Search found 15494 matches

by Revelation
Wed Jul 26, 2017 8:10 pm
Forum: Civil Aviation
Topic: EK mulls 20 additional A380s
Replies: 198
Views: 36521

Re: EK mulls 20 additional A380s

That's as far as my English goes. No matter what kind of words I use, we all know it isn't is a done deal until both parties sign the contracts and announce it to the public Your English is very good. I thank you for making the effort to communicate so well. John Leahy doesn't like air shows. He al...

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by Revelation
Wed Jul 26, 2017 6:31 pm
Forum: Civil Aviation
Topic: Airbus weighs response if Boeing launches new mid-market model
Replies: 566
Views: 72899

Re: Airbus weighs response if Boeing launches new mid-market model

By realizing the 787 already is being pushed out of the shorter range widebody market, and by seeing projections that the shorter range widebody market is going to be very large in the time period when a 797 will be available, and by doing nothing the competition will be selling a lot of aircraft? ...

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by Revelation
Wed Jul 26, 2017 2:40 pm
Forum: Civil Aviation
Topic: Leeham: 787 deferred cost not shrinking fast enough
Replies: 256
Views: 19819

Re: Leeham: 787 deferred cost not shrinking fast enough

That's really not the point of this discussion. As I just mentioned above, it's so weird that every time again someone tries to distract the discussion with how great Boeing is doing. We are trying to get a picture about the 787 deferred costs , not how good or bad the company is doing. You yoursel...

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by Revelation
Wed Jul 26, 2017 1:11 pm
Forum: Civil Aviation
Topic: Help with aircraft abbreviations
Replies: 22
Views: 1650

Re: Help with aircraft abbreviations

I mean everyone has pretty much got it on the spot. Codes tend to be obvious (A340-500 = 345, 767-300 = 763) but when we get to more planes that need extra codes, we get things like 77W, 7M8, etc. and then it gets confusing. Yes, and the ICAO vs IATA vs stuff we make up when we can't remember which...

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by Revelation
Wed Jul 26, 2017 12:54 pm
Forum: Civil Aviation
Topic: Leeham: 787 deferred cost not shrinking fast enough
Replies: 256
Views: 19819

Re: Leeham: 787 deferred cost not shrinking fast enough

Straight from the earnings call today: Boeing 787 deferred production costs fall about 2% in Q2 from Q1 to $26.5bn https://twitter.com/R_Wall/status/890187384633032706 Just as Leeham predicted, deferred costs are not going down fast enough . And as our thread shows, "fast enough" is a sub...

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by Revelation
Wed Jul 26, 2017 12:09 pm
Forum: Military Aviation & Space Flight
Topic: A400M Update
Replies: 359
Views: 51745

Re: A400M Update

The A400M was billions over budget. Which was a big thing for a dozen changing opposition parties around the countries involved. Scoring points against the waste-full, industrial military complex that has never been popular in Europe. Thing is, Airbus went into it crowing about how A400M would be b...

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by Revelation
Wed Jul 26, 2017 11:46 am
Forum: Civil Aviation
Topic: Help with aircraft abbreviations
Replies: 22
Views: 1650

Re: Help with aircraft abbreviations

Wow- this is amazing, thanks! Aside from 762, 763 and 764, do other designations exist for the 767? (Aside from tankers or F-reighters) Not really, but was surprised to see the freighters do have unique 76X/76Y designations: 762 B762 Boeing 767-200 pax H 763 B763 Boeing 767-300 pax H 764 B764 Boein...

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by Revelation
Wed Jul 26, 2017 10:59 am
Forum: Civil Aviation
Topic: Help with aircraft abbreviations
Replies: 22
Views: 1650

Re: Help with aircraft abbreviations

This might be a short thread but I need to ask because I don't understand many airframe alphanumericals that have been shortened to cannote variants of a type. Also, just curious why some of these letters have been chosen...(if there is reasoning behind the selected letter, like LR being Long Range...

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by Revelation
Wed Jul 26, 2017 10:47 am
Forum: Civil Aviation
Topic: A350 latest type to encounter internal clock snag
Replies: 4
Views: 2038

Re: A350 latest type to encounter internal clock snag

It does not have to be an internal clock, it can be a stack that overflows. I suppose, but it's not all that likely that Airbus could successfully predict a stack overflow that occurs after "149h of continuous power-up". FUNNY! That in these day and age such things don't come to attention...

