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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