Search found 5675 matches

by mjoelnir
Fri Sep 22, 2017 6:25 pm
Forum: Civil Aviation
Topic: Turkish Airlines to purchase up to 40 787-9 aircraft
Replies: 151
Views: 19681

Re: Turkish Orders 40 787 Dreamliners

Congratulations TK and Boeing ! Lets focus for future, which city pairs may be announced ? I expect a boom for US and south america flights and hope get rid of 2-2-2 business seating even dream for re introduce for W class. Uhm... how about let's wait for this "order" to solidify? I see t...

Jump to post
by mjoelnir
Fri Sep 22, 2017 11:28 am
Forum: Civil Aviation
Topic: Turkish Airlines to purchase up to 40 787-9 aircraft
Replies: 151
Views: 19681

Re: Turkish Orders 40 787 Dreamliners

ahmetdouas wrote:
The A330NEO is useless compared to the 787/350. Why order an 'old aircraft'?
What next, an A340NEO?


But you expect them to buy useless old 777-9 instead of modern A350 and 787.

Jump to post
by mjoelnir
Fri Sep 22, 2017 9:20 am
Forum: Civil Aviation
Topic: Boeing to accelerate 787 production, increases accounting block
Replies: 270
Views: 25452

Re: Boeing to accelerate 787 production, increases accounting block

If the Seattle Times, CBS News, the Motley fool, and the local Everette newspaper all call them sunk costs ... The Seattle Times, when writing of the 787 program, calls them a sunk cost. "Boeing’s projection of an eventual profit for the Dreamliner depends on very aggressive assumptions, given...

Jump to post
by mjoelnir
Fri Sep 22, 2017 9:15 am
Forum: Civil Aviation
Topic: Airbus is examining 'A380-Plus'
Replies: 994
Views: 162754

Re: Airbus is examining 'A380-Plus'

If China orders zero, will the forecasters commit to formally admitting that they are not competent? What steps will they take to improve their forecasting, should they fail? These are the same questions I asked during the A380 development. Is there any benefit to being right instead of wrong? Who ...

Jump to post
by mjoelnir
Fri Sep 22, 2017 9:05 am
Forum: Civil Aviation
Topic: Turkish Airlines to purchase up to 40 787-9 aircraft
Replies: 151
Views: 19681

Re: Turkish Orders 40 787 Dreamliners

This is a nice order for Boeing. I think it is rather for expansion than replacement, as the A330 fleet is rather young in average age.

Jump to post
by mjoelnir
Fri Sep 22, 2017 1:38 am
Forum: Civil Aviation
Topic: Boeing to accelerate 787 production, increases accounting block
Replies: 270
Views: 25452

Re: Boeing to accelerate 787 production, increases accounting block

I disagree with these points. Deferred costs ARE sunk costs. The definition of sunk cost is "In economics and business decision-making, a sunk cost is a cost that has already been incurred and cannot be recovered." In this context "cannot be recovered" means that you cannot go b...

Jump to post
by mjoelnir
Thu Sep 21, 2017 3:51 pm
Forum: Civil Aviation
Topic: A330neo MTOW increase
Replies: 96
Views: 11860

Re: A330neo MTOW increase

Increased MZFW with a increase in MTOW, results in a max payload increase, increases the efficiency also on shorter routes. You take more stuff with you. It will lead for example to the A330ceo not being more effective on short routes. Your argument fits only if the MTOW increase is done without co...

Jump to post
by mjoelnir
Thu Sep 21, 2017 12:14 pm
Forum: Civil Aviation
Topic: JAL orders additional 787s
Replies: 34
Views: 8382

Re: JAL orders additional 787s

It is very logical to add 787 to the fleet. JAL has no A330 in the fleet, so buying a few A330 is not sensible.

It seems that at JAL the smaller wide body twin will be the 787 and the bigger wide body twin will be the A350.

Jump to post
by mjoelnir
Thu Sep 21, 2017 12:08 pm
Forum: Civil Aviation
Topic: A330neo MTOW increase
Replies: 96
Views: 11860

Re: A330neo MTOW increase

If MTOW increase is coupled with MZFW increase, it can increase payload and that again increases efficiency. Indeed, but your at the top right of the payload-range curve - which is already well behind the 787 on fuel burned anyway. IMO, better to try and improve performance over both the shorter ra...