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by Revelation
Wed Jul 26, 2017 1:43 am
Forum: Civil Aviation
Topic: Bloomberg: Airbus talking additional A380 orders over with IAG, ANA and TG
Replies: 54
Views: 9529

Re: Bloomberg: Airbus talking additional A380 orders over with IAG, ANA and TG

Slug71 wrote:
SQ and BA's names should be there too I'd imagine.

IAG is BA's parent company, so they're covered.

SQ just did a fleet review and is going with 779 and A359, along with the 5 replacement A380s currently inbound. Probably too soon to be thinking about more A380 replacements.

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by Revelation
Tue Jul 25, 2017 6:23 pm
Forum: Civil Aviation
Topic: EK mulls 20 additional A380s
Replies: 198
Views: 36521

Re: EK mulls 20 additional A380s

No Revelation, "for decades" or "decades ago" absolutely ain't the same. Fair enough. My confusion was based on my opinion that TYO hasn't had the same stature "for decades". There's a pretty distinct relative drop-off since "decades ago", IMHO. And while air...

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by Revelation
Tue Jul 25, 2017 4:24 pm
Forum: Civil Aviation
Topic: EK mulls 20 additional A380s
Replies: 198
Views: 36521

Re: EK mulls 20 additional A380s

Frankly I a bit bit puzzled about the "decades ago" part. A liberal interpretation of what not said I guess. :smile: I was more referring to the 4 decades the Japanese airlines and other airlines flew 747s between Japan and the destinations I mentioned . Ok, given you said: ANA could use ...

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by Revelation
Tue Jul 25, 2017 2:09 pm
Forum: Civil Aviation
Topic: DL pilot and FA fight at LGA
Replies: 52
Views: 10735

Re: DL pilot and FA fight at LGA

He and the attendant exchanged words in the aisle and he called her “a piece of s---,” a source said. “His conversation was racist, inconsiderate and unprofessional,” the source said. A paying passenger being physically dragged off a plane for refusing to give up a seat they (in most people's opini...

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by Revelation
Tue Jul 25, 2017 2:04 pm
Forum: Civil Aviation
Topic: EK mulls 20 additional A380s
Replies: 198
Views: 36521

Re: EK mulls 20 additional A380s

Almost all their A380s are leased, why would they worry about the financial value? AvWeek link above gives us: “I want to know what Airbus will do with the aircraft,” Emirates Airline President Tim Clark said on the sidelines of the Paris Air Show. Whatever Airbus decides to do with its struggling ...

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by Revelation
Tue Jul 25, 2017 2:01 pm
Forum: Civil Aviation
Topic: Leeham: LH shows indications to reduce 779 order
Replies: 194
Views: 24904

Re: Leeham: LH shows indications to reduce 779 order

WIederling wrote:
A330 NEO shows that the single effective improvement was via engine sfc.

Maybe you should wait till one flies before asserting this? :stirthepot:

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by Revelation
Tue Jul 25, 2017 1:56 pm
Forum: Civil Aviation
Topic: EK mulls 20 additional A380s
Replies: 198
Views: 36521

Re: EK mulls 20 additional A380s

Maybe they could pull the trigger now and order more because they now have some on order... Yes they have been more or less forced to pass the order, but fact is they'll operate the type so all the reason to not introduce a new type vanished. On the opposite, I'd think there is operational benefit ...

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by Revelation
Tue Jul 25, 2017 12:24 pm
Forum: Civil Aviation
Topic: EK mulls 20 additional A380s
Replies: 198
Views: 36521

Re: EK mulls 20 additional A380s

ANA could use A380s to e.f. JFK, LAX, LHR, CDG and FRA, competing with JAL's A350-1000s. What makes you think these routes needs planes with +70% capacity, other than the fact that you found a cute picture? Uhm, that ANA operated VLA's for decades to these destinations from Narita and Haneda. Massi...

