta. As much as I'd rather we fly everything from RJs up, acting like those numbers mean something they don't doesn't really accomplish anything.

Can you explain how your source demonstrates a contradiction?

sailingfun

09-11-2018 12:34 PM

Quote:

Originally Posted by notEnuf (Post 2672283)

My source was the union newsletter on JV’s. It’s available on the union website dated 6/26.
Further info which is a bit dated but from March is block hours between us and Aeromexico. We are flying around 322,000 with AM at 140,000. The letter dated 6/26 also discusses the large increase in passengers on both airlines transborder routes. That provides additional domestic flying for Delta pilots via increased feed.
Keep in mind the numbers you post are all AM’s international flying not JV flying transborder.

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