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falmouthharbor 140 posts  |  Last Activity: 23 hours ago Member since: Jan 21, 2002
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  • falmouthharbor by falmouthharbor Jul 1, 2014 10:42 AM Flag

    LONDON (Reuters) - Boeing Co is close to a roughly $3 billion deal to sell around 30 aircraft to Monarch Airlines, ousting the UK airline's current supplier, Airbus, industry sources said.

  • Reply to

    4 hours to go

    by falmouthharbor Jun 30, 2014 4:22 PM
    falmouthharbor falmouthharbor Jul 1, 2014 10:27 AM Flag

    IF airbus continues to falter and the airshows result in significant orders and monthly deliveries continue to grow and soome national/global event does not drive the market down, the stock should hit 160 by end of 2014.
    Lot of if's...

  • Reply to

    4 hours to go

    by falmouthharbor Jun 30, 2014 4:22 PM
    falmouthharbor falmouthharbor Jun 30, 2014 10:27 PM Flag

    All good questons. A good earnings report will help. The ex-im issue will remain till it gets resolved.
    If it is disolved (doubtful) BA may take a hit. IF it is favorable legislation then it will escalate the stock price.
    Until those two items are announced/resolved, teh stock will fluctuate daily due to traders betting one way or another. There are reports of an upcoming airshow that can be positive if the get significant orders.
    We should see a number of 787-9 deliveries in July. That will help as well.
    But remember, the market often reacts to other forces than company fundamentals. IF you are a long term holder, it is not a big cancern. If you are a trader trying to make a buck each day, great fundamentals dont drive you, only market emotion. and direction.

  • falmouthharbor by falmouthharbor Jun 30, 2014 10:17 PM Flag

    SEATTLE, June 30 (Reuters) - Boeing Co contractually delivered its first 787-9 to Air New Zealand on Monday, allowing Boeing to book the delivery of the new, stretched Dreamliner in its second-quarter results.
    Air New Zealand said it plans to take physical delivery of the plane on July 9 and fly it away from Seattle on July 10. The plane is due to enter service with the airline on Oct. 15, likely after All Nippon Airways begins service with 787-9s that are due for delivery in July. ANA already operates the smaller 787-8, and so requires less flight training to fly the bigger version.

  • falmouthharbor by falmouthharbor Jun 30, 2014 5:40 PM Flag

    TOWNSHIP, Pa., June 30, 2014 - Boeing [NYSE: BA] and the Royal Canadian Air Force today celebrated the delivery of the 15th CH-147F Medium-to-Heavy-Lift Helicopter, ensuring advanced operational capability for the Canadian Chinook fleet. Boeing is providing in-service support to the CH-147F fleet over the next 20 years under a Performance-Based Logistics contract, with Canadian industry playing a key role. The final CH-147F will join the Royal Canadian Air Force’s 450 Tactical Helicopter Squadron, under command of 1 Wing Kingston, Ontario, and will be based at CFB Petawawa.

  • falmouthharbor by falmouthharbor Jun 30, 2014 4:22 PM Flag

    Deliveries sit at 66 planes.
    West Coast time is 122pm so they may get another one or two before the quarter ends.

  • Reply to

    delivery status

    by falmouthharbor Jun 29, 2014 11:13 AM
    falmouthharbor falmouthharbor Jun 29, 2014 10:21 PM Flag

    Yes I have.. Looks normal.

  • Reply to

    delivery status

    by falmouthharbor Jun 29, 2014 11:13 AM
    falmouthharbor falmouthharbor Jun 29, 2014 1:34 PM Flag

    Not sure why but Sunday deliveries are very rare. Nothing flying at the moment either (test flights)

  • falmouthharbor by falmouthharbor Jun 29, 2014 11:13 AM Flag

    With one day to go, BA has delivered 61 planes. They should be able to pull off a few more on Monday.
    787 deliveries are at 12 and 4 more are ready for delivery with 24 in flight and pre-flight test.

  • falmouthharbor by falmouthharbor Jun 28, 2014 4:40 PM Flag

    EVERETT, Wash., June 28, 2014 /PRNewswire/ -- Boeing (BA) has delivered the 1,500th 747 to come off the production line to Frankfurt, Germany-based Lufthansa. The milestone airplane is a 747-8 Intercontinental, the 14th one that Lufthansa will incorporate into its long-haul fleet.