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by Revelation
Tue Jul 25, 2017 11:17 am
Forum: Civil Aviation
Topic: EK mulls 20 additional A380s
Replies: 198
Views: 36521

Re: EK mulls 20 additional A380s

Replacement of older A380s. 25 of the last A380s are already meant to replace the first delivered A380s for EK. While not required immediately I guess it's in EK's interest Airbus has enough orders to justify keeping the A380 in production. EK is very much interested in the A380plus , I wouldn't be...

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by Revelation
Tue Jul 25, 2017 11:09 am
Forum: Civil Aviation
Topic: EK mulls 20 additional A380s
Replies: 198
Views: 36521

Re: EK mulls 20 additional A380s

keesje wrote:
ANA could use A380s to e.f. JFK, LAX, LHR, CDG and FRA, competing with JAL's A350-1000s.

What makes you think these routes needs planes with +70% capacity, other than the fact that you found a cute picture?

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by Revelation
Tue Jul 25, 2017 10:54 am
Forum: Civil Aviation
Topic: Leeham: LH shows indications to reduce 779 order
Replies: 194
Views: 24904

Re: Leeham: LH shows indications to reduce 779 order

It is an improved 77W, but like the A346 was an improved A343, I don't see him doing well with the A350 around. The A346 (a) did not have new wings (b) did not have a next-generation engine (c) had four engines just as the market was moving to two engines. The 77X won't be the run-away hit that the...

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by Revelation
Tue Jul 25, 2017 10:28 am
Forum: Civil Aviation
Topic: Bloomberg: Airbus talking additional A380 orders over with IAG, ANA and TG
Replies: 54
Views: 9529

Re: Airbus talking additional A380 orders over with IAG, ANA and TG

That makes 35 to 50 to be announced at Dubai's fair in Nov? If all go with the Plus, that would be not oxygen but protein for the program. And give good chances for the A388Neo in 10-12 years. The other side of the coin is: Airbus may not feel that it can proceed with the smaller sales , likely to ...

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by Revelation
Mon Jul 24, 2017 10:19 pm
Forum: Civil Aviation
Topic: EK mulls 20 additional A380s
Replies: 198
Views: 36521

Re: EK mulls 20 additional A380s

Planesmart wrote:
Or are some of these players stringing Airbus along, wanting to keep the A380 option alive and open, until real world 777X data is available?

I guess that means JL will be "holding off on his departure" even longer than initially thought! :-)

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by Revelation
Mon Jul 24, 2017 8:08 pm
Forum: Civil Aviation
Topic: EMB190 Lands On St. Helena
Replies: 122
Views: 29530

Re: EMB190 Lands On St. Helena

How can the E190 be the suitable aircraft? According to gcmap, the ETOPS 120 rating is not really sufficient for WDH-HLE (do I ready that correctly?). Is ASI used as alternate? Our other thread has the answer. Go to http://www.airliners.net/forum/viewtopic.php?f=3&t=1369055&p=19695109#p1969...

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by Revelation
Mon Jul 24, 2017 4:37 pm
Forum: Civil Aviation
Topic: EK mulls 20 additional A380s
Replies: 198
Views: 36521

Re: EK mulls 20 additional A380s

I could see BA and ANA topping off orders. But Thai? I think more to reduce CASM is required vs. the 779. Interesting how SQ is not in the list of potential candidates for top-off A380 orders (beyond the 5 already being produced), whilst they have made a commitment to 779. Cant imagine how much rep...

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by Revelation
Mon Jul 24, 2017 4:24 pm
Forum: Civil Aviation
Topic: EK mulls 20 additional A380s
Replies: 198
Views: 36521

Re: EK mulls 20 additional A380s

Update. Deal for 20 aircraft is still in the works: Key to the push is a requirement for 20 jets worth $8.7 billion at leading A380 customer Emirates, with follow-on orders from British Airways owner IAG SA, Japan’s ANA Holdings Inc. and Thai Airways International PCL also in the mix, according to ...

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by Revelation
Mon Jul 24, 2017 10:08 am
Forum: Civil Aviation
Topic: Saint Helena Government and Airlink Announce JNB–WDH–HLE (& ASI)
Replies: 23
Views: 4736

Re: Saint Helena Government and Airlink Announce JNB–WDH–HLE (& ASI)

But from the linked pdf, the direct route is JNB-WDH-HLE-WDH-JNB. CPT connection will be provided but that is just a connecting flight. Quite true, but the flights from the previous arrangement with Comair were JNB-HLE and no opportunity to connect from CPT other than back-tracking to JNB, which br...

