35 RJ's for ASA?

[e120pilot]

Just curious if anyone else has heard this rumor. A bunch of our instructors have been saying this is the number we'll get from the RFP. Just about every rumor I've heard seems to be saying either 30 or 35 CRJ-200s for ASA. If anyone else has heard this, let's hear it! Either way, a decision will probably have to come pretty soon.

 

[bailout]

Interesting too, is someone on another board posted that a concourse in LAX has been completely refurbished in Deltas colors but sits empty. Hmm, Awaiting whoever gets the new jets for sure. Maybe an LA base for someone!

 

[General Lee]

I think there has been discussion about that, and I think they are looking at another pay cut offer (a larger % cut), but I am not privy to those direct talks or elections of the new negotiators. My source says the percentages have been raised, but not to 30%. We shall see.......

Bye Bye--General Lee

 

[sleepy]

Yes, 35 aircraft and a BOS base for ASA. That is what they are saying. I'll believe it when I see it.

The only part that makes any sense is that they would give us a crappy base like BOS instead of LAX or SLC.

What MEC meeting are you talking about?

 

[DDpaysoff]

[
The only part that makes any sense is that they would give us a crappy base like BOS instead of LAX or SLC.

[/B]

Hey, three crappy bases are better than one shi.tty base. Just kidding. Anyway, I will be very happy if all 45 stay w/in DCI W/O, regardless of how many we get at CMR, which sounds like zero.
BTW, has hiring resumed for you guys?

 

[ALPO II]

You guys are all wrong, here comes Mesa

 

[bailout]

>>Yes, 35 aircraft and a BOS base for ASA. That is what they are saying.<<

Thats funny, I havent heard that one at all. As far as IPs go, they are usually the LAST to know any new info. All they do is spread/start rumors.

 

[shamrock]

The only part that makes any sense is that they would give us a crappy base like BOS instead of LAX or SLC.

So I don't have to worry about you bidding it and getting in ahead of me then, right? Hopefully everyone else at ASA will be of the same opinion as you if (yes, I know, wishful thinking) the BOS thing ever happens.

ATL blows and I don't want to be anywhere near the uniform nazi at DFW (my nametag and wings are 1/4" too close too each other ) so BOS would be a welcome option for me.

 

[storminpilot]

Heard same rumor: 35, if not all 45 jets to ASA

So that would mean Comair gets the other prize - 30 DOJets from ACA?

 

[sleepy]

I was just kidding. Any new base or new growth would be great for ASA. They would probably have to displace people to fill a BOS base (not a cheap place to live on ASA pay). I will be really surprised if we get any of these phantom aircraft (being in the middle of contract talks and some of the stuff I have read from financial types) but who knows.

I would make more sense to put them at ASA or Comair. We have the lowest CASM in the DCI portfolio, and if we fly them 100% of the profits go to DAL.

The mainline folks over on ALPA are saying the GG wants to return DAL to the glory days of a full service airline. They are saying that one of us, ASA or Comair, will be sold-off.

 

[~~~^~~~]

I think there has been discussion about that, and I think they are looking at another pay cut offer (a larger % cut), but I am not privy to those direct talks or elections of the new negotiators. My source says the percentages have been raised, but not to 30%. We shall see.......

Bye Bye--General Lee

General: I heard the same rumor, but it was denied by several status representatives who said the plan was to tell Delta to "pound sand" until the amenable date of C2K.

I responded by buying Airtran at $11.11 - we will see how I do this time. Delta is an obvious short play until ALPA wakes up and as Johnny Cochran says, "you call this an alarm clock, I call it alarmingly inaccurrate..."

~~~^~~~

 

[DDpaysoff]

I responded by buying Airtran at $11.11 - we will see how I do this time. Delta is an obvious short play until ALPA wakes up and as Johnny Cochran says, "you call this an alarm clock, I call it alarmingly inaccurrate..."

~~~^~~~

Good luck w/ aai. As far as DAL goes, if you look at the three month chart a perfect head and shoulders formation appeared w/ high volume when stock went below the neckline around 11.00. However, as always there will be a correction which I am looking for any day now, if you are short you had better take a good look at the 3M chart or you could get shaken out.
Shorts are diving in right now. I just can't short the company that signs my checks, something ethical about it. But, I plan on loading up long just waiting for the right price ahead of news. DALPA and the company will post some kind of bad news making it look like a deal is dead, the stock will drop on that news and then correct itself on no news. That correction will be pilots in the know and other insiders. Load up on that correction. This is a great play for the patient long.

