Excellent advise on listening to the conference call. I think it's interesting that the company is always shifting flying. Et Al: The two DHL planes are going to another customer. Hmmm . . seems to me that lift is being supported through ANC via Polar BSA and it was a "startup" to get the line of supply going. We all know that customers aren't lined up overnight.
Shifting of flying is part of staying in business. You have to change as market conditions change. I believe DHL thought there would be a need for more lift and with the world slowdown, it didn't happen.
The new customer has been waiting for Atlas to find two -400's for them. The two from DHL became available and they signed a letter of intent. My bet is an Asian carrier that operates out of Japan.