RE:RE:RE:RE:Fasten your seat belts folksGreat assumption Stock. It occurred to me too. The only reason I discounted this thought process was, was that, why did it only start in Q1/24? Why were we so spot on in delivery counts the previous Quarters in the whole of 2022/3 years of CCAR counts?
stockitnow wrote: I am making an assumption here, and I hope to be wrong, but Aviation week might be counting certified used direct delivery from bombardier. From there prospective they might be counting all aircraft directly delivered from OEM. It doesn't matter to them if it's new or used. Only the quarterly results will give accurate quantity.
Tempo1 wrote: Each broker has theirs forecasts, RBC Desjardins, TD CIBC etc.
In my opinion, as specialised media, aviation week doesn't make farecasts but counts. They surely have direct access to OEMs.