interesting exercise to play with 737,s but not much in it that we didn’t already know. Just looked at the green and yellow numbers only, understandably US showed the biggest numbers. However flip over to airbus and orders in yellow are huge.
So if this thing finds its way into new builds we are guaranteed big earnings. The upgrades of the in service aircraft, the green colours, will be slow due to the cycle access but the earnings will be an added gravy to those big earnings. Still all speculation until we see those announcements that this is all going to happen, the waiting is becoming a big disappointment.
interesting exercise to play with 737,s but not much in it that...
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