Dal Q1

[Linedriver]

Pretty sad when you expect to lose almost a billion dollars in 3 months.

The huge losses of todays companies seem unreal.

But, while I haven't seen the financials or expectations of the other legacy carriers, I suspect this is more typical of the industry in the current economic times.

 

[PeanuckleCRJ]

VOR- It has been widely known and disseminated at least since last October that the 747 "classic" fleet was not planned to be part of the joint operation past SOC. This was one of the arguments in the SLI integration as well.

Reading (and listening) is fundamental.

With the delivery of new aircraft and NWA converting to DAL PWA staffing, the net result will basically be break even, if not slightly understaffed.



FWIW- I can vouch that ACL is a line pilot and not a management type, although he's got his ear to the ground and has some of the best information out there. However, much of the information is available to be confirmed because it's public information anyways. You've just got to know where to look.

 

[ACL65PILOT]

VOR- It has been widely known and disseminated at least since last October that the 747 "classic" fleet was not planned to be part of the joint operation past SOC. This was one of the arguments in the SLI integration as well.

Reading (and listening) is fundamental.

With the delivery of new aircraft and NWA converting to DAL PWA staffing, the net result will basically be break even, if not slightly understaffed.



FWIW- I can vouch that ACL is a line pilot and not a management type, although he's got his ear to the ground and has some of the best information out there. However, much of the information is available to be confirmed because it's public information anyways. You've just got to know where to look.

Exactly. Listen, and ask the correct questions. Then do the most important part of it. Listen to their answer for what is said and more importantly what is not.
With this info ask another very direct question and you will have answers that most do not.
Add to that, there is some very good info that is not part of these groups. You just have to dig.

And yes, I am just a line dog. (For now)

When I stop posting anything but pure vanilla information then I would get worried.

 

[Tanker Clown]

Guys, I don't get it. The General said last year that their international routes were going to make them a ton of cash. In fact, he was touting that as the reason that they would do better than a domestic only carrier. I just don't get it. Between the international ops and Song....there is no way they should have posted a loss.

 

[ACL65PILOT]

Genius can you spell fuel hedge. We broke even with out em.
Africa is a money maker.

 

[Tanker Clown]

Sorry. Sounds like Song is set to take over the world. My deepest appologies. Things look to be going great there. I'm sure that parking 40-50 jets is just part of Song's plan to grab market share.

 

[Linedriver]

Sorry. Sounds like Song is set to take over the world. My deepest appologies. Things look to be going great there. I'm sure that parking 40-50 jets is just part of Song's plan to grab market share.

Dude, you're like a broken record! Do you just cut and paste?

Almost the entire industry lost in the first quarter.

 

[whatitdoing?]

Genius can you spell fuel hedge. We broke even with out em.
Africa is a money maker.

Not bashing you ACL65PILOT, but is Africa really a money maker? I have no numbers on it, just curous. The reason why I'm saying that is that no other US airline is serving Africa with great volume. Is that the reason?

 

[Scope out RJ's]

Dude, you're like a broken record! Do you just cut and paste?

Almost the entire industry lost in the first quarter.

He's used to doing the same thing over and over.
1. Get coffee for superior officers
2. Make copies
3. Answer telephone
4. See number 1
5. Repeat several times a day and call myself airforce personell

 

[Tanker Clown]

Deltoids are broken records.

1. Lose money
2. Tell everyone how great you are
3. Give flying to RJs
4. Park jets
5. Take pay cuts
6. Furlough
7. Repeat

 

[ACL65PILOT]

Not bashing you ACL65PILOT, but is Africa really a money maker? I have no numbers on it, just curious. The reason why I'm saying that is that no other US airline is serving Africa with great volume. Is that the reason?

Yes it is. The barriers to entry are so high. Air France has been the only game in town for many years. Now that people can bypass CDG to get to the US it is so much better for them.

The route guys are drooling over the possibilities down there. Everyone here says it is the number one money maker. They love it.

 

[whatitdoing?]

You got any numbers to back it up?

 

[ACL65PILOT]

They are embedded in all of the numbers.

I will do a little digging, but if anyone has been at any of these town hall type meetings they can confirm that they all say it is our most profitable continent.

I will try to get them, but I strongly suspect that it is confidential info. I was told it was on the magnitude of 10's if not 100's of millions a dollars. It is cargo that is great for us out of there.
Also do not forget that they are flush with cash, after all if is the identity theft capital of the world.

The direct quote at one town hall meeting was. " You may not like flying there but Delta does, it is the most profitable place on the plant for us."

 

[Scope out RJ's]

Deltoids are broken records.

1. Lose money
2. Tell everyone how great you are
3. Give flying to RJs
4. Park jets
5. Take pay cuts
6. Furlough
7. Repeat

Must be tough being stuck in a low paying administration job, all the while calling yourself "air force." Isn't it time for the colnel's afternoon coffee?
Lemme guess how tanker spends his weekends.
1. Call boyfriend
2. Meet and tell him how grueling serving coffee and faxing copies was
3. Kiss superior officers ass
4. Repeat steps 1 and 2 as necessary

 

[johnboy99]

Genius can you spell fuel hedge. We broke even with out em.

And I just won $20,000 on a scratch off lottery ticket. Oh, but I owe $22,000 on my car. A loss is a loss. My prediction Delta will have a massive furlough and close a hub or two before years end.

How many millions has Delta spent (wasted) just since 2000 reinventing the widget. They are either on version 3 or 4 with the new red widget. We won't even talk about the multiple paint jobs. When they get serious about running the company you guys will make a profit.

Best of Luck

 

[Linedriver]

Deltoids are broken records.

1. Lose money
2. Tell everyone how great you are
3. Give flying to RJs
4. Park jets
5. Take pay cuts
6. Furlough
7. Repeat

Again, it's a tough industry but Delta is better than most.

 

[Tanker Clown]

Looks like Air Tran did alright this quarter. Maybe Delta should make an airline within an airline to compete with Air Tran.

I agree with Johnboy99, furloughs (massive) are just around the corner at Delta. Looks like the Natti is a good as dead. It will basically be a RJ hub.

 

[Scope out RJ's]

Looks like Air Tran did alright this quarter. Maybe Delta should make an airline within an airline to compete with Air Tran.

Maybe you should stick to trolling the malls looking for a date and flight sim!

I agree with Johnboy99, furloughs (massive) are just around the corner at Delta. Looks like the Natti is a good as dead. It will basically be a RJ hub.

I'm sorry, but we don't speak retardese. Perhaps when you're done serving the colonel his coffee you could get one of your superiors to translate.

 

[400ADude]

Again, it's a tough industry but Delta is better than most.

Linedriver

Better than who?? Heck, Yonited lost less than they did.

Its gonna get ugly down in Atlanta.

 

[ACL65PILOT]

Linedriver

Better than who?? Heck, Yonited lost less than they did.

Its gonna get ugly down in Atlanta.

On the surface yes, but dig a little deeper and you will see why our stock shot up 18% yesterday.

Paid off 600 million in debt.
Added 500 million to our unsecured liquid cash position.

That is awesome in this economy.
As with everything accounting is an art, and these guys have it down cold. Got to read the 8K to see this.