tag:blogger.com,1999:blog-7553457216067299334.post202884283454332104..comments2024-03-21T21:07:51.635-04:00Comments on All things 787: 787 Dreamliner 2015 mid year reportUreshhttp://www.blogger.com/profile/10277326957559578045noreply@blogger.comBlogger9125tag:blogger.com,1999:blog-7553457216067299334.post-55641984669118266792015-07-06T10:21:03.622-04:002015-07-06T10:21:03.622-04:00I just saw the Vietnam 789 landing at DCA. That w...I just saw the Vietnam 789 landing at DCA. That was unexpected.Brenthttps://www.blogger.com/profile/00338908670622347569noreply@blogger.comtag:blogger.com,1999:blog-7553457216067299334.post-32390964539769135242015-07-05T18:36:36.337-04:002015-07-05T18:36:36.337-04:00It hasn't been delivered. It flew to Dulles t...It hasn't been delivered. It flew to Dulles today apparently the delivery will be coordinated with the arrival of some Vietnamese officials. I've had the delivery date as July 10th for a while though.Ureshhttps://www.blogger.com/profile/10277326957559578045noreply@blogger.comtag:blogger.com,1999:blog-7553457216067299334.post-25990961908030043012015-07-05T15:57:46.002-04:002015-07-05T15:57:46.002-04:00Uresh, What is happening to Vietnam's Airline ...Uresh, What is happening to Vietnam's Airline 787-9. A recent article by Vietnam.net said the Airline had both the 787-9 and A-350-900 flying. Your chart shows it in Production testing with 7 flights for a long time. Did it get delivered in June as Vietnam.Net has suggested by referring to it as already delivered or are they mistaken. Please let me know since I've followed this aircraft through the progressions for awhile. ThanksTrapperpkhttps://www.blogger.com/profile/06686169732747813142noreply@blogger.comtag:blogger.com,1999:blog-7553457216067299334.post-49388359812734101512015-07-02T14:22:15.056-04:002015-07-02T14:22:15.056-04:00In line with posts here, Deutche Bank is predictin...In line with posts here, Deutche Bank is predicting large cash profits per plane for 787 as the -9 and -10 take over the production mix:<br /><br />"The mix shift builds (but doesn't close) the case for $50M in gross profit per 787 at the turn of the decade (vs. losing $20M today)," Walton stated.<br /><br />At present, the company incurs losses of more that $20 million in cash per copy for each 787. This is of course an improvement compared to the almost $75 million in cash losses being incurred per aircraft in 2013 and the $35 million cash losses per aircraft during 2014.<br /><br />According to the Deutche Bank report, "An important inflection is upon the program, however, as it crosses break-even (we think on both the 787-8 and -9) in the next few quarters. Moreover, we see the dramatic (positive) mix shift ahead as the 90 percent mix of 787-8s previously delivered moves to less than 20 percent of the delivery mix going forward."<br /><br />Read more: http://www.benzinga.com/analyst-ratings/analyst-color/15/07/5641574/the-mix-matters-for-boeings-787-deutsche-bank-says#ixzz3el9gpuG0<br /><br /><br />http://www.benzinga.com/analyst-ratings/analyst-color/15/07/5641574/the-mix-matters-for-boeings-787-deutsche-bank-saysVab Andleighhttps://www.blogger.com/profile/08056546073774873483noreply@blogger.comtag:blogger.com,1999:blog-7553457216067299334.post-62312534874897680562015-07-01T23:06:34.073-04:002015-07-01T23:06:34.073-04:00Interesting that on July 1st, only 2 of the projec...Interesting that on July 1st, only 2 of the projected 13-14 July deliveries have yet to conduct B1 flights. All the rest have already flown. This is a definite change from previous months situation at the beginning of the month. A sign of changed times? Anticipating summer holidays?<br />AHK Expathttps://www.blogger.com/profile/14831298043068278101noreply@blogger.comtag:blogger.com,1999:blog-7553457216067299334.post-58267237009946434202015-07-01T10:01:04.694-04:002015-07-01T10:01:04.694-04:00I doubt that 322 would be delivered in July. That...I doubt that 322 would be delivered in July. That's looking more like August.Ureshhttps://www.blogger.com/profile/10277326957559578045noreply@blogger.comtag:blogger.com,1999:blog-7553457216067299334.post-27677293921749324822015-07-01T09:45:56.772-04:002015-07-01T09:45:56.772-04:00I think the deliveries can be 5 for July if everyt...I think the deliveries can be 5 for July if everything works correctly (also it depends on if you count PrivatAir LN 315).<br /><br />Kenya 307 (was suppose to be delivered in June)<br />Scoot 314<br />PrivatAir 315 (built by Everett but ferried to SC)<br />Kenya 317<br />ANA 319 <br />ANA 322<br /><br />Of course this number is slightly skewed because of 307 and 315.Joshhttps://www.blogger.com/profile/05976706163594478254noreply@blogger.comtag:blogger.com,1999:blog-7553457216067299334.post-20840737666414270792015-07-01T07:19:09.423-04:002015-07-01T07:19:09.423-04:00What Aeroflot says they intend to do in the media ...What Aeroflot says they intend to do in the media and what actually happens and when are 2 different things. We don't know if Aeroflot has actually executed, legally speaking, the cancellation. All we know is what they said to the media at the Paris Air Show. 2 different things.Ureshhttps://www.blogger.com/profile/10277326957559578045noreply@blogger.comtag:blogger.com,1999:blog-7553457216067299334.post-45370909627420623582015-07-01T00:01:16.331-04:002015-07-01T00:01:16.331-04:00Speaking of the -8 backlog, Aeroflot has publicly ...Speaking of the -8 backlog, Aeroflot has publicly said they've cancelled their order for 22. Why hasn't that shown up in Boeing's numbers? Does anyone know whether the order for 18 that Delta inherited is likely to be filled given their order for A350s? Those 2 account for 40 of the 200 plus left on the -8 order book - a healthy chunk of that model's backlog.NickSJhttps://www.blogger.com/profile/17463537216867823890noreply@blogger.com