Originally Posted by
Sink r8
ftb:
Bastian did say they could be included in a future financing package.
There may be other angles. I think Boeing was instrumental in helping us with negotiating financing previously. With the 787 issue, maybe we want to hold these two for future, more comprehensive negotiations that might include Boeing?
RA made a comment a bout "liking 0%" WRT to a modified agreement with AMEX, which sounded like it would throw more cash our way, in a way that was not prejudicial to us. Sound slike we're getting to use some money for free.
But for what (cue in ACL)?
I can't begin to understand the finance involved, but it appears to me we're definitely getting better at negotiating debt financing.
1) We made Boeing whole in 1113C. They know this and are not playing by the rules when it comes to these 787.
2) See post above about Debt Service and building a war chest. (We will need it) This industry sucks
3) See number one and realize that we just too money out of Boeing's pocket by not financing these jets though their financing arm.
4) Future financing of these jets will be at a great interest rate, and as I pointed out above it is wise to have assets you can finance in a downturn to generate cash.
5) WRT AMEX, you know why.