Delta Air Lines - Looks To Have...

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07-11-2015 | 03:13 AM
  #21  
Quote: DING DING DING!!! Brought this up at the DFW Roadshow in reference to Us having leverage.....JV with GOL to come....more slots to Brazil....more flying done by GOL....we may get something like São Paulo to Shanghai....perfect for A 350....
How would "we" get that.

Do we have 5th freedom rights with Brazil?
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07-11-2015 | 05:25 AM
  #22  
Quote: DING DING DING!!! Brought this up at the DFW Roadshow in reference to Us having leverage.....JV with GOL to come....more slots to Brazil....more flying done by GOL....we may get something like São Paulo to Shanghai....perfect for A 350....
Brazil is in recession. Tickets bought BY Brazilians right now are very expensive. Growth into/out of there will be slowing if not outright retrenching. DAL cannot fly GRU to PVG with originating passengers. It's called 5th freedom rights, and we don't have them. GOL might get 350s and do it however.
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07-11-2015 | 06:30 AM
  #23  
If you read the airbus purchase agreement from November, its tough to do because so much is redacted, there is the possibility Delta finances their new WB fleet. The exhibit is part of the 2014 10-K full filing not the press release.
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07-11-2015 | 07:52 AM
  #24  
Quote: If you read the airbus purchase agreement from November, its tough to do because so much is redacted, there is the possibility Delta finances their new WB fleet. The exhibit is part of the 2014 10-K full filing not the press release.
So what is our protection against this? Anything? Would we have been protected in C15? I don't know these answers, but would be interested in hearing them. GOL and Skymark might be plan B and I have no idea if there is any actual danger there.
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07-11-2015 | 11:11 AM
  #25  
Quote: So what is our protection against this? Anything? Would we have been protected in C15? I don't know these answers, but would be interested in hearing them. GOL and Skymark might be plan B and I have no idea if there is any actual danger there.
Just the messenger. We need to be aware.

We Think Delta Will Fly Higher After Earnings - Delta Air Lines, Inc. (NYSEAL) | Seeking Alpha
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07-11-2015 | 11:25 AM
  #26  
Quote: So what is our protection against this? Anything? Would we have been protected in C15? I don't know these answers, but would be interested in hearing them. GOL and Skymark might be plan B and I have no idea if there is any actual danger there.
It is possible that ta15 was laying the groundwork to make these transactions more lucrative to delta. I would speculate strongly that our pilot group is more protected under c12 language.

However, if the MEC in full retrench mode does an loa on these two companies or a sweeping scope deal for dal, I would say also that it might be time to pretend we are Chicago teamsters. That would be circumstantial evidence of wrongdoing.
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07-12-2015 | 12:53 PM
  #27  
Quote: It is possible that ta15 was laying the groundwork to make these transactions more lucrative to delta. I would speculate strongly that our pilot group is more protected under c12 language.

However, if the MEC in full retrench mode does an loa on these two companies or a sweeping scope deal for dal, I would say also that it might be time to pretend we are Chicago teamsters. That would be circumstantial evidence of wrongdoing.
This needs to be addressed. What is Delta financing?

http://finance.yahoo.com/news/delta-gol-boost-air-partnership-221448730.html?.tsrc=applewf
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07-12-2015 | 02:29 PM
  #28  
http://finance.yahoo.com/news/delta-...221448730.html

Someone forgot to tell GOL to put this on ice for awhile.

http://www.marketwatch.com/story/gol...nce-2015-07-10

$446M to GOL but nothing left for us?
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07-12-2015 | 02:47 PM
  #29  
Quote: http://finance.yahoo.com/news/delta-...221448730.html

Someone forgot to tell GOL to put this on ice for awhile.

http://www.voegol.com.br/pt-br/investidores/

$446M to GOL but nothing left for us?
Well, when you have $6 Billion to pizz away....
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07-13-2015 | 04:26 AM
  #30  
Quote: So what is our protection against this? Anything? Would we have been protected in C15? I don't know these answers, but would be interested in hearing them. GOL and Skymark might be plan B and I have no idea if there is any actual danger there.
Global brand expansion was and is plan A.
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