Boeing wins tanker contact. What other companies will bene?
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Boeing wins tanker contact. What other companies will bene?
??
Are they a good buy? What other companies would also be good buys because Boeing won the contact. For example part suppliers or companies that supply goods to Boeing.
Are they a good buy? What other companies would also be good buys because Boeing won the contact. For example part suppliers or companies that supply goods to Boeing.
Re: Boeing wins tanker contact. What other companies will be
So, at first, Boeing didn't win the contract. Then it did. Maybe it will stick this time. Maybe not. But no matter, any information you get by asking on a forum will be too late. You can only benefit from this kind of information if you have it before everyone else. You had to place your bet before the outcome became common knowledge.rentonhighlands wrote:??
Are they a good buy? What other companies would also be good buys because Boeing won the contact. For example part suppliers or companies that supply goods to Boeing.
Paul
They'll be brand-new planes. There was a plan to refurbish some 767's a couple years ago, but that was scrapped.dm200 wrote:Will all of these planes be newly built, or will Boeing "rebuild/refurbish" some traded-in 767s?
- Scott
"Old value investors never die, they just get their fix from rebalancing." -- vineviz
- desertdug08
- Posts: 178
- Joined: Thu Feb 28, 2008 4:57 am
- Location: Sunny San Antonio, TX
I flew the Mighty KC-135 for many years...a tough old bird. Boeing builds great airplanes, but hard to separate politics from aircraft capability when $35 billion is at stake. The KC-135 was built with ash trashes so the crew could smoke...now you can't smoke on any AF planes....my how times have changed!
Cheers,
DUG
Cheers,
DUG
Who will benefit?
Etrade, TD Ameritrade, etc. whenever you speculate on stocks. Also, Knight Capital Group (NITE) will also benefit as they skim from Etrade's and TD's customers (they pay for order flow from those companies).
I speculate myself, but I'm not so sure it's a good idea for everybody. Think of it like gambling. To do it professionally, you really have to know what you're doing.
Etrade, TD Ameritrade, etc. whenever you speculate on stocks. Also, Knight Capital Group (NITE) will also benefit as they skim from Etrade's and TD's customers (they pay for order flow from those companies).
I speculate myself, but I'm not so sure it's a good idea for everybody. Think of it like gambling. To do it professionally, you really have to know what you're doing.
I am one of those dirty active management people.
Are they still flying the KC-135s from 50 years ago?desertdug08 wrote:I flew the Mighty KC-135 for many years...a tough old bird. Boeing builds great airplanes, but hard to separate politics from aircraft capability when $35 billion is at stake. The KC-135 was built with ash trashes so the crew could smoke...now you can't smoke on any AF planes....my how times have changed!
Cheers,
DUG
desertdug08 wrote:I flew the Mighty KC-135 for many years...a tough old bird. Boeing builds great airplanes, but hard to separate politics from aircraft capability when $35 billion is at stake. The KC-135 was built with ash trashes so the crew could smoke...now you can't smoke on any AF planes....my how times have changed!
Cheers,
DUG
What are flying now days? Living in Wichita, I've seen KC135s everyday of my life, or so it seems. We lived 2 miles from the one that crashed in 65.
I was a 9 year old. That one flew over our home before going straight into the ground. My mom watched as it happened and went crying into her room for most of the rest of that day. It had sucked up a chute of a F4 on take off.
I did a report on it in college.
Even educators need education. And some can be hard headed to the point of needing time out.
- desertdug08
- Posts: 178
- Joined: Thu Feb 28, 2008 4:57 am
- Location: Sunny San Antonio, TX
Rusty/DM200,
Yep, the Mighty KC-135 is still the back bone of the tanker fleet. I have been away from tankers for awhile, but I still think there is over 300 planes left flying in the active duty/National Guard/Reserves. And yes, some are over 50yrs old. AF also flys the KC-10 which is similiar to an L1011, but not sure the exact number. The KC-135 has been modified with new engines and avionics to extend its life, but internal corrosion is in the wing areas is the big problem.
Not a very glamorous mission, but fighters in the combat zones absolutely depend on air refueling to extend their time on station so they can cover our ground troops. Personally, I just hope that the contract is not delayed by law suits from ADS.
Cheers,
DUG
Yep, the Mighty KC-135 is still the back bone of the tanker fleet. I have been away from tankers for awhile, but I still think there is over 300 planes left flying in the active duty/National Guard/Reserves. And yes, some are over 50yrs old. AF also flys the KC-10 which is similiar to an L1011, but not sure the exact number. The KC-135 has been modified with new engines and avionics to extend its life, but internal corrosion is in the wing areas is the big problem.
Not a very glamorous mission, but fighters in the combat zones absolutely depend on air refueling to extend their time on station so they can cover our ground troops. Personally, I just hope that the contract is not delayed by law suits from ADS.
