четверг, 20 декабря 2012 г.
Fake customer? I doubt it. But I'm curious who ask these mystery customers are. And I can't believe
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Since its a LOI that is not binding, would it be possible for a manufacturer to 'forge' fake LOI to gain momentum on a program? Since there is no financial commitment they don't have to disclose it for stock market regulators. I'm not implying its the case, just asking i it would be possible. Again, I'm surprised by the number of undisclosed customers...
That's my feeling too. So who in Central/South America could use a plane like this? AV ? LAN? Those would be my guess if they were going to use it as an A318 replacement. But other than that I have no idea who it could be.
Too easy to have that exposed...which would create all sorts of nasty securities issues. Besides, the CSeries is doing well enough that they don't need an artificial boost, especially this close to first flight.
Fake customer? I doubt it. But I'm curious who ask these mystery customers are. And I can't believe that other airlines and OEMs don't know who they are. They all have teams of business intelligence analysts who would be figuring it out.
First flight, whenever it is, can't come soon enough. The consensus seems to be that a successful flight test program, and movement toward production, is what will really determine sales in the medium term. Until then there is just a lot of speculation, and a little frustration/impatience on the part of a.netters, myself included!
TA /LR is not happy with the Embraers because of underbelly constraints with cargo. There are 12 on the fleet as we speak. Could be a possibility though for AV to get this planes... AV has 14 Fokkers... as well 10 F50s and 4 F100s....those 15 planes seems like a match...
Strange indeed. I count 5 unidentified customers, of which 3 are even firm orders from back in 2011, and 2 are LOI's from 2012. A total of 40 "unidentified" aircraft (+options) if all are firmed up. All these mystery customers have only ordered the CS100, not the CS300. So your theory of scope clause negotiations being behind sounds plausible...
Quoting Jean Leloup ( Reply 8 ): First flight, whenever it is, can't come soon enough. The consensus seems to be that a successful flight travel gadgets and accessories test program, and movement toward production, is what will really determine sales in the medium term. Until then there is just a lot of speculation, and a little frustration/impatience
Definitely. Now is a very bad time for orders, with first flight so near and early delivery slots easily available. Why should an airline travel gadgets and accessories commit now to an unproven aircraft, when it can wait another 6months or so to see it fly, take their decision based on flight test feedback rather than performance promises, and still get decent delivery slots?
That makes this potentially travel gadgets and accessories large LOI order encouraging, as there is no immediate need for an airline to commit to the aircraft travel gadgets and accessories at this time. The sooner first flight happens, the sooner we will hear from still hesitating customers.
LOIs might not require a big deposit, but what the airlines care about is delivery slots and those are not assigned until cash is transferred. But it costs to negotiate (very well paid people are doing quite a bit of travel).
I speculate it is because these customers do not want Boeing and Airbus to know until they are certain the C-series delivers. There was speculation about Bombardier going after small customers when the program was launched. These customers are exactly travel gadgets and accessories the type that need the CS100 but also would not want to cross the big suppliers.
Quoting lightsaber ( Reply 13 ): I speculate it is because these customers do not want Boeing and Airbus to know until they are certain the C-series delivers. There was speculation about Bombardier going after small customers when the program was launched. These customers are exactly the type that need the CS100 but also would not want to cross the big suppliers.
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