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So you need a new fleet Leigh?

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So you need a new fleet Leigh?

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Old 15th Aug 2019, 05:59
  #1161 (permalink)  
 
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Of course they may have to go Airbus if Boeing go under.
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Old 15th Aug 2019, 07:14
  #1162 (permalink)  
 
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Well, now they are going to have to get Airbus to increase the range on the 350, but why would Airbus bother for so few orders? Oh...forget any bargaining power too. This move by Boeing puts QF in an A350+Rolls-Royce corner if they insist on making Sunrise an actual thing.
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Old 15th Aug 2019, 07:25
  #1163 (permalink)  
 
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Originally Posted by Australopithecus
Well, now they are going to have to get Airbus to increase the range on the 350, but why would Airbus bother for so few orders? Oh...forget any bargaining power too. This move by Boeing puts QF in an A350+Rolls-Royce corner if they insist on making Sunrise an actual thing.
I can say one thing for sure it will be either the 350 or the 777.😂😂
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Old 15th Aug 2019, 08:25
  #1164 (permalink)  
 
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Originally Posted by dragon man


I can say one thing for sure it will be either the 350 or the 777.😂😂
Except that Boeing just announced they are not going to make the long range 777-8. So no, not so much with the 777
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Old 15th Aug 2019, 08:36
  #1165 (permalink)  
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In the cold light of reality, far away from Fort Fumble press releases, fanciful infomercial articles and TV appearances, project names and secret teams, what Qantas actually will have to do, is actually purchase an aircraft.

That aircraft is likely "off the shelf", already in operation with numerous airlines.
Much more fun to drive personal social agendas, interrupt societal discourse and lecture Rugby officialdom than actually spend time developing a fleet plan, funding and executing a deal.


Qantas need a new fleet.
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Old 15th Aug 2019, 08:37
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Delayed not cancelled.

We reviewed our development program schedule and the needsof our current 777X customers and decided to adjust theschedule," Boeing spokesman Paul Bergman said by e-mail, addingthat the manufacturer remained committed to the 777-8.

"The adjustment reduces risk in our development program,ensuring a more seamless transition to the 777-8. We continue toengage with our current and potential customers on how we canmeet their fleet needs. This includes our valued customerQantas."

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Old 15th Aug 2019, 09:12
  #1167 (permalink)  
 
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That Boeing wording is typical of a project that eventually dies. But even if it doesn’t, what do you reckon an indefinite delay does to certainty for customers?
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Old 15th Aug 2019, 09:15
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Originally Posted by Australopithecus
That Boeing wording is typical of a project that eventually dies. But even if it doesn’t, what do you reckon an indefinite delay does to certainty for customers?
Sorry you have lost me where did they say indefinite?

Last edited by dragon man; 15th Aug 2019 at 10:49. Reason: Spelling
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Old 15th Aug 2019, 12:09
  #1169 (permalink)  
 
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Yeah, the Reuters article says that Boeing made an interim offer to Qantas (what was offered was not stated), to keep Boeing in the game for the Sunrise order despite the delay. So, Boeing appears to definitely planning for a delay, not a cancellation.
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Old 15th Aug 2019, 20:50
  #1170 (permalink)  
 
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Originally Posted by dragon man


Sorry you have lost me where did they say indefinite?
This from FlightGlobal

“The airframer gave no indication of how long the development will be put on hold for, and did not elaborate further when asked by FlightGlobal.”

By indefinite I meant that they didn’t nominate a date for further development on the -8. I am pretty sure they’ll make it, but their press statements seem to be aimed at the share market rather than the plane market.

Earlier in the thread mention was made of Boeing having a lot of 2020 delivery slots for current 777 models available. I don’t know what the current recession fears are doing to world fleet acquisition plans, but those slots aren’t selling. Perhaps all the current 777 operators have planned for and are waiting for the 777-9.
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Old 15th Aug 2019, 23:12
  #1171 (permalink)  
 
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B77-8 "postponed"

Originally Posted by Australopithecus
That Boeing wording is typical of a project that eventually dies. But even if it doesn’t, what do you reckon an indefinite delay does to certainty for customers?
Like the 787-3
That was postponed, but definitely still coming .. until it wasn't. From "Real Soon Now" to "Dead" in the blink of a Boeing eye
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Old 15th Aug 2019, 23:58
  #1172 (permalink)  
 
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Originally Posted by kiwi grey
Like the 787-3
That was postponed, but definitely still coming .. until it wasn't. From "Real Soon Now" to "Dead" in the blink of a Boeing eye
...and the 380-900 and the 380F.

Oh well, GE is in the news today with allegations of a 38 Billion accounting fraud. That might be just short-selling hedge fund hijinks, but if it has legs then what happens to the GE9X redesign efforts?
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Old 16th Aug 2019, 01:09
  #1173 (permalink)  
 
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It's worth remembering Boeing did the exact same thing with the 777-200LR in the aftermath of 9/11. Development work was put on hold while cash and resources were tight. When things started to return to normal, work on the 777-200LR resumed and it was certified and delivered, it also became the basis for the 777F.
Boeing always saw the -200LR as a niche aircraft and new it wouldn't sell in the number that the 777-300ER did. Hence when things got tight, it got back burnered until things loosened up again.
I'd bet pretty good money that the 777-8 will make it into production - just not per the previous schedule.
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Old 16th Aug 2019, 01:16
  #1174 (permalink)  
 
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The flight global article states that theyve put a “compelling option” on the table for QF, any trumours as to what this could be???
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Old 16th Aug 2019, 01:49
  #1175 (permalink)  
 
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Originally Posted by Maggie Island
The flight global article states that theyve put a “compelling option” on the table for QF, any trumours as to what this could be???
Yeah, buy the A350...
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Old 16th Aug 2019, 01:55
  #1176 (permalink)  
 
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Personally I think the 350 is the better option. However, it can’t hurt having both.

787/777 common type.

330/350 common type.

That would take a little vision however.
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Old 16th Aug 2019, 04:40
  #1177 (permalink)  
 
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What ever it is they will pay no more than 787 rates I’ll bet.
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Old 16th Aug 2019, 09:28
  #1178 (permalink)  
 
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Originally Posted by tdracer
....I'd bet pretty good money that the 777-8 will make it into production - just not per the previous schedule.
Yes, but in the meantime other operators are thinking about ULH, some are even rumoured to be eyeing Australia. If QF was to wait for the 777-8 which may be later cancelled they would surrender first mover advantage to a customer with the A350-1000ULR.

There isn’t a compelling reason for Boeing to do the -8 anytime soon. A -8F might be a different kettle of fish, but a freighter optimised MLW might be counter-productive for an ULH pax version. In any event the entire world demand for ULH can’t be 100 aircraft.

You know what this stuff costs-do you think the -8 engineering would be in the 150 million neighborhood, or am I still expecting to see 25¢ gasoline?
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Old 16th Aug 2019, 09:46
  #1179 (permalink)  
 
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The 777x is $100m more to buy than the 350-1000. Even with mates rates that’s big numbers for a carrier who is blowing all their savings on share buy backs.
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Old 16th Aug 2019, 11:05
  #1180 (permalink)  
 
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Originally Posted by Australopithecus

In any event the entire world demand for ULH can’t be 100 aircraft.
Whilst its hard to say what the appetite would be for ULH routes, the 778 has nearly notched 50 orders - it’s not difficult to imagine (especially on a delayed timescale) that there will be 100 firm orders down by the early/mid 20s.
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