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Dhierin Bechai  

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  • So How Deep Is That Hole That Boeing Dug For The Dreamliner? [View article]
    You're welcome. I am curious to see how revenue stream from the patents and licensing develops.
    Jul 27, 2015. 06:06 PM | Likes Like |Link to Comment
  • Strong Q2 Results For Boeing, But KC-46 Tanker Charge Weighs On Earnings [View article]
    Thank you for the kind words!
    Jul 27, 2015. 01:44 PM | Likes Like |Link to Comment
  • Strong Q2 Results For Boeing, But KC-46 Tanker Charge Weighs On Earnings [View article]
    Nice to see people with an professional aerospace background reading my work :-)
    Jul 26, 2015. 01:58 PM | Likes Like |Link to Comment
  • So How Deep Is That Hole That Boeing Dug For The Dreamliner? [View article]
    Nice to see some (former) Boeing workers here. The work ethics of Boeing employees is good, but it is hard to deny that McNerney screwed up morale among workers and that ther have been various issues on recent developments...
    Jul 26, 2015. 10:38 AM | Likes Like |Link to Comment
  • So How Deep Is That Hole That Boeing Dug For The Dreamliner? [View article]
    Not a lot ot add to this, very well-thought comment. I think the depth of the 'hole' is important as it gives an idea on how the company is progressing with the 787. Of course FCF is a very important measure as well and as I have explained in my analyses on Boeing's Q results are also the things that make the stock price move.

    With the money that is left dividends can be increased or Boeing can set in high on a new narrow body model.
    Jul 26, 2015. 10:36 AM | Likes Like |Link to Comment
  • So How Deep Is That Hole That Boeing Dug For The Dreamliner? [View article]
    The Boeing 787 discounts currently are in line with what is to be expected (about 50% discount). The early ones that were rejected by initial customers sold for a very low price. I think the main reason for the high deferred costs is the high production costs.
    Jul 26, 2015. 10:32 AM | Likes Like |Link to Comment
  • So How Deep Is That Hole That Boeing Dug For The Dreamliner? [View article]
    The only clues about Charleston being a 'nightmare' I have seen them in documentary about the Boeing 787, which somehow had nothing positive to say about the Dreamliner.

    I think 1100 is a good aim...
    Jul 26, 2015. 10:24 AM | Likes Like |Link to Comment
  • So How Deep Is That Hole That Boeing Dug For The Dreamliner? [View article]
    Not a lot to add, thank you for the thoughtful comment.
    Jul 26, 2015. 10:22 AM | Likes Like |Link to Comment
  • So How Deep Is That Hole That Boeing Dug For The Dreamliner? [View article]
    No... Potentially you can do this with program accounting. But in the fair way program accounting is the best method to use, keep into account that misleading investors is not permitted.
    Jul 26, 2015. 10:20 AM | 1 Like Like |Link to Comment
  • So How Deep Is That Hole That Boeing Dug For The Dreamliner? [View article]
    Currently it is few hundred million dollars, but no specifics are given for carbon fiber. You can read it here: http://bit.ly/1GQX3mZ

    Using carbon fiber should be considered very thorougly as for some applications it might still be better to use the tradtional metals.
    Jul 26, 2015. 10:03 AM | Likes Like |Link to Comment
  • So How Deep Is That Hole That Boeing Dug For The Dreamliner? [View article]
    No product to sell? The -10 has been offer for some time now. I currently do not have the numbers, but you can get an idea if you take into account that that Boeing can make more money on the Boeing 787-9 and the orderbook.

    Let's say deferred production costs would be no more than $15 bn if Boeing would only offer the Boeing 787-8, then also Boeing would never be able to compensate for the costs with its current back log of just 200 aircraft.

    Adding the 787-9 and 787-10 gives Boeing a stronger position on the market and much higher probability to be profitable in the length of years.
    You mention that the start up was expensive.... that is excactly the reason why Boeing is using program accounting, I hope you know that. Additionally high costs are justified if they add to Boeing's position on the market and add to significantly to the profit potential. The Boeing 787-9 is a bit more expensive, which can lead to higher profits if production is done efficiently and accounts for over 45% of the Boeing 787 total order book.
    Jul 26, 2015. 09:56 AM | 2 Likes Like |Link to Comment
  • So How Deep Is That Hole That Boeing Dug For The Dreamliner? [View article]
    They would not even be close to break even, next to that the outlook for the 787 would look less vibrant. Keep in mind that Boeing was able to incorporate lessons learned from the 788 onto the 789. Next to that the 789 can generate more profit for Boeing. The high deferred costs are due to Boeing trying to outsource work to maximize profit and it backfired tremendously. They are heading in the right direction now though.
    Jul 24, 2015. 11:46 AM | 2 Likes Like |Link to Comment
  • So How Deep Is That Hole That Boeing Dug For The Dreamliner? [View article]
    As Ted already stated you can't really compare the Boeing 787 and the Airbus A380. Looking at route networks, though, I think the Boeing 787 has an advanage.
    Jul 24, 2015. 09:59 AM | Likes Like |Link to Comment
  • So How Deep Is That Hole That Boeing Dug For The Dreamliner? [View article]
    Thank you for reading, paloa. Not a lot to add, besides that I think Boeing should gain some engineering strength again.
    Jul 24, 2015. 07:52 AM | 2 Likes Like |Link to Comment
  • So How Deep Is That Hole That Boeing Dug For The Dreamliner? [View article]
    Thank you for reading.
    I am unsure whether personal jets is the future... for the coming decades I am quite sure focus will be on narrow body and small widebody airframes.
    Jul 24, 2015. 07:50 AM | 4 Likes Like |Link to Comment
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