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

johnso29 02-03-2011 01:08 PM


Originally Posted by Carl Spackler (Post 941492)
That's great, but it doesn't mean anything. The NC gets its direction from the MEC. The MEC is currently all but totally silent on Section 1.

The MEC is the issue, not the NC.

Carl

Just because the NC gets it direction from the MEC, doesn't mean they will do what the MEC says.

PilotFrog 02-03-2011 01:09 PM


Originally Posted by tsquare (Post 941470)
How did TCU do yesterday?

26th overall recruiting class with 24 signed players. Next year might be a rebuilding year. Dalton is going to the NFL draft though which surprised me.

iaflyer 02-03-2011 01:11 PM


Originally Posted by acl65pilot (Post 941474)
If you find it e-mail it to me. I love finding the data behind the data, and I am sure there is some.

Investor Relations - SEC Filings

Found it - Here it is..

Sink r8 02-03-2011 01:26 PM


Originally Posted by iaflyer (Post 941450)
I guess it depends on how you define it, but on that slide, they state, "DOC is comprised of fuel, maintenance, crew cost, and aircraft ownership costs including interest expense."

Oops! "RTFS", I guess. My bad.

Time to upgrade, my eyesight sucks.

acl65pilot 02-03-2011 01:29 PM


Originally Posted by iaflyer (Post 941508)
Investor Relations - SEC Filings

Found it - Here it is..

Just read the slides very quickly.

A few points.

looking at a sustainable 10%-12% operating margin

Looking for 5 billion EBITDAR

Annual 1.3 billion CapEx. (Continued improvement)

They have reduced this years CapEx to maintain a 1.8 billion dollar free cash flow.

In 2013 looking at 800 million a year in debt service down from 1.3 billion. That is 500 a million a year in extra cash not spent on debt service.

We were a 31.775 billion dollar company this year. I beleive last year we were around 28.063 billion.

8.4% margin for the year. (Excluding special items)

Carl Spackler 02-03-2011 01:34 PM


Originally Posted by johnso29 (Post 941506)
Just because the NC gets it direction from the MEC, doesn't mean they will do what the MEC says.

Actually, that's exactly what it means.

Carl

forgot to bid 02-03-2011 01:36 PM


Originally Posted by iaflyer (Post 941508)
Investor Relations - SEC Filings

Found it - Here it is..

AWESOME iaflyer. There is one slide on there that I'm shocked would've ever gotten out and onto a professional presentation. It wouldn't pass on this website.

----

http://i938.photobucket.com/albums/a...g?t=1296772825

newKnow 02-03-2011 01:37 PM


Originally Posted by acl65pilot (Post 941519)
Just read the slides very quickly.

A few points.

looking at a sustainable 10%-12% operating margin

Looking for 5 billion EBITDAR

Annual 1.3 billion CapEx. (Continued improvement)
Take away is that a new fleet could be paid for in cash, or the majority of it. They have reduced this years CapEx to maintain a 1.8 billion dollar free cash flow.....

Don't forget about the strategic advantage they say they get from their direct relationship with employees. :rolleyes:

forgot to bid 02-03-2011 01:51 PM


Originally Posted by PilotFrog (Post 941507)
26th overall recruiting class with 24 signed players. Next year might be a rebuilding year. Dalton is going to the NFL draft though which surprised me.

Saw this:

Ingredients haven’t been the problem at Georgia. According to Scout.com, one of the major recruiting services, Richt’s classes since 2002 have ranked 9, 11, 6, 4, 4, 17, 5, 4, 21. Another service, Rivals, has had the Dogs 3, 6, 6, 10, 4, 9, 7, 6, 15. Georgia has gone 14-12 in the last two seasons and won the Independence bowl in 2009 and lost to UCF in the Liberty Bowl.

Here are some more numbers for you: 63, 73, 73, 114, 54, 63. Those were the rankings of TCU’s last six recruiting classes. The Horned Frogs went 36-3 in the last three seasons, including two BCS bowl wins.

Shows you how much recruiting classes matter. I know some folks that I swear have said every February that this is 'the year' that UGA wins it all while watching 4 other conference rivals win the last 5 in a row.

TCU came real close, that defense is scary good. Being in the Big East means a real chance this year.

acl65pilot 02-03-2011 01:59 PM


Originally Posted by newKnow (Post 941527)
Don't forget about the strategic advantage they say they get from their direct relationship with employees. :rolleyes:


Hey they tout it, so they probably want to keep it. Remember that. :rolleyes:


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