Jump to post
by mjoelnir
Thu Sep 21, 2017 9:58 am
Forum: Civil Aviation
Topic: A330neo MTOW increase
Replies: 96
Views: 11860

Re: A330neo MTOW increase

I think Airbus would be better served by getting weight out of the A330 airframe rather than increasing MTOW. The former would improve efficiency across all stage lengths, the latter only helps it fly further (at the kinds of mission lengths where the fuel burn differential to the 787 is fairly pro...

Jump to post
by mjoelnir
Thu Sep 21, 2017 8:44 am
Forum: Civil Aviation
Topic: Boeing to accelerate 787 production, increases accounting block
Replies: 270
Views: 25452

Re: Boeing to accelerate 787 production, increases accounting block

So to summarize : - deferred costs are NOT sunk costs as they have been paid but not accounted for in the P&L, and therefore any future decision-making would have to take them into account - 787 delivery cash flow is not directly convertible into free cash flow as a large chunk of it is earmark...

Jump to post
by mjoelnir
Wed Sep 20, 2017 9:01 pm
Forum: Civil Aviation
Topic: Boeing to accelerate 787 production, increases accounting block
Replies: 270
Views: 25452

Re: Boeing to accelerate 787 production, increases accounting block

By every definition I was taught at Business school Boeing has a weak balance sheet. Indeed historically you could say they were insolvent, Now I do not believe Boeing is anywhere near to going broke. Times have obviously changed. Why could you say they were insolvent? What is 'Insolvency' Insolven...

Jump to post
by mjoelnir
Wed Sep 20, 2017 9:39 am
Forum: Civil Aviation
Topic: TK to order 789??
Replies: 32
Views: 4801

Re: TK to order 789??

Why should TK order the 787? They have a big fleet of rather new A330. What would diversifying the smaller twin wide body fleet do for TK? TK has 16 A330-200, no frame older than 12 years, 37 A330-300, average age 3.7 years, and 33 777-300, average age 3.9 years. There are 4 A340-300 to be replaced ...

Jump to post
by mjoelnir
Tue Sep 19, 2017 7:07 pm
Forum: Civil Aviation
Topic: Icelandair Announces DFW
Replies: 90
Views: 8985

Re: Icelandair Announces DFW

Not a lot of flex in the schedule except for U.S. turns. Their 757 fleet isn't getting any younger and it's used pretty heavily in the peak season. That peak season has extended well beyond the traditional June/July/August periods in recent years. Keeping all the nuts and bolts nice and tight is im...

Jump to post
by mjoelnir
Tue Sep 19, 2017 6:50 pm
Forum: Civil Aviation
Topic: Boeing to accelerate 787 production, increases accounting block
Replies: 270
Views: 25452

Re: Boeing to accelerate 787 production, increases accounting block

Are you responsible for the financial reporting for any kind of company? No I am not. I'm not an expert and don't claim to be. That's why I'm quoting and referencing others who are experts to contradict your statement that "Boeing has not a strong balance sheet" and armchairceonr1 comment...

Jump to post
by mjoelnir
Tue Sep 19, 2017 2:53 pm
Forum: Civil Aviation
Topic: Boeing to accelerate 787 production, increases accounting block
Replies: 270
Views: 25452

Re: Boeing to accelerate 787 production, increases accounting block

That is one of the problems here. If one talks about the weak points in the Boeing balance sheet, one is instantly accused of talking about Boeing failing. But Boeing has not a strong balance sheet. The equity is very low and even negative. One third of the assets are the deferred cost and all the ...

Jump to post
by mjoelnir
Tue Sep 19, 2017 12:11 pm
Forum: Civil Aviation
Topic: Boeing to accelerate 787 production, increases accounting block
Replies: 270
Views: 25452

Re: Boeing to accelerate 787 production, increases accounting block

And few word about Boeing's "strong" balance sheet: Boeing's assets book value excluding 787 programs deferred production costs, unamortized tooling and other non-recurring costs are $60,185 and their total laiabilities are $92,014. This means their liabilities is 32 billion more than wha...

