So is it an investment or not? Why on the ones you win would you take less? Because now I am confused. On the ones that go bad the state takes a loss. On the ones (one?) that went well eventually the state takes less? Seems a big one sided doesn’t it? And again if we want to just say on the whole m...
Jump to postIt was an investment by the state, one that proved bad, however other investments the state has made into airbus over the years have been repaid many times over, case in point the UK government of the 80s put up money for the then newly proposed A320 family (I’m sure other home governments did too)...
Jump to postFrom where I sit the extra MTOW could be used to help maintain payload when the aircraft starts to reach the "edge of the range envelope". This is also relevant (probably more so) for high density configurations where the aircraft is more likely to reach range limitations In the thread op...
Jump to post25 x A320neo cancellation was from Germania. As they ceased operations this year, hardly surprising. Actually that´s quite surprising as there was more or less common understanding that these orders had been transfered to a different entity prior filing for administration, and were the only "a...
Jump to postBack to the overall topic of what is likely to happen in the next year: I believe (based on my source) that Boeing will "offer" the MOM (797) before the end of April this year (2019). Program launch next year is dependent on the number of conditional orders they get and at what price duri...
Jump to postWish there was a regulation for the minimum seat pitch of 33", just a dream though. I agree and also wish there was some further regulations in regards to minimum luggage, food, etc. But then we would be back in the old Regulated Times... I do not think people have stomach for this (just yet.....
Jump to postThere was nothing subtle in regards to the last paragraph attributed to the CEO. You are failing to see the reality for the flies. So the A220 fits into that in terms of the eligible to look at. And again, we've been talking and looking at that, but it's simply a long –it's just admitting that we h...
Jump to postReuters: Air Lease says Boeing signaling 'full speeds ahead' for midsized jet says: “Boeing is signaling full speed ahead but there’s still a lot to be decided in these programs,” Air Lease Corp’s chief executive, John Plueger said at a conference, noting the company had met with Boeing in Seattle ...
Jump to postThe 97 must have commonality with the 87 in the cockpit and save the airlines training time. I'm sure Boeing is thinking about that. I can almost bet that that's what they will do when it comes to the front office. One of the most oversold things on A-net. Far more important to pioneer any major ch...
Jump to postWhile there have been assumptions that the NMA and then the NSA will share common ratings for FOs, how similar will they be to the 787 and 777X? Airbus has been commended, rightly as I understand it, for great commonality throughout the fleet. That will be the giveaway to intentions really. If it s...
Jump to postSo why Boeing cries for billions in taxes subsidies instead of just issuing shares ? One I would be fine with banning any tax abatement. States should just have common sense tax laws. Effectively the state of Washington rather than change their whole tax structure to something that would entice a b...
Jump to postAs others pointed out, a more complete picture of the agreement Airbus made with various governments when they get investment from those governments involve profit sharing in exchange of profit sharing. Notice how much Airbus paid those government as profit sharing, and then ask yourself why the go...
Jump to postOf course all this is only true and valid if the RLI-giving countries really come to the final conclusion that the contracts they made were amateurish work and that Airbus will actually be allowed to keep billions in RLI which so have haven't been paid back. Perhaps the taxpayers of said countries ...
Jump to postLeeham is stating money could have been one of the reasons RR bowed out. https://leehamnews.com/2019/03/04/rolls-cites-timing-analysts-cite-poor-financial-condition-for-nma-withdrawal/#comments I know, shocking........ :roll: You mean making money and having positive cash flow is actually important...
Jump to postNot happening for A380 RLI, since precedent has already been set by the WTO. https://leehamnews.com/2019/02/14/a380-launch-aid-in-limbo-at-wto-member-states-following-program-termination/ Wouldn't that be precedent be confined to damages awarded to Boeing and not repayment being forced upon Airbus ...
Jump to postWell, this will wind up in some international trade dispute court for fifteen years... Actually ironically Airbus now claims that since you can’t buy the A380 any subsides it got don’t matter anymore. Were the subsides tied to Airbus or the A380? I would think Airbus is still liable for the credits...
Jump to postWhatever magic Boeing can find to make it work can also be applied to a competitor, either from above or below. The magic is reducing the cost of fabrication through proprietary manufacturing process. Because it is proprietary, it can not be duplicated from above or below without getting into legal...
Jump to postMIflyer12 wrote:Well, this will wind up in some international trade dispute court for fifteen years...
