Any "Latest & Greatest" about Delta?
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Joined APC: Oct 2006
Position: B757/767
Posts: 13,088
Stock closed @ $13.17 today.
While I believe everyone would LIKE to see a new facility at JFK, I am pretty sure that no one books away from DAL because the terminal is old and dilapidated. Maybe there are a few businessmen out there that sort of feel that way, and they are our best customers.. but truth be told.. we really don't NEED a shiny terminal to win NY. We just need competative pricing, which we have. Having an architeture background makes me personally want to see us do something spectacular, but I'm not holding my breath for a company that is in one of the most notoriously thin industries (wrt operating margins) to go out and spend a bunch of money to do that.
Of course, you hear people on the People Movers saying "what is this - the 1970s? Why can't we have a gate?" Also, people missing connections because of no gates - makes it expensive for Delta and annoys the customers.
I don't have inside informants like you guys have, but I do have the words of senior management. At the investor's conference in December they talked a lot about retiring debt this year so I am not sure they will be springing a bunch of money of new airplanes. Right now, we have a lot of unused wide body capacity so it seems like we will need to add a lot of new routes before we need new airplanes. Also, we have 757's that are stored in the desert that would be the next most logical fleet addition. I don't want to be the wet blanket on the party, but I am skeptical of any big fleet purchases right now. I think the 787 default settlement will settled with cash, just my guess.
The JAL MD-90's are a sale-leaseback transaction according to Richard's chat. That means JAL will fly them or at least some of them still. We will own them and probably at some time they will come to Delta. Right now we have 12 MD-90's that are not in service yet.
I would like nothing more than a bunch of wide body growth, but senior management was pretty adamant at the investor's conference about paying down debt. They have been pretty consistent about doing what they say to the investors. I hope I am wrong.
The JAL MD-90's are a sale-leaseback transaction according to Richard's chat. That means JAL will fly them or at least some of them still. We will own them and probably at some time they will come to Delta. Right now we have 12 MD-90's that are not in service yet.
I would like nothing more than a bunch of wide body growth, but senior management was pretty adamant at the investor's conference about paying down debt. They have been pretty consistent about doing what they say to the investors. I hope I am wrong.
Alfa;
I cannot disagree with you. And while I was writing, I knew some of what I wrote contradicted RA. Reporting is different than defending a business plan. I was just reporting.
I had an opportunity to have a sit down today and pretty much just laid out all the rumors floating that I could think of and got answers to some and quasi-answers to others. I then posted what I could facually remember with my limited skill in english.
IMO, until the rubber is on the ramp everything is just still a rumor.
I dont think you are being a wet blanket at all, just practical.
Scambo
This is "the latest and greatest" My post was written in that spirit and nothing more.
Gets Weekends Off
Joined APC: Jul 2007
Position: Permanently scarred
Posts: 1,707
Let me preface this by: THIS IS HOW I UNDERSTAND IT:
They CAN fly you into your soft (X) days but not golden days (*). If they do that, they give you PB (pay back) on your schedule on your next scheduled work day for exactly the number of HOURS that they used you on your soft (X) day off!
When they fly you for 12 hours into your soft day off, they will just start your next scheduled reserve 12 hours later. I.E. You will be PB (paid back) your 12 hours by just starting your next reserve period at Noon vs Midnight.
Long story short is that they can't fly you into a golden day so that's why you are automatically released at noon from long call preceding a golden day, but not so much for an soft (X) day off.
Clear as mud?
Best...Philly
They CAN fly you into your soft (X) days but not golden days (*). If they do that, they give you PB (pay back) on your schedule on your next scheduled work day for exactly the number of HOURS that they used you on your soft (X) day off!
When they fly you for 12 hours into your soft day off, they will just start your next scheduled reserve 12 hours later. I.E. You will be PB (paid back) your 12 hours by just starting your next reserve period at Noon vs Midnight.
Long story short is that they can't fly you into a golden day so that's why you are automatically released at noon from long call preceding a golden day, but not so much for an soft (X) day off.
Clear as mud?
