This is what happens when the internet is essentially taken over by the walled gardens of "platforms" where the only choices you have are the ones your masters in charge of the platform you have subjugated yourself to allow you to have.
Does anyone know what this $850,000,000,000.00 looks like in reality? Where was that value created?
Did they sell that many more … what exactly? I am just trying to understand where that value is.
Or was this essentially all stock buybacks that artificially inflate the "value" as established by the market cap?
Ironically too is that when you control the MSFT market cap against the Trump inflated stock market, there is actually no actual gain, especially when you control for stock buybacks, aka, corporate stock self-inflation.
I find it interesting when people make a fundamental miscalculation like you did. They perform EXCEPTIONALLY well … when you start understanding who they are performing for.
Gold rush … something, something … shovels.
But I know. I know. I speak heresy on this site. I repent and beg for forgiveness for saying the kind has no clothes on.
This may be cynical, but I suspect this issue will be drawn out way longer, because Airbus (including maybe the nascent Chinese airline industry) will ... logically ... take any and all advantage of this self-inflicted flesh wound to keep Boeing on the ropes by at least shining the brightest of bright lights on any and all flaws they can find.
This will, as the article implies, come in combination with the justified and rightful concern that Boeing is and will continue and increasingly get more desperate and frantic to "fix" things (literally and, likely increasingly figuratively), as far greater testing and auditing requirements are placed on recertification.
I don't know about everyone else here, but I sure as heck am going to be quite careful not to fly on any MAX for quite some time if they are even ever re-certified again. The replacement for the 737, which the MAX was supposed to delay, was not scheduled to reach market until the 2030 timeframe (which could mean 2030 or 2039). I think it is anyone's guess whether Boeing has the resources to drastically accelerate that timeframe or the MAX village fire is draining all resources and it may delay that 2030 timeframe.
Please convince me otherwise, but I could see this MAX issue essentially crushing Boeing as it eats away at many different aspects of the enterprise over time. How long can you keep the concerns at bay and run on inertia? I think there may be hell to pay next year if this isn't really an "easy" issue that just takes some time and Boeing can scathe by. Maybe someone with deeper insight into Boeing's operations can substantiate why I am totally off base or … hopefully not … validate that my concerns are not unfounded.
That is not nearly the same issue. It is a relatively tiny few airplanes with very high numbers of legs, i.e., landings, which is the most likely culprit (exacerbated by hard landings of inexperienced, low cost pilots). And most of the grounded planes seem to just meet lowered inspection thresholds; many of which will simply enter service again after inspection.