Thread regarding Union Pacific Corp. layoffs

Excerpt yesterday Credit Sussie Investor Conference

Credit Sussie Investor conference today excerpt. Q&A session
Let the PSR f—ging will continue its in their DNA

AllisonLandry
Okay, maybe turning to sort of operations and network. Could you walk through where you think you are as far as the structural changes that have been made to the network particularly to further rationalization? Then we could maybe talk about the transition from Vena to – and basically just sort of understand maybe how difference which is coming and – Eric has been grounded and let Jim on – so if you could maybe give us a key message for this transition, and what you would want to communicate to investors.

LanceFritz

Yes. So there are a couple of key points in response to that. First is that PSR is here to stay. It's built or building into our DNA into our culture. I'd say there's still work to be done there. But I have zero fear about backsliding, right? It's deep enough now to where the ideas for improvement are coming from the ground up. They're coming from our frontline and our mid-level management team and the craft professionals doing the work. Because they understand what we're trying to accomplish. Now, there's more work to be done there, right. It's – we're nowhere near perfect in terms of our cultural stance towards continuous improvement through PSR.

But the fact that it's – the way we're going to run the business, and the fact that new ideas for improvement are coming from the field is fantastic. That's exactly what we want to say. In terms of the maturity of our PSR implementation, again, we're somewhere in the middle of the, I wouldn't, I would hesitate to even say we're in the middle of implementation. PSR is evergreen for us. So we're exceptionally proud and exceptionally proud of what we've accomplished in the last two and a quarter years or so, right, we've fundamentally redesigned the network, we've taken a lot of touches out of our network, there's about one third fewer train starts for the same type of volume, there's about one quarter to one third fewer touches of a car for the same volume of manifest business.

And we're doing much more efficient work when it comes to building and maintaining our rail. I was just visiting a [tie gang] in Texas, and year-over-year they've reduced their cost to install a wood and tie by about 25%. And they were rewarded by being able to get more work done, and basically pulling them forward some tie program for next year. I see that all over the rail. So we're building and maintaining a better cost and our overall cost structures down on our service products up. That's an evergreen process. And we have to find more opportunity there as well. There's stuff that's already in slide. You've talked about Chicago and the product there. We've talked about Houston and the separation of our intermodal manifest products there.

We're looking at LA basin, there's probably going to be some work done there. And then there's still work to be done online a road right between LA and Chicago, LA and Dallas in Shreveport, LA and Houston, as well as Chicago in the Pacific Northwest. So all that's underway.

Now, let's turn to the transitioning between Jim and Eric. Comparing the two, they're different personalities for sure; you'll see that Allison, I think you've already started to see that in how they present themselves, so they are just different people. But in the most important things, they are very similar. They're very competitive, they absolutely want to win. They don't take nonsense. That is accountability is a big, big deal. You can't hide from Jim behind platitudes and saying things are all right, just like you can't hide from Eric on the same topic. And they're absolutely driven to continue to take risks and look for ways to do better. And so in the most important ways, from my perspective and running our operation, that's why that's why Eric's been tapped or replaced Jim.

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| 2431 views | | 11 replies (last December 9, 2020) | Reply
Post ID: @OP+18fMV3Yv

11 replies (most recent on top)

Not 100% sure, but I don’t think Sussie will work for credit. Where would she swipe the card?

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Post ID: @5ucf+18fMV3Yv

He is delusional.

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Post ID: @5umh+18fMV3Yv

I rest my case.

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Post ID: @2ahz+18fMV3Yv

Credit Suisse**

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Post ID: @2acp+18fMV3Yv

Keep selling that PSR isn’t short term Vena has said on the record it’s not viable after 3 years there is nothing left to cut. It is just a matter of time before the numbers stop adding up and the shareholders stop getting those dividends they allegedly worked their @$$€$ off to earn. Customers are fed up and depending on if the new green deal gets pushed through this company is going to be hurting for money pretty soon when they lose whatever fossil fuel related business they’ve managed to keep from losing. The employees are fed up and looking elsewhere for employment those they will hire to replace them if/when they ever hire again won’t have a clue how to work on the equipment because those employees left behind won’t give a $hit to train them. But hey keep those delusional ideals alive Fritz someone out there might still believe you and are still listening but the ground workers sure don’t.

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Post ID: @2mbr+18fMV3Yv

How many times did Allison say "um" during the um interview um?

Hunt: everywhere there is a dash is an "um".

UP should hire her.

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Post ID: @1tks+18fMV3Yv

It's interesting that he still believes he's doing a good job and he's actually helping the railroad. The numbers are, well just numbers! There's also a thing called bad DNA, that causes diseases like cancer. So Mr. CEO, go ahead and keep telling yourself that the railroad is doing so much better.

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Post ID: @1rgy+18fMV3Yv

I feel like I just read the War and Peace novel.

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Post ID: @1nbd+18fMV3Yv

Investors believe the numbers at the end of a quarter and they are always making money.

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Post ID: @eiy+18fMV3Yv

Yes they do. Sad.

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Post ID: @wpb+18fMV3Yv

Do investors actually believe this? Wow.

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Post ID: @pji+18fMV3Yv

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