Revelation wrote:mjoelnir wrote: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 up one day and seeing "OMG, BOEING JUST TOOK A $30B HIT!!!" but it won't play out that way. We will see the $30B reduced as the current accounting block gets produced and we will see one or more bumps to the size of the accounting block and we may see Boeing use some other opportunity to take a 'big chunk' as a loss. Meanwhile every competent investor knows all about this and factors it in to their investing decision so it's already factored in to the stock price.
But hey, if it makes you fell better to dramatize it, go for it. I personally am enjoying reading your take on it, and I imagine others do too.
Let us wait for the scream on Wall Street when Boeing has to declare a forward loss or live with reduced profits in the future. Wall Street looks at the next quarter not the next years.