Columba From Germany, joined Dec 2004, 7148 posts, RR: 4
Reply 12, posted (8 years 4 months 3 weeks 5 days 18 hours ago) and read 12152 times:
Quoting LTU932 (Reply 10): I hope those 10 787s ordered in October are ordered by LH. I'm still confident LH and DE will go Boeing for their future medium to longhaul fleet, along with the 747-8Is they ordered not too long ago.
It is hard to believe that LH did not make any agreements with Boeing regarding the 787 as they agreed on the 747-8 order in December. Just for the case they will buy.
[Edited 2007-03-08 20:14:07]
It will forever be a McDonnell Douglas MD 80 , Boeing MD 80 sounds so wrong
Quoting NYC777 (Reply 11): In the end I think these UFO orders will probably be revealed at Paris at the end of June.
These are not major orders. These are either 1.) options being taken up or 2.) small carrier buying a few.
I would not see DL buying 787 anytime this yr and as for AA... If they do it will be a big order like 25+ firm.
Flyorski From United States of America, joined Dec 2004, 1002 posts, RR: 1
Reply 15, posted (8 years 4 months 3 weeks 5 days 18 hours ago) and read 12021 times:
Quoting Columba (Reply 12): It is hard to believe that LH did not made any agreements with Boeing regarding the 787 as they agreed on the 747-8 order in Decembe even if they only had reserved delivery slots just for the case they will buy
I agree, I think we will see LH with the 787 sooner than we might think........
"None are more hopelessly enslaved, than those who falsly believe they are free" -Goethe
I think the 2010-2013 time frame are the delivery slots that VN has for those options. I think they exercised those options on thosdelivery slots and that's the 11 that showed up as a UFO. I think they're probably waiting for the final govt. approvals as well as EX-IM financing before going public.
You think Boeing said take them now or wait a long time cause they got some new major 787 orders coming from other carriers?
ie: BA, IB, LH, EK, or AA.
Yeah a lot of purchasers who have options are begining to feel the pressure to exercise now or lose the slots. Especially with the A350 situation, those holding options are going to be more inclined to exercise them and they have if you take a look at the 787 order book.
I think Boeing will increase production initally to 10/month and then probably to about 14 to 15/month in 2010. I talked to someone and they think they can go to 20/month.
NYC777 From United States of America, joined Jun 2004, 5899 posts, RR: 46
Reply 22, posted (8 years 4 months 3 weeks 5 days 17 hours ago) and read 11735 times:
Quoting BoeingFever777 (Reply 20):
Can the supply chain meet that demand and would not they need another 747-4J6/LCF?
Well Alenia says they can meet 10/month and they even said they were talking with Boeing about going higher than 10/month. Boeing would probably need another 2 - 3 LCFs and that wouldn't be too hard to procure. Heck they can sell some 748Is to an current 744 operator and buy the 2 or 3 that they need. They might have to pay slightly higher than residual prices but heck they can afford it!
Sebring From Canada, joined Jul 2004, 1675 posts, RR: 14
Reply 24, posted (8 years 4 months 3 weeks 5 days 17 hours ago) and read 11637 times:
Quoting KrisYYZ (Reply 7): Most likely not AC, but AC does have 46 options for the B787.
And it intends to exercise many of them.
Quoting NYC777 (Reply 18):
Yeah a lot of purchasers who have options are begining to feel the pressure to exercise now or lose the slots.
You don't necessarily lose slots unless you fail to exercise options by a required date. In Air Canada's case, it has fixed exercise/delivery dates on many of its options. There is nothing Boeing can do to make AC commit early unless it offers AC earlier delivery dates (which, by the way, AC would take). Otherwise, AC will wait until just before the exercise date because when you convert an option into a firm order you have to make a significant deposit on each aircraft. AC has no incentive to lay down cash early. With its 777 order, it had to commit to a specific number of 777s, but did not have to make a final commitment on how much of each derivative to order. Initially, AC ordered more 777-200LRs than 777-300ERs, but would later change those orders at specific finalization deadlines to take more 777-300ERs than 200LRs. The reason is simple: the 200LRs will cost AC about $10 million less per fin. The initial order required deposits based on the derivative initially ordered, but gave AC the right by specific finalization dates to switch each aircraft to another 777 derivative. Therefore, AC could put down smaller cash deposits initially by specifying 200LRs, then converting those to 777-300ERs at the last possible moment. So airlines are very conscious of the specific terms of options. I don't know if all carriers have the flexibility AC has in its Boeing order, but let's assume the bigger carriers with the buying power do have it.
: My guess would be * Sep 15 order for TUI together with 14 73G and 16 738 (both booked on Sep 16) those would add up to be the 41 orders revealed by TU
: Great summary. I think you may be 100% correct.
: Just out of curiosity.... How about the 747-8 UFO & 777 UFO's.... can they be related in anyway to the 787 UFO's....? Pics below are from the BOEING o
: I hate "unidentified" orders. I would not allow them (neither for Airbus nor for Boeing). In PR sense you have an order when costumers are willing to
: What a load of tripe. The customer chooses when to make the announcement. Boeing list them as orders when the contracts have been signed and payment