RE:RE:RE:RE:RE:RE:Q4BBDB859,
OK, thanks for the explanation. I do agree that they are expanding service centers right now and that there should be an upward trend. I also think that the more recent orders for planes would have less discounts and therefore the average per plane shoudl be higher due to that as well. Seems we are about a year past when they started talking about order activity being strong and so I would expect we would be getting close to when every plan delivered is at or near sticker price.
I'll be interested to see the numbers when they come out and see if your method works. If it does, then that is great. I'm looking for a way to be able to verify progress to plan throughout the year. I recall a few years ago when we were beinng told by management that we need not worry about losses on C-Series because they were going to have a steady 10% margin on trains. Then, all of the sudden the share price dropped significanntly and it turned out that the marginn was hughly negative on all of their main train projects. The worst part is that they knew of their production problems well and advance and didn't recognize it until after the quarter numbers showing the hit and the share price had plummetted. So, anything to be able to get an objective sense of how the company is doing without having to take the word of management is excellent in my book and I will happily use any method that gives reasonably accurate numbers.