Search found 91 matches

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by dmorbust
Thu Jan 25, 2018 9:12 pm
Forum: Civil Aviation
Topic: DL and AA resume IROP ticketing and baggage agreement
Replies: 67
Views: 8997

Re: DL and AA resume IROP ticketing and baggage agreement

Parker today: "They (DL) came back with the tail between their legs" and yes, they accepted the previous conditions... :mrgreen: Kirby (UA) must be fuming :airplane: Was this on the earnings call, because I did not find it in the transcript: https://seekingalpha.com/article/4140185-americ...

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by dmorbust
Mon Jan 22, 2018 6:19 pm
Forum: Civil Aviation
Topic: Delta Air Lines Network Thread - 2018
Replies: 315
Views: 30642

Re: Delta Air Lines Network Thread 2018

Must you? Because what would be in my mind just as obvious would be that UA would run significantly lower costs out of EWR when compared to DL in JFK/LGA on account of the cost of doing business in New Jersey versus New York proper in addition to their 64%+ total market share that allows them to sp...

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by dmorbust
Mon Jan 22, 2018 6:17 pm
Forum: Civil Aviation
Topic: Delta Air Lines Network Thread - 2018
Replies: 315
Views: 30642

Re: Delta Air Lines Network Thread 2018

Duplicate - mods please delete

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by dmorbust
Sun Jan 21, 2018 7:54 am
Forum: Civil Aviation
Topic: Delta Air Lines Network Thread - 2018
Replies: 315
Views: 30642

Re: Delta Air Lines Network Thread 2018

Source? Let's have a look at that data please, because I don't recall that being the case for United. I think it's fair to put JetBlue to the side on that one since the context of the comparison was long-haul international. I had almost forgotten where I had gotten the info, but Michman just posted...

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by dmorbust
Sat Jan 20, 2018 10:34 pm
Forum: Civil Aviation
Topic: Delta Air Lines Network Thread - 2018
Replies: 315
Views: 30642

Re: Delta Air Lines Network Thread 2018

In what ways has Delta not already won NYC? Also, 'does not cut it' according to who? Certainly not shareholders. Those New York to Asia nonstops are bloodbaths for profitability, so it seems to me that it would actually be prudent to continue having JV metal fly those versus DL metal that can be b...

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by dmorbust
Thu Jan 18, 2018 11:20 pm
Forum: Civil Aviation
Topic: Delta Air Lines Network Thread - 2018
Replies: 315
Views: 30642

Re: Delta Air Lines Network Thread 2018

Ever since DL nixed JFK-NRT, I am really surprised they don't have a single NYC to Asia flight. I would hope that when the JV gets approved, DL takes over one of KE's JFK-ICN flights so there is a direct Delta option. Relying solely on China Eastern and Korean Air without operating its own metal to...

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by dmorbust
Thu Jan 18, 2018 12:58 pm
Forum: Civil Aviation
Topic: Delta Air Lines Network Thread - 2018
Replies: 315
Views: 30642

Re: Delta Air Lines Network Thread 2018

Ever since DL nixed JFK-NRT, I am really surprised they don't have a single NYC to Asia flight. I would hope that when the JV gets approved, DL takes over one of KE's JFK-ICN flights so there is a direct Delta option. Relying solely on China Eastern and Korean Air without operating its own metal to ...

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by dmorbust
Wed Dec 06, 2017 3:52 pm
Forum: Civil Aviation
Topic: Delta and Westjet agree to form US-Canada JV
Replies: 153
Views: 22499

Re: Delta and Westjet agree to form US-Canada JV

Anyone know the breakdown in % market share between the players in the US-Canada transborder market?

