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Tuesday, August 11, 2015

The All You Can Eat Buffet

Aerospace has a billionaire's tentacles reach into the Aircraft Workings. Both Boeing and Airbus must now shake hands with Warren Buffet's investment inceptions inside his manufacturing investment grabs.


"Precision Castparts is not a household name, but its products can be in aircraft, power plants, and various other industrial components. The Boeing 787 and the Airbus 350 are considered integral to its success. Buffett notes, "For good reasons, it is the supplier of choice for the world's aerospace industry, one of the largest sources of American exports."

In the biggest deal of his career -- no small thing when you consider his five decades of investing -- Buffett's Berkshire Hathaway (NYSE: BRK-A) (NYSE: BRK-B) is acquiring metal parts manufacturer Precision Castparts (NYSE: PCP) for $37.2 billion cash.
The deal further enmeshes the conglomerate in the industrial segment of the economy and follows his purchase of Iscar Metalworking in 2006 and chemical maker Lubrizol in 2011.

The Buffet has moved his sizable fortunes into areas where two sizable players, AKA World's largest names, which are bantered back and forth in discussions, and are the real subservient customers for Buffet's musings.

Both Boeing and Airbus need Buffet's directed manufacturing of cast parts in order to fly all its airplanes. Not only are they now handled by Buffet parts, GE goes to the same Buffet Bin of parts for its engine parts when making cast parts for engines on the same aircraft. GE goes along with the military contracts as well.

Buying Precision Castparts is actually a Boeing and Airbus endorsement, through this third party Buffet Checking and Savings accounts, referenced above in his $37.2 Billion cash on the counter purchase. The last time I checked my wallet I had a five, two ones and some loose change. Buffet reached in his wallet and paid cash for the deal. Or he had a team of his staff reach into its brief cases and pull out the cash transaction.

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