Let's Not Forget Ryan Air 200 seat 737 Max 200

The airplane that got away did not getaway. Boeing is building a Max 200 for Ryan Air by the hundreds as soon as Boeing starts-up it 737 Max production program. The 2020 count should be 55 units in 2020 when there is none to date. 125 are scheduled going forward but what if this is Boeing's answer to COVID-19. Maybe it is having 200 seats on a 737 is the answer as airlines reconfigure its alignments from the threat of this insidious virus.

Galley changed, and bathrooms adjusted, but people going from LA to NYC remains efficient and money is made. The Max 200 is the engine that could of, should of, and would of at this time. Dam first class and full airplanes ahead as Covid-19 die into the history of the aviation market place.

The Chapter 11 Stopwatch

LATAM group filed chapter eleven bankruptcy today. That is to say, it gets some protection from its old failing business model assuring a newly reorganized business model during the COVID-19 crises stays viable. Chapter 7 US Bankruptcy is a forced sell-off protection of assets against overwhelming debt on the balance sheet, Chapter eleven is more directed towards an organizational reorganization of a company's operations by eliminating debt through sell-offs. Well, LATAM just proposed to the US Chapter 11 bankruptcy law today, as it attempts to protect it from failure as a company. Counting 19 leased aircraft would be returned immediately. Mostly the Airbus types for 15 and 4 Boeing 787 types going back to the lessor. The bleeding has just begun. Airbus and Boeing's product is being sent to the bench until COVID-19 is solved. A sell-off of owned airframes could follow pending economic realities.

Yahoo financial:

"However, the company, carrying a Zacks Rank #3 (Hold), felt the bankruptcy protection route would be the best option for a turnaround. Under Chapter 11 protection, the airline’s management team will remain intact. The provisions of bankruptcy protection will help in reducing disruptions to the carrier’s operations while protecting the interests of shareholders as its balance sheet is restructured to fit the present demand scenario.
 
LATAM Airlines, which competes with the likes of Copa Holdings CPA in the Latin American aviation space, secured funding from its shareholders, including two of its largest — the Cueto and Amaro families, and Qatar Airways — to provide up to $900 million in debtor-in-possession financing. Major U.S. carrier Delta Air Lines DAL also has a 20% stake in LATAM Airlines. Notably, LATAM Airlines has approximately $1.3 billion in cash on hand. Both Copa Holdings and Delta Air Lines carry a Zacks Rank #3.

LATAM Airlines, which reduced capacity by 95% in April and May due to the drop in demand, so far has not received government support. Presently, the carrier and its affiliates are in talks with the governments of Chile, Brazil, Colombia, and Peru for additional financial aid.
Apart from LATAM Airlines, Colombian airline Avianca Holdings AVH, carrying a Zacks Rank #2 (Buy), filed for bankruptcy protection earlier in the month due to demand slump and high debt burden. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Shares of LATAM Airlines have plunged more than 68% since the beginning of February due to coronavirus-led travel demand woes. The industry has declined by 54.1% in the period.

It stands to reason both Airbus and Boeing are in the Laurel and Hardy days of transportation for a new and advanced 757 offering or A-321 parry. Airbus has nothing announced for its case but is working big on a new line-up soon as its custom, and Boeing will go big using its off-the-shelf technology it holds as a life vest during storms. Airbus is ready to send forward its C-series it had bought from Bombardier.

Commercial Aviation is in a "Sea Change" today and it will spool up with a convenient solution using fewer model types having more effectiveness through seats and efficiency. In other words, it will mitigate risks with sweet spot aircraft they were trending towards anyways with right sight efficiency and purpose. A prediction is single-aisle 757's, which will go 180 seats and a 4,000-mile range. and an A-321 doing the same as a new 757. A New 767 is in play using 787-300 standards competing with the A-330 NEO but just nipping at the A-330-NEO edges of range and seats. That would be 240 seats and 5,000 miles.
Gone would be the 737's 50-year-old concept.