Best...Philly
I'm with Crunch in thinking I'd be pretty much in the clear as of noon--not enough time to give me a trip that starts before my last reserve day ends. Heck, it's not flying into the X day, it's starting in the X day in such an scenario.
---------------
Alfa;
I cannot disagree with you. And while I was writing, I knew some of what I wrote contradicted RA. Reporting is different than defending a business plan. I was just reporting.
I had an opportunity to have a sit down today and pretty much just laid out all the rumors floating that I could think of and got answers to some and quasi-answers to others. I then posted what I could facually remember with my limited skill in english.
IMO, until the rubber is on the ramp everything is just still a rumor.
I dont think you are being a wet blanket at all, just practical.
Scambo
This is "the latest and greatest" My post was written in that spirit and nothing more.
Alfa;
I cannot disagree with you. And while I was writing, I knew some of what I wrote contradicted RA. Reporting is different than defending a business plan. I was just reporting.
I had an opportunity to have a sit down today and pretty much just laid out all the rumors floating that I could think of and got answers to some and quasi-answers to others. I then posted what I could facually remember with my limited skill in english.
IMO, until the rubber is on the ramp everything is just still a rumor.
I dont think you are being a wet blanket at all, just practical.
Scambo
This is "the latest and greatest" My post was written in that spirit and nothing more.
I agree, it is easy to state that we will not buy new jets. I can tell you that unless they come at a fire sale price, we are not in the market. Some of them may be just that.
Scambo, Check your PM's.
It's still mud to me. I get that you can flown into an X day and not a golden day, but I always thought that was from a point where a reserve pilot was already flying or was scheduled for a trip with enough time left on reserve. Do you mean to say that its your understanding a pilot who is on his last day of reserve before an X day ("soft" day) is still considered available for an assignment after noon that day? e.g. can scheduling call at 1400 and assign a trip that has a 0300 sign in that falls on an X (soft) day?
I'm with Crunch in thinking I'd be pretty much in the clear as of noon--not enough time to give me a trip that starts before my last reserve day ends. Heck, it's not flying into the X day, it's starting in the X day in such an scenario.
I'm with Crunch in thinking I'd be pretty much in the clear as of noon--not enough time to give me a trip that starts before my last reserve day ends. Heck, it's not flying into the X day, it's starting in the X day in such an scenario.
I don't have inside informants like you guys have, but I do have the words of senior management. At the investor's conference in December they talked a lot about retiring debt this year so I am not sure they will be springing a bunch of money of new airplanes. Right now, we have a lot of unused wide body capacity so it seems like we will need to add a lot of new routes before we need new airplanes. Also, we have 757's that are stored in the desert that would be the next most logical fleet addition. I don't want to be the wet blanket on the party, but I am skeptical of any big fleet purchases right now. I think the 787 default settlement will settled with cash, just my guess.
The JAL MD-90's are a sale-leaseback transaction according to Richard's chat. That means JAL will fly them or at least some of them still. We will own them and probably at some time they will come to Delta. Right now we have 12 MD-90's that are not in service yet.
I would like nothing more than a bunch of wide body growth, but senior management was pretty adamant at the investor's conference about paying down debt. They have been pretty consistent about doing what they say to the investors. I hope I am wrong.
The JAL MD-90's are a sale-leaseback transaction according to Richard's chat. That means JAL will fly them or at least some of them still. We will own them and probably at some time they will come to Delta. Right now we have 12 MD-90's that are not in service yet.
I would like nothing more than a bunch of wide body growth, but senior management was pretty adamant at the investor's conference about paying down debt. They have been pretty consistent about doing what they say to the investors. I hope I am wrong.
Gets Weekends Off
Joined APC: Feb 2008
Position: SLC ERB
Posts: 467
True - I can see them assigning a trip that starts on your last on call day and carries over into a soft x day (and I'm sure it happens when they are short). But, if you haven't been assigned a trip on your last day prior to noon then as far as I'm concerned you might as well be going into a golden day. If they were to assign you a trip after noon, it would essentially be a JA since you would be reporting on an x day and not just carrying over into it. And remember - you are never REQUIRED to answer your phone regardless of your on call status. In fact, for a long call assignment, you have at least nine hours before you even have to acknowledge the assignment.
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