  • Reply to

    787

    by falmouthharbor Jun 26, 2014 11:10 AM
    falmouthharbor falmouthharbor Jun 28, 2014 12:36 PM Flag

    Between charleston and everett, they are at 10 a month.
    Once Charleston starts building the 787-9 Charelston number will increase.
    Several line positions in Charleston are in final stages of consruction modification.
    I would guess 2 months for completion,
    See post titled Charleston for info from NYC787 site or go to the site.

  • falmouthharbor falmouthharbor Jun 27, 2014 8:20 PM Flag

    They may be lagging last year but last year was an outstanding order placement year.
    There is an airshow coming up that should generate some new orders. I suspect BA is working that heavily.

  • Reply to

    787

    by falmouthharbor Jun 26, 2014 11:10 AM
    falmouthharbor falmouthharbor Jun 27, 2014 6:39 PM Flag

    AS of 630pm EDT), BA has delivered 12 787's and a total of 61 planes in June.

  • falmouthharbor by falmouthharbor Jun 27, 2014 11:19 AM Flag

    ST. LOUIS, June 27, 2014 – Boeing [NYSE: BA] has acquired Ventura Solutions Inc., a hardware and software engineering company that provides custom solutions for government customers.
    The latest in a series of acquisitions that enhance Boeing’s information and security capabilities, Ventura Solutions is now part of Boeing Network & Space Systems.
    Ventura Solutions is based in Annapolis Junction, Maryland, and has approximately 140 employees.

  • falmouthharbor falmouthharbor Jun 27, 2014 10:18 AM Flag

    BA has delivered 58 planes thru 10 am Friday.
    Forty 737;s.
    One 767.
    Seven 777's.
    Ten 787's
    They do have a good shot at delivering more than 64 planes..

  • Reply to

    787

    by falmouthharbor Jun 26, 2014 11:10 AM
    falmouthharbor falmouthharbor Jun 27, 2014 10:14 AM Flag

    Boeing has delivered 10 787's as of 10AM Friday.
    It has delivered 58 planes including one 767.

  • Reply to

    787

    by falmouthharbor Jun 26, 2014 11:10 AM
    falmouthharbor falmouthharbor Jun 26, 2014 4:47 PM Flag

    The June 787 delivery number so far in June is 9. There are 5 more ready for delivery.

  • Reply to

    787

    by falmouthharbor Jun 26, 2014 11:10 AM
    falmouthharbor falmouthharbor Jun 26, 2014 3:49 PM Flag

    The 787 deliveries are from the NYC787 site.
    The others are from Planespotters site.
    It atkes a bit of time to go thru the planespotters site and look at each plane.
    NYC site reports contractual delivery events. Planespotters reports only flyaways which are often later than contractual delivery.

  • Reply to

    Charleston

    by falmouthharbor Jun 26, 2014 2:33 PM
    falmouthharbor falmouthharbor Jun 26, 2014 2:36 PM Flag

    I recommend you go to the site and review any additional data..

  • Reply to

    Charleston

    by falmouthharbor Jun 26, 2014 2:33 PM
    falmouthharbor falmouthharbor Jun 26, 2014 2:35 PM Flag

    Continued:
    I attempt to put some context to the 787 production story in the form of a table that I've put together comparing number of 787s that have entered final assembly, finished final assembly and have been delivered. The table looks at these attributes for Everett, Charleston as well as the total for both plants. Looking at the table one can see that both plants are producing at their respective assigned rates in terms of loadings and roll outs. We should ignore January and February as both plants were essentially ramping back up after the 2013 holidays as is evident from the tables with the low number of loadings, rolls outs, and deliveries. However starting in March Boeing South Carolina loaded, on average, 2.75 aircraft per month, rolled out an average of 3.25 aircraft per month and delivered an average of 2.5 aircraft per month. This is through June 25th and I do expect at least one more delivery from North Charleston this month. Everett has a much higher work load but during the same period the plant has loaded an average of 8 airplanes per month, rolled out an average of 8 airplanes per month and has delivered and average of 6 airplanes per month. To look at it a different way, I take the average roll outs divided by the average deliveries in order to gauge how efficient each plant is in building and delivering 787s and this is what I have from March through June 25th:
    Everett = 8/6 = 1.33
    Charleston = 3.25/2.5 = 1.3
    The lower the number the more efficient the plant is in building and delivering aircraft. This shows that Charleston looks to be slightly more efficient in delivering the 787. Please note that this is a little incomplete as we have to complete the month of June and there is at least one more 787 line move in Everett to come as well as more deliveries from each location. Additionally, this tables ignores where the aircraft was delivered from, i.e. Charleston built aircraft for Qatar but delivered from Everett was a delivery from Charleston.

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