When markets reverse there is often a catalyst. Is $BA a potential catalyst. I do not think this is a & #39;software fix& #39; for 737Max. It should& #39;ve been tested/certified as a new airframe, not a mod/upgrade. Is it too early for $BAQ?
When markets reverse there is often a catalyst. Is $BA a potential catalyst. I do not think this is a & #39;software fix& #39; for 737Max. It should& #39;ve been tested/certified as a new airframe, not a mod/upgrade. Is it too early for $BAQ?
When markets reverse there is often a catalyst. Is $BA a potential catalyst. I do not think this is a & #39;software fix& #39; for 737Max. It should& #39;ve been tested/certified as a new airframe, not a mod/upgrade. Is it too early for $BAQ?
Southwest is the standard bearer for 737 ops. They merit close observation. https://twitter.com/markets/status/1206906089922551808?s=20">https://twitter.com/markets/s...
https://twitter.com/iv_technicals/status/1207674674970271744?s=20">https://twitter.com/iv_techni...
This is not being priced into $BA or equities in general. https://twitter.com/iv_technicals/status/1208069686937767938?s=20">https://twitter.com/iv_techni...
I am going to go on a limb and say this isn& #39;t good news coming: https://twitter.com/DeItaOne/status/1209110442804744192?s=20
https://twitter.com/DeItaOne/... href="https://twitter.com/iv_technicals">@iv_technicals
A new CEO, while refreshing, doesn& #39;t ensure a viable commercial 737Max. The issues there were years in making.
https://twitter.com/apanalis/status/1211458150324416512?s=20">https://twitter.com/apanalis/...
https://twitter.com/Nataliekitro/status/1213895783155716096?s=20">https://twitter.com/Natalieki...
https://twitter.com/Briefingcom/status/1214873121288622080?s=20">https://twitter.com/Briefingc...
https://twitter.com/zerohedge/status/1215626775549693952?s=21">https://twitter.com/zerohedge... https://twitter.com/zerohedge/status/1215626775549693952">https://twitter.com/zerohedge...
https://www.wsj.com/articles/internal-boeing-documents-show-cavalier-attitude-to-safety-11578627206">https://www.wsj.com/articles/...
Internal Boeing Documents Show Cavalier Attitude to Safety

The plane maker released internal communications that revealed how employees persuaded airline and government officials to conclude that flight-simulator training wasn’t necessary for the 737 MAX.

https://www.wsj.com/articles/internal-boeing-documents-show-cavalier-attitude-to-safety-11578627206
https://www.cnbc.com/2020/01/14/boeing-posts-negative-commercial-airplane-orders-for-first-time-in-decades.html">https://www.cnbc.com/2020/01/1...
Boeing posts negative commercial airplane orders in 2019 for first time in decades

For all of 2019, Boeing lost orders for 87 commercial airplanes while European rival Airbus logged orders for 768 new planes last year.

https://www.cnbc.com/2020/01/14/boeing-posts-negative-commercial-airplane-orders-for-first-time-in-decades.html
https://www.cnbc.com/2020/01/20/737-max-crisis-boeing-seeks-to-borrow-10-billion-or-more.html">https://www.cnbc.com/2020/01/2...
Boeing is in talks to borrow $10 billion or more as 737 Max crisis wears on

Boeing is facing rising costs from the 737 Max grounding and regulators say they have no firm timeline to lift the flight ban.

https://www.cnbc.com/2020/01/20/737-max-crisis-boeing-seeks-to-borrow-10-billion-or-more.html
H/T @BibleHuey for sharing this. The story is not improving, the plane still isn& #39;t flying. $BA& #39;s tentacles reach to a majority of the U.S. economy. https://wolfstreet.com/2020/01/20/after-blowing-43-bn-on-share-buybacks-in-6-years-boeing-scrambles-to-borrow-10-bn-on-top-of-the-9-5-bn-credit-line-it-got-in-oct-to-fund-the-surging-costs-of-its-737-max-fiasco/">https://wolfstreet.com/2020/01/2...
After Blowing $43 Bn on Share-Buybacks in 6 Years, Boeing Scrambles to Borrow $10 Bn, on Top of a...

Having become a master of financial engineering instead of aircraft engineering. UPDATED with the announcement on Jan 21 that “ungrounding” of the 737 MAX will be further delayed.