Jump to post
by mjoelnir
Tue Sep 19, 2017 10:35 am
Forum: Civil Aviation
Topic: A330 NEO Production And Delivery Thread Part 1
Replies: 566
Views: 159232

Re: A330 NEO Production And Delivery Thread Part 1

I am not sure about this, but I think Airbus have pushed forward first A330-800 NEO. Now production list shows MSN 1888 to first frame, I think it was lower before. https://docs.google.com/spreadsheets/d/1Ff2DA4QRsnyx6Og6UREgvDckpdF2Iu7o4Vcj6m7EM_I/pub?single=true&gid=0&output=html I think ...

Jump to post
by mjoelnir
Tue Sep 19, 2017 9:34 am
Forum: Civil Aviation
Topic: Boeing to accelerate 787 production, increases accounting block
Replies: 270
Views: 25452

Re: Boeing to accelerate 787 production, increases accounting block

I think the 380 issues and costs are reflected into the current share price. Re the 320 I think AB have proved that they know what they are doing. I think the Chinese assembly line was a mistake but not material re the share price. What has held me back are concerns about the unknowns surrounding t...

Jump to post
by mjoelnir
Sun Sep 17, 2017 2:31 pm
Forum: Civil Aviation
Topic: Qantas considering 777-8 or A359ULR to replace 744ER's to fly SYD-JFK and SYD-LHR non-stop
Replies: 668
Views: 114567

Re: Qantas considering 777-8 or A359ULR to replace 744ER's to fly SYD-JFK and SYD-LHR non-stop

What limit are you referring to ? Other aircraft have higher pavement loading than the 787-9. The 787 is believed to be maxed out at ~ 250t MTOW, hence Boeing didn't bump the takeoff weight on the 787-10. We had several threads on a 787-10 HGW: http://www.airliners.net/forum/viewtopic.php?t=548669 ...

Jump to post
by mjoelnir
Sat Sep 16, 2017 10:01 pm
Forum: Civil Aviation
Topic: Boeing to accelerate 787 production, increases accounting block
Replies: 270
Views: 25452

Re: Boeing to accelerate 787 production to 14x per month

My point is that increased 787 volume forces the A330NEO to compete more vigorously. As my above post noted, I think this is an indication Indigo, Spicejet, or both ordered the 787... Or maybe I just hope. Very interesting thoughts. Time to make some popcorn! :biggrin: We need popcorn. The last two...

Jump to post
by mjoelnir
Fri Sep 15, 2017 8:45 pm
Forum: Civil Aviation
Topic: Boeing to accelerate 787 production, increases accounting block
Replies: 270
Views: 25452

Re: Boeing to accelerate 787 production, increases accounting block

The 787 program is currently generating profits even though the 787-10 is still in development. Considering the 10 is the largest and most expensive model of the 787 family, you would have to think the 787 program will start to generate substantial profits once the aircraft starts being delivered t...

Jump to post
by mjoelnir
Tue Sep 12, 2017 10:59 pm
Forum: Civil Aviation
Topic: Future of 777X
Replies: 395
Views: 37839

Re: Future of 777X

My question for you Matt, is that having spent so much time explaining to us why the A380 has such an issue because a larger frame by definition needs lower CASM to offset the higher trip cost, where does the 777-9X's small CASM advantage fit into your theorem given that the 777-X has to carry cons...

Jump to post
by mjoelnir
Tue Sep 12, 2017 2:32 pm
Forum: Civil Aviation
Topic: Future of 777X
Replies: 395
Views: 37839

Re: Future of 777X

There are over 1500 777 first generation frames that have been ordered. If the 777x gets even a third of those replacements it will be very successful. I expect at least half of the newer 77W and 77L replacements will go to the 777x. Talk of the 777x not being successful is silly. The assumption is...

Jump to post
by mjoelnir
Mon Sep 11, 2017 2:18 pm
Forum: Civil Aviation
Topic: Icelandair and the 787?
Replies: 5
Views: 1593

Re: Icelandair and the 787?

The 787-8 was not ordered for Air Niugini. At its time the 787-8 were ordered for FI. Once there were 4 or 5 on order. All but one went to Norwegian International. At the time of the order Icelandair was thinking about the west coast of the USA, LAX and SFO and in the other direction about Japan. Ic...

