Specialist
Former Executive at Federal Aviation Administration, Former Executive at The Boeing Co
Agenda
- Max 737 suspension – imminent and long-term impact on suppliers
- Boeing's (NYSE: BA) new CEO David Calhoun and potential directional changes
- Federal Aviation Administration's (FAA's) new safety branch and implications for the certification process
- 2020 outlook – potential scenarios and their impacts on Boeing, FAA, suppliers and airlines
Questions
1.
What are your updated perspectives on everything that has happened recently – what has been occurring with Boeing and what should we be monitoring closely?
2.
Thinking speculatively about the recent news of the Ukraine plane crash, what are the plausible scenarios? How might it impact Boeing and the timeline to get the 737 back in the air?
3.
We touched on Boeing’s announcement to mandate simulation training. How many hours do you think would be required and can the old 737NG simulators be retrofitted for the new 737 Max?
4.
Thinking about Boeing’s announcements to suspend production for the 737 Max, how would you assess the imminent and long-term impact on Boeing and its suppliers? What are the big and smaller suppliers doing to survive this?
5.
What is the correlation between the length of suspension and the time Boeing takes to ramp back up? For every month production is suspended, how much more time will it take for Boeing to ramp back up?
6.
What might be the FAA perspective on the decision to suspend production? What might be the FAA’s current sentiment towards Boeing?
7.
To what extent does having a new CEO improve the situation from the FAA’s perspective?
8.
What are your thoughts on Dave Calhoun taking over Dennis Muilenburg as CEO? How confident are you in Dave’s ability to navigate the next few months?
9.
What are your thoughts on Dave Calhoun's ability to manage production when the time comes for Boeing to ramp back up?
10.
What main roadblocks do you expect Dave Calhoun to face with the FAA? What is your outlook on Boeing’s relationship with the FAA down the road?
11.
From the FAA’s perspective, is there anything Boeing or Dave Calhoun can do to expedite the grounding? Is it strictly up to the FAA and other regulatory bodies, at this point?
12.
What do you think Dave Calhoun’s strategic focus should be to help expedite the process so the 737 is no longer grounded?
13.
The FAA announced plans to create a new safety branch. Can you explain the root cause of the shortcomings it mentioned? What led to the need of this new safety branch?
14.
From an OEM standpoint, how do you think this new safety branch will impact the certification process, moving forward?
15.
With the new safety branch, what could the OEMs certify in-house vs transferring back to the FAA?
16.
From a time perspective, do you expect any types of bottlenecks? Can we expect future certification process to take longer and be more rigorous?
17.
Is there anything to emphasise or have us consider with regards to Boeing?
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