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by Revelation
Sun Jul 23, 2017 3:03 pm
Forum: Civil Aviation
Topic: Leeham: 787 deferred cost not shrinking fast enough
Replies: 256
Views: 19819

Re: Leeham: 787 deferred cost not shrinking fast enough

Repaid? No, the money is already paid. You should be saying "accounted for" instead of "repaid", because all we're talking about is about the accounting. And as above we see other programs grow the accounting quantity over time. It's not as big a deal as Leeham or some here make...

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by Revelation
Sun Jul 23, 2017 2:48 pm
Forum: Civil Aviation
Topic: Leeham: 787 deferred cost not shrinking fast enough
Replies: 256
Views: 19819

Re: Leeham: 787 deferred cost not shrinking fast enough

I feel that the argument Leeham are really making is that the 787 is still more expensive to produce than it should be. If that argument is correct, then it is noteworthy. ScottB in reply #11 pointed out rightly that last year $1.2Bn was indeed written down And Scrimbl in reply #18 calculates that ...

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by Revelation
Sun Jul 23, 2017 2:20 pm
Forum: Civil Aviation
Topic: Leeham: 787 deferred cost not shrinking fast enough
Replies: 256
Views: 19819

Re: Leeham: 787 deferred cost not shrinking fast enough

In effect a lot of the money has been spent twice. Once to do the work, buy the items etc that are behind the deferred costs. It was then spent a second time as the company declared it as profit and used that for dividends, share buy backs and executive bonuses. The money was was spent exactly once...

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by Revelation
Sun Jul 23, 2017 1:13 pm
Forum: Civil Aviation
Topic: Leeham: LH shows indications to reduce 779 order
Replies: 194
Views: 24904

Re: Leeham: LH shows indications to reduce 779 order

Can't we just discuss what the articles say or don't say, instead of banging on about the perceived biases and/or motivations of the authors?

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by Revelation
Sun Jul 23, 2017 1:10 pm
Forum: Civil Aviation
Topic: Leeham: 787 deferred cost not shrinking fast enough
Replies: 256
Views: 19819

Re: Leeham: 787 deferred cost not shrinking fast enough

So now we talk about what 1500? 1800? frames before all is repaid. Repaid? No, the money is already paid. You should be saying "accounted for" instead of "repaid", because all we're talking about is about the accounting. And as above we see other programs grow the accounting qua...

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by Revelation
Sun Jul 23, 2017 12:47 pm
Forum: Civil Aviation
Topic: Saint Helena Government and Airlink Announce JNB–WDH–HLE (& ASI)
Replies: 23
Views: 4736

Re: Saint Helena Government and Airlink Announce JNB–WDH–HLE (& ASI)

and how exactly that is going to work? Is there a regular WDH-CPT (or JNB) flight the island leg would connect to, or it is just about flying an extra half-empty plane? There's several missing details at this point, including pricing. If you want the full press release, check out: http://www.sainth...

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by Revelation
Sun Jul 23, 2017 12:35 pm
Forum: Civil Aviation
Topic: Leeham: 787 deferred cost not shrinking fast enough
Replies: 256
Views: 19819

Re: Leeham: 787 deferred cost not shrinking fast enough

So speculating about, just being able to extend the block again is really past the rules. So you're saying that: The 737 started with a program block size of 400. It was raised to 1200 In 1998 It had been raised to 2800 by the end of 2005 It was raised to 4200 by the end of 2008 The 737 block size ...

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by Revelation
Sun Jul 23, 2017 12:07 pm
Forum: Civil Aviation
Topic: Saint Helena Government and Airlink Announce JNB–WDH–HLE (& ASI)
Replies: 23
Views: 4736

Re: Saint Helena Government and Airlink Announce JNB–WDH–HLE (& ASI)

how stupid, Cape Town is the place it should be from. Darrin's article ( http://whatthesaintsdidnext.com/2017/07/22/flights-st-helena-johannesburg-cape-town-announced/ ) shows that it does have legs from JNB and CPT : https://i1.wp.com/whatthesaintsdidnext.com/wp-content/uploads/2017/07/170722-Flig...

