Search found 2775 matches

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by Sokes
Fri Apr 30, 2021 6:39 pm
Forum: Civil Aviation
Topic: Boeing aims to evenly spilt narrowbody aircraft market share
Replies: 234
Views: 22772

Re: Boeing aims to evenly spilt narrowbody aircraft market share

For example on an 787 if the Margin is 20% on an $100 Million frame - $10 million might go to deferred production cost and $10 million to profit as accounting entries but at the end of the month the bank balance still goes up by $20 Million. Boeing doesn't owe the remaining $15B in deferred product...

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by Sokes
Fri Apr 30, 2021 6:11 pm
Forum: Civil Aviation
Topic: Boeing aims to evenly spilt narrowbody aircraft market share
Replies: 234
Views: 22772

Re: Boeing aims to evenly spilt narrowbody aircraft market share

morrisond wrote:
LTD = Long term Debt

From 2011 to 2018 pre-MAX/Covid LTD barely budged. They financed the share buybacks from excess cash flow they didn't need.

...didn't need, because they booked their B787 losses as an asset.

So if debt is short term it's better?

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by Sokes
Fri Apr 30, 2021 6:00 pm
Forum: Civil Aviation
Topic: Boeing aims to evenly spilt narrowbody aircraft market share
Replies: 234
Views: 22772

Re: Boeing aims to evenly spilt narrowbody aircraft market share

The vast majority of 777X development costs have already been eaten and are relected in the financial statements. It is not a new production system - the ramp up should not be as bad as the 787. The big change on the 777X is the new wing - which is highly automated in its assembly - those costs won...

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by Sokes
Fri Apr 30, 2021 5:46 pm
Forum: Civil Aviation
Topic: Boeing aims to evenly spilt narrowbody aircraft market share
Replies: 234
Views: 22772

Re: Boeing aims to evenly spilt narrowbody aircraft market share

If they issue shares at these levels (about $230 per share) it's well above the average price they bought back stock over the previous 10 years which looks to be average of about $100-120 each. Finally something we can agree on. Being highly leveraged when central banks print money like there is no...

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by Sokes
Fri Apr 30, 2021 5:42 pm
Forum: Civil Aviation
Topic: Boeing aims to evenly spilt narrowbody aircraft market share
Replies: 234
Views: 22772

Re: Boeing aims to evenly spilt narrowbody aircraft market share

Where is the debt they took on to bid up the share price? Is this a serious question? What do you consider Airbus has been up to then? Then are buying back shares as well and invested less in new product. Whereas Boeing's LTD remained flat from 2011 to 2018 at about $10B, Airbus almost tripled its ...

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by Sokes
Fri Apr 30, 2021 5:36 pm
Forum: Civil Aviation
Topic: Boeing aims to evenly spilt narrowbody aircraft market share
Replies: 234
Views: 22772

Re: Boeing aims to evenly spilt narrowbody aircraft market share

Forward losses are not actual cash losses they are accounting entries. "A loss carryforward refers to an accounting technique that applies the current year's net operating loss (NOL) to future years' net income to reduce tax liability. For example, if a company experiences negative net operati...

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by Sokes
Fri Apr 30, 2021 4:54 pm
Forum: Non-Aviation
Topic: Lawmaker in Louisiana Suggests Teaching Good of Slavery
Replies: 50
Views: 4211

Re: Lawmaker in Louisiana Suggests Teaching Good of Slavery

Virtual737 wrote:
At first glance that all looks a bit like "the end justifies the means", ...

That's what I meant to say.
If you could undo all the forced abortions in China, would you?

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by Sokes
Fri Apr 30, 2021 4:52 pm
Forum: Non-Aviation
Topic: Lawmaker in Louisiana Suggests Teaching Good of Slavery
Replies: 50
Views: 4211

Re: Lawmaker in Louisiana Suggests Teaching Good of Slavery

Imho one can not deny that slavery allowed the industrial revolution because available arable land worked by cheap labour freed the local population from working the local fields and made them available to work in the industry. Again: Why did the industrialization happen in the North instead of the...

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by Sokes
Fri Apr 30, 2021 4:06 pm
Forum: Non-Aviation
Topic: Lawmaker in Louisiana Suggests Teaching Good of Slavery
Replies: 50
Views: 4211

Re: Lawmaker in Louisiana Suggests Teaching Good of Slavery

I now see it in a whole new light. Is a referendum on bringing it back a possibility? (bad taste joke). Genocide in China (no need to go back in history to look at another occurrence) is bad, but looking on the bright side, the world is over populated. I guess you can try and find the good in anyth...

