We added the latest numbers for Boeing and updated our model.

  • 2020 is looking to be a very tough year after a previous tough year – Orders are slim
  • Deliveries are 787 heavy, but light overall
  • Given Covid-19 and this news, and this view, things are looking very uncomfortable and the world awaits to hear the next shoe drop
  • Page two shows the level of the waterfall in deliveries
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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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