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by dmorbust
Thu Nov 02, 2017 8:33 pm
Forum: Civil Aviation
Topic: A visual into Alaska Air Group's Q3 performance
Replies: 119
Views: 12519

Re: A visual into Alaska Air Group's Q3 performance

A few pertinent points: o Wall Street doesn't like to be surprised, hence the 13% drop today. o Wall Street also likes buying opportunities, and that's what you should expect to see tomorrow. ALK just closed down over 5% today. No offense but you should stick to working for an airline, not prognost...

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by dmorbust
Tue Oct 31, 2017 9:15 pm
Forum: Civil Aviation
Topic: China Southern to Leave Skyteam?
Replies: 73
Views: 24281

Re: China Southern to Leave Skyteam?

China Southern Quizzes Managers About Leaving Skyteam BEIJING—China Southern Airlines, a SkyTeam member that is now partly owned by Oneworld mainstay American Airlines, has indirectly raised with managers the possibility of shifting to another alliance. In plans for cooperation with American, the C...

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by dmorbust
Fri Oct 27, 2017 1:53 am
Forum: Civil Aviation
Topic: A visual into Alaska Air Group's Q3 performance
Replies: 119
Views: 12519

Re: A visual into Alaska Air Group's Q3 performance

milemaster wrote:
EA CO AS wrote:
dmorbust wrote:


Thanks for the great tip Warren Buffet.


LOL

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by dmorbust
Fri Oct 27, 2017 1:53 am
Forum: Civil Aviation
Topic: A visual into Alaska Air Group's Q3 performance
Replies: 119
Views: 12519

Re: A visual into Alaska Air Group's Q3 performance

A few pertinent points: o Wall Street doesn't like to be surprised, hence the 13% drop today. o Wall Street also likes buying opportunities, and that's what you should expect to see tomorrow. ALK just closed down over 5% today. No offense but you should stick to working for an airline, not prognost...

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by dmorbust
Thu Oct 26, 2017 8:07 pm
Forum: Civil Aviation
Topic: A visual into Alaska Air Group's Q3 performance
Replies: 119
Views: 12519

Re: A visual into Alaska Air Group's Q3 performance

A few pertinent points: o Wall Street doesn't like to be surprised, hence the 13% drop today. o Wall Street also likes buying opportunities, and that's what you should expect to see tomorrow. ALK just closed down over 5% today. No offense but you should stick to working for an airline, not prognost...

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by dmorbust
Thu Oct 26, 2017 5:22 pm
Forum: Civil Aviation
Topic: Norwegian 3q results
Replies: 35
Views: 5733

Re: Norwegian 3q results

Nami wrote:

I like this wording from the Q3 presentation:

Strong liquidity and fully financed for 2017 and Q1 2018


Wow!

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by dmorbust
Thu Oct 26, 2017 2:12 am
Forum: Civil Aviation
Topic: A visual into Alaska Air Group's Q3 performance
Replies: 119
Views: 12519

Re: A visual into Alaska Air Group's Q3 performance

I think something an analyst alluded to, but AS management refuses to acknowledge, is that a lot of Virgin's cool factor allure is gone with the branding changeover to Alaska; an SFO or LAX millenial might have paid a bit of a premium to book Virgin, but not Alaska. The fact that PRASM on VX market...

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by dmorbust
Thu Oct 26, 2017 12:26 am
Forum: Civil Aviation
Topic: A visual into Alaska Air Group's Q3 performance
Replies: 119
Views: 12519

Re: A visual into Alaska Air Group's Q3 performance

I think something an analyst alluded to, but AS management refuses to acknowledge, is that a lot of Virgin's cool factor allure is gone with the branding changeover to Alaska; an SFO or LAX millenial might have paid a bit of a premium to book Virgin, but not Alaska. The fact that PRASM on VX markets...

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by dmorbust
Wed Oct 25, 2017 11:10 pm
Forum: Civil Aviation
Topic: A visual into Alaska Air Group's Q3 performance
Replies: 119
Views: 12519

Re: A visual into Alaska Air Group's Q3 performance

EA CO AS wrote:
Congrats to my co-workers on a nice quarter!


