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falmouthharbor 159 posts  |  Last Activity: 4 hours ago Member since: Jan 21, 2002
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  • falmouthharbor by falmouthharbor Apr 9, 2015 1:42 PM Flag

    It appears that EPS expectations for Q1 range between $1.63 to $2.18 a share. Average is $1.86.
    Revenue range is $21.3B to $23.7B. Average is $22.5B.
    Based on deliveries, they should have no difficulty beating those expectations.
    Boeing completed build on the 300th 787 last night according to NYC787 site. It only took 33 days to build.
    March is off to a slow start on overall deliveries and this appears to be a trend for future months. But they have shown they can deliver the monthly delivery goals by month end. 737's have had lots of flights but only 5 deliveries so far. Per nyc787 site, 787's have all deliveries for this month in Pre-flight or flight test and have delivered 1 and more than half are in flight test. 3 are ready for delivery.

  • falmouthharbor by falmouthharbor Apr 8, 2015 12:21 PM Flag

    From spaceX-
    The mission, dubbed SpaceX CRS-6 (Commercial Resupply Services-6) will also feature the next daring attempt by SpaceX to recover the Falcon 9 booster rocket through a precision guided soft landing onto an ocean-going barge.
    SpaceX and NASA are now targeting blastoff of the Falcon 9 rocket and Dragon spacecraft for Monday, April 13 at approximately 4:33 p.m. EDT from Space Launch Complex 40 at Cape Canaveral Air Force Station in Florida. NASA Television plans live launch coverage starting at 3:30 p.m.
    The launch window is instantaneous, meaning that the rocket must liftoff at the precisely appointed time. And delays due to weather or technical factors will force a scrub.
    The backup launch day in case of a 24 hour scrub is Tuesday, April 14, at approximately 4:10 p.m.

  • Reply to

    747

    by falmouthharbor Apr 8, 2015 9:58 AM
    falmouthharbor falmouthharbor Apr 8, 2015 9:58 AM Flag

    From Key Aero article.

  • falmouthharbor by falmouthharbor Apr 8, 2015 9:58 AM Flag

    Azerbaijan's Silk Way West has confirmed an order for a further three Boeing 747-8 Freighters. The deal, valued at $1.1 billion based on current list price, will increase the Baku-based cargo carrier’s fleet to five examples, plus three 747-400Fs and two 767-300Fs.

  • Reply to

    Is Boeing A "Special Interest" ?

    by wallstsharks Apr 7, 2015 5:15 PM
    falmouthharbor falmouthharbor Apr 7, 2015 7:34 PM Flag

    Actually it does not. For example, in the last earnings report it projected that in 2015 BA will make $64.5B in Commercial plane sales and 29.5B in defense revenue.

  • Reply to

    Proposed FMS deal

    by falmouthharbor Apr 7, 2015 2:54 PM
    falmouthharbor falmouthharbor Apr 7, 2015 3:06 PM Flag

    Per American City Business Journals

  • falmouthharbor by falmouthharbor Apr 7, 2015 2:54 PM Flag

    The State Department approved a nearly $1 billion foreign military sale that would include attack helicopters and Hellfire missiles to Pakistan for counterterrorism and counterinsurgency in South Asia.
    The deal, which still needs to get OK'd by Congress, would be worth $952 million to four contractors: Textron Co.'s Bell Helicopter, General Electric Aviation, The Boeing Co. and Lockheed Martin Corp. It includes 15 Bell AH-1Z Viper attack helicopters, with GE supplying engines, as well as 1,000 Hellfire missiles from Lockheed. It also includes an array of ground systems and equipment and support services.

  • falmouthharbor by falmouthharbor Apr 7, 2015 10:19 AM Flag

    PARIS, April 7 (Reuters) - U.S. planemaker Boeing beat its European rival Airbus in net new airplane orders and deliveries in the first quarter, according to figures released on Tuesday.
    The two plane giants showed mixed results in the traditionally slow first quarter for new plane orders but the gap between them in deliveries widened after Boeing posted record first-quarter deliveries.
    Airbus said it had booked gross orders of 121 aircraft between January and March, beating Boeing's total of 116. After adjusting for cancellations and conversions between different models, it slipped behind Boeing with net orders for 101 aircraft as opposed to 110 for Boeing.

  • falmouthharbor by falmouthharbor Apr 6, 2015 12:20 PM Flag

    DULLES, Va.--(BUSINESS WIRE)--
    Orbital ATK (OA) is teamed with United Launch Alliance (ULA) to launch NASA’s Solar Probe Plus (SPP) mission on ULA’s Delta IV Heavy rocket. A fully integrated third stage provided by Orbital ATK will give the spacecraft the high-energy boost needed to send it on its mission to study the Sun’s outer atmosphere.
    Orbital ATK’s third stage leverages flight-proven inertial navigation, avionics, attitude control and separation systems used on the company’s Pegasus®, Minotaur and Minotaur-C launch vehicles. The venerable STARTM 48BV rocket motor, which traces its roots back to the 1980s, will provide the propulsion. The STAR 48 motor series has logged more than 130 successful missions.

  • Reply to

    Boeing does it again

    by falmouthharbor Apr 3, 2015 4:21 PM
    falmouthharbor falmouthharbor Apr 6, 2015 12:13 PM Flag

    Defense deliveries were also in good shape.
    new apache delivery count was 6 and remanufactured was 10.
    New C17 delivery count was 1.
    C-40A count was 1.
    Chinook CH-47 new build was 6 and remanufactured was 4.
    F-15 count was 1.
    FA-18 count was 11
    P* count was 2..

