Thanks gizard - no twitter - old school .
For what it’s worth here’s how I see the Emirates deal for the first month .
Assume re-stocking occurs when stock gets to 50% of original level ( 1750 ) then approx 875 units sold in roughly the first 30 days . About 30 per day from 100 planes . Assume 180 planes with no increase in passenger numbers of take up rate we get to 55 per day - worst case scenario.
Factor in :
increase in passenger numbers
increased product awareness
My best guess is by end of march quarter we are around 75 units per day ( worst case )
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