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"Air Canada chief should be grounded"

  • From today's National Post:

    http://www.nationalpost.com/financialpost/story.html?f=/stories/20010925/704454.html


  • FlyerAl. When you decide to join the rest of us in the real world, and you are running a business and covering a payroll, then you can make the kind of comments you have been consistently making. This article, and Reguly's in the Globe over the weekend, are so riddled with errors and mistatements that they show the ignorance of the average journalist when it comes to running a business, let alone any detailed knowledge of the airline industry or government.

    AC put Canadian Regional up for sale at any price and there were no takers. There would still have been no takers if foreign investment were permitted. And even if Air BC and the other AC regionals were added to the package.

    Yes, AC management ****ed up. They agreed to the government's scenario to save CP, and the 15,000 jobs that went with that carrier. They negotiated a rich set of labour contracts to buy peace with their unions until they could digest CP. When all this was happening, Clinton was in the White House and the economy was strong and everyone to a lock step tune forecast ongoing growth. Hence, AC management and board felt confident to agree with "no layoff" provisions with their unions and the government because the airline could finance it all through growth.

    Just about everyone in the world accepted the growth scenario in just about every business. All the US and world carriers were forecasting similar rosy scenarios. Then Bush got elected and the economy tanked. Then Septebmer 11th arrived and just like during his daddy's Gulf War, passengers deserted the airlines and travel and all those rosy foecasts collapsed.

    Yes, there is a lot of blame to toss around, but it can't all be placed in the hands of Milton and company. Even I have been a longtime critic of the way AC's managerment team is unaccountable because of the broad shareholder base and essentially closed board of directors.

    But it is too easy to spread the blame as it has been in The Post and The Globe these days.

    So FlyerAl, enough. Get your business degree, or whatever it is you are up to, and go run a company yourself to see what the real world is like. Meet a payroll. Go raise a few million. Go sell a product. But stop taking pot shots from the peanut gallery.


  • Hey, don't be so hard on Robert Milton!!!!

    Remember -- he is building a great airline for Canada!!!

    Don't you remember during all the Cdn Air kerfuffle? He kept reminding us that he is "building a great airline for Canada."

    The man is a genius. He knows he is building a great airline for Canada! I am sure we will see it sometime!

    We just don't know when. But when it arrives, it will truly be a great airline for Canada!

    Robert Milton! The Man Who is Building a Great Airline for Canada (TM)

    -- "our shareholders...will benefit from the strong growth potential of one of the world's great airline franchises." Air canada Press release, 11/8/99

    -- "I still do not believe that it reflects the true value of one of the world's great airline franchises.." Robert Milton, the man who is building a great airline for Canada, Air Canada press release, 10/29/99

    ---"one of the world's great airline franchises..." Air Canada's president and chief executive officer, Robert A. Milton, Canada Stockwatch, 11/04/99


  • So what was to stop a foreign carrier from buying CRA???

    Foreign carrier finds a good "Joe Canuck" who wants to run an airline [there are lots of them around] and "loans" him/her the money to buy CRA in exchange for a service contract to feed their traffic to the Foreign carrier.


  • Rather than patiently waiting for the troubled Canadian Airlines to simply expire, Mr. Milton took on its ageing fleet and its debt
    ...
    Mr. Milton then defied Ottawa in clinging to the networks of regional carriers that fed Air Canada and Canadian with passengers


    As if waiting for CP to expire was an option. And he was going to do what, exactly, with the regional carriers?

    I'm not Robert Milton's biggest fan, and I don't disagree with everything the author says, but this article does have a slanted view of how AC got into this mess. Of course we must remind ourselves that the Post is now Liberal Red, not Black.

    andrew


    [This message has been edited by Andrew Webber (edited 09-25-2001).]


  • I am not a fan of Robert Milton, and I disagree with many of Air Canada senior management's decisions and initiatives over the past two years. But you couldn't pay me enough to try and run Air Canada right now (not that I would know the first thing about managing an airline anyway), so I can't be too harsh. As other posters have mentioned, the above article shows a pathetic lack of research and the author obviously does not understand the Canadian airline industry at all. Air Canada was forced to absorb Canadian Airlines; otherwise, they would have let them go bankrupt. The regional airlines are designed to lose money and feed passengers into the (theoretical) profit-making mainline. Who would want to buy them? And which company wouldn't expand in properous times?

    Remember, Air Canada is reporting that advance bookings are down 30% and recent bookings are down 60%. They should be worried; they have long term labour contracts and lease payments to pay.