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by Sokes
Fri Apr 30, 2021 3:47 pm
Forum: Non-Aviation
Topic: Lawmaker in Louisiana Suggests Teaching Good of Slavery
Replies: 50
Views: 4211

Re: Lawmaker in Louisiana Suggests Teaching Good of Slavery

You can not deny the economic impact of slavery and the impact it had for the economic development of the USA. The cotton produced in the South kept the mills in New England running. But also shipping companies and railroads were making good money, as well as banks. https://www.history.com/news/sla...

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by Sokes
Fri Apr 30, 2021 2:32 pm
Forum: Civil Aviation
Topic: Updated: Reuters: Airbus launches A350 freighter
Replies: 1826
Views: 306810

Re: A350F. Airbus looking to launch: Looking for customers

I also want to mention my conviction that Boeing hasn't invested in such a magnificent new wing with this much more area just to stick to a 350 tonnes aircraft. Also considering the thrust potential of the GE9x and the need to replace the 744/8F in the long-term, I wouldn't be surprised to see a he...

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by Sokes
Fri Apr 30, 2021 12:17 pm
Forum: Civil Aviation
Topic: Boeing aims to evenly spilt narrowbody aircraft market share
Replies: 234
Views: 22772

Re: Boeing aims to evenly spilt narrowbody aircraft market share

Boeing is not going to make money on the MAX, 787, or 777X. This is their product lineup. They are highly financialized company that used program accounting, thus they pocketed 'profits' early on. I'm still waiting to read that deferred production costs are just an accounting exercise and that all ...

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by Sokes
Fri Apr 30, 2021 9:22 am
Forum: Non-Aviation
Topic: I'm in Crypto Now
Replies: 87
Views: 7472

Re: I'm in Crypto Now

The trend is your friend. Even in 1929 the Crash was a lengthy affair. Normally there should be a plateau. What if politics declares it illegal? The rich have so fantastic returns on investments because they do much riskier bets. Again and again these bets go wrong. Again and again the central banks...

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by Sokes
Fri Apr 30, 2021 9:18 am
Forum: Non-Aviation
Topic: I'm in Crypto Now
Replies: 87
Views: 7472

Re: I'm in Crypto Now

https://de.wikipedia.org/wiki/Dienstm%C3%A4dchenhausse
-->

VSMUT wrote:
When ordinary citizens start investing, it is time to sell.

The crypto hype reminds me of something that happened 92 years ago.

For the German speakers:
https://de.wikipedia.org/wiki/Dienstm%C3%A4dchenhausse

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by Sokes
Fri Apr 30, 2021 8:59 am
Forum: Non-Aviation
Topic: Lawmaker in Louisiana Suggests Teaching Good of Slavery
Replies: 50
Views: 4211

Re: Lawmaker in Louisiana Suggests Teaching Good of Slavery

What are we supposed to discuss? The article doesn't mention what may or may not be good. Maybe cheap clothing? You f***king can't be serious? Next we are discussing the merits of cheap bullets for the Third Reich through forced labour? Of course I'm not serious. I assumed the sarcasm is obvious. A...

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by Sokes
Thu Apr 29, 2021 3:40 pm
Forum: Non-Aviation
Topic: What are the odds?
Replies: 15
Views: 1340

Re: What are the odds?

Delete

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by Sokes
Thu Apr 29, 2021 2:55 pm
Forum: Non-Aviation
Topic: Lawmaker in Louisiana Suggests Teaching Good of Slavery
Replies: 50
Views: 4211

Re: Lawmaker in Louisiana Suggests Teaching Good of Slavery

What are we supposed to discuss?
The article doesn't mention what may or may not be good.
Maybe cheap clothing?

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by Sokes
Thu Apr 29, 2021 12:18 pm
Forum: Civil Aviation
Topic: Boeing aims to evenly spilt narrowbody aircraft market share
Replies: 234
Views: 22772

Re: Boeing aims to evenly spilt narrowbody aircraft market share

China's market will be the deciding factor anyway. Boeing cannot do much about this. It is about big politics. Maybe they should focus on the MAX 8 and build it at ultra high rates in some cheapo standard configuration and attack Airbus by price? Boeing cannot fight the A321neo but it can attack th...

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by Sokes
Sat Apr 24, 2021 3:54 pm
Forum: Non-Aviation
Topic: Corporations Buying Up American Homes
Replies: 34
Views: 2608

Re: Corporations Buying Up American Homes

What bubble? With politicians/ central banks throwing around trillions I can't see how housing prices should go down. Over saturation. There will come a point where no one will be able to live in these "corporate houses" because either they already have their own place or they can not aff...