I took a pass in the A380 production thread at calculating the rate of return and it’s something like 1.2% a year for 30 years and then only if you sell 1,000 planes. The idea that these are commercial term loans is nonsense.
Jump to posthttps://www.reuters.com/article/us-airbus-germany/german-government-in-talks-with-airbus-about-600-million-euros-in-a380-loans-idUSKCN1QL0YR Interesting story to follow over the next few years. Airbus owes Germany about $700 million. In total the deal maxed out at $7.3 billion and was then revised ...
Jump to posthttps://www.reuters.com/article/us-airbus-germany/german-government-in-talks-with-airbus-about-600-million-euros-in-a380-loans-idUSKCN1QL0YR Interesting story to follow over the next few years. Airbus owes Germany about $700 million. In total the deal maxed out at $7.3 billion and was then revised ...
Jump to postDepending upon how much of the R and D (including new manufacturing systems) of the 797 are directly transferrable to the NSA the price of the NMA may be a few tens of millions cheaper that customary accounting might have it. One learning I suspect Boeing is demanding from the 797 is rapid build up...
Jump to posthttps://www.reuters.com/article/us-airbus-germany/german-government-in-talks-with-airbus-about-600-million-euros-in-a380-loans-idUSKCN1QL0YR Interesting story to follow over the next few years. Airbus owes Germany about $700 million. In total the deal maxed out at $7.3 billion and was then revised d...
Jump to postCount the flights simply between Atlanta and Deltas other hubs or very high frequency destinations. Then look at the hourly flights between its other hubs that don’t touch Atlanta. Anything you see running hourly or close to it is a candidate to be consolidated to NMA provided it’s fairly cost comp...
Jump to postThere is an article out today with quotes from Ed Bastian about how Delta wants to be the launch customer for the NMA Delta Air Lines CEO hopes Boeing decides to launch its New Mid-market Airplane soon because his airline must replace almost 200 older Boeing 767 and 757 jets slated to retire in the...
Jump to postOf the 190 aircraft on order, 50 are A320/321NEO. They now have 44 A319/320/321. If they don't need that many extra capacity, they can always use the NEO to replace the CEO entirely, and that only leaves 8 narrowbodies for capacity expansion. That said, with the loss of so many Gulf routes, they ma...
Jump to postOr A220.....do they even need more aircraft? They have 190 odd on order. Oh well, when money is no object you can get every toy in the store and more. Of the 190 aircraft on order, 50 are A320/321NEO. They now have 44 A319/320/321. If they don't need that many extra capacity, they can always use th...
Jump to postI would assume that China won't be ordering any big Boeings as long as Trump is in the WH. Advantage Airbus. You know what happens when you assume? ;) They may want to be throwing Trump a bone. Of course, all the CN3 combined have only 17 planes bigger than the B77W right now in fleets totalling ov...
Jump to postThis is an aircraft that could be useful to a whole lot of airlines around the world, but none more than the US3. All three of them have a significant number of missions perfectly suited for it. It certainly would be nice for us passengers to have some widebody flights domestically. D Moreover the ...
Jump to postAirbus might need hangar space in Toulouse to beef up A350 production rates. So moving the A330neo line to Tianjin would help plus it is the biggest market for the A330neo. Building western engines in China is the remarkable part. Will it be possible to keep all the secrets? GE has refused hasn't i...
Jump to postYes, and recovering less cost at purchase time and more throughout the life cycle of the aircraft. Moreover is there any particular reason if the frame is highly efficient that it can’t be re-engined if a geared fan indeed becomes a necessity? That being said people I talk to still say two differen...
Jump to postThe entire point of how Boeing plans to be a game changer with MoM (if anyone has paid attention) is in manufacturing cost and unit cost. Yes, and recovering less cost at purchase time and more throughout the life cycle of the aircraft. Moreover is there any particular reason if the frame is highly...
Jump to postAs irritating as the oversight can be I think it's still useful to have it. Anything that helps keep projects more honest isn't a bad thing. As for the B21 I do think the biggest thing that's reduced risk is them essentially just repackaging lots of the F35 work. It probably helps that a lot of the...
Jump to postApparently this very quiet program is continuing on with no significant issues... Northrop Gives USAF Encouraging B-21 Update Although nearly all of the program details remain shrouded by classified secrecy, the head of Global Strike Command met with reporters and offered a positive review of a mee...
