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Dhierin Bechai  

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  • Why Boeing's Strong Results Are Disappointing, But Offer A Nice Buying Opportunity [View article]
    The Dreamliner will bring some positive momentum, but I am not sure whether it will happen during the upcoming quarter.
    Apr 25, 2015. 12:16 PM | Likes Like |Link to Comment
  • Why Boeing's Strong Results Are Disappointing, But Offer A Nice Buying Opportunity [View article]
    Thank you for reading.
    Given higher production rate and cashflow positive 787 and upcoming cashflow this year Boeing shares are a buy.
    Apr 25, 2015. 12:15 PM | Likes Like |Link to Comment
  • Why Boeing's Strong Results Are Disappointing, But Offer A Nice Buying Opportunity [View article]
    Boeing shares, you should use buying opportunities such as these and sell it part of it later or hold it for a very long term.
    Apr 25, 2015. 12:11 PM | 2 Likes Like |Link to Comment
  • Why Boeing's Strong Results Are Disappointing, But Offer A Nice Buying Opportunity [View article]
    Thank you for reading. Pulback was probably not the best word to use.
    Apr 25, 2015. 12:02 PM | Likes Like |Link to Comment
  • Boeing: Order Books Are Not Bubbles, But Should Decline At Some Point [View article]
    Negative
    Apr 22, 2015. 03:56 PM | Likes Like |Link to Comment
  • Boeing: Order Books Are Not Bubbles, But Should Decline At Some Point [View article]
    Thank you for your comment. The cancellation indeed enables Airbus to offer more attractive delivery slots.
    2025 seems like a very long time. I didn't read anything about the order, but both the airline and Airbus might be willing to pull that delivery date closer.
    Orders bring in just a few percent of the contractual price. I think it is merely to start up the entire process for production of each particular airframe.

    Made your well thought comment author's pick!
    Apr 22, 2015. 06:02 AM | Likes Like |Link to Comment
  • Boeing: Order Books Are Not Bubbles, But Should Decline At Some Point [View article]
    It is a queue, but a complicated one. Canceling an order sometimes bring financial penalties for the airlines, but neither the airline nor the manufacturer will specify them, just like with actual purchase prices. I don't think cancellations are really relevant for this article though.
    Apr 21, 2015. 11:41 AM | Likes Like |Link to Comment
  • Boeing: Order Books Are Not Bubbles, But Should Decline At Some Point [View article]
    Thank you for your comment. The lead time to some extend includes production rate and accumulated backlog.
    Therefore I decided to simply divide the remaining orders by the remaining years, although you are right that it should be slightly less than 19.
    Apr 21, 2015. 10:38 AM | Likes Like |Link to Comment
  • As CFM LEAP Engines Cope With Shortfall, PW Might Offer Solution For Airbus A320neo [View article]
    The LEAP 1B indeed is the exlusive engine on the MAX. Only A320neo customers can select PW engines.
    Apr 9, 2015. 10:57 PM | Likes Like |Link to Comment
  • Boeing: 5% Performance Shortfall Puts 737 MAX In A Difficult Position (Part 2) [View article]
    Thank you for reading. I will certainly add an analysis comparing the other members of the NEO and MAX family.
    Apr 9, 2015. 06:41 PM | Likes Like |Link to Comment
  • As CFM LEAP Engines Cope With Shortfall, PW Might Offer Solution For Airbus A320neo [View article]
    As far as I know Snecma now is owned by Safran, I will include this in the text.
    Apr 8, 2015. 11:05 AM | Likes Like |Link to Comment
  • As CFM LEAP Engines Cope With Shortfall, PW Might Offer Solution For Airbus A320neo [View article]
    True, both aircraft won't change markets. They delivery a significant lower fuel burn, but to win market share I think a new narrow body is required.
    Apr 7, 2015. 09:38 AM | Likes Like |Link to Comment
  • As CFM LEAP Engines Cope With Shortfall, PW Might Offer Solution For Airbus A320neo [View article]
    Number has been rectified as it should read 0.5% above specification. The PW1000G engine is 16% more efficient than current engines. On top of that it is running about 0.5% better than the 16% reduction that it already aims to deliver. The spec for this engine is a 16% lower fuel burn. I hope this answers your question.
    Apr 6, 2015. 11:26 PM | Likes Like |Link to Comment
  • As CFM LEAP Engines Cope With Shortfall, PW Might Offer Solution For Airbus A320neo [View article]
    The per seat figures are 1.4%-2.2% better for the Boeing 737 MAX, but total fuel burn is 3%-4% lower for the A320neo.
    Apr 6, 2015. 11:22 PM | Likes Like |Link to Comment
  • As CFM LEAP Engines Cope With Shortfall, PW Might Offer Solution For Airbus A320neo [View article]
    If there indeed is a shortfall it will cost CFM a lot of money.
    Apr 6, 2015. 11:12 PM | Likes Like |Link to Comment
COMMENTS STATS
446 Comments
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