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by Sokes
Fri Apr 23, 2021 12:34 am
Forum: Non-Aviation
Topic: Corporations Buying Up American Homes
Replies: 34
Views: 2608

Re: Corporations Buying Up American Homes

What bubble?
With politicians/ central banks throwing around trillions I can't see how housing prices should go down.

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by Sokes
Fri Apr 23, 2021 12:11 am
Forum: Civil Aviation
Topic: Speculation : Airbus Response to a possible NMA-5
Replies: 151
Views: 23212

Re: Speculation : Airbus Response to a possible NMA-5

Dividing costs by 5,000-10,000 frames is a lot better than dividing development cost by 1,000 frames. The cost of doing a combined NSA/NMA program won't be 5-10x the cost of a standalone NMA. Yes, selling 10.000 frames would be nice. However most narrowbodies are used on rather short ranges. I expe...

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by Sokes
Fri Apr 23, 2021 12:02 am
Forum: Civil Aviation
Topic: CEO Boeing: “We want to get back to a dividend policy”
Replies: 24
Views: 6840

Re: CEO Boeing: “We want to get back to a dividend policy”

Maybe he means to say Boeing will rather pay dividends than buy back shares.

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by Sokes
Thu Apr 22, 2021 11:43 pm
Forum: Civil Aviation
Topic: Speculation : Airbus Response to a possible NMA-5
Replies: 151
Views: 23212

Re: Speculation : Airbus Response to a possible NMA-5

morrisond wrote:
...and basing NMA on something that can only be used on 1,000ish frames seems like a very unwise economic decision.

Why?

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by Sokes
Thu Apr 22, 2021 5:34 pm
Forum: Civil Aviation
Topic: REGENT - Regional Electric Ground Effect Naval Transport
Replies: 7
Views: 1663

Re: REGENT - Regional Electric Ground Effect Naval Transport

9 million $.
I already forgot how many zeros are these. I got so used to billions and trillions.

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by Sokes
Thu Apr 22, 2021 1:34 am
Forum: Non-Aviation
Topic: Corporations Buying Up American Homes
Replies: 34
Views: 2608

Re: Corporations Buying Up American Homes

I honestly don't see densification is working. It's happening where I live and it still doesn't solve the issue of expensive houses. In New York housing is still expensive. Suppose we remove all residential high rise buildings and replace them with single family houses. Would housing shortage in Ne...

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by Sokes
Wed Apr 21, 2021 4:31 pm
Forum: Non-Aviation
Topic: Your view of a pull out from Afghanistan ?
Replies: 109
Views: 7676

Re: Your view of a pull out from Afghanistan ?

Except it isn't the 1940s anymore and the US citizenry generally doesn't have an appetite for total destruction of civilians anymore. 'Getting tough' in a place like AFG would require temporarily being worse than that which you're trying to replace. Become the monster to defeat the monster? Don't t...

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by Sokes
Wed Apr 21, 2021 4:20 pm
Forum: Non-Aviation
Topic: Idea of the Next 20 Years Ahead
Replies: 21
Views: 1680

Re: Idea of the Next 20 Years Ahead

Aaron747 wrote:
And a lot of it is being pushed by two non-western powers that are seeking to change the world order in the next 25 years.

One is China. But who is the other?

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by Sokes
Wed Apr 21, 2021 4:12 pm
Forum: Non-Aviation
Topic: Corporations Buying Up American Homes
Replies: 34
Views: 2608

Re: Corporations Buying Up American Homes

PHLspecial wrote:
I want market freedom, so single-family zoning needs to be nerfed or removed. How can we have free market and have an awful single-family zoning in place? I want choices, the market will decide what type of homes to buy.

I'm curious to see who will defeat your argument.

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by Sokes
Wed Apr 21, 2021 3:41 pm
Forum: Civil Aviation
Topic: CEO Boeing: “We want to get back to a dividend policy”
Replies: 24
Views: 6840

Re: CEO Boeing: “We want to get back to a dividend policy”

Can't they make more debt to finance dividends?

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by Sokes
Tue Apr 20, 2021 4:43 pm
Forum: Non-Aviation
Topic: Idea of the Next 20 Years Ahead
Replies: 21
Views: 1680

Re: Idea of the Next 20 Years Ahead

Also we Germans haven't started a World War for quite some time.
For gender reasons I expect future buildings to resemble vulvas rather than phalluses.

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by Sokes
Mon Apr 19, 2021 4:08 pm
Forum: Non-Aviation
Topic: Relationship orthodox and secular Jews in Israel
Replies: 8
Views: 1176

Re: Relationship orthodox and secular Jews in Israel

It is always surprising to people that those very conservative people in rural and isolated America are also most often on the federal and/or State tit. I have been surprised at being the only one who calls them the welfare queens they are. In my home state Seattle and the rest of the Puget Sound r...

