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Strategies & Market Trends : Value Investing

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E_K_S
To: Spekulatius who wrote (73158)7/25/2023 4:26:41 PM
From: ndxcharm1 Recommendation  Read Replies (1) of 78958
 
Tread carefully with RTX. Early estimate is $500M in cash flow impact and has the potential to see another $2.5B. Only 200 engines in a fleet of 1,200+ engines was factored into their estimates. They will have to compensate airline customers for disruption. On top of the tangible cash impact there will be intangible reputational impact.
Worked for Pratt in the past so I am rooting for them.
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