The best thing BA could announce at investor day is that Calhoun plans to step down!
rcloud1976
Posts
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This could huge Monday if Dara can downplay the “reclassification of workers” issue. This comes up every year then disappears again…..people who bought today will most likely be hugely rewarded as there’s little chance this happens…..especially when workers don’t want it!
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Went to Disneyland park in LA last weekend. It was the MOST PACKED I’ve seen in my lifetime. Lines are 1 1/2 hour wait times and unbelievable foot traffic. Park, hotel and dinner reservations are literally sold out weeks in advanced. It actually sucked being there but should bode very well for earnings report!
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The bounce will fade hard today. Buy BA shares in three hours at $137 or lower. Remember stock was $149 yesterday after the open until Calhoun opened his dumb mouth
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Yesterday Calhoun said NOTHING has changed in China. If there was even a tiny change he would’ve sounded positive it could happen any day, but nope. Don’t believe the Reuters bs report. Remember a month ago when they reported the 737’s “first commercial flight” in China in 3 years?! WhT happened to that? Don’t be fooled
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Unfortunately BA will probably circle back to $120 before getting back to this level before next earnings.
Ask yourselves, If demand is where they say it is why can’t they deliver more planes?! They have 200+ in inventory but no takers? 100 of them are 787’s…..has anyone asked why they aren’t delivering them faster? -
This was the quarter for BA to demonstrate clear catalysts ahead now that 787’s have begin deliveries and planes destined for China are being delivered…..yet they miss on revs AND eps? Calhoun has zero charisma and incapable of getting investors focused on positives. If the board doesn’t recognize this they’re just as bad. BA needs an activist! Where’s Carl Ican?!
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What did moron Calhoun say this time?! There’s no way Calhoun survived that shareholder vote a few months ago to remain CEO……world’s worst
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Crazy dump from $149 to $145 in 1 min……..conference call news?
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BA story will be positive tomorrow. Manufacturing and deliveries on par with upside with deliveries coming out of inventory. Slowly unwinding 787’s and planes held for China going to other carriers is very good for cash flow. Bottom line is BA is finally executing!
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BA willing to unload inventory to boost revenue and bring down debt is HUGE for cash flow. At the current stock price BA doesn’t need China for the stock to get back to $200. There’s a backlog of 4,800 planes people! All they need are DELIVERIES!
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BA offer to India is great news! There’s no doubt India will take a portion of the planes…..even if they took 20 planes (out of 130 destined for China) that’s instant deliveries = $2 billion in revenue. That kind of jump would be huge in the next earnings report!
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Just and old Greek, good points but they still have over (90) 787’s in stock…..90! They probably need to take this inventory down to 50 before considering building more. The big question is why haven’t they delivered more 787’s since the plane is clear to fly?!
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Typical, CNBC hasn’t mentioned a peep about the China flight. Although they’ll discuss COVID’s back in China which is putting pressure on casino stocks. China needs their reopening to stick if they’re going to recertify the maxx
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First “commercial flight” in China in 4 years! This is much bigger than people are giving credit for. This isn’t a test flight people!
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3 questions: 1. Why isn’t there a rep from BA explaining how cash flow has improved allowing them to pay off debt? 2. Out of 100 787’s in stock why have they only delivered a handful…..haven’t airlines waited 2 years for their planes? 3. How is Calhoun still the CEO of BA? Absolute worst CEO
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Can someone explain why BA has only delivered (5) 787’s since approval to fly?! Customers have been waiting 2 years for delivery of their 787 and they can only deliver 5?! This is VERY DISAPPOINTING. There’s 100 sitting in inventory…….By now they should’ve delivered 25, not 5!
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Nothing positive came out of the meeting between Boeing and China or else BA would’ve notified investors China re-cert could happen soon. Threatening to unload their planes was something Calhoun should’ve taken at the end of last year when they told investors it was expected. Delivering the planes held for China is the right choice, but plans to ramp up production to 41 will no longer happen without China. 787 deliveries are happening too slow
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DIS stock is WAY too cheap here. It’s literally trading at 2018 levels well before they had streaming. Their total subs with Disney +, Hulu + espn already exceed netflix. Imagine if an independent company had 220 million combined subs? The valuation of that company would be worth worth $100 billion! At the current stock price of $109 for DIS we’re getting it for free! Great place to load right here
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I’ve been in this stock for two painful years believing Calhoun’s bs. BA should’ve pressured China to take deliveries of the 737 when the rest of the world re-certified the plane. Now the timetable is clear they purposely waited it out to get their own Chinese plane ready to fly and placed their large order with Airbus. With new sanctions on BA there’s zero chance of taking deliveries. Imagine if China banned the iPhone with no hope of bringing it back? That would probably cut Apple in half right? That’s about where BA is currently trading. Upside is gone and it’s a damn shame!
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