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by Sokes
Mon Apr 19, 2021 3:47 pm
Forum: Non-Aviation
Topic: Mass Mental Illness In US - Redux
Replies: 14
Views: 1311

Re: Mass Mental Illness In US - Redux

Bad Amygdala.
Pointless for the police (and anybody else) to discuss with a person in this state of mind

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by Sokes
Sun Apr 18, 2021 3:17 am
Forum: Civil Aviation
Topic: Speculation : Airbus Response to a possible NMA-5
Replies: 151
Views: 23212

Re: Airbus Response to a possible NMA-5

I believe an A300/ A330-200 with 210 t MTOW and new wing and new engine is required. Where to get the engine from? I agree a A306/A332 sized 8 abreast, with about 180-200t MTOW and an OEW of 80-88t. Range around 6000nm for smaller version and 5500nm for the longer. Right. If we consider the 35m win...

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by Sokes
Sat Apr 17, 2021 5:03 pm
Forum: Non-Aviation
Topic: Your view of a pull out from Afghanistan ?
Replies: 109
Views: 7676

Re: Your view of a pull out from Afghanistan ?

There's a fantastic documentary called 'This Is What Winning Looks Like' made by Vice's Ben Andersen. ... https://youtu.be/BKHPTHx0ScQ Thanks for posting. A few thoughts: -The best predictor for peace is a lack of conflict for some decades. I don't remember exactly how long. -The British in India c...

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by Sokes
Sat Apr 17, 2021 2:50 pm
Forum: Civil Aviation
Topic: Speculation : Airbus Response to a possible NMA-5
Replies: 151
Views: 23212

Re: Airbus Response to a possible NMA-5

I believe an A300/ A330-200 with 210 t MTOW and new wing and new engine is required. Where to get the engine from?

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by Sokes
Fri Apr 16, 2021 5:37 am
Forum: Non-Aviation
Topic: Relationship orthodox and secular Jews in Israel
Replies: 8
Views: 1176

Relationship orthodox and secular Jews in Israel

I came across this topic in quora: https://www.quora.com/What-are-some-ugly-truths-about-Israel/answer/Rivki-Schwartz?ch=10&share=3923ec7c&srid=wUyyu In the comments somebody posted this link: http://zope.gush-shalom.org/home/en/channels/avnery/1329500681#%3A~%3Atext%3DThou%20Shalt%20Not%20K...

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by Sokes
Thu Apr 15, 2021 1:05 pm
Forum: Non-Aviation
Topic: Your Bad Experiences with the Police
Replies: 112
Views: 8642

Re: Your Bad Experiences with the Police

In Germany we say the police is your friend and helper. At student parties when neighbors complain of loud music police will friendly request to close the windows. If they have ro come a second time they will have a bit more ordering voice, but still polite. I like German police. In India neighbors ...

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by Sokes
Thu Apr 15, 2021 11:35 am
Forum: Non-Aviation
Topic: Your view of a pull out from Afghanistan ?
Replies: 109
Views: 7676

Re: Your view of a pull out from Afghanistan ?

In the year 2000 Afghanistan had 20 million inhabitants, now 40 million. https://worldpopulationreview.com/countries/afghanistan-population Reminds me of the British in India. However since independence Indian population grew from around 350 million to about 1,2 billion or so. So let's see if Afghan...

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by Sokes
Thu Apr 15, 2021 11:23 am
Forum: Civil Aviation
Topic: Emirates A380 fleet to stay for longer
Replies: 140
Views: 20679

Re: Emirates A380 fleet to stay for longer

What about the two different engine types? Any chance one will soon be retired?
How many planes have which type? Which type is dominant with Emirates?

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by Sokes
Sun Apr 11, 2021 2:02 am
Forum: Non-Aviation
Topic: Tea or Coffee?
Replies: 63
Views: 4190

Re: Tea or Coffee?

I asked people in a coffee plantation if they prefer tea or coffee. They said they drink coffee only in the cold season, maybe four months a year. Coffee is a cold climate beverage. Then there is Robusta versus Arabica. Arabica plants are a bit fussy. They need more care and are more difficult to ir...

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by Sokes
Sun Apr 11, 2021 1:38 am
Forum: Civil Aviation
Topic: Updated: Tata to (re)acquire most of Air India
Replies: 175
Views: 24858

Re: Air India Bidding

This selective banging of the drum on corruption ignores the broader issue - holding on to AI is worse than any other alternative. Certain posters can't see the forest for the trees. I agree. Many decades of socialist rhetoric have spoilt the mind of most Indians. India has serious ideological issu...