Cheers,
DUG
- fishnskiguy
- Posts: 2635
- Joined: Tue Feb 27, 2007 12:27 pm
- Location: Castle Rock, CO
On my way to command a Trident SSBN, I spent a few days in Omaha at SAC headquarters. About the third day we flew on a KC-10 to refuel the Airborne National Command Post A/C and then on to Rapid City SD to get acquainted with the B-1 Bomber and the Minuteman ICBM in the nearby prairie.
Now, I was a forty year old Navy Captain used to flying with gray haired gentlemen who commanded large commercial A/C. Imagine my surprise when a twenty something pilot and his even younger girlfriend co-pilot show up and launch us into the sky. I should have known better. Guys his age were making night time traps in F14's on carriers on a routine basis.
I laid on my belly in the rear of the A/C alongside the refueling Airman as he flew the refueling probe to the ABNCP A/C. Very impressive.
Still, I was a bit unnerved. Kids that age should not be flying expensive aircraft
Or operating even more expensive nuclear powered submarines. :lol: :lol:
Chris
Now, I was a forty year old Navy Captain used to flying with gray haired gentlemen who commanded large commercial A/C. Imagine my surprise when a twenty something pilot and his even younger girlfriend co-pilot show up and launch us into the sky. I should have known better. Guys his age were making night time traps in F14's on carriers on a routine basis.
I laid on my belly in the rear of the A/C alongside the refueling Airman as he flew the refueling probe to the ABNCP A/C. Very impressive.
Still, I was a bit unnerved. Kids that age should not be flying expensive aircraft
Or operating even more expensive nuclear powered submarines. :lol: :lol:
Chris
Trident D-5 SLBM- "When you care enough to send the very best."
- Dan Moroboshi
- Posts: 866
- Joined: Sat Jul 07, 2007 7:10 pm
Disclaimer: I am not an investment expert. I stink at market timing. I haven't even tried stock picking, because I know my limitation.
But if I had to try to pick a stock that would benefit from the tanker contract, it would be... Northrop Grumman (NOC)
What's that, you say? Northrop Grumman wasn't even in the competition for the tanker contract!
True, but if you've followed this whole sordid saga from the Darleen Druyun era, you might recall that Northrop Grumman and EADS were partners in the bid for the KC-X contract, after the original Boeing lease contract for the KC-767 was cancelled. They dropped out last year.
EADS had a stiff headwind in bidding for this contract. In the current economic and political climate, they really had to demonstrate a significant edge over Boeing to win. Can you imagine the complaints if EADS had won? "OMG, they're outsourcing a critical linchpin of America's armed forces! They're putting American national security in the hands of those Euro-weenie socialists!"
You might recall that Boeing recently lost out to Lockheed Martin to build the Joint Strike Fighter. So this was somewhat of a consolation prize to them.
They've taken some hits lately due to various scandals, but they're turning it around. They're moving their HQ from California to Falls Church, VA - so as to be closer to Washington DC and its endless supply of pork. (I'm not joking about that - their own CEO has stated it).
Now that Lockheed-Martin and Boeing have gotten their mega contracts from Uncle Sugar, it's Northrop Grumman's turn. You heard it here first!
But if I had to try to pick a stock that would benefit from the tanker contract, it would be... Northrop Grumman (NOC)
What's that, you say? Northrop Grumman wasn't even in the competition for the tanker contract!
True, but if you've followed this whole sordid saga from the Darleen Druyun era, you might recall that Northrop Grumman and EADS were partners in the bid for the KC-X contract, after the original Boeing lease contract for the KC-767 was cancelled. They dropped out last year.
EADS had a stiff headwind in bidding for this contract. In the current economic and political climate, they really had to demonstrate a significant edge over Boeing to win. Can you imagine the complaints if EADS had won? "OMG, they're outsourcing a critical linchpin of America's armed forces! They're putting American national security in the hands of those Euro-weenie socialists!"
You might recall that Boeing recently lost out to Lockheed Martin to build the Joint Strike Fighter. So this was somewhat of a consolation prize to them.
They've taken some hits lately due to various scandals, but they're turning it around. They're moving their HQ from California to Falls Church, VA - so as to be closer to Washington DC and its endless supply of pork. (I'm not joking about that - their own CEO has stated it).
Now that Lockheed-Martin and Boeing have gotten their mega contracts from Uncle Sugar, it's Northrop Grumman's turn. You heard it here first!
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Recently? Final down-select was about ten years ago. The whole tanker thing started with a leasing agreement that certain senators made a big issue and insisted on a purchase competition. Boeing ended up successfully protesting the first award. No indication of a gift to soothe their JSF feelings.Dan Moroboshi wrote:You might recall that Boeing recently lost out to Lockheed Martin to build the Joint Strike Fighter. So this was somewhat of a consolation prize to them.
Brian