RE:RE:RE:RE:RE:Moody's acknowledgement of improving fundamentalsWell that's the key questions here Truth.
That's what I'm saying here to Temp and Flamingo, on the Credit ratings discussion.
Effeciency
will be the key. Because once you can produce something faster and cheaper due Pearson Production capability then the customers will take notice. It's just common sense that people/customers would rather get their planes quicker because they have the Money. So why wait for slow production from other OEM's. I'm just saying that once Pearson comes on board those OEM's with shakey deals will lose quite a few of them, if the Bomber can produce their plane faster and cheaper. The Backlogs of these other OEM"s will get even more precarious or shaky. I'll tell you that Gulfstream's huge backlog will be the first to get
scoffed (old guys (OG) term from the 1970's for stealling) from Pearsons production capability.
With regard to your 15% to 20% production increases. I don't think you should put too much stock in that Truth. Don't get me wrong, they can increase production especially when they get Pearson on board. But why increase production when the orders aren't here? You can get into Inventory wows that way. That's one reason I say that EM will go to 10% to 15% increase's first, to see what the demand is in 2024. Who knows why Pearson's completion was delayed? I know the Developer of Pearson. Yet I'm sure that the delay from 2023 to 2024 construction wasn't intentional. It could have something to do with what we're saying here that EM & company decided to delay it, Just so that they can coincide Pearson to their production even more??? Otherwise overproduction will destroy them. This is one of the reasons that I'm very confident in this Management team. They know what they're doing to get that steady income stream.
Truthifest wrote: The Company's most recent guidance was 15-20% increase in deliveries this year over last. That's before Pearson comes online. I don't recall them saying what Pearson's capacity will be. Any guesses, and will they even want to necessarily go there? Maybe their focus will be max efficiency instead of max units.