Here’s the updated model.
Highlights:
- 2022 is off to a great start compared to 2020 and 2021, with lots of MAX catchups
- The lack of 787 deliveries continues to hurt as does 777X progress
- Opportunistic MAX buys are still a thing – Air Lease has 50 YTD
- Undisclosed buyers are back in a big way – 41% YTD in Ordes
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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.