Jump to postI think you're being overly pessimistic. The 777X sits outside what I believe is the sweet spot in the market, and its appeal to the market is diminished by the 789 and A359, BA clearly need larger aircraft but they're not exactly representative. If we believe reports then Airbus might launch an A3...
Jump to postApart from the remaining B739 order, Delta has no Boeing Aircraft on order whatsoever. Then, there's the A220/CS Series fiasco. I see no chance for Boeing land Delta the Launch Customer opportunity for their NMA. Delta has burned enough bridges and, in my view, this has not been forgotten. People s...
Jump to postHmm... Boeing NMA was supposed to be launched 2025. Does this mean EIS of the A350neo (with Ultrafan engine) would also be not 2025 but later? Another GE proyect for Boeing.....the B797 Having an engine option adds cost for both the engine manufacturers and for the airframe manufacturers. It also r...
Jump to postThe bigger the NMA is sized the less it will provide the DNA for some post-737-family. Yet we know the much bigger 787 is providing much of the DNA for the NMA, and even the 77X wing tech is going to flow down to NMA. Boeing's also saying the big push is really going to be on design and manufacturi...
Jump to postI agree with the others that there's more than enough room at BA for both the A35J & 779. I also agree with those who think those options are a hedge against having to replace their 380's earlier than originally planned. :) BA strikes me as having a two order look ahead when they do things. The...
Jump to postMost of that cake has already been eaten by the A321neo. Based on all reported info, the Boeing MOM is both larger and longer ranged than the A321NEO. It is targeted at a different market. Agreed: The A321 will only compete for the bottom section of the 797 market - if the 797 is launched. Airbus w...
Jump to postWhat exactly does 900 mean? Without context it seems irrelevant as a pure number. The 787 has over 1,400 orders. The 777X has 344 orders. So it’s been outsold almost 2-1 against the planes it competes against. In the last 5 years and 2 months it has sold net 70 orders. And that’s counting 18 orders...
Jump to postBy far the best-looking 777X rendering yet. If only BA aircraft could be as glorious on the inside as they are outside. It's always such a treat to see the 744 or 772 on approach, either one, out my office window. :checkmark: As the 777X fuel burn estimates firm up airlines will get a good indicati...
Jump to postI think you're being overly pessimistic. The 777X sits outside what I believe is the sweet spot in the market, and its appeal to the market is diminished by the 789 and A359, BA clearly need larger aircraft but they're not exactly representative. If we believe reports then Airbus might launch an A3...
Jump to postThis is a big winner for Boeing. Now that Airbus has nothing to offer above the A350-1000, the market is all in Boeing's pockets. Now they only need to launch the NMA to totally destroy Airbus in the widebody market. With a B797/787/777X combo, Airbus' meager A330neo/A350 offering will be eclipsed....
Jump to postSo Bamboo Airways has literally only been operating for a month and twelve days yet already they're ordering 10 787s? :scratchchin: Colour me skeptical! As long as the deposit check clears and the progress payments are made, who cares? As we keep reading, one day a long time ago JetBlue was just a ...
Jump to postThe french government refused to give up it's share in recent years. Why? I would love to see independent arbitrition here. If the only way to make the AF side of the companyhappy is giving in, giving up one sided & be side lined in the end, a de-merge is probably the best way forward. Reality ...
Jump to postVery good move, finally the Dutch government is acting. This is the only way to gain more influence in the holding. The strange part of this is that the Dutch government, for a relative pittance due to AF having a low market capitalization, buy control equal to or if the French government doesn’t i...
Jump to postThis comes across to me as a pretty stern rebuke of French involvement in the airline. I also can’t imagine the French government won’t want to be the one driving the bus here so I won’t be shocked if they look to buy more.
Jump to postBut ever more, the AB product-line seems to steadily contract into an A320 family/A350 strategy. Meanwhile, against all logic and evidence, many a-netters STILL talk about BA reducing to 3 product-lines. :hissyfit: Despite all the visible (and obvious) evidence that the BA sales superiority is incr...
Jump to postis it possible that DL would order 797s in order to set the configs in stone so that UA AA WN would be forced to settle? Or if WN sez 'I'll buy 350 frames, and you can close down the 737 line for good--but we want 175 797-7.5 and 175 797-8.5', would Boeing plump for that? Boeing won’t let one custo...
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