Here’s our updated model.

  • The MAX is back – orders and deliveries for the month looking pretty good. Orders coming from strong airlines and lessors. Of course, the lessor orders need to find operators.
  • The Singapore conversion for 777X is listed
  • Government business is great to have during a pandemic
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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.

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