I don't mean to be rude, but this wasn't a nice quarter by any financial measure. ALK stock went down today 13.21%...that is worse than United's earnings call fiasco 6 days ago!

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by dmorbust
Wed Oct 25, 2017 6:15 pm
Forum: Civil Aviation
Topic: A visual into Alaska Air Group's Q3 performance
Replies: 119
Views: 12519

Re: A visual into Alaska Air Group's Q3 performance

https://alphastreet.com/bite/d0aaa20 ALK posted a 4% YoY profit growth and a 35% revenue growth for Q3 2017, as it continues the integrating with West Coast carrier Virgin America. Wasn't that revenue "growth" just the results of AS and VX being combined - with the additional revenue bein...

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by dmorbust
Wed Oct 25, 2017 6:13 pm
Forum: Civil Aviation
Topic: Delta and Korean sign JVA
Replies: 606
Views: 71265

Re: Delta and Korean sign JVA

I doubt this DOT will require any concessions at all.

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by dmorbust
Wed Oct 25, 2017 3:49 pm
Forum: Civil Aviation
Topic: Delta and Korean sign JVA
Replies: 606
Views: 71265

Re: Delta and Korean sign JVA

Anyone have any update about this JV application? What is the status and expected timeline at this point? I don't remember seeing any filings with the DOT - or is that not necessary since they already have ATI? Does anyone have a link to any filings with Korean authorities? Essentially, what is stil...

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by dmorbust
Tue Oct 24, 2017 5:21 am
Forum: Civil Aviation
Topic: DL Moves to Reclaim $500m BOS Terminal
Replies: 94
Views: 14884

Re: DL Moves to Reclaim $500m BOS Terminal

so currently, the daily flight difference at BOS between B6 and DL is what, 50 or so flights a day give or take? That's really not a lot. What about actual seats, what's that difference? Is BOS JetBlue's largest hub? If it is, that's not to great a gap between the two airlines. B6 really doesn't ha...

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by dmorbust
Tue Oct 24, 2017 3:58 am
Forum: Civil Aviation
Topic: DL Moves to Reclaim $500m BOS Terminal
Replies: 94
Views: 14884

Re: DL Moves to Reclaim $500m BOS Terminal

so currently, the daily flight difference at BOS between B6 and DL is what, 50 or so flights a day give or take? That's really not a lot. What about actual seats, what's that difference? Is BOS JetBlue's largest hub? If it is, that's not to great a gap between the two airlines. B6 really doesn't ha...

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by dmorbust
Fri Oct 20, 2017 11:32 pm
Forum: Civil Aviation
Topic: Rumor: AA to Co-locate all flights to Terminal B in LGA in Nov 2017
Replies: 83
Views: 12532

Re: Rumor: AA to Co-locate all flights to Terminal B in LGA in Nov 2017

LGA on the move... <https://www.youtube.com/watch?v=RaLULcfbSgU&feature=youtu.be> Moves effective 12-09-17: American / American Eagle / American Shuttle: TERMINAL B Delta Shuttle: TERMINAL C Delta / Delta Connection: TERMINAL C/D Frontier/Spirit - Departures: TERMINAL C Frontier/Spirit - Arriva...

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by dmorbust
Mon Oct 02, 2017 6:19 pm
Forum: Civil Aviation
Topic: Delta Air Lines PA Refinery Pays Off
Replies: 27
Views: 7394

Re: Delta Air Lines PA Refinery Pays Off

Time...............P/(L) ($M).....Gals (M).....Breakeven ($/bbl) Acquisition......($250) 2012 Q4..........$63....................894...............$11.13 2013...............($116)...............3,828..........$4.56 2014...............$96 ....................3,893..........$2.20 2015...............$...