    They do own a lot of older planes, and these can be parked at relatively little expense. It sounds like this is what they will do. Rather than counting on federal money to continue flying their current schedule, they should adjust their flights to meet the demand. At the same time, it never hurts to see if the feds will give them a handout.

    [This message has been edited by StuMcIlwain (edited 09-25-2001).]


  • exAC,

    If I'm not mistaken the ownership rules cover the source of the money not just the name of the management. That's why the Onyx bid could only rely on less than 50% of AA's money.


  • I agree with much of what Shareholder wrote. Milton has made a lot of mistakes but from what I can tell they are pointing fingers at him for the wrong things. Ascimilating CP at the time was a sensible decision. Irrespective of this, IMO we must all start looking forward to the future instead of nit-picking over irreversable decisions made in the past. As for FlyerAl, his comments, and his National Post links, I think it is now clear where I (and many of us) stand.


  • Had a US carrier bought CRA, given the events we are now seeing, they would be shutting the whole operation down this week. Then where would 70% of Canada's communities be? Once more, I stand by my contention of almost two years ago: the Canadian market cannot viably sustain more than a single major carrier. And from the looks of things, the US cannot viably sustain more than two or three. Within this there might be space for a WestJet or SouthWest, but that's it. We've been fooling ourselves to think otherwise.

    The big question becomes, who will now put risk capital into the airline industry as it is currently constituted? Nobody [except governments, who have actually always done so under a variety of means]. Which means a major rethink is in order south of the border.

    The trim back in capacity -- something AC management started months ago -- on both domestic and international routes will also mean less competition. Each carrier must now concentrate, not on taking market share from one another by flooding the market and cutting prices, but rather by courting its loyalist regular customers. There will be a stasis for a year or so, until things stabilize on the new level of realistic ops. This is why FF programs now become key to maintaining customer loyalty, and likely why AA decided to extend elite status another year.

    What we have seen over the past decade is a situation much like the beer wars. A couple of major brewers selling the same product to fewer customers, trying to shift a percent or two of market share. It becomes a fools game when people stop buying beer, and the brewers keep on turning out more than they can realistically sell.


  • Originally posted by InTheAirGuy:
    -- "our shareholders...will benefit from the strong growth potential of one of the world's great airline franchises." Air canada Press release, 11/8/99

    -- "I still do not believe that it reflects the true value of one of the world's great airline franchises.." Robert Milton, the man who is building a great airline for Canada, Air Canada press release, 10/29/99

    ---"one of the world's great airline franchises..." Air Canada's president and chief executive officer, Robert A. Milton, Canada Stockwatch, 11/04/99


    I see the word "franchise" kicked around so much by Air Canada that I half expect them to be selling red maple leaves and green paint, instead of tickets!

    Check out our "franchises":

    United Air(CANADA)lines
    American Air(CANADA)lines
    America(NADA) West
    Air C(ANA)da
    Mexicana(DA)
    Lufth(C)an(ADA)sa

    http://www.flyertalk.com/forum/smile.gif


  • Thank you Fly Boy for your brilliant insight.

    If I'm not mistaken, several oneworld carriers - including AA and BA - were interested in buying Canadian Regional Airlines to be used as a feeder to major gateway cities, but the government was unwilling to change the ownership rules at the time.


  • The problem was that Ottawa wouldn't let the foreign carriers bid on the regional airlines. There was no value for WestJet or Canada 3000 to bid on these. The only value for the regional airlines was as feeders into the main fleet, so why would anyone buy the regionals up to run them independently. Hense no bids. If Ottawa had allowed some foreign competition, then Cdn Regional would have been bought.


  • A question from the backwater: Shareholder, do you think this also applies to the donut shop industry in Hamilton? I heard rumours that they were going to lobby Ms.Copps to provide Heritage program funding for some of the older shops on Barton street. http://www.flyertalk.com/forum/smile.gif


  • Al, I think you are mistaken. There were no bidders for CRA. That's why AC still owns it.


  • You would think that a "Senior Writer" would know a little bit about the airline industry before he puts pen to paper. The mistakes in this article make me think that he would have trouble making coherent words on the bathroom wall.


  • Heaven forbid that any company be run by a CEO who believes in growth! That's a surefire recipe for disaster!


  • Milton was forced to run the airline which the governement doesn't allow it to raise fare because that's monopoly behaviour, they won't let him lower the fare because WJ & others will start whining to the government. He can't layoff anyone because the unions said so, he can't stop flying to cities where it is not making money because he has to fly to smaller communities under the deal with the government. Some days, you got to wonder whether it's Milton that's running the airline. If he's not, I don't think he deserves the blame.

    The only mistake that I see him made was trying to grow too fast and incurring major costs while trying to merge 2 major airlines.







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