Did I hear him say that the carriers are delayed due to budgetary pressures and nothing to do with a need to get them in service in line with the "fighters" as was the MoD's line? Maybe it was too early in the morning, but I could of sworn he called the "fighters" Convairs. So budgetary pressures are that bad, that a squadron of 1940s/50s-era jets will be bought now.
