Delta to add service from Seattle to Boise, Denver, Ketchikan, Sitka, and boost more

[Mea25000]

So you pay down your past and immediate debt... Trouble is there is a lot of new debt about to show up on your doorstep. You must realize how old and dated your fleet is? Your company will most likely have to take on 20-30 billion over the next decade to fix that problem. Shows just what great CEOs you would all make. I don't think you all need to worry about running out of debt and being raided.. You should be debt rich once again very soon

 

[General Lee]

So you pay down your past and immediate debt... Trouble is there is a lot of new debt about to show up on your doorstep. You must realize how old and dated your fleet is? Your company will most likely have to take on 20-30 billion over the next decade to fix that problem. Shows just what great CEOs you would all make. I don't think you all need to worry about running out of debt and being raided.. You should be debt rich once again very soon

When you're making $4-6 billion a year in profits, it's paid off pretty quick. Did you see the recent Airbus order? I think it stated DL will be getting $14 Billion dollars worth of A350s and A330Neos for $6.2 billion. That's thanks to Emirates canceling their own A350 deal. Sooooooooo, it looks like the DL CEO is doing a pretty good job with costs. The 45 A321s coming will be the last ones built on the "normal" line before the A321Neos are started. Do you think DL got a discount for that??? Uh, yeah. The 717s are leased until 2020-22, and then DL gets to buy them at the "then current" price. The MD90s will last 10 more years, and they supposedly were about $8-9 million each including the engines. Get it yet? The 100 739ERs supposedly got a discount due to the 787 delays for NWA.


You guys don't really know who you're dealing with yet I guess. The DL management is very very smart.


Bye Bye---General Lee

 

[BILL LUMBERG]

We paid cash for the 717s....45 A321s and the 50 widebodies on order.

No equipment debt so far.

 

[curtaindriver]

9 months ending Sept 2014:

Alaska operating income of 720m, of 4.01B, 18% profit margin..3.35/eps

Delta operating income of 2.7B, of 28.7B, 9% profit margin... .43/eps

Alaska debt 720m
Delta debt 9b


Both are power houses, for sure.......but for the sake of this argument, Alaska is superior.

CD

 

[SpauldingSmails]

Wow, Nasdaq has been wrong all along. I'm going to start getting all my data here!

Yes, ALK has some very impressive numbers - no doubt. You could at least post accurate DAL numbers.

http://www.nasdaq.com/symbol/dal/revenue-eps

 

[curtaindriver]

Wow, Nasdaq has been wrong all along. I'm going to start getting all my data here!

Yes, ALK has some very impressive numbers - no doubt. You could at least post accurate DAL numbers.

http://www.nasdaq.com/symbol/dal/revenue-eps

Totally my mistake, thanks for the correction.......I posted the eps from sept not the 9 months.

CD

 

[curtaindriver]

Wow, Nasdaq has been wrong all along. I'm going to start getting all my data here!

Yes, ALK has some very impressive numbers - no doubt. You could at least post accurate DAL numbers.

http://www.nasdaq.com/symbol/dal/revenue-eps

I bought 1000 shares of DAL at 9.90, I'm loving me some Delta. And of course, my ALK split so happy there too. It's a good time for the airlines, all of them

CD

 

[General Lee]

9 months ending Sept 2014:

Alaska operating income of 720m, of 4.01B, 18% profit margin..3.35/eps

Delta operating income of 2.7B, of 28.7B, 9% profit margin... .43/eps

Alaska debt 720m
Delta debt 9b


Both are power houses, for sure.......but for the sake of this argument, Alaska is superior.

CD

Uhhhhhh, DL's debt is down to $7 Billion, and will be $5 billion by 2016. It was near $18 Billion back in 2008/09, and that means DL is now a "Revenue Monster." With profits of over $4 billion this year and possibly $6 Billion next year with lower oil, I'd say Delta will have the money to do whatever they want in SEA, while AK will be on the defense. That means DL is superior.

Honestly, these two airlines aren't even in the same category. One is a worldwide carrier, the other is a niche carrier. AK is very good at what it does, but now DL needs internal feed at a growing hub that probably will be replacing it's Narita hub. That means more competition for AK, and that's the truth.



Bye Bye---General Lee

 

[SpauldingSmails]

Totally my mistake, thanks for the correction.......I posted the eps from sept not the 9 months.

CD

No worries, I was just giving a ration of crap.

 

[curtaindriver]

Uhhhhhh, DL's debt is down to $7 Billion, and will be $5 billion by 2016. It was near $18 Billion back in 2008/09, and that means DL is now a "Revenue Monster." With profits of over $4 billion this year and possibly $6 Billion next year with lower oil, I'd say Delta will have the money to do whatever they want in SEA, while AK will be on the defense. That means DL is superior.

Honestly, these two airlines aren't even in the same category. One is a worldwide carrier, the other is a niche carrier. AK is very good at what it does, but now DL needs internal feed at a growing hub that probably will be replacing it's Narita hub. That means more competition for AK, and that's the truth.



Bye Bye---General Lee

No argument from me with regards to your second paragraph.

CD