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by dmorbust
Thu Sep 07, 2017 4:56 pm
Forum: Civil Aviation
Topic: DL add IND-CDG
Replies: 223
Views: 24452

Re: DL add IND-CDG

I was surprised DL hasn't added MSY-CDG first But you are correct in one respect Delta would be playing third fiddles because DE and BA are far better options than Delta can offer as far as inflight service goes. DE far better inflight service than DL? Angled business class seats in 2-2-2 (no direc...

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by dmorbust
Wed Sep 06, 2017 7:37 pm
Forum: Civil Aviation
Topic: DL add IND-CDG
Replies: 223
Views: 24452

Re: DL add IND-CDG

I was surprised DL hasn't added MSY-CDG first, but then I saw that incentive package...$$$ talks

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by dmorbust
Wed Sep 06, 2017 7:15 pm
Forum: Civil Aviation
Topic: DL add IND-CDG
Replies: 223
Views: 24452

Re: DL add IND-CDG

Midwestindy wrote:
DL has built up quite a bit of p2p flying out of IND, CUN/MIA/RSW/MCO/RDU/CDG hopefully SEA is next...


I would bet DL adds SEA-IND soon enough.

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by dmorbust
Tue Sep 05, 2017 2:07 am
Forum: Civil Aviation
Topic: WOW Air founder considers sale; strategic partnerships
Replies: 28
Views: 5160

Re: WOW Air founder considers sale; strategic partnerships

Other than the recent investment in VS via AF/KLM with a 49% ownership by Delta which airlines are they buying 'left and right'? How about....10% of AF/KLM, 49% of Aeromexico, 3.2% of China Eastern, and 9.5% of Gol Linhas...that enough for you? Also just for the record, DL owns 49% of VS out right ...

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by dmorbust
Wed Aug 09, 2017 10:53 pm
Forum: Civil Aviation
Topic: DL outlines A350 routes
Replies: 209
Views: 57312

Re: DL A350 inaugural flight will be DTW-NRT

I'm a bit confused, because DL have also publicly said during an earnings call that the DL A350 would be unable to serve LAXSYD, which stands at 7471. While I'm not sure how much credibility I should put into it, the Aviator Joe aircraft comparison tool pegs the 359 at 7749. Please tell me which ea...

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by dmorbust
Wed Aug 09, 2017 6:29 pm
Forum: Civil Aviation
Topic: DL outlines A350 routes
Replies: 209
Views: 57312

Re: DL A350 inaugural flight will be DTW-NRT

Does the a350 have the legs to fly JFK east Asia? yes. Delta spec says 8000 statute miles. Seems conservative vs Airbus specs. I'm a bit confused, because DL have also publicly said during an earnings call that the DL A350 would be unable to serve LAXSYD, which stands at 7471. While I'm not sure ho...

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by dmorbust
Mon Jul 31, 2017 11:36 pm
Forum: Civil Aviation
Topic: AirFrance/KLM buys significant stake in VS and extends partnership with DL/MU
Replies: 180
Views: 22143

Re: AirFrance/KLM buys significant stake in VS and extends partnership with DL/MU

Makes me wonder where KE's place is in all this and with Skyteam....I thought relations were getting better between DL and KE? In addition to FromCDGtoSYD's comments, KE and DL are quickly moving forward with a long overdue TPAC partnership to put them on equal footng with UA-NH-OZ and AA-JL. DL is...

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by dmorbust
Fri Jul 28, 2017 7:02 pm
Forum: Civil Aviation
Topic: AirFrance/KLM buys significant stake in VS and extends partnership with DL/MU
Replies: 180
Views: 22143

Re: AirFrance/KLM buys significant stake in VS and extends partnership with DL/MU

Also, I don't think DL owns 49% of AM yet, but it will before the end of the year. Delta informed Aeromexico three days ago that they intend to exercise their options to get to 49%, so it is only a matter of time: https://aeromexico.com/cms/sites/default/files/Relevant_Event_ENG_0.pdf This article ...

