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16	member 5/23/19 2:12PM What are your thoughts on how vulnerable Boeing is in a protracted China trade war?
If you are concerned (I am), is h there another aerospace company that you would recommend shorting as a pair trade (one more vulnerable to China backlash, and preferably a worse company)? Thanks. -2 view available tags
15	member 5/16/19 1:20PM Re: $50 FCF/share 14
I will start this post by saying it's fairly remarkable there has been almost no discussion on BA post the Ethiopian Airlines 737MAX Crash. While the events have been tragic and mistakes have been made (by... login to read the rest 3 view available tags
14	member 2/14/18 5:30PM $50 FCF/share
While the market argues about $23 vs. $30 in 2020 (it'll be higher), BA is well-positioned to generate nearly $50 of FCF/share in 2023 and perhaps earlier. The company has executed incredibly well on supplier... login to read the rest 1 view available tags
12	member 7/27/17 8:46AM Update post 2Q
With the stock up over $90 since this post, figure now is a good time for an update. I continue to see significant upside to BA. Stock is valued at just 13.5x 2018 FCF and... login to read the rest 2 view available tags
10	member 6/20/17 2:50PM Re: BA vs. Airbus? 9
I evaluate the entire ecosystem and continue to think BA is the best way to invest in the Aerospace theme. BA is markedly cheaper on 2019 FCF (roughly 10.5x vs. 15x) BA is derisked while Airbus... login to read the rest view available tags
8	member 6/20/17 10:53AM Update
With Boeing stock hitting $200, a series of headlines out of the Paris airshow, a sell-side note discussing a $350 blue-sky scenario, now is a good time for a quick update. In summary, I would... login to read the rest 1 view available tags
7	member 12/12/16 6:28PM Update
BA just announced a cut on the 777 production, which will likely be the last meaningful production cut BA will experience this cycle (BA guided for 777 monthly rate to come down to 5 a... login to read the rest 1 view available tags
6	member 11/14/16 10:18AM Re: Re: Re: the current financials 5
thanks for the follow up. yes, you are correct on understanding the 787 numbers on a per unit basis and correct on the bridge I am not giving them the benefit of lapping through potentially heavily... login to read the rest view available tags
4	member 11/10/16 7:47AM Re: the current financials 2
Let's use 3Q16 as an example. We estimate BA is carrying the 787 at a 3% reported PNL margin not 0. If you look back at 3Q13, BA had a significant beat as they increased... login to read the rest view available tags
3	member 11/10/16 7:27AM Re: Your idea is not as novel as you think... 1
Avahaz, good point that the idea has been written up a year and a half ago with a similar thesis. I had searched for ticker BA, not BA US, my miskate. Neverheless, the stock and sector has... login to read the rest 1 view available tags
1	member 11/09/16 9:55AM Your idea is not as novel as you think...
"Another example is BA hasn’t been written up on VIC since 2004 and that write up had no messages." Below is the link to Novana's excellent write up from July 2015 which has 18 follow view available tags

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			2016	2017
Price:	143.00	EPS	8.67	9.72
Shares Out. (in M):	614	P/E	16.5	14.7
Market Cap (in $M):	87,848	P/FCF	12.6	11
Net Debt (in $M):	-1,600	EBIT	8,365	8,750
TEV (in $M):	86,248	TEV/EBIT	10.3	9.9

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