Originally Posted by
Bucking Bar
Interesting statistic leaked from American's lessor, AeroCap, on their 737 order. Apparently they got them for a 50% discount, $35.5 million each.
This explains why Bombardier's getting their head handed to them with their "our airplane is better, but we are not negotiating price" tactic. Boeing and Airbus have amortized all their R&D on narrow body jets years ago. That leaves Bombardier's future jet with a 2 to 3 Billion deficit right off the bat.
Makes AMR an even bigger takeover target. If 35m is true Dal would just need to sell 50% of the seats to fill a crj at market ticket prices. The trick is to do that, fly with open seats and resist the urge to not dilute yield.