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by dmorbust
Thu Jul 27, 2017 7:54 pm
Forum: Civil Aviation
Topic: AirFrance/KLM buys significant stake in VS and extends partnership with DL/MU
Replies: 180
Views: 22143

Re: AirFrance/KLM buys significant stake in VS and extends partnership with DL/MU

I have a feeling a part of this has to do with tax avoidance on DL's behalf. DL hinted at their 2015 Investor Day that a significant part of their JV revenues could be domiciled in the lower rate Netherlands since they have an office there which controls Atlantic JV pricing and planning. Now their f...

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by dmorbust
Mon Jun 26, 2017 1:49 pm
Forum: Civil Aviation
Topic: Avianca to offer on board wi-fi
Replies: 4
Views: 736

Re: Avianca, first Latin American airline to offer on board wi-fi

Off the top of my head I can think of both Gol Linhas and Aeromexico already having wifi on-board some aircraft. Mods, please change the title to say "first Latin American airline to select GX Aviation for wifi".

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by dmorbust
Sun Jun 25, 2017 11:19 pm
Forum: Civil Aviation
Topic: Delta and Korean sign JVA
Replies: 606
Views: 71265

Re: Delta and Korean sign JVA

It would be difficult to make LAX anything approaching Miami for South American travel, simply because travel times (i.e., distance) between LAX and any South American city would be almost twice the length of travel from MIA; even JFK is closer than LAX from South America's capitals. Most people do...

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by dmorbust
Sun Jun 25, 2017 4:16 pm
Forum: Civil Aviation
Topic: Delta and Korean sign JVA
Replies: 606
Views: 71265

Re: Delta and Korean sign JVA

As noted above, DL will also grow LAX to Latin America because it is a huge local market; connections including to/from Asia will happen because routes that support two large local markets (LAX to both Latin America and Asia) can fit together to create connections. KE wants to serve more of Latin A...

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by dmorbust
Sat Jun 24, 2017 5:13 pm
Forum: Civil Aviation
Topic: Delta Ending PHL-LHR on March 23, 2018
Replies: 142
Views: 20904

Re: Delta Ending PHL-LHR on March 23, 2018

Not surprised in the least. As others have said, this route was operated solely as a means of acquiring another LHR slot (until it reverts back to BA/AA). But I still want to know the following: Do we have a source for either of those things - the PHL-LHR slot pair only having to be operated six se...

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by dmorbust
Fri Mar 31, 2017 1:39 pm
Forum: Civil Aviation
Topic: Avianca to align with United?
Replies: 82
Views: 12873

Re: Avianca to align with United?

April 6th is going to be interesting: Kingsland has since maintained that the alliance is a "a self-serving deal with United Airlines under which hundreds of millions of dollars from the US carrier will flow directly to Synergy Aerospace." Specifically, Synergy Aerospace and its owner Germ...

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by dmorbust
Fri Mar 31, 2017 3:11 am
Forum: Civil Aviation
Topic: Delta and Korean sign JVA
Replies: 606
Views: 71265

Re: Delta and Korean sign JVA

What are the prospects for a return of Icn/Lax/Gru as a joint venture? There is now feed at 3 hubs when you factor in GOL. Not sure but I'd bet not unless LAX-GRU is profitable on its own. I'd think DL and their 49% stake in AM would rather make those connections work at MEX. Visa free connections ...

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by dmorbust
Thu Mar 30, 2017 8:45 pm
Forum: Civil Aviation
Topic: Delta and Korean sign JVA
Replies: 606
Views: 71265

Re: Delta and Korean sign JVA

@commavia. We agree to disagree on NRT/beach markets. There's a reason the beach markets are excluded from the JV... DL does not need KE's help and does not want to share a very well established O&D market. Were I DL, I would let KE fly its A380s ICN/ATL to free up DL metal, e.g., ATL/KIX. How ...

