Yellow | YRC Earnings Call Transcript

Kennesaw Kid

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http://seekingalpha.com/article/202910-yrc-worldwide-q1-2010-earnings-call-transcript
 
[quote author=Kennesaw Kid link=topic=79832.msg827058#msg827058 date=1273020106]
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http://seekingalpha.com/article/202910-yrc-worldwide-q1-2010-earnings-call-transcript
[/quote]

This guy is the master of spin, He keeps telling the same lies.... Our numbers are going up everyday because of all the returning customers, But everytime one of the guys asked him about the numbers, weather shipment count, Amount of returning customers etc. He had the same responce, Quote:

William Zollars

Yes, I don't want to get into too many specifics, so I can just tell you that it's much improved over a year ago because of those factors than it is positive.

Here's another good quote about the pension..Looks like they will be trying to get out of the pension payments, either with deferrals or something else they have up their sleeve.... I think they are pretty much banking on that bill getting passed before the time for payments are due....

Justin Yagerman - Deutsche Bank AG

Can you list those off in terms of priority, and maybe how big of a nut each one represents?

William Zollars

Well, obviously, the biggest challenge we face is the potential snap-back on the pension side. That's obviously the biggest number for us. So the legislation that is moving through congress now is a piece of the solution there, a very important piece, we think. So that's the biggest single cost that would return to us in 2011. But again, we feel pretty confident we'll be able to handle those obstacles well before we get there.

Sheila Taylor

Justin, this is Sheila, if I could just add. I mean, obviously, we'll be working with numerous stakeholders again, being the lenders, the pension funds, the union. Those will have to happen concurrently, and we're not going to do one and then go to the other. We will work with all of them together and come up with a solution that works for everyone.
 
That is why I update the bill counts everyday....it shows you he is full of it!....The numbers speak for themselves!.....KK
 
I don't think YRC has time to lie to anyone. It does take time to put the metrics together to make a profitable organization. YRC just needs to get some KPI's to create a better scorecard. Everything will come together on a JIT scenario, but YRC needs to get rid of the ASP computer software to compete in a Global Economy. It definately would speed up the process, and the forecasts would also be more accurate. YRC never resists to subotimize the company and never performs reverse logistics. Therefore, KPI's would be hard to identify and it would be easier for YRC to blame the worker's wages and their pensions to be the problem.
 
[quote author=Italian Style link=topic=79832.msg827209#msg827209 date=1273061883]
I don't think YRC has time to lie to anyone. It does take time to put the metrics together to make a profitable organization. YRC just needs to get some KPI's to create a better scorecard. Everything will come together on a JIT scenario, but YRC needs to get rid of the ASP computer software to compete in a Global Economy. It definately would speed up the process, and the forecasts would also be more accurate. YRC never resists to subotimize the company and never performs reverse logistics. Therefore, KPI's would be hard to identify and it would be easier for YRC to blame the worker's wages and their pensions to be the problem.
[/quote]

Now that's funny............Sounds like a yes man to me.......... I wish the old meatball was back!!
 
[quote author=Kennesaw Kid link=topic=79832.msg827204#msg827204 date=1273060518]
That is why I update the bill counts everyday....it shows you he is full of it!....The numbers speak for themselves!.....KK
[/quote]

I know that's right KK, That's what I was getting at...... Because of you posting the real counts we know the truth..........
 
[quote author=metalmikex link=topic=79832.msg827293#msg827293 date=1273082618]
[quote author=Italian Style link=topic=79832.msg827209#msg827209 date=1273061883]
I don't think YRC has time to lie to anyone. It does take time to put the metrics together to make a profitable organization. YRC just needs to get some KPI's to create a better scorecard. Everything will come together on a JIT scenario, but YRC needs to get rid of the ASP computer software to compete in a Global Economy. It definately would speed up the process, and the forecasts would also be more accurate. YRC never resists to subotimize the company and never performs reverse logistics. Therefore, KPI's would be hard to identify and it would be easier for YRC to blame the worker's wages and their pensions to be the problem.
[/quote]

Now that's funny............Sounds like a yes man to me.......... I wish the old meatball was back!!
[/quote] That is a No Vote answer. Would you like to explain it in a truck drivers version, so everyone can understand?
 
[quote author=Italian Style link=topic=79832.msg827332#msg827332 date=1273090792]
[quote author=metalmikex link=topic=79832.msg827293#msg827293 date=1273082618]
[quote author=Italian Style link=topic=79832.msg827209#msg827209 date=1273061883]
I don't think YRC has time to lie to anyone. It does take time to put the metrics together to make a profitable organization. YRC just needs to get some KPI's to create a better scorecard. Everything will come together on a JIT scenario, but YRC needs to get rid of the ASP computer software to compete in a Global Economy. It definately would speed up the process, and the forecasts would also be more accurate. YRC never resists to subotimize the company and never performs reverse logistics. Therefore, KPI's would be hard to identify and it would be easier for YRC to blame the worker's wages and their pensions to be the problem.
[/quote]



Now that's funny............Sounds like a yes man to me.......... I wish the old meatball was back!!
[/quote] That is a No Vote answer. Would you like to explain it in a truck drivers version, so everyone can understand?
[/quote]

Your first sentence says all I need to know....... You just didn't get the joke.That post don't sound nothing like the BS the old meatball was posting. Key performance indicator's LOL
 
[quote author=metalmikex link=topic=79832.msg827352#msg827352 date=1273095848]
[quote author=Italian Style link=topic=79832.msg827332#msg827332 date=1273090792]
[quote author=metalmikex link=topic=79832.msg827293#msg827293 date=1273082618]
[quote author=Italian Style link=topic=79832.msg827209#msg827209 date=1273061883]
I don't think YRC has time to lie to anyone. It does take time to put the metrics together to make a profitable organization. YRC just needs to get some KPI's to create a better scorecard. Everything will come together on a JIT scenario, but YRC needs to get rid of the ASP computer software to compete in a Global Economy. It definately would speed up the process, and the forecasts would also be more accurate. YRC never resists to subotimize the company and never performs reverse logistics. Therefore, KPI's would be hard to identify and it would be easier for YRC to blame the worker's wages and their pensions to be the problem.
[/quote]



Now that's funny............Sounds like a yes man to me.......... I wish the old meatball was back!!
[/quote] That is a No Vote answer. Would you like to explain it in a truck drivers version, so everyone can understand?
[/quote]

Your first sentence says all I need to know....... You just didn't get the joke.That post don't sound nothing like the BS the old meatball was posting. Key performance indicator's LOL
[/quote]Now I see the scorecard. Thanks for creating a land bridge so I can find my way back. Thanks for callaborating some of the ideas.
 
The numbers are going up !
So another question maybe are they going up fast enough to keep the wolf from locking the doors.
Screw Bill and the rest of his cronies.
 
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