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by hipadev23 718 days ago
> which means their stock will be in the gutter for years to come

You're missing the point of my reply. The person was acting like accepting billions of dollars in $BA stock was an unconscionable thing. It's a highly liquid and relatively stable stock. Even if they have a 6-month lockup, the price won't likely materially change. Will Airbus continue to take market share from Boeing? Sure. But Boeing isn't going anywhere in any of our lifetimes.

1 comments

And you're missing the bigger picture. Boeing are in a slump, and things will only get worse in the foreseeable future.

And the problem is that when the foreseeable future is over, it will be the 2030s and we'll probably have entirely new radical designs flying. Hydrogen propulsion, CFM Rise, blended wings, etc. etc. If Boeing are bleeding money and taking on expensive debt, how will they prepare for those times? If multiple of their designs are being years late, how will they have the engineering capacity to think of future designs?

Boeing the company is going nowhere. Boeing the commercial airplane maker is circling the drain in terms of how competitive they are. Their military and cargo jets, as long as the massive backlog, will keep them up for the next two decades easy. However if they can't improve themselves by next decade, they'll be forever behind.

Who the fuck are you arguing with? I’m not suggesting $BA is a good investment. I said it’s a totally fine vehicle to accept payment in because it’s relatively stable and easily converted to cash.

Do you find yourself doing this a lot? Forcing conversations into a direction where you can drop your fifteen minutes of research on a topic?

Nobody fucking cares dude.

> relatively stable

This is the part I'm arguing with, directly quoted from you. They're in for a bad decade of heavy and expensive debts, missing delivery targets, prolonged strikes. This does not make for a stable stock price.