Friday October 29, 2021, 06:26:47

Boeing Focus: Highlights From Quarterly Report & New Aircraft Production Outlook

By Chris D. Olin

The lack of surprises offered Wednesday morning could be characterized as a net-positive for The Boeing Company and the global supply chain as the near-term demand, sales and earnings shortfall risk seems to be minimal while the longer-term view seems to be holding, if not improving. Outside of oft-discussed supply chain risk, headlines should start improving for the entire industry. Continue reading

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Sunday September 19, 2021, 03:23:36

Titanium Snapshot: September Update On Industry Trends

By Chris D. Olin

Highlighting mixed-to-negative titanium survey reads and macro headlines over the past few weeks. At this point, our market intelligence and analysis indicate a slight downward bias to near-term earnings expectations for companies levered to titanium and other specialty alloys. Continue reading

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Monday June 14, 2021, 08:50:47

Buzzing The Tower: Mid-June Update

By Chris D. Olin

Tower… Requesting permission to release Buzzing The Tower… A high-speed flyby fully armed with research note summaries, a sampling of interesting quotes collected from the channel, and industry headlines that can be enjoyed with a morning coffee. Admittedly, we deployed the initial review later than planned and Viper is incensed. We had a minor setback after getting caught in Iceman’s jet wash again, but that will never happen again-again. Going forward, we plan to release a new update near the start of every other weekend and then hop into some blue jeans for another beach volleyball match… Continue reading

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