Revised DAL Biz Plan?

[General Lee]

Before you go off saying NWA info is disturbing and we should read our own publications, realize you have disturbing info put out by your company also. My point is dont just point fingers in our direction unless you are pointing them at yourself also. This is an opportunity for both companies to manage the storm thats coming up. Example:

Industry Issues ​

[FONT=Times New Roman,Times New Roman]1. I thought Delta’s standalone plan was sound. Why do we "need" to merge now? [/FONT]

[FONT=Times New Roman,Times New Roman]Delta does have a standalone plan that will leave better positioned than most carriers in the industry. However, this plan will most likely be unable to generate the cash flow that Delta will need to repay the secured debt leftover from the post-9/11 borrowing binge, fund their fleet growth for international expansion, and still continue to fund the improvements in pay, working conditions, and retirement that we will expect into the future.This merger will allow Delta to complete their plans for international expansion much sooner than a standalone plan will. This international expansion, along with our Joint Venture with Air France/KLM will give Delta the revenue diversification and the global reach that will ensure our company becomes a dominant player in a rapidly changing industry. [/FONT]​

Press ReleaseSource: Delta Air Lines, Inc.

Delta CEO Says Company 'Holds Best Hand in the Industry'
Tuesday June 3, 1130am ET
Remarks made at annual shareholders' meeting in New York
NEW YORK, June 3, 2008 (PRIME NEWSWIRE) -- Delta Air Lines (NYSE:DAL - News) CEO Richard Anderson today told shareowners that Delta ``holds the best hand in the industry.'' Anderson outlined several areas of success including the best employees in the industry, double-digit top line growth and the continuous expansion of the airline's international network.

Anderson also acknowledged the challenges the airline faces as a result of the record-breaking cost of fuel.`The company is performing well but faces headwinds due to the cost of fuel. We are proactively managing the issue in this environment while sticking to the greater strategy of Delta Air Lines.''

Anderson identified several efforts the company has made during the past months to combat the cost of fuel including domestic capacity reductions, various revenue initiatives and an aggressive multi-year fuel hedging portfolio which is currently valued at more than $1 billion.

``It's very important to note the contribution of the Delta employees over the last few years,'' Anderson continued. ``The airline is running extremely well, producing the best on-time performance among the network carriers in 2007.''
Two proposals were put before the stockholders for approval. A preliminary tabulation of votes cast showed that the stockholders elected all nominees to Delta's Board of Directors by a substantial majority of the votes cast. In addition, the stockholders ratified the appointment of Ernst & Young LLP as Delta's Independent Registered Public Accounting Firm for 2008. Final results of the voting will be published on Delta's Web site, as well as in its next quarterly report on Form 10-Q.
Delta Air Lines operates service to more worldwide destinations than any airline with Delta and Delta Connection flights to 324 destinations in 62 countries. Delta has added more international capacity than any major U.S. airline during the last two years and is the leader across the Atlantic with flights to 43 trans-Atlantic markets. To Latin America and the Caribbean, Delta offers 600 weekly flights to 62 destinations. Delta's marketing alliances also allow customers to earn and redeem SkyMiles on more than 16,000 flights offered by SkyTeam and other partners. Delta is a founding member of SkyTeam, a global airline alliance that provides customers with extensive worldwide destinations, flights and services.


Bye Bye--General Lee

 

[~~~^~~~]

General: Thanks - stand by for incoming allegations of conspiracies with the press.

Sss'uper,

Don't recognize the source - but yes - we have to buy new airplanes to go everywhere we want to go.

NWA has airplanes that are not being fully utilized and markets that increasingly do not support them.

Merger provides more airplanes to be a first mover in new markets, helps NWA with their excess capacity problem and helps Delta's with their need for more aircraft. 1+1 = 3

If Delta went alone the fleet growth for international expansion would be slower, but it would be ours. Internally, that is the option management wanted. The owners want those results faster and they called the merger.

 

[Fly4hire]

NWA - Use the search feature. I've posted the stats from DAL and NWA's quarterly reports, spcifically their load factors in light of capacity changes.

Also look at long term demographic patterns.

The exception is Seattle.

All that's nice, but profit or loss is where rubber meets the road.

I'll bet you a bottle of your favorite beverage NWA's numbers are a whole lot better than DAL's.

 

[Superpilot92]

NWA - Use the search feature. I've posted the stats from DAL and NWA's quarterly reports, spcifically their load factors in light of capacity changes.

Also look at long term demographic patterns.

The exception is Seattle.

The load factors are running in the upper 80's to low 90% range.

