The Boeing Company BA

It’s far from the bottom!

China won’t be lifting the grounding of 737 MAX anytime soon!

BA fucked itself by cutting out the dividends! By screwing their investors out of dividend BA pulled the plug on a third of its investors!!! Way to go top Morons of BA.” I will wait until it hits $35 bucks a share. Your days of $500+ a share is long gone. Hey Warren Buffet will pay $5 bucks a share go ask him for some money ???

New US ban for NVDIA to apply for license to supply chips to China is bad news for the market. Trade war 2.0 has begun and will take everything down regardless of China exposure. Probably bad news on China recertification. Damn shame…..the Democrats must know they have zero chance at winning in November

Keep in mind a China recertification expedites all timelines for production ramps and deliveries for BA. BA would immediately deliver about 100 737 maxes, and pay down a huge chunk of debt. If this were to occur we’re looking at a $300 stock

BA has (100) 787’s in inventory ready for delivery. The smallest model 787-8 sells for $250 million. That means Boeing has a minimum of $25 billion worth of 787’s. They also have 200+ 737 max’s which total $20 billion. Altogether, that’s $45 billion in inventory which when unloaded wipes out all BA’s current Debt.
BA is now producing 31 planes per month and delivering around 45. That means BA’s delivering 14 planes per month from inventory. At this pace, BA will deliver around 150 planes per year (from inventory) which puts BA on target to unload inventory and pay off all debt by 2024. In an average market this would value BA stock at $250. With China recertification easily $300+

Good observations Baywatcher! I would add that in addition to averaging 31 planes per month BA still has over 300 planes in inventory (waiting to be delivered). I believe (130) 737 max’s are on hold for Chinese customers, but what about the other 170?

On average 300 planes made up of a mix of 737 max’s and handful of 787’s equals a total value of around $35 billion. Unloading this inventory will nearly eliminate all their debt.

Why isn’t BA delivering planes from inventory at a faster pace? It makes more sense to deliver planes from inventory and keep costs down and reduce debt at the same time!

In Feb-March of 2021 BA popped to $278 on recertification of 737 max and new orders. The 737 was still grounded in China so the situation is virtually the same! Since then BA has received orders for 500+ planes so the situation is even better. China news lingers, but IF it happens the stock will blow past $200 directly to $300!

Taiwan buying (16) 878’s is HUGE NEWS! This is a new order people….other new orders for 787’s will continue to be announced. American Airlines reported to place an order for 100+ planes soon. CNBC’s lack of reporting is to be expected. If this was Rivian or Tesla making a deal for billions of revenue the stocks would be up 5-10%

Unfortunately the Boeing 787 order is with Taiwan and not the republic of China! Release of the 737 Max grounded in China would boost BA significantly!