|Quoting AirFRNT (Reply 21):|
Given that Airbus's stock is down 15+% because of a Airbus executive speaking candidly about The A380's woes, it's pretty major aviation news
But that's absolutely NOT why the shares slid.
They slid on the cut in profit forecast and cash position in the next 2 years or so as A330CEO production rates fall.
If nothing else, if half the idiots on these gleeful bashfests were really right about the market view of the A380, surely the shares would go UP
on news of the A380's demise.
|Quoting Revelation (Reply 40):|
Seems he's worried about 2018 and the big slide in Airbus shares mean the market is taking this seriously.
But again, the slide wasn't generated by worries about the A380 or the 2018 cash position.
It was generated by talk of a steeper drop in A330 production in 2016/2017 whilst the A320NEO, A330NEO and A350 were still drawing cash to facilitate inventory build, and a flattening of the profit forecast in that period.
So please can we desist with this kite flying.
|Quoting Revelation (Reply 42):|
how soon thereafter could one expect an A380neo based on similar TXWB technology? Will TXWB technology be good enough to make it worth investing the EUR 2B or so that the press is saying it will take? If it needs better tech than TXWB, how long will that take
I think we are already well "advanced" with the answers to these questions
|Quoting Boeing778X (Reply 53):|
I think the prospect of Airbus doing a A388NEO and A389, without significant demand (EK doesn't count)
Since when has the single biggest customer not been part of the overall demand for an aircraft? For real?
|Quoting kanban (Reply 55):|
Something smells about this topic generated from an Airbus press review and the almost simultaneous release of a NEO and stretch version comments
Not really. I think something got lost in translation somewhere.
The CFO says "the profit position after 2018 means we'll either have to improve the product of close the line", and soon after the CEO says "we're going to improve the product".
nothing difficult or complicated about that
The only thing that smells is the gleefest that those 2 comments have been turned into, and the sleight of hand being practiced to pin the share drop on this "news"...
I'd like to say I'm surprised. But d'you know what?