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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: carranza2 who wrote (151375)	10/23/2019 9:52:26 PM
From: TobagoJack	Read Replies (2) \| Respond to of 217712

was considering Boeing as a candidate for something, ranging between an outright short of the share to a slightly long by short of put cannot decide yet but pondering, as am doing same re Pd vs Pt should the 737 max not fly again, ouch should another plane get into hot water, double ouch issue ... are all the cockroaches outed already it is difficult to price in cancellation of 737 - a Chrysler / Citibank sort of situation

To: carranza2 who wrote (151375)	11/5/2019 8:52:26 PM
From: TobagoJack	Respond to of 217712

Re <<Boeing>> ... must re-calibrate and figure out what next to do w/ Boeing the guy on the e-mail thread is a transport / logistics biz person and astute one at that ... On 6 Nov 2019, at 8:27 AM, J wrote: Must at least consider to extract some goodness from a bad situation of Boeing via some combination option trade to stitch together the company and one of its large customers as they explore shared fate divided by transfer of cash and troubles. Maybe it would also matter to the GEs of this world. Shall ponder. Deep-state would not let Boeing fall. Too many export orders, subsidy to F35 program, jobs, etc On 6 Nov 2019, at 8:13 AM, G wrote: funny enough <attachment.pdf> this just came across my desk. unsecured convertible bond from norwegian airlines they are big owner of the 737 max. 18 of them Norwegian announced today that it will temporarily suspend Boeing 737 MAX flights, following recommendations by European aviation authorities. ... While Norwegian has 18 Boeing 737 MAX 8 in its fleet today, the airline also has 110 Boeing 737–800 aircraft, which will not be affected by the suspension.Mar 12, 2019 must be hurting . and this article confirmed same fortune.com can imagine that many airlines are getting ready to sue Boeing for damages or even force boeing to take aircraft back. ie do you you want the 737 max in your fleet. goods sold , not as decribed , could a good trial trial lawyer prove misrepresentation and fraud on part of boeing? anyways the convertible is interesting , but i wont be buying any. On 6 Nov 2019, at 7:03 AM, G wrote: very good move by united. They have one of lowest ownership of 737 max Hit harder are southwest , westjet , american , air canada Interesting to watch is cancelling dates on the plans. (Ie date which if not delivered by it can be cancelled ) 2 potential places to watch. Customer who ordered at boeing and have ability to cancel Impact on boeing as must return deposit and find another buyer for plane Air craft lessors who has a plane , under lease but can not deliver aircraft to operator Or has slot at boeing but does not have solid back to back contract with operator. Some aircraft lessors are loving the moment as have little exposure on 737 max and have been able to get top dollar for extending old aircraft that otherwise would have been scrapped. G On Nov 6, 2019, at 5:35 AM, J wrote: ? What is the world coming to, where a team USA company’s backlog is at the buck-stops-here multi-polar and more democratic planetary consensus ... bloomberg.com United Flight Attendants Balk at Flying Max Without Global Safety Nod Mary SchlangensteinNovember 6, 2019, 4:17 AM GMT+8 Labor group cites ‘break in public trust’ after plane crashes The union for flight attendants at United Airlines Holdings Inc. says it wants a global consensus on the safety of Boeing Co.’s 737 Max before its members work again on the grounded plane.