Specialist
Former Counsel and Former C-level Executive at Federal Aviation Administration
Agenda
- Regulatory, operational and reputational impact of the 737 Max grounding on Boeing (NYSE: BA) and the Federal Aviation Administration (FAA)
- Best- and worst-case scenarios, and timeline of the 737 Max grounding
- Boeing's relationship with the FAA and regulatory bodies in other nations
Questions
1.
What are your thoughts on recent events surrounding the Boeing 737 Max plane and the FAA? What key points should investors be considering?
2.
What process or timeline do you expect for the groundings to come to an end based on your knowledge of the MCAS flight control system and the FAA?
3.
Do you think Boeing will have to get recertified in the countries in which regulatory bodies have grounded the 737 Max?
4.
Boeing has indicated that it is a software fix. How likely do you think it is that a recertification process will highlight that there is actually something wrong structurally with the plane? How would that change the overall timeline?
5.
The relationship between the FAA and Boeing has been under the microscope lately. What are your thoughts on this relationship historically and moving forward, and allowing manufacturers certify the safety of their own products in the future?
6.
What do you think this situation might mean for future aircraft development, given the potential pressure on the certification process and pushback on technological dependence of the new aircraft?
7.
Boeing has made significant production cuts, which has caused profitability to fall off. How should we assess the financial impact of these events? What are the different ways to think about financial loss?
8.
What do you expect the overall impact to be for Boeing’s customers? What courses of action will airlines that have a significant amount of 737 Maxes in their fleets take to pursue reparations for Boeing?
9.
What are your thoughts on the longer-term impacts that this could have on Boeing’s Max backlog?
10.
Training obviously cannot be done all at once, but what is the process like? Is it a matter of spending 2-3 hours in a simulator once the software fix is out?
11.
Do you think there is a wider impact on the general public’s opinion that could impact overall commercial flight demand?
12.
Do you have any closing thoughts or key takeaways on what investors should be monitoring?
Gain access to Premium Content
Submit your details to access up to 5 Forum Transcripts or to request a complimentary one week trial.
The information, material and content contained in this transcript (“Content”) is for information purposes only and does not constitute advice of any type or a trade recommendation and should not form the basis of any investment decision.This transcript has been edited by Third Bridge for ease of reading. Third Bridge Group Limited and its affiliates (together “Third Bridge”) make no representation and accept no liability for the Contentor for any errors, omissions or inaccuracies in respect of it. The views of the specialist expressed in the Content are those of the specialist and they are not endorsed by, nor do they represent the opinion of, Third Bridge. Third Bridge reserves all copyright, intellectual and other property rights in the Content. Any modification, reformatting, copying, displaying, distributing, transmitting, publishing, licensing, creating derivative works from, transferring or selling any Content is strictly prohibited
