Here is our updated model.
- No surprise, trading has dropped off the cliff – see Slide 2
- Amazingly, Egyptair is the #1 delivery customer YTD
- Slide 8 shows the MoM remains alive, but only just. For Airbus, this remains a monopoly for now and maybe a source of strength with market recovery
- 2020 should be the end of A320ceo deliveries (Slide 9)
Co-Founder AirInsight. My previous life includes stints at Shell South Africa, CIC Research, and PA Consulting. Got bitten by the aviation bug and ended up an Avgeek. Then the data bug got me, making me a curious Avgeek seeking data-driven logic. Also, I appreciate conversations with smart people from whom I learn so much. Summary: I am very fortunate to work with and converse with great people.