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by dmorbust
Wed Mar 29, 2017 4:52 pm
Forum: Civil Aviation
Topic: Hainan vs. OneWorld
Replies: 54
Views: 9710

Re: Hainan vs. OneWorld

How does the reported interest of AA taking a stake in China Southern effect HU joining Oneworld? In my opinion, no change in current status. In my view, the AA-CZ tieup is more singular, end solution to specific issues affecting the purported partners. Another way of looking at this - over the cou...

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by dmorbust
Wed Mar 29, 2017 4:33 pm
Forum: Civil Aviation
Topic: Delta and Korean sign JVA
Replies: 606
Views: 71265

Re: Delta and Korean sign JVA

Keep in mind that DL must operate MSP-HND at least through ~summer '18, or else AA automatically gets the slot for DFW-HND (backup authority valid for 2 years). Through Summer of 2018 really isn't that far off, all things considered. It will take some time for the JV to get up and running anyway. D...

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by dmorbust
Wed Mar 29, 2017 2:09 pm
Forum: Civil Aviation
Topic: Delta and Korean sign JVA
Replies: 606
Views: 71265

Re: Delta and Korean sign JVA

I hate JVs, bad for consumers, but good for both businesses. This was DL's only simple option to remain competitive in the Pacific. This will send ripples across both their networks. I expect some significant changes. I really wonder how SEA will fare. Its importance just went way down for Asia. I ...

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by dmorbust
Wed Mar 29, 2017 4:45 am
Forum: Civil Aviation
Topic: Delta and Korean Air announce JV
Replies: 1
Views: 406

Delta and Korean Air announce JV

Delta Air Lines and Korean Air have reached an agreement to deepen their historic partnership, with an expanded trans-Pacific network that will increase travel choices and boost competition between the U.S. and Asia. The airlines signed a memorandum of understanding to implement a joint venture arr...

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by dmorbust
Thu Mar 23, 2017 5:58 pm
Forum: Civil Aviation
Topic: AA reportedly investing in China Southern Airlines
Replies: 69
Views: 12564

Re: AA reportedly investing in China Southern Airlines

However CZ has big ambitions with the upcoming new Beijing airport, which is perfectly located to feed all Asia & China to North America. So does China Eastern. Read this: https://centreforaviation.com/analysis/beijings-second-airport-at-daxing-risk-of-unproductive-competition-china-eastern-the...

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by dmorbust
Thu Mar 09, 2017 10:14 pm
Forum: Civil Aviation
Topic: Ruling Sheikhs Discussed Emirates-Etihad Merger
Replies: 26
Views: 7039

Re: Ruling Sheikhs Discussed Emirates-Etihad Merger

Regardless of whether you think Qatar's seats are better, a megahub combination of Emirates and Etihad, essentially combining all traffic at DWC, would put them leaps and bounds ahead of Doha - just by virtue of the combined O&D traffic Dubai + Abu Dabhi is a whole lot more than Doha. QR which a...

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by dmorbust
Thu Mar 09, 2017 7:49 pm
Forum: Civil Aviation
Topic: Ruling Sheikhs Discussed Emirates-Etihad Merger
Replies: 26
Views: 7039

Ruling Sheikhs Discussed Emirates-Etihad Merger

https://global.handelsblatt.com/companies-markets/sheikhs-discussed-emirates-etihad-merger-722150?em_pos=small&ref=headline&nl_art=3 The ruling familes of the United Arab Emirates, which control the Emirates and Etihad airlines, have held talks about possibly merging the two airlines, Handel...

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by dmorbust
Mon Mar 06, 2017 6:14 pm
Forum: Civil Aviation
Topic: Avianca to align with United?
Replies: 82
Views: 12873

Re: Avianca to align with United?

Bloomberg professional media services has an interview with German Efromovich. Ultimately he said the decision to establish alliance with United was "adopted unanimously" and he made the final decision. I really do wonder how the United decision was "adopted unanimously" given t...

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