  • falmouthharbor by falmouthharbor Apr 4, 2015 5:38 PM Flag

    From Bloomberg:
    Chicago: Hainan Airlines is set to place an order with Boeing for thirty 787-9 Dreamliner planes valued at $7.7 billion, as China's fourth-largest carrier pushes forward with a bold plan for international expansion.
    The airline will take delivery of the first of the larger 787s by 2021, it said in a Shanghai exchange filing. The deal would add to Hainan's current Dreamliner fleet of nine and would be the biggest Dreamliner transaction for Boeing since 2013, when it formally unveiled the 787-10, the largest of its three models.

  • falmouthharbor by falmouthharbor Apr 3, 2015 4:21 PM Flag

    In their announcement today, BA exceeded expectations on deliveries. In March they turned out 71 planes,
    showing 2 more 777's than the reporting sites listed. And as filipinas4me points out in his post below, it brings out some serious questions about the Sterne analyst report and their ability to capture or report data.
    As for the 787, check out the NYC787 site for their summary of the quarter and comments..

  • Reply to

    Q1 summary

    by falmouthharbor Apr 1, 2015 12:41 PM
    falmouthharbor falmouthharbor Apr 2, 2015 2:35 PM Flag

    I don't think they will come up short given they met the original Sterne goal for deliveries.

  • falmouthharbor by falmouthharbor Apr 1, 2015 12:41 PM Flag

    According to the reporting sites,
    BA delivered 182 planes in Q1 2015. This compares with 161 delivered in Q1 of 2014.
    In 2014, BA delivered 181 in Q2, 186 in Q3 and 195 in Q4.
    2015 should follow this trend of increased numbers in each quarter.
    The Q1 2015 deliveries breakdown is 121 737's, 4 747's, 5 767's, 21 777's and 31 787's.
    They should have no difficulty in reaching year end goals if they stay on plan.

  • Reply to

    one day to go

    by falmouthharbor Mar 30, 2015 2:35 PM
    falmouthharbor falmouthharbor Apr 1, 2015 11:32 AM Flag

    No, it makes no sense other than peraps trying to create a negative view to buy cheaper shares before the Q1 earnings report. BA delivered 181-182 planes in Q1. There was only one plane reported in planestoppers that I have questioned. While it is lower than the 64 a month average to reach year end target, Q1 has always been lower than average. March deliveries of 737 were higher than the production number, 777 deliveries almost doubled in March from the numbers shipped in Jan and Feb.
    787 production has improved dramatically and all of April and part of May are in prefilight or flight test. So Sterne may have some other motive for their action.

  • Reply to

    one day to go

    by falmouthharbor Mar 30, 2015 2:35 PM
    falmouthharbor falmouthharbor Mar 31, 2015 2:00 PM Flag

    They just delivered 2 more 787's. That completes the 787 delivery target for the month.
    That is 70 planes and the day is only half over in Renton.

  • Reply to

    one day to go

    by falmouthharbor Mar 30, 2015 2:35 PM
    falmouthharbor falmouthharbor Mar 31, 2015 11:58 AM Flag

    Boeing has delivered 68 planes so far this month. They should get a few more today.
    Airbus has delivered only 48 in the same timeframe.

  • Reply to

    Boeing AH-6i little bird

    by falmouthharbor Mar 31, 2015 10:33 AM
    falmouthharbor falmouthharbor Mar 31, 2015 11:12 AM Flag

    It is manufactured at Boeings Mesa Arizona facility, It has both unmanned and manned versions.

  • falmouthharbor by falmouthharbor Mar 31, 2015 10:33 AM Flag

    From IHS jane:
    Saudi Arabia is shortly to begin receiving the first of 24 Boeing AH-6i Little Bird light attack and reconnaissance helicopters, it was disclosed on 30 March.
    The US Army's Non-Standard Rotary-Wing Aircraft project office (NSRWA PO) has issued a sources sought notice for the transportation of an unspecified number of helicopters from the United States to the kingdom, as well as for pilot and maintainer training.
    The notice posted on the Federal Business Opportunities website does not indicate a timeline for deliveries to commence, but does state that responses must be received no later than midday on 10 April.
    A contract for manufacture of 24 AH-6i helicopters was awarded to Boeing in September 2014 (although it was actually revealed by Boeing in late 2013).
    The AH-6i is based on the 1960s-era Hughes Model 369 (OH-6 Cayuse in US Army service) light scout helicopter, and features an enhanced powerplant, payload, and avionics package.
    The Rolls-Royce 250-C30R/3M powerplant (combined with a six-bladed main rotor assembly with composite blades) gives it the ability to 'hover out of ground effect' at 6,000 ft and 95°F (the US Army's 6k/95 benchmark) with a typical mission weight of 1,800 kg (two crew members, full fuel, and weapons).
    Its weapons fit includes the Dillon M134D 7.62 mm Gatling gun, General Dynamics GAU-19 12.7 mm Gatling gun, FN Herstal M3P 12.7 mm chain gun, Lockheed Martin AGM-114 Hellfire air-to-surface missiles, as well as a variety of seven-shot 'dumb' or laser-guided 70 mm rocket systems mounted on the four-station weapons planks (two on each side of the helicopter). The AH-6i is also equipped with a chin-mounted L-3 Wescam MX-15Di electro-optic/infrared sensor turret.
    The AH-6i's improved avionics are based on the same software as the Boeing AH-64E Apache Guardian attack helicopter, making for improved performance and interoperability.

  • Reply to

    one day to go

    by falmouthharbor Mar 30, 2015 2:35 PM
    falmouthharbor falmouthharbor Mar 30, 2015 11:30 PM Flag

    by days end, they delivered two more 737's for a total of 65 planes.
    They should get a few more delivered tomorrow.

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