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by Revelation
Sat Jul 22, 2017 12:58 pm
Forum: Civil Aviation
Topic: Leeham: 787 deferred cost not shrinking fast enough
Replies: 256
Views: 19819

Re: Leeham: 787 deferred cost not shrinking fast enough

Thanks for your comments. I don't have an MBA or CPA like I said and this isn't accounting.net so I don't understand all the terms perfectly. What I have heard is that while it seems like a waste of money, shareholder buybacks push stock prices up. It is a way to transfer wealth to investors withou...

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by Revelation
Sat Jul 22, 2017 11:31 am
Forum: Military Aviation & Space Flight
Topic: A400M Update
Replies: 359
Views: 51745

Re: A400M Update

Also, the Germans have backtracked and are confirmed to keep the aircraft they intended to sell to new buyers: http://www.reuters.com/article/us-airbus-germany-idUSKBN16O29L They may try to share them in a multi-national joint force with Switzerland and the Czech Republic among others; there are ta...

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by Revelation
Sat Jul 22, 2017 11:27 am
Forum: Civil Aviation
Topic: Leeham: 787 deferred cost not shrinking fast enough
Replies: 256
Views: 19819

Re: Leeham: 787 deferred cost not shrinking fast enough

By repeatedly increasing the block size rather than creating a new block once this block is finished you are just admitting up front there is a loss. Yes, the whole point is to cover what everyone knows is a loss, the fact that the first planes are deeply loss-making. My later post gives Boeing's s...

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by Revelation
Sat Jul 22, 2017 11:13 am
Forum: Civil Aviation
Topic: Leeham: 787 deferred cost not shrinking fast enough
Replies: 256
Views: 19819

Re: Leeham: 787 deferred cost not shrinking fast enough

Fact: Boeing has to book this 30 billion USD one day , booking it will reduce Boeing's profits at that time, all the same if it is booked in small slices and reducing future profits on the 787 or in big chunks as forward losses or wright offs. You seem to be projecting an image of everyone waking u...

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by Revelation
Sat Jul 22, 2017 10:58 am
Forum: Civil Aviation
Topic: Leeham: LH shows indications to reduce 779 order
Replies: 194
Views: 24904

Re: Leeham: LH shows indications to reduce 779 order

Those 326 777X orders mean as much to me as the ~317 orders Airbus have amassed for the A380. That's an odd way to look at things. The 777X has those 326 orders before one is even assembled, never mind in service. The A380 has the ~317 orders after a decade of service and ~15 years of sales campaig...

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by Revelation
Fri Jul 21, 2017 11:27 pm
Forum: Civil Aviation
Topic: B6 to expand JFK T5; possible connect to T7
Replies: 25
Views: 5341

Re: B6 to expand JFK T5; possible connect to T7

Well.... if the goal is to increase intl flying like the rumored entry into Europe, an increase in gates that had access to customs vs parking at T4 would be a plus. Also with partners Emirates, Icelandair, and others, they too could park in an expanded terminal that had easy access to the JetBlue ...

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by Revelation
Fri Jul 21, 2017 8:35 pm
Forum: Civil Aviation
Topic: Leeham: LH shows indications to reduce 779 order
Replies: 194
Views: 24904

Re: LH apparently cancel 14 of 34 779s

Actually it was Lufthansa's CEO himself who broke the news not so long ago: Ref https://www.bloomberg.com/news/articles/2017-06-01/lufthansa-mulls-dragging-out-boeing-777x-orders-to-conserve-cash Quoting: “I’m not sure if we’ve really ordered enough A350s and possibly too many 777Xs,” Spohr said at...

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by Revelation
Fri Jul 21, 2017 6:43 pm
Forum: Civil Aviation
Topic: Leeham: LH shows indications to reduce 779 order
Replies: 194
Views: 24904

Re: LH apparently cancel 14 of 34 779s

The Leeham article has been rewritten removing the claim that LH cancelled 14 frames. Does this now qualify as "fake news"? I suspect that Stitch has it right and that LH has let their 14 purchase rights/options/or whatever they were expire. Yea... 14 options expired. Oh well. Thing is, L...

