RE:RE:Expect the expected 1) I believe mgmt when they say the drop in FCF was due to a good thing--inventory build for the increased upcoming deliveries, and a relief thing--the final residual guarantee pymt. Good to see another investor conclude 2H FCF should increase. Pretty easy to conclude Q4 should rock.
2) Pearson will have the capacity to produce more planes: 200/yr. And of course should be able to do it more efficiently. It's a part of the growth story, which is a big reason why some of us are here.