rb Posted March 18, 2020 Share Posted March 18, 2020 Absolutely the get bailed out. A few reasons for that: 1. They employ a lot of ppl in high paying jobs 2. A national champion 3. The biggest US exporter 4. There's national security implications with Space and Security 5. Donald Trump likes them No, the equity is not gonna get zeroed out. They'll probably get a sweetheart deal. I'm guessing 20-30 billion treasury guarantee. Then they turn around and use that to issue long term bonds. Pretty sweet deal for management. You get to be a dick and then they let you issue treasuries. Link to comment Share on other sites More sharing options...
Spekulatius Posted March 18, 2020 Share Posted March 18, 2020 Absolutely the get bailed out. A few reasons for that: 1. They employ a lot of ppl in high paying jobs 2. A national champion 3. The biggest US exporter 4. There's national security implications with Space and Security 5. Donald Trump likes them No, the equity is not gonna get zeroed out. They'll probably get a sweetheart deal. I'm guessing 20-30 billion treasury guarantee. Then they turn around and use that to issue long term bonds. Pretty sweet deal for management. You get to be a dick and then they let you issue treasuries. Perhaps you are correct. Hard to tell. BA is a wounded whale and would be a perfect shot for Warren’s harpoon. Link to comment Share on other sites More sharing options...
Gamecock-YT Posted March 18, 2020 Share Posted March 18, 2020 TARP Warrants for Boeing would be a nice bet. Link to comment Share on other sites More sharing options...
rb Posted March 18, 2020 Share Posted March 18, 2020 He said in the past it won't happen because they have PCP. Link to comment Share on other sites More sharing options...
Xerxes Posted March 24, 2020 Share Posted March 24, 2020 It bears asking the question: if Berkshire ends up “warranting” Boeing ... would the Boeing ‘wale’ be more akin to what he got in 08-09 with GE (an entity that didn’t learn) ... or Bank of America (an entity that evolved and learned) Either way Berkshire profited. But it is nice to see how the relationship continued with Bank of America. Link to comment Share on other sites More sharing options...
Dalal.Holdings Posted April 4, 2020 Share Posted April 4, 2020 https://www.bloomberg.com/news/videos/2020-03-12/the-story-of-how-boeing-lost-its-way-video "The Story of How Boeing Lost its Way" or "What happens when you let MBAs and Wall St guide a former engineering stalwart". Pre-pandemic too. Elon's companies have a significant edge over "competitors" who put charlatans like these in charge Link to comment Share on other sites More sharing options...
Liberty Posted April 27, 2020 Author Share Posted April 27, 2020 https://www.wsj.com/articles/boeing-ceo-sees-slow-recovery-for-global-aviation-11587999081 Link to comment Share on other sites More sharing options...
fareastwarriors Posted September 26, 2020 Share Posted September 26, 2020 Boeing Prepares Deeper Cuts From Executive Ranks to Real Estate About 170 midlevel officials to exit; office near MIT teeters Company shedding assets ‘like King Midas in reverse’: analyst https://www.bloomberg.com/news/articles/2020-09-26/boeing-prepares-deeper-cuts-from-executive-ranks-to-real-estate?srnd=premium Link to comment Share on other sites More sharing options...
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