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by Revelation
Fri Jul 21, 2017 6:01 pm
Forum: Civil Aviation
Topic: Leeham: LH shows indications to reduce 779 order
Replies: 194
Views: 24904

Re: LH apparently cancel 14 of 34 779s

The Leeham article has been rewritten removing the claim that LH cancelled 14 frames. Does this now qualify as "fake news"? I suspect that Stitch has it right and that LH has let their 14 purchase rights/options/or whatever they were expire. Scott's twitter feed ( https://twitter.com/Leeh...

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by Revelation
Fri Jul 21, 2017 1:50 pm
Forum: Civil Aviation
Topic: Leeham: 787 deferred cost not shrinking fast enough
Replies: 256
Views: 19819

Re: Leeham: 787 deferred cost not shrinking fast enough

The accounting block was increased to 1,300 units in October 2013. Boeing had exactly 923 orders at that time (although they passed 1,000 orders a month later at the Dubai air show in November). So they went from 1100 to 1300 when they had 923 order, which is aprox a 83% of the expected sales "...

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by Revelation
Fri Jul 21, 2017 12:13 pm
Forum: Civil Aviation
Topic: Leeham: 787 deferred cost not shrinking fast enough
Replies: 256
Views: 19819

Re: Leeham: 787 deferred cost not shrinking fast enough

I have previously been advised by A.Net Programming Accounting experts that the Accounting Block number is tied to the number of frames that Boeing realistically believes they can sell, and the number can only be increased when they get close to the current number or market forecast for future sale...

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by Revelation
Fri Jul 21, 2017 11:50 am
Forum: Civil Aviation
Topic: Leeham: 787 deferred cost not shrinking fast enough
Replies: 256
Views: 19819

Re: Leeham: 787 deferred cost not shrinking fast enough

I have previously been advised by A.Net Programming Accounting experts that the Accounting Block number is tied to the number of frames that Boeing realistically believes they can sell, and the number can only be increased when they get close to the current number or market forecast for future sale...

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by Revelation
Fri Jul 21, 2017 11:10 am
Forum: Civil Aviation
Topic: First UPS 747-8F in full paint
Replies: 41
Views: 14271

Re: First UPS 747-8F in full paint

Virtual737 wrote:
Love the photos of it all wrapped up in paper, but still chuckle every time I think that a major logistics company calls itself Oops.


And brown isn't the most complimentary color, but somehow they all make it work. I'd love to have a die-cast model of this airplane!

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by Revelation
Fri Jul 21, 2017 11:09 am
Forum: Civil Aviation
Topic: Leeham: 787 deferred cost not shrinking fast enough
Replies: 256
Views: 19819

Re: Leeham: 787 deferred cost not shrinking fast enough

A hidden debt. Hidden? We have re-occurring discussions here about it so it's obviously not hidden. Any competent investor knows all about it. But Boeing is slave to its lifestyle here. It's also a slave to the Wall Street system. Sure, it could take huge hits every time it needs to launch a new ai...

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by Revelation
Fri Jul 21, 2017 10:38 am
Forum: Civil Aviation
Topic: What's going on at Buffalo Airways?
Replies: 3
Views: 1825

Re: What's going on at Buffalo Airways?

What's going on with the Dc3/4/C46? Nothing I know personally, but did do some Googling... http://www.buffaloairways.com/index.php?page=passenger-service says " All scheduled passenger service has been temporarily postponed until further notice. Sorry for an inconvenience.". http://www.ha...

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by Revelation
Fri Jul 21, 2017 12:05 am
Forum: Civil Aviation
Topic: Qatar buys 2 748F?
Replies: 2
Views: 932

Re: Qatar buys 2 748F?

viewtopic.php?p=19688445#p19688445 ) says that two freighter orders have been booked, presumably for the two QR freighters. Seeking Alpha claims the orders have not shown up yet. Who knows?
-->

Our long-running 747 thread ( viewtopic.php?p=19688445#p19688445 ) says that two freighter orders have been booked, presumably for the two QR freighters. Seeking Alpha claims the orders have not shown up yet. Who knows?

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