Description

Sign up or Log In

Sign up for free guest access to view investment ideas with a 45-day delay and read the full report.

Log in to read the full report.

show sort by

You are not eligible to view 2 messages. To gain access to more recent message posts signup free for membership.

17	member 4/05/20 10:01AM Update?
Is there a level this is worth taking a shot solely based on risk-reward? view available tags
16	member 1/17/20 3:34PM More issues.
More problems per link below. In addition, I belive my view in the writeup regarding timing of a return to (near) full production is shifting further into the future even if approval did come in... login to read the rest 1 view available tags
14	member 1/10/20 3:26PM Re: Re: Tail risk 12
I just pulled the following from the 10-K and this is what I remember (see bolded language below) - they were given exclusivity to produce the aerostructures on the Boeing lines in production at the... login to read the rest view available tags
13	member 1/10/20 1:40PM Re: Re: Boeing's internal emails about the 737max 10
Yeah but the old "safety risk" is so huge... Things are not fine with this plane. The problem won't go away by firing people. Non zero odds that the plane will have to be redesigned. view available tags
12	member 1/10/20 1:26PM Re: Tail risk 11
SPR has contracts on all the Boeing commercial planes. I don't know the exact specifics of the exclusivity rights. BA might want to renegotiate pricing, but I doubt they would want to go test out... login to read the rest view available tags
11	member 1/10/20 1:15PM Tail risk
If the Max needs to be re-platformed b/c it was a flawed design to begin with (which I'm hearing more and more), does SPR still have the same contractual right to produce on that platform... login to read the rest -1 view available tags
10	member 1/10/20 1:08PM Re: Boeing's internal emails about the 737max 9
These Boeing internal communications are truly appalling. It has been known they existed, but now the content is out. I think this was one (of many) reasons the BA board acted to get rid of... login to read the rest view available tags
9	member 1/10/20 7:56AM Boeing's internal emails about the 737max
https://edition.cnn.com/2020/01/09/business/boeing-documents/index.html Instead of regretting the design process, this is what Boeing had to say ... "We regret the content of these communications, and apologize to the [Federal Aviation Administration], Congress, our airline customers, and to the flying view available tags
8	member 12/31/19 8:45AM Re: Re: Re: Re: the 737 max should probably never be allowed to fly again 7
I would qualify NP's comments to some extent. The issue isn't necessarily that the frame is unstable in isolation, it's that the combination of the frame with the larger engines (and their placement) causes instability.... login to read the rest 3 view available tags
7	member 12/31/19 8:33AM Re: Re: Re: the 737 max should probably never be allowed to fly again 6
I must quality that - "conversation with ex IDF-pilots. It is possible that an updated MCAS+better pilot training will lower the probability of accidents sufficiently enough to be a viable aircraft. In fact, I am hoping... login to read the rest 1 view available tags
6	member 12/31/19 8:22AM Re: Re: the 737 max should probably never be allowed to fly again 3
Conversations with pilots. MCAS was installed on the 737 MAX because the design of the frame is unstable. Boeing has done a masterful job of blaming everything but the frame - from poor training of... login to read the rest view available tags
5	member 12/30/19 6:09PM Re: Downside 4
Downside in a worst case scenario is significant given MAX is over 50% of revenue and arguably some of their higher margin revenue. I need to do an analysis of what is left if MAX view available tags
3	member 12/30/19 4:39PM Re: the 737 max should probably never be allowed to fly again 1
in all seriousness, what is your qualification and basis for such a claim? Engineering experience? Aviation experience? In-depth knowledge of Boeing from personal experience? Not questioning your statement, but I'm kinda curious how you would come... login to read the rest view available tags
2	member 12/30/19 4:14PM Re: the 737 max should probably never be allowed to fly again 1
Ironically, SUVs have been recalled after breaching far lower failure rates (remember the Lexus/Toyota SUV recall tied to rollover risk?)... view available tags
1	member 12/30/19 3:51PM the 737 max should probably never be allowed to fly again
but it most likely will be allowed to fly. There is far too much money riding on it. The MCAS is a hack for a serious design problem with the plane. There was a video... login to read the rest view available tags

load more messages

			2023	2024
Price:	85.75	EPS	4.4	5.35
Shares Out. (in M):	330	P/E	19	16
Market Cap (in $M):	28,000	P/FCF	12	11
Net Debt (in $M):	4,400	EBIT	2,000	2,360
TEV (in $M):	3,200	TEV/EBIT	16	14

Description

Sign up or Log In

Sign up for free guest access to view investment ideas with a 45-day delay and read the full report. Log in to read the full report.

Sign up for free guest access to view investment ideas with a 45-day delay and read the full report.

Log in to read the full report.