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To: Paul Senior who wrote (62919)8/14/2008 11:46:31 AM
From: Dale BakerRespond to of 118717
 
Hmm, I will think about some 2010 LEAPs in BA perhaps. Thanks for the idea.



To: Paul Senior who wrote (62919)8/14/2008 11:48:57 AM
From: JakeStrawRead Replies (1) | Respond to of 118717
 
Paul, Another interesting company in that sector is ESL.



To: Paul Senior who wrote (62919)8/14/2008 11:50:11 PM
From: RobohogsRespond to of 118717
 
Good thing on PCP is the electricity production turbines often use their casted blades. And the new engines coming out in 5-10 years will run hotter and have much higher fuel efficiency. The blade technology will be the key factor, most likely. May move to newer tech stuff though. They will also automatically be on the A350/380 also as well as military platforms. And these parts require constant replacement as they are corroded/worn down.

Jon



To: Paul Senior who wrote (62919)9/28/2009 1:13:38 PM
From: Paul SeniorRespond to of 118717
 
Wrong on BA mentioned here last year, I'll now close out my few shares at about break even. Suppliers to BA and airline consumable manufacturers (e.g. landing gear/electronics), as well as plane lessors, are doing better (for me), and I'm holding on to shares purchased.

finance.yahoo.com