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Running an airline must be hell
Imagine running a business as complex as an airline. There are so many exogenous factors to consider - the weather is an obvious one and, of course,...
Morning Call: Wednesday 6 May 2020
Commercial Boeing and Embraer - jilted at the altar? - AeroSociety GE Aviation expands job cuts to 25% of global workforce - FlightGlobal COVID...
Aircraft Valuations: The Great Reset of 2020
Gueric Dechavanne, VP - Commercial Aviation Services at Collateral Verifications talks about aircraft values are collapsing in the wake of Covid-19....
Virgin Atlantic cuts 3.150 jobs – future still uncertain
Remember Virgin Atlantic’s bold plans for aggressive long-haul and short-haul growth, with aspirations to become the second national airline from...
US airline Op Margins – How it was supposed to be
Remember, back in the mists of time, before the Virus? It feels like so long ago. Back then the world seemed so "normal". Here is how our model...
Buy Boeing or Bye Boeing?
The past weeks have been a one-way roller coaster for everyone in Commercial Aviation, and we’ve been on the craziest ride down ever. But the...
Morning Call: Tuesday 5 May 2020
Commercial Germany’s Airbus suppliers ‘face ruin’ - FlightGlobal How Data Can Help Airlines Recover From COVID-19 Disruptions - GE United’s...
Air Canada retires 79 ‘oldies’ to cut costs
Air Canada is to reduce its fleet by 79 aircraft as it seeks to cap costs and improve its financial position, the airline announced on May 4. This...
Aviation going forward – a personal view
OpEd by Nico Buchholz The bell rang loud and clear when the world‘s mobility came to a grinding standstill within two weeks. No-one initially...
Monthly aircraft transactions down 73% on last year
Updating our monthly transactions model we can see the start of the impact Covid-19 is having on commercial aviation fleets and transactions. It is...
Morning Call: Monday 4 May 2020
Commercial More Spirit layoffs - KSN Planemakers slow plans for new jets as they focus on survival - Reuters How the Fed Saved Boeing Without...
Boeing’s debt will return to haunt the company’s future viability (or lack thereof)
The Boeing Company, after announcing intentions in its earnings call, has secured an additional $25 billion in debt to provide the cash cushion it...
Morning Call: Friday 1 May 2020
Commercial Ryanair sets mid-May deadline for talks on new Boeing MAX order - Reuters How Will Regional Jet Market Be Affected By COVID-19 Crisis? -...
United: Q1-loss -1.7 billion, Capex -2.5 billion
The last of the Big Three in the US – United – reported its Q1 2020 results just a little after American on April 30. United ended the first quarter...
American: 2.2 billion Q1 loss – fleet reduced by 100
American Airlines reported a $-2.2 billion Q1 net loss on April 30, four times the size of its main competitor Delta ($-422 million). This includes...
Morning Call: Thursday 30 April 2020
Commercial Airbus had around 60 aircraft left undelivered during Q1 - FlightGlobal Boeing cuts jobs - NYT The clever folks at GE - GE Airbus CEO:...
Industry Briefing: Aircraft Valuations: The Great Reset of 2020
Tuesday, May 5, 2020, from 12:00 PM – 1:00 PM EDT Presenter: Gueric Dechavanne, Head of Commercial Valuation Services, Collateral Verifications...
Traição
The saga surrounding the Boeing Brazil debacle will lead to lots of stories. Some will reflect sympathy for Embraer. Some will rationalize the...
Boeing to lay off 10 percent of staff, revise production rates
Boeing intends to reduce its overall workforce by 10 percent or some 16.000 employees as it is confronted by the new market reality after the...
Morning Call: Wednesday 29 April 2020
Commercial Boeing eyes major bond issue to raise funds - Reuters Airbus Q1: lower results, response to the crisis still assessed - AirInsight How...