Senior Share Discussion Threads

[philanderer] 22/1/2020 00:14

'Boeing delays 737 Max return date to July' https://www.bbc.co.uk/news/business-51200118

[essentialinvestor] 21/1/2020 23:55

The Boeing news keeps getting worse. Interesting to see what the next SNR update says.

[philanderer] 19/1/2020 18:12

The Sunday Telegraph: Boeing’s new flagship, the 777X, is threatened with similar safety failings to the US aerospace giant’s ill-fated 737 Max, according to internal emails.

[philanderer] 14/1/2020 12:07

Boeing offers discounts and bulk-buy deals in wake of 737 Max crashes https://www.telegraph.co.uk/business/2020/01/13/boeing-offers-discounts-bulk-buy-deals-wake-737-max-crashes/

[gco1133a] 13/1/2020 12:29

I agree with you EI, I think there will be a good buying opportunity here but not yet. Waiting for the next set of results/outlook

[essentialinvestor] 13/1/2020 11:50

Yes indeed, I get that rational. However, I'm guessing post the next statement may offer a better opportunity?. Buying near here you are effectively saying ..the downgrade cycle is about complete and I would question that. Very little BOD buying. CEO holds what I would view as a modest amount.

[tricky1992000] 13/1/2020 11:47

essentialinvestor, maybe they are calling the bottom on the bad news.... re 737 max

[essentialinvestor] 13/1/2020 09:38

People buying here are seeing something I can't see - Unless there's a bid.

[philanderer] 10/1/2020 13:33

zerohedge@zerohedge · 2m Boeing Assuming 737 Max Assembly Restart in Mid-Feb.

[essentialinvestor] 17/12/2019 12:37

Well the BOD are not exactly falling over themselves to buy atm?. Part of the issue is SNR went on a CAPEX splurge anticipating Higher volumes.

[tricky1992000] 17/12/2019 12:33

People are still going to fly, it's just something senior will just have to get through. Good buying op for the medium to long term.

[spudders] 17/12/2019 08:43

Boeing effect kicking in 😩

[essentialinvestor] 15/12/2019 19:34

What it may indicate is the growth outlook for those businesses (and therefore of Senior in its current form) may be less robust than current consensus indicates. Now you can make a case that's already priced in.

[tricky1992000] 13/12/2019 16:14

Unloved this, didn't have much of a boris bounce....

[rogerrail] 09/12/2019 12:06

As I understand its not aerospace division for sale but aerostructures (ie Weston).

[essentialinvestor] 09/12/2019 10:55

The potential upside would be a bidder emerging for the entire company. Otherwise, it's grim.

[essentialinvestor] 09/12/2019 10:48

This not good news. That business was supposedly going to drive long term growth with the booming aerospace market. Mentioned a couple of months ago that I would question the quality of this division with no growth forecast for 2020, while the wider aerospace market was still growing strongly. It's dose of reality to the bull case for Senior imv.

[mr boatman] 09/12/2019 10:22

Not sure what this would leave Senior with ?

[philanderer] 09/12/2019 09:16

Market likes the idea of selling the Aerostructures business.

[spudders] 09/12/2019 07:17

Hmmm 🤔

[philanderer] 21/11/2019 07:52

Peel Hunt downgrading to HOLD..tp 175p. cut from 215p

[carpingtris] 11/11/2019 20:21

hTTps://www.google.com/amp/s/www.thestreet.com/amp/investing/stocks/boeing-shares-jump-after-planemaker-pegs-january-2020-return-date-for-737-max-15162387

[philanderer] 08/11/2019 13:30

8th nov JP Morgan 'neutral' tp 165p cut from 230p

[essentialinvestor] 08/11/2019 12:03

Reading between the lines they've let costs get out of hand imv. MRO and BOY's aerospace divisions are producing record results. You might ask the question...what happens to SNR when the aerospace markets slows? if they are already saying no growth in 2020 when the broader aerospace sector is still booming. No BOD buying at these levels atm.

[philanderer] 08/11/2019 00:04

'Senior responds to Boeing crisis' HTTPS://www.investorschronicle.co.uk/shares/2019/11/07/senior-responds-to-boeing-crisis/