Jump to post
by mjoelnir
Mon Sep 11, 2017 10:34 am
Forum: Civil Aviation
Topic: A330 NEO Production And Delivery Thread Part 1
Replies: 566
Views: 159232

Re: A330 NEO Production And Delivery Thread Part 1

As for the flap track fairings, aren't they already changed on the recent A333 CEOs? Yes, but that's not what was suggested. It's the wing-to-body fairing that's noticeable different. It was both suggested wing to body fairings and flap track fairings. Wing body fairings are significantly different...

Jump to post
by mjoelnir
Sun Sep 10, 2017 11:52 pm
Forum: Civil Aviation
Topic: Airbus is examining 'A380-Plus'
Replies: 994
Views: 162754

Re: Airbus is examining 'A380-Plus'

Given that Airbus is cutting the main staircase out of A380Plus, and it seems like currently when airlines use remote stand to park their A380, upper deck passengers would have to go through the staircase to deplane, how will passengers on upper deck deplane when the aircraft get packed at remote s...

Jump to post
by mjoelnir
Sat Sep 09, 2017 9:15 pm
Forum: Civil Aviation
Topic: Airbus is examining 'A380-Plus'
Replies: 994
Views: 162754

Re: Airbus is examining 'A380-Plus'

Given that Airbus is cutting the main staircase out of A380Plus, and it seems like currently when airlines use remote stand to park their A380, upper deck passengers would have to go through the staircase to deplane, how will passengers on upper deck deplane when the aircraft get packed at remote s...

Jump to post
by mjoelnir
Sat Sep 09, 2017 1:39 pm
Forum: Civil Aviation
Topic: Airlines Handling Fares During Natural Disasters
Replies: 71
Views: 7013

Re: Airlines Handling Fares During Natural Disasters

As someone from RM have spoken in previous replies, usually these situation escalate too quickly and leave little room for human to intervene, which I would assume there are also little room for additional flight or upgauges. Although, this time the situation is a little bit difference and airlines...

Jump to post
by mjoelnir
Sat Sep 09, 2017 11:30 am
Forum: Civil Aviation
Topic: Airlines Handling Fares During Natural Disasters
Replies: 71
Views: 7013

Re: Airlines Handling Fares During Natural Disasters

Is nobody talking capacity here? The response in a market driven situation should see capacity rising when prices are rising. Are the number of seats before a disaster strikes a fixed quantity? Where are the added flights or upgauging of frames used? Where are the charter flights? The point is that...

Jump to post
by mjoelnir
Sat Sep 09, 2017 10:35 am
Forum: Civil Aviation
Topic: Future of 777X
Replies: 395
Views: 37839

Re: Future of 777X

The 777-8/9 has very nice order numbers for a frame having its EIS about three years away. I just think that the big buyers have already ordered. I do not expect any USA airline to buy the 777-9 nor the 777-8 in the near future. For the rest of the world are, here on A.net, every bigger airline ment...

Jump to post
by mjoelnir
Sat Sep 09, 2017 10:26 am
Forum: Civil Aviation
Topic: Will UA order the B777-9?
Replies: 36
Views: 5706

Re: Will UA order the B777-9?

UA is replacing the 747-400 with 777-300ER. Deliveries started December 2016. I do not see a a need for or a role for the 777-9 at UA for the foreseeable future. Mentioning AA, they have a fleet of 20 777-300ER, average age 3.6 years, no 747 left in the fleet. I do not see a role for the 777-9 in th...

Jump to post
by mjoelnir
Sat Sep 09, 2017 9:10 am
Forum: Civil Aviation
Topic: Airlines Handling Fares During Natural Disasters
Replies: 71
Views: 7013

Re: Airlines Handling Fares During Natural Disasters

Is nobody talking capacity here? The response in a market driven situation should see capacity rising when prices are rising. Are the number of seats before a disaster strikes a fixed quantity? Where are the added flights or upgauging of frames used? Where are the charter flights? The point is that ...

