Monday, November 3, 2014

Just When 52 A Month is Too Much For Wall Street This

Boeing’s Ruling The Sky With Solid Orders For The 737 Max


Boeing has received an order for thirty more 737, as reported by news sources. Boeing has flipped the Monrch Airlines card out of Randy Tinseth's suit coat sleeve, for thirty MAX's. Boeing has more cards up its sleeve before year end. Maybe two hundred or more as Ryan Air and others confirm its comitted orders. For the rest of the story here is the journalistic perspective.

From Guru Focus: clip: Read Complete Article at the Above Headline link:

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"Boeing (BA), the lead aircraft manufacturer, received orders for the 737 Max plane from Monarch Airlines on October 31. The airline operator has ordered 30 of these single aisle jets. The news sent Boeing’s share up 1.2%. More importantly, this deal has made the 737 Max the fastest-selling aircraft of the American plane maker.

Boeing boasts of an order backlog for more than 5,500 jets as of the third quarter ended in September, and more than 4,000 units of the total backlog is for its top-selling model, the 737. As airlines kept demanding a jet that would be more fuel efficient, Boeing decided to make the 737 Max on the proven platform of the popular 737 airplane. The derivative plane, as seen from the heavy order flow, has become a very popular aircraft among operators. "


Airlines and Destinations Photo Credit
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The 52 month flexibility in production is more of a reality than a dream. Boeing will have amassed almost a thousand 737 orders this year as it closes.  If it reaches 52 a month, this year's end total order prediction represents, almost two years of production . Hyperbole? No, Just common sense order book analysis.

Here comes the rest of the story. Monarch Airlines are predominately an Airbus fleet where it only has aging group of 757 aircraft in portfolio. The rest of the aircraft are Airbus family members. This is a Sea Change Moment! Boeing has cracked open the Britsih airline with this new order.

Below is a historical seat chart of Monarch Airlines from seat Guru.

As you can see Boeing is eroding the Airbus market in full view of the A320 NEO market with this order. The customer/ticket holder will be pleased.

Fleet Information and Seat Maps

Widebody Jets

Economy class

Aircraft with seatmap Seat Pitch Seat Width Seat Type Video Type Laptop Power Power Type Wi-Fi 
Airbus A300-600 (AB6)28-2917.5"StandardNoneNoneNoneNo
Airbus A330-200 (332)3116.25StandardOverhead TVNoneNoneNo

Business class

Aircraft with seatmap Seat Pitch Seat Width Seat Type Video Type Laptop Power Power Type Wi-Fi 
Airbus A330-200 (332)3417.5ReclinerOn-Demand TVNoneNoneNo

Narrowbody Jets

Economy class

Aircraft with seatmap Seat Pitch Seat Width Seat Type Video Type Laptop Power Power Type Wi-Fi 
Airbus A320-200 (320)28-2917.0"StandardNoneNoneNoneNo
Airbus A321-200 (321)28-2917.5"StandardOverhead TVNoneNoneNo
Boeing 757-200 (757)28-3417.5"StandardNoneNoneNoneNo

Monarch Fleet Disposition Numbers from Wikipedia show the true significance of Boeing's order as it flips Airbus out and Boeing for thirty MAX in. Its a fleet replacement and expansion order!

Randy Tinseth is smiling today as the Monarch Airline card is played.

Current fleet

The Monarch fleet consists of the following aircraft as of July 2014:[65]

AircraftTotalOrdersPassengers[66]Notes
WYTotal
Airbus A300-600R2361361Retired, awaiting de-registration
Airbus A320-200101741743 aircraft to be retired Winter 2014
Airbus A321-200272214214Orders Due, 2015. 2 aircraft to be retired Winter 2014
Airbus A330-200251323374To be retired April/May 2015 [67]
Boeing 737 MAX 830Deliveries from Q2 2018 with options for an additional 15 aircraft.[68]
Boeing 757-2003229229Chartered[65][69] To be retired at the end of 2014.[69]
Total4432