I was thinking back in 2012 re-do

I was thinking back in 2012

Boeing's Resurgance

Amid 737 Crisis, COVID-19, and bungling the product line in such a disfigured manner, Boeing has squandered its lead over Airbus. One can only think amateurs are running the show in some kind maniacal self -promoting manner. If I were president of BA stock, I would hire a psychiatrist first, then an engineer from some American aviation engineering college secondly. It would be a more effective and efficient Idea than what the Boeing Boondoggle is doing now. Come on now boys make some money from the common sense venue at the next trade show

LOOKING BACK 6 YEARS ON THE A-380

An exclusive LiftnDrag link. 

Emirates could be Last Dog A-380 Standing But biggest 777X Holder

Since the pandemic arrival, some airlines have stored their A-380 fleet or returning the A-380 to its lessors. Emirates has the world's largest fleet having 115 units. You could say it's the order that built the A-380. 

Emirates has not announced a fleet reshuffling as demand on the A-380 will increase each time an airline scrubs out its own A-380. Emirates is well positioned with its A-380 during the next 3 years because the A-380 market is dying. The result will be the same with a question, will the A-380 used market emerge?

With the customer love about the superjumbo, Airbus can't or isn't at this time able to revive the concept, and Boeing is offering a niche blaster with its 777X's. Even though Boeing's 777X order book looks stalled and looks anemic, the 777X is a follow-on of the ever-popular 777-300ER. Once Emirates keeps its A380 fleet intact at around 115 units Boeing will sell 777X in onesie and twosies per airshow. The 777X order book will grow because that 777 niches will be exposed from the A-380 death-wake with a very capable aircraft. It takes a long-time to expend the 777-ER so airline needs a backfill and that is the 777X but at a higher price which will cause the airline to run to ground any of its 777-300ER's on inventory before ordering a replacement aircraft.

Emirates again can again wait a while before contemplating fleet renewal aspirations for the right price and time for the super Jumbo niche. Ten years into the is a safe time subset for Emirates to play with its fleet cards. An additional 777X order will come at the five-year mark as the A-380 handwriting on the wall turns into a Boeing order voucher/contract for 40 777X's.

Can Boeing wait for this opportunity to unfold? Yes it can! The order unfolding will occur from customer pressure. Emirates and Etihad. Etihad has already booked 25 and Emirates 115. The North American group is keeping its powder dry until after the first 777X delivery is completed and several years of operation are in the books. During 2024 the predictive number for the 777X is 60 777X's ordered for the year from various customers.

ARGUMENT AGAINST THE 777X is the same for the A-380

Word of The Year: "Simplify"

Yes, Air France has lost its way and hit its simplified lever by getting rid of and while again permanently, its A380 birds today. It leased five then owned five A-380's now they will have none in operation. The 787 and A-350 are its next big people movers on deck to make Air France's bottom line work. Farewell, to the A380, it has started its demise. Next up to announce the closure of its A-380 aspiration is Emirates' enormous A-380 fleet.

US/SCS action coming by June 2020

The chips are on the table and the winning hand is dealt, the US will expel China from its sea.

The Max 737 and Corona Virus

When will Boeing make orders again with the 737 Max?

First, there are two Max crashes from its new Boeing 737 Max. Then there was found faulty assumption for the MCAS system compensating the Max 737 configured design for plane balance (hence engine too far forward of central balance point). MCAS forced the nose down then up as they were headed into the surface. Boeing had one sensor outfitted for handling characteristic augmentation of flight control, for which pilots were not aware of at the time of crashes. Finally, there was COVID -19 pandemic were airlines stopped ordering for fleet expansion events in a two-year period as the world shut down travel. Boeing was gobbed smacked!

But is Max a good airplane? Yes! It is when it is ready for a sale. Boeing must abandon the 737 concepts to have a chance. It must come out with an NMA, bridging the 737 gaps between the 737, NMA, and 787-800. It would beat the A321-A330 NEO competition with Airbus. That is the Boeing dilemma at this time. No market with current line-up and no money to risk a fight against Airbus but there is hope going forward. Boeing has the technology, it can apply to regain the ground it lost in the above-mentioned set backs. 

It will roll out in 2025 with a type of aircraft called the NMA Max 797 announcement for a dual aisle multi-role aircraft for the smaller of its line of aircraft. Dual aisle-duel engine 180-240 seat NMA landing in Billings, Montana, or having a Las Vegas, Nevada range of 5,000 miles, in all directions. Good-bye, 737 Max, Hello NMA 797.