Jump to post
by mjoelnir
Fri Sep 08, 2017 2:43 pm
Forum: Civil Aviation
Topic: Icelandair to increase S18 frequecies to some Canadian cities
Replies: 13
Views: 3277

Re: Icelandair to increase S18 frequecies to some Canadian cities

The question remains at when YQB will be added. That could be an interesting new destination, as there are no direct flights to Europe . I assume we will see a few destinations added when the 737MAX arrive at FI. Regarding the frequency increase, FI always tries to up the frequency to at least 4 ti...

Jump to post
by mjoelnir
Fri Sep 08, 2017 2:37 pm
Forum: Civil Aviation
Topic: 787-10 and United Airlines
Replies: 51
Views: 7695

Re: 787-10 and United Airlines

So 14 actual delivered aircraft will have a lesser role than 45 undelivered frames that keep getting pushed back to 5 years? UA will continue to add 787s as their last gen planes age out, up until the MoM starts deliveries and/or until the A359neo is launched. As it is there is not one delivered 78...

Jump to post
by mjoelnir
Fri Sep 08, 2017 2:36 pm
Forum: Civil Aviation
Topic: 787-10 and United Airlines
Replies: 51
Views: 7695

Re: 787-10 and United Airlines

horsepowerchef wrote:
i imagine 787-10's role for UA will be a slightly more capable(range & capacities) much economical 764.


A 787-9 manages to do that. 787-9 and 767-400 are about the same size. The 787-10 is a 10% step up in capacity over the 767-400.

Jump to post
by mjoelnir
Fri Sep 08, 2017 2:32 pm
Forum: Civil Aviation
Topic: Emirates A350/787 decision off table
Replies: 51
Views: 11478

Re: Emirates A350/787 decision off table

Probably a very wise decision with the way things are at the moment. Why rush into something & hope they pan-out? I don't get the 'rush into' observation. First, EK has been a tortoise on this...not a hare. Second, when you order aircraft it takes YEARS for them to show up. You're buying, basic...

Jump to post
by mjoelnir
Fri Sep 08, 2017 2:21 pm
Forum: Civil Aviation
Topic: Reykjavik (KEF) 2017 statistics
Replies: 8
Views: 2023

Re: Reykjavik (KEF) 2017 statistics

would be interesting to know P2P vs transit https://www.kefairport.is/English/About-us/Passengers-Statistics/2017/ Last year has been a third of the passengers being transfer passenger. As transfer passenger are counted once, that is in reality 50% transfer passengers on flights. This year, includi...

Jump to post
by mjoelnir
Fri Sep 08, 2017 1:30 pm
Forum: Civil Aviation
Topic: 787-10 and United Airlines
Replies: 51
Views: 7695

Re: 787-10 and United Airlines

There are only 14 787-10 on order at UA. The role for the 787-10 at UA seems to be rather limited. Compare that with 45 frames of the A350-900. So 14 actual delivered aircraft will have a lesser role than 45 undelivered frames that keep getting pushed back to 5 years? UA will continue to add 787s a...

Jump to post
by mjoelnir
Fri Sep 08, 2017 12:33 pm
Forum: Civil Aviation
Topic: Spicejet evaluating B787-10 or A35K
Replies: 35
Views: 5187

Re: Spicejet evaluating B787-10 or A35K

They should start out with a few A330 or 787-9.

Jump to post
by mjoelnir
Fri Sep 08, 2017 12:14 pm
Forum: Civil Aviation
Topic: Icelandair to increase S18 frequecies to some Canadian cities
Replies: 13
Views: 3277

Re: Icelandair to increase S18 frequecies to some Canadian cities

The question remains at when YQB will be added. That could be an interesting new destination, as there are no direct flights to Europe. I assume we will see a few destinations added when the 737MAX arrive at FI. Regarding the frequency increase, FI always tries to up the frequency to at least 4 tim...

Jump to post
by mjoelnir
Fri Sep 08, 2017 11:55 am
Forum: Civil Aviation
Topic: 787-10 and United Airlines
Replies: 51
Views: 7695

Re: 787-10 and United Airlines

United started with 27 orders for the 787-10, but converted about half of them to the 77W. The converted the -10 orders because they were the last ones that were supposed to be delivered They already a couple of new orders for 2 787-9s since then, somehow they were not identified on Boeing's order ...