https://wolfstreet.com/2020/01/20/after-blowing-43-bn-on-share-buybacks-in-6-years-boeing-scrambles-to-borrow-10-bn-on-top-of-the-9-5-bn-credit-line-it-got-in-oct-to-fund-the-surging-costs-of-its-737-max-fiasco/
It doesn& #39;t take 10 months to modify software that should never have been needed in the first place if the plane was just a modification to an existing airframe. http://This.Is.Not.A.Software"> http://This.Is.Not.A.Software .Issue.
It doesn& #39;t take 10 months to modify software that should never have been needed in the first place if the plane was just a modification to an existing airframe. http://This.Is.Not.A.Software .Issue.
It doesn& #39;t take 10 months to modify software that should never have been needed in the first place if the plane was just a modification to an existing airframe. http://This.Is.Not.A.Software .Issue.
This is turning into quite the thread on $BA https://twitter.com/FirstSquawk/status/1219706844085551104?s=20">https://twitter.com/FirstSqua...
Good note from @LONGCONVEXITY that this isn& #39;t isolated to Washington state U.S.A. https://twitter.com/LONGCONVEXITY/status/1220777955841974272?s=20">https://twitter.com/LONGCONVE...
@iv_technicals continues to be on the Boeing case. https://twitter.com/iv_technicals/status/1225452369657434112?s=20">https://twitter.com/iv_techni...
https://twitter.com/FinancialJuice/status/1227261924137721857?s=20">https://twitter.com/Financial...
https://twitter.com/GNSensay/status/1227400026080583681?s=20">https://twitter.com/GNSensay/...
https://twitter.com/cnbcnow/status/1228431986135617536?s=21">https://twitter.com/cnbcnow/s... https://twitter.com/CNBCnow/status/1228431986135617536">https://twitter.com/CNBCnow/s...
https://twitter.com/Jkylebass/status/1236066916923564033?s=20">https://twitter.com/Jkylebass...
https://twitter.com/LiveSquawk/status/1237736279141486593?s=20
H/T">https://twitter.com/LiveSquaw... @JonathanByrne9 for the story.
https://twitter.com/QNAEnglish/status/1247819520208756736?s=20">https://twitter.com/QNAEnglis...
Good, especially since we will be writing huge checks to clean up their mess and they have nothing else to do right now. https://twitter.com/RedboxWire/status/1248632380878802945?s=20">https://twitter.com/RedboxWir...
https://simpleflying.com/boeing-787-production-rate-2/">https://simpleflying.com/boeing-78...
Boeing Set To Cut 787 Dreamliner Production Rate - Simple Flying

Boeing plans to announce significant rollbacks in the production of the 787 Dreamliner along with a number of…

https://simpleflying.com/boeing-787-production-rate-2/
https://twitter.com/RedboxWire/status/1271163088889413638?s=20">https://twitter.com/RedboxWir...
https://twitter.com/RedboxWire/status/1273246456485261312?s=20">https://twitter.com/RedboxWir...
https://twitter.com/AeronewsGlobal/status/1277689838184079360?s=20">https://twitter.com/AeronewsG...
More 737 Max CNX https://twitter.com/AeronewsGlobal/status/1280586812939960321?s=20">https://twitter.com/AeronewsG...
https://twitter.com/CNBC/status/1283054041057173507?s=20">https://twitter.com/CNBC/stat...
Another test flight for 737 Max. https://twitter.com/AeronewsGlobal/status/1283439863648395265?s=20">https://twitter.com/AeronewsG...
That 737Max may be recertified at all without major structural change is reason for optimism. https://www.reuters.com/article/us-boeing-737max/boeing-737-max-not-expected-to-fly-before-october-faa-preparing-directive-idUSKCN24M2EE">https://www.reuters.com/article/u...
Boeing 737 MAX not expected to fly before October, FAA preparing directive

The Federal Aviation Administration (FAA) said on Tuesday it plans to issue a proposed airworthiness directive for the Boeing 737 MAX in the "near future" to address changes made since the plane was...

https://www.reuters.com/article/us-boeing-737max/boeing-737-max-not-expected-to-fly-before-october-faa-preparing-directive-idUSKCN24M2EE
Good news for Boeing. I hope this holds, still some skepticism. https://twitter.com/pivotanalytics/status/1290355884716064770?s=20">https://twitter.com/pivotanal...
$BA took down a huge slug of debt/credit line to enhance cash earlier this year and has been making 737 Max progress. This is noteworthy: https://twitter.com/RedboxWire/status/1291063157067194369?s=20">https://twitter.com/RedboxWir...
https://www.seattletimes.com/business/boeing-aerospace/boeing-737-max-program-leaders-who-approved-flight-control-system-say-they-didnt-know-key-details/?utm_source=twitter&utm_medium=social&utm_campaign=article_inset_1.1">https://www.seattletimes.com/business/...
Boeing 737 MAX program leaders who approved flight control system say they didn’t know key details

The two top executives on the MAX program, accompanied by Boeing lawyers, were interviewed separately in May by investigators from the U.S. House transportation committee.

https://www.seattletimes.com/business/boeing-aerospace/boeing-737-max-program-leaders-who-approved-flight-control-system-say-they-didnt-know-key-details/?utm_source=twitter&utm_medium=social&utm_campaign=article_inset_1.1
https://www.bloomberg.com/news/articles/2020-09-16/boeing-deception-alleged-in-scathing-house-report-on-max-crashes">https://www.bloomberg.com/news/arti...
Boeing Deception Alleged in Scathing Report on Max Crashes

Sweeping failures by Boeing Co. engineers, deception by the company and significant errors in government oversight led to the two fatal crashes of the 737 Max, congressional investigators have...

https://www.bloomberg.com/news/articles/2020-09-16/boeing-deception-alleged-in-scathing-house-report-on-max-crashes
Making progress on 737Max. Heard from a friend at Boeing today. The 787 move to SC hitting hard. https://twitter.com/LiveSquawk/status/1313574268979032064?s=20">https://twitter.com/LiveSquaw...
End/737Max/Boeing: This thread started Dec ‘19. Boeing appears to have made it thanks to a VERY accommodative corporate debt market. COVID hurt BA business and also provides a useful distraction from the now re-certified 737 Max. https://twitter.com/boeing/status/1329058897022345217">https://twitter.com/boeing/st...
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