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by Sokes
Sun Apr 11, 2021 1:27 am
Forum: Civil Aviation
Topic: Updated: Tata to (re)acquire most of Air India
Replies: 175
Views: 24858

Re: Air India Bidding

CaliguyNYC wrote:
The biggest take away for me is that AI had very few bidders. So this doesn’t seem like a give away at all.

Interesting point. I pass it on to the more knowledgeable members here.

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by Sokes
Sat Apr 10, 2021 5:04 pm
Forum: Non-Aviation
Topic: North Atlantic Ocean Current Weakening
Replies: 17
Views: 1975

Re: North Atlantic Ocean Current Weakening

I think most people fail to grasp the severity of these drastic upcoming climatic changes. This alone has the potential to throw the weather patterns for most of Western Europe completely out of whack, costing trillions upon trillions of dollars to the concerned nations. For anyone wondering how mu...

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by Sokes
Sat Apr 10, 2021 4:34 pm
Forum: Non-Aviation
Topic: British Women Marching Against Sexual Harassment
Replies: 14
Views: 1438

Re: British Women Marching Against Sexual Harassment

I have three sisters and unfortunately all have been sexually assaulted, two of which were violent. I always just sort of think of men as apes at this point. How many men do you think behave like that? If somebody with antisocial personality/ sadism or god knows which damage attacks a women only on...

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by Sokes
Sat Apr 10, 2021 1:54 pm
Forum: Non-Aviation
Topic: Affirmative Action in Airlines
Replies: 54
Views: 5035

Re: Affirmative Action in Airlines

Extensive studies of organizational behavior have shown employee groups largely derived from similar educational and life experience backgrounds have a gradual but impactful effect on reducing critical thinking and stifling innovation. That's something to think about. Makes me think of the (usually...

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by Sokes
Sat Apr 10, 2021 1:38 pm
Forum: Non-Aviation
Topic: Affirmative Action in Airlines
Replies: 54
Views: 5035

Re: Affirmative Action in Airlines

Italianflyer wrote:
Actually if you look back at it the airline industry was probably ahead of the curve when it came to integration and affirmative action. I see nothing good coming from this some mods please lock it down NOW.

If you have a more civilized place to discuss such questions, let us know.

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by Sokes
Sat Apr 10, 2021 10:56 am
Forum: Non-Aviation
Topic: Airport Neighbors Unhappier Than Ever About Noise, Despite Quieter Planes
Replies: 54
Views: 3464

Re: Airport Neighbors Unhappier Than Ever About Noise, Despite Quieter Planes

Another problem is that people in the West are brought up to make a fuss. E.g. Babies are kept in a quiet room to sleep. I have seen babies kept before the TV to get used to the noise. If residents close to airports would use the same trick, the next generation may complain about planes getting too ...

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by Sokes
Sat Apr 10, 2021 10:35 am
Forum: Civil Aviation
Topic: Updated: Tata to (re)acquire most of Air India
Replies: 175
Views: 24858

Re: Air India Bidding

CaliguyNYC wrote:
It is always better to sell and keep the concern going if possible - not only do you save the jobs but you also don’t lose the investment that was made ...

Not true. Watch the movie "Wall Street".
I don't know if what you say is true for Air India.

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by Sokes
Fri Apr 09, 2021 4:08 am
Forum: Civil Aviation
Topic: Emirates A380 fleet to stay for longer
Replies: 140
Views: 20679

Re: Emirates A380 fleet to stay for longer

And I thought Emirates is a successful airline.
I'm o.k. with simple flying. I mean they could as well have called themselves "sophisticated flying". But they didn't. Reading them gives a rough idea. I appreciate if people are sincere.

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by Sokes
Fri Apr 09, 2021 3:24 am
Forum: Civil Aviation
Topic: Discussion on Airbus ZeroE Initiative/Carbon-Free Propulsion
Replies: 68
Views: 5770

Re: Discussion on Airbus ZeroE Initiative/Carbon-Free Propulsion

https://ourworldindata.org/grapher/prim ... =~OWID_WRL
I have no doubt nuclear would become cheap if we build a thousand plants or so. Who wants to be in charge of insurance?
-->

From a primary energy perspective nuclear is nearly as unimportant as solar and wind today.
https://ourworldindata.org/grapher/prim ... =~OWID_WRL
I have no doubt nuclear would become cheap if we build a thousand plants or so. Who wants to be in charge of insurance?

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