Unless of course there is an IPO in the future for CMR. I must admit there is a possibility of a spin-off on one of us. With 12.5 Billion in debt on Balance sheet, DAL will be heavily impacted when interest rates rise and may need the cash to keep interest expense at a manageable level. I am not saying there is a correlation here, but If you were going to spin off a subsidiary it would make sense to spin off the one w/ the most debt, i.e. 45 a/c. See DYN. Scary huh?
Good luck and keep us posted on your progress.

 

[~~~^~~~]

The thing about an IPO of CMR or ASA is the potential for loss of operational control. For example if ASA went on the market and AirTran got control, AAI would have all of C, most of D, a more profitable operation and simultaneously Delta would go into serious negative numbers as the critical feed went into AAI jets.

A full eighty percent of ASA's pax get on a Delta mainline jet. This represents about 15 to 20% of Delta's load factor, more on international flights.

The way I see it, Delta must maintain operational control of the kingmaker at the Atlanta airport.

 

[vc10]

The thing about an IPO of CMR or ASA is the potential for loss of operational control. For example if ASA went on the market and AirTran got control, AAI would have all of C, most of D, a more profitable operation and simultaneously Delta would go into serious negative numbers as the critical feed went into AAI jets.

An IPO would be structured to eliminate the chance of any such thing. Were ASA to be IPO'd, it would come with a 10 or 15-year iron-clad contract under which it would work for Delta. Further, chances are, Delta would continue to control all ASA's aircraft and lease them to ASA (as Continental does with ExpressJet and NWA with Pinnacle).

If one of these puppies is to be IPO'd, it would make sense to give that one the growth, so that it looks good when it comes to market.

Alternately, the could simply spin one off to existing Delta shareholders. Own 10 Delta shares? Get one ASA share. Voila, two companies.

 

[DDpaysoff]

We could speculate all day on which sub would be spun off, w/out getting into x's and o's let me put it this way:
When CMR was purchased for 2 BILLION dollars Leo was CEO and Grinstein was on the board, now Grinstien is CEO an Leo is o the board. How much confidence do you think the shareholders would have in this group if they spun off an airline they just payed 2 billion dollars for a couple of years ago. The correct political move would be to spin off ASA. Again, I don't think this is in the plans right now, but it is a possibility in the quarters to come as DAL's cash gets closer to 1 billion.
History showed us that DAL pulled a lot of flying from SLC and then sold their stake in SKYW. Kind of like what is happening in DFW as we speak, a place where ASA just happens to be growing like crazy.
Can history repeat itself? Something to think about.

 

[embraerdriver]

Not to burst your bubbles but I heard from a little birdy, an MEC birdy, that CHQ is getting 35 and Mesa 10............No I'm not kidding!

But why speculate...we will see.

All The Best

 

[GFunk20]

Yeah I also heard Chautauqua will get 25-30 of the RJs.

 

[ASApuppy]

Heard straight from Skip's mouth: DCI is not happy with the operational performance of the ERJ. The RFP is for CRJ's and has been stated as such from day one. Delta has already aquired 400 options with Bombardier. That purchasing power far exceeds Chit-taco's.

Of course, this does not mean Chit-taco could not get CRJ's, but I highly doubt that. My belief is that DALPA will step up to the plate if Mesa is brought in to the mix. From all the rumors I here, it seems that ALPA National may not be the best friend to the non wholly-owned. And in the case of Skywest and Chit-taco, they aren't even represented by ALPA. Makes for easy targets with no repercussions, ie RJDC.

 

[mesa rocks]

why don't you ask the UsAir wholly owneds if ALPA is more friendly to them with regards to the contractors (mesa).

I haven't heard anything personally but, I wouldn't be surprised if we were thrown into the mix.

I wouldn't put much faith in DALPA stepping up to the plate for the connection carriers. There being leaned on pretty hard right now and everything is negotiable. I have a feeling that little clause could be the first thing that goes in order to save more important things like pay and retirement.

 

[embraerdriver]

stay off the porch puppy..........

the one thing they might not be happy with is the operational performance of the WO!(ie completion and on time-you suck in that department)

Wanna Bet?