by Aaron Kreye | Aug 19, 2008 | Aerospace Stock Performance
There is an interesting analysis / conversation on www.centerofcompetenceblog.com discussing the valuation of pinnacle airlines.
by Aaron Kreye | Aug 14, 2008 | Aerospace Stock Performance
The airline strategy of canceling new orders on aircraft seems short sited. How can an airline running 1970’s technology with the associated fuel consumption, repair down time and lack of availability of spares expect to compete against new aircraft? canceling orders...
by Aaron Kreye | Aug 12, 2008 | Hot Parts - Aircraft Fasteners, Aircraft Hardware
We continue to see increasing demand for aircraft fasteners despite airlines reported canceling of aircraft orders on Boeing aircraft. This month it seems the aerospace nutplates are being replaced by Hi-Loc pins and collars. We understand the lead time on may...
by Aaron Kreye | Jul 13, 2008 | Hot Parts - Aircraft Fasteners, Aircraft Hardware
We are realizing increased delays of aircraft fastener (specifically nutplate) deliveries as a direct result of the Alcoa’s buyout of Republic Fasteners. The fastener industry consolidation endorsed by the prime contractors (Boeing and Lockheed) through their...
by Aaron Kreye | May 16, 2008 | Hot Parts - Aircraft Fasteners, Aircraft Hardware
OEM’s, CM’s and distributors are likely to experience a dramatic shift in increased demand for aircraft fasteners and aircraft hardware starting early next week May 19th as result of lost capacity at Chengdu Aircraft in China. We have been told that...