Jump to post
by mjoelnir
Fri Sep 08, 2017 10:49 am
Forum: Civil Aviation
Topic: 787-10 and United Airlines
Replies: 51
Views: 7695

Re: 787-10 and United Airlines

There are only 14 787-10 on order at UA. The role for the 787-10 at UA seems to be rather limited. Compare that with 45 frames of the A350-900.

Jump to post
by mjoelnir
Fri Sep 08, 2017 10:30 am
Forum: Civil Aviation
Topic: Emirates A350/787 decision off table
Replies: 51
Views: 11478

Re: Emirates A350/787 decision off table

The 777-8/9 order at EK is not for expansion. It is the replacement order for the current 777-300ER and -200LR. Even if the first frames come in sometime at EIS of the 777-9, the order will run over many years, 10 to 12 successive replacing the current 777. The 787 or A350 order would have been for ...

Jump to post
by mjoelnir
Fri Sep 08, 2017 10:05 am
Forum: Civil Aviation
Topic: The Dubai Air Show Nov 2017. What Major Announcements Do You Expect?
Replies: 96
Views: 11474

Re: The Dubai Air Show Nov 2017. What Major Announcements Do You Expect?

I am afraid that there will not be a lot of orders on the Dubai Air Show. Nothing from the ME3. The other big airlines I would not expect to make a splash at Dubai, rather making anouncements somewhere else, at another time. Like UA with the A350 a few days ago. I assume we will see a few 777-300ER,...

Jump to post
by mjoelnir
Fri Sep 08, 2017 9:44 am
Forum: Civil Aviation
Topic: Future of 777X
Replies: 395
Views: 37839

Re: Future of 777X

The 777-9 will be the A380 replacement as well as most remaining 747. The 777-8 will be hugely popular for opening new ULR routes. In combination with the 787 it will give Boeing a big lead in the twinaisle market. I really do not understand the lack of faith into Boeing's design team. I really do ...

Jump to post
by mjoelnir
Fri Sep 08, 2017 9:12 am
Forum: Civil Aviation
Topic: The Dubai Air Show Nov 2017. What Major Announcements Do You Expect?
Replies: 96
Views: 11474

Re: The Dubai Air Show Nov 2017. What Major Announcements Do You Expect?

The 78J and 789 effectively bracket the 359. You could use the fleet commonality argument I suppose. Either the 78J and 359 combination works or if EK wants something slightly smaller the 78J and 789. Hopefully whatever is decided the announcement is made at the airshow. This has dragged on for a l...

Jump to post
by mjoelnir
Thu Sep 07, 2017 2:07 pm
Forum: Civil Aviation
Topic: EK to study all-economy A380 to combat low cost carriers
Replies: 101
Views: 17197

Re: EK to study all-economy A380

horizon360 wrote:
r2rho wrote:
So, Premium Y, Y+, Y- ... I can't imagine what would be the fourth one.


What are the odds that their new Y- section will be 11-abreast?


Emirates is not interested in 11 abreast on the A380.

Jump to post
by mjoelnir
Thu Sep 07, 2017 2:00 pm
Forum: Civil Aviation
Topic: Hi Fly to add second hand A380s
Replies: 196
Views: 43022

Re: Hi Fly to add second hand A380s

Hi Fly may even increase the A380 fleet to 6 aircraft: https://www.airinsight.com/hi-fly-talks-a380-plans/ This development points to there being a market for used A380 and not only for two frames. There are other ACMI airlines. I still think of Air Atlanta Icelandic. They operate as it is 15 747-4...

Jump to post
by mjoelnir
Thu Sep 07, 2017 11:57 am
Forum: Civil Aviation
Topic: FI increases its service in S18 to TXL, SEA and PDX
Replies: 14
Views: 2063

Re: FI increases its service in S18 to TXL, SEA and PDX

FI does adjust to bookings and I talk about a very short time frame. So you can see the 757-200 being replaced by the 757-300 or a 767-300ER without prior announcement. Or the 767-300ER is replaced by a 757-200 if less seats are booked than expected. FI also doubles up on flights with sending 2 757-...

Jump to post