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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Spekulatius who wrote (73158)	7/25/2023 4:26:41 PM
From: ndxcharm	1 Recommendation Recommended By E_K_S Read Replies (1) \| Respond to 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.