Quote:
Originally Posted by Longball
Does anyone know if this will be the last "mega" bid for the year? I haven't read anything on how many of these to expect before they shut off the faucet until next fall. I'm assuming they will do one or two smaller clean ups but wasn't sure if they would do another big one.
If trade war resolved, HKG protests end, and 737max gets certified, expect some nice bids every month.
If trade war intensifies, Boeing implodes, and ww3 breaks out, expect furlough.
Sorry, that wasn't helpful, but probably fairly accurate. I don't think the company has said this yet, but outside of retirement churn, my guess is capt seats won't grow until max is resolved, and WB growth has had its big expansion with anything beyond the current status quo being dependent on an improving foreign affairs environment. Conditions are primed to punish any big bites at further expansion imo.