 

[Fly4hire]

Merger provides more airplanes to be a first mover in new markets, helps NWA with their excess capacity problem and helps Delta's with their need for more aircraft. 1+1 = 3

I'll bet you another bottle, 1+1=1.8 or less regarding pilot staffing within a year of merger completion....

 

[~~~^~~~]

All that's nice, but profit or loss is where rubber meets the road.

I'll bet you a bottle of your favorite beverage NWA's numbers are a whole lot better than DAL's.

Thanks - here are the income statement recaps from Yahoo.

DAL
Income Statement
Revenue (ttm):19.68B
Revenue Per Share (ttm):52.051
Qtrly Revenue Growth (yoy):12.40%
Gross Profit (ttm):3.84B

NWA
Income Statement
Revenue (ttm):12.78B
Revenue Per Share (ttm):54.709
Qtrly Revenue Growth (yoy):8.80%
Gross Profit (ttm):2.35B

On an net basis, both airlines stink. That is where a merger helps both airlines become more stable employers. We want the airline to make enough money to fund the acquisition of new, fuel efficient, jets before the Europeans and Asians get cabotage and kick our butts with equipment we can't compete with.

One big difference in the net numbers is Delta's Capital Aquisitions Expense. We spent about $523,000,000 on new equipment. Guess 777-200LR's aint cheap.

 

[General Lee]

Here is the best part. I heard that at the share holders meeting we VOTED IN a new company motto or Song. Here it is: Yikes!

Click here: YouTube - You're The Best Music Video




Oh wait, that is the song I sing to myself before I go to bed each night........ I usually add in the chorus "And I don't have to go to Lubbock..."


Bye Bye--General Lee

 

[~~~^~~~]

General:

How about this version, where you shoot Tanker Clown at 1:23.

http://www.youtube.com/watch?v=8gCSaAtNvj8&feature=related

What a horrible song.

 

[General Lee]

General: Thanks - stand by for incoming allegations of conspiracies with the press.

Sss'uper,

Don't recognize the source - but yes - we have to buy new airplanes to go everywhere we want to go.

NWA has airplanes that are not being fully utilized and markets that increasingly do not support them.

Merger provides more airplanes to be a first mover in new markets, helps NWA with their excess capacity problem and helps Delta's with their need for more aircraft. 1+1 = 3

If Delta went alone the fleet growth for international expansion would be slower, but it would be ours. Internally, that is the option management wanted. The owners want those results faster and they called the merger.

I have read about cross utilization of both of our fleets at our different hubs coming soon after the merger is complete. Some of them include ATL-NRT on the 744, the DC9s taking over RJ routes in ATL, and the switching of 767ERs onto A332 routes and vice versa for Europe. It will be interesting....

Bye Bye--General Lee

 

[General Lee]

General:

How about this version, where you shoot Tanker Clown at 1:23.

http://www.youtube.com/watch?v=8gCSaAtNvj8&feature=related

What a horrible song.

That was Tanky? Oh, he does resemble that I bet....


Bye Bye--General Lee

 

[Superpilot92]

I have read about cross utilization of both of our fleets at our different hubs coming soon after the merger is complete. Some of them include ATL-NRT on the 744, the DC9s taking over RJ routes in ATL, and the switching of 767ERs onto A332 routes and vice versa for Europe. It will be interesting....

Bye Bye--General Lee

Thats what i think we all hope is the plan. Not to mention increased utilization and staffing levels of NWA aircraft. :beer:

 

[nwaredtail]

NWA - Use the search feature. I've posted the stats from DAL and NWA's quarterly reports, spcifically their load factors in light of capacity changes.

Also look at long term demographic patterns.

The exception is Seattle.

So you can't back up your statement. Another Shocker! Let's see, between Airtran and Jetblue, I am willing to bet that DAL's "O and D" traffic has tailspinned compared to NWA's.

 

[Fly4hire]

Thanks - here are the income statement recaps from Yahoo.
.

Sorry I was not more specific - I mean future quarters with current oil prices - let's look at the next quarter and see where we are....

 

[Jmoney]

I have read about cross utilization of both of our fleets at our different hubs coming soon after the merger is complete. Some of them include ATL-NRT on the 744, the DC9s taking over RJ routes in ATL, and the switching of 767ERs onto A332 routes and vice versa for Europe. It will be interesting....

Bye Bye--General Lee

The day DC-9s take over ANYTHING from RJs, I will glady buy you the most expensive steak dinner you can find, General!

-That is one bet you will never win except perhaps in your freak-ass dreams.....

 

[clippyrip]

The day DC-9s take over ANYTHING from RJs, I will glady buy you the most expensive steak dinner you can find, General!

Be careful what you wish for....