Aviation

Boeing: Turbulent Times

2023-11-15T20:49:13+02:00

Boeing is in a tough industry and things have been even harder in recent years. After terrible reputational damage before the pandemic that included tragic loss of life, the supply chain hangover of the pandemic and the extensive debt raise to keep the company going just added to the pain trade. Now a turnaround story at best, is there something here for punters?

Boeing: Turbulent Times2023-11-15T20:49:13+02:00

Delta Air Lines: a share price out of runway?

2022-06-21T19:22:07+02:00

Use the podcast player below to listen to our discussion on Delta Air Lines and its Q1’22 result, which accompanies the detailed write-up below: (Date of report: 20 April 2022) You know the old joke: you become a millionaire in the airline industry by starting out as a billionaire! There's a lot of truth said in jest and this joke is no different. The aviation industry is notorious for destroying shareholder value at best and bankruptcies at worst. You probably wouldn't put your retirement nest egg in this sector, but there are interesting trading opportunities in a post-Covid recovery. Beyond analysing [...]

Delta Air Lines: a share price out of runway?2022-06-21T19:22:07+02:00
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