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Boeing Agrees to Buy Spirit AeroSystems, a Longtime Supplier

nytimes.com

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Re: Boeing Agrees to Buy Spirit AeroSystems, a Longtime Supplier

#61
post #60

Earlier quoted context omitted.

> which means their stock will be in the gutter for years to come You're missing the point of my reply. The person was acting like accepting billions of dollars in $BA stock was an unconscionable thing. It's a highly liquid and relatively stable stock. Even if they have a 6-month lockup, the price won't likely materially change. Will Airbus continue to take market share from Boeing? Sure. But Boeing isn't going anywh…

And you're missing the bigger picture. Boeing are in a slump, and things will only get worse in the foreseeable future. And the problem is that when the foreseeable future is over, it will be the 2030s and we'll probably have entirely new radical designs flying. Hydrogen propulsion, CFM Rise, blended wings, etc. etc. If Boeing are bleeding money and taking on expensive debt, how will they prepare for those times? If…

Who the fuck are you arguing with? I’m not suggesting $BA is a good investment. I said it’s a totally fine vehicle to accept payment in because it’s relatively stable and easily converted to cash.

Do you find yourself doing this a lot? Forcing conversations into a direction where you can drop your fifteen minutes of research on a topic?

Nobody fucking cares dude.

Re: Boeing Agrees to Buy Spirit AeroSystems, a Longtime Supplier

#62
post #60

Earlier quoted context omitted.

And you're missing the bigger picture. Boeing are in a slump, and things will only get worse in the foreseeable future. And the problem is that when the foreseeable future is over, it will be the 2030s and we'll probably have entirely new radical designs flying. Hydrogen propulsion, CFM Rise, blended wings, etc. etc. If Boeing are bleeding money and taking on expensive debt, how will they prepare for those times? If…

Who the fuck are you arguing with? I’m not suggesting $BA is a good investment. I said it’s a totally fine vehicle to accept payment in because it’s relatively stable and easily converted to cash. Do you find yourself doing this a lot? Forcing conversations into a direction where you can drop your fifteen minutes of research on a topic? Nobody fucking cares dude.

> relatively stable

This is the part I'm arguing with, directly quoted from you. They're in for a bad decade of heavy and expensive debts, missing delivery targets, prolonged strikes. This does not make for a stable stock price.

Re: Boeing Agrees to Buy Spirit AeroSystems, a Longtime Supplier

#63
post #27

Earlier quoted context omitted.

I think all your other examples are healthier because each step has multiple customers. The Boeing/Spirit arrangement looks more like an accounting gimmick than actual outsourcing.

These factories in question build for three major Western manufacturers: Boeing, Airbus, and Bombardier.

How much though? Somewhere else in this thread someone said 67% of their revenue is from Boeing.
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