Richard Aboulafia
speaker
165 appearances
1 recordings
1 series
first heard Oct 2024
last heard Oct 2024
Richard Aboulafia’s voice in public audio — every appearance, attributed to the second.
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Yeah, jetliners delivered to happy customers and and waiting flying public members.
That would be terrific news to
that's asking
Yeah, I mean, obviously getting the strike settled is just so enormous.
But you know, quite frankly, once you get it back, get work going again, getting to the rate they want is really the key to everything.
You know, the seven thirty seven is
They're only really big profitability drivers.
So if you ever get to that halcyon place where they're delivering fifty something per month
Cash ceases to be a problem.
It you know, it's just that simple.
And they've been stuck in first or second gear for years now at twenty something or zero in the aftermath of the two crashes.
that, you know, it were waiting and waiting and waiting and all of their financial problems are basically as a consequence of this.
There are other contributing factors like their
rather horrible defense programs and whatever else, but it comes to the key to solving the company's problems come comes back to getting that ramp going.
And of course the key part of that is getting suppliers healthy and delivering again too, which is an added complication.
Yeah, it's just sort of a necessary condition, I guess.
You know, this is not a right to work state, which means that when the workers go on strike and Puget Sound
Pretty much all deliveries kind of more or less come to a halt except the stuff that was about to be delivered.
And that means it it the strike simply has to end for things to start again.
But then there's
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