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Fresh delays on A380 Deliveries

According to this article http://www.ft.com/cms/s/0/20290320-20c1-11dd-a0e6-000077b07658.html in the financial times Airbus is announcing continued delays on deliveries for the A380 superjumbo jet. These delays combined with the penalties due to their airline...

Airline Consolidation

Some fellow associates returned from a vacation this week flying Southwest Airlines.  They  reported the on-time performance steller and service adequate.   We bantered about the opportunities for legacy carriers consolidation and I began wondering:  Even with...

PCP – Precision Castparts

PCP has fallen over 33% in the past 3 months along with the general market.  It appears the owners of several fastener manufacturers has lead analysts to expect significant returns related to Boeings release of the 787 Dreamliner.  Despite this pullback the company...

MS21060-3

Nutplates shortages continue to plague the industry.  Rumors are spreading that Republic Fasteners has thrown out several lots of the MS21060-3 as they would not pass QC.  The shortage on this part is being felt from the kitters to the final assemblers.  The fallout? ...
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