3 Comments on “Boeing stock short sales history”

1. Says to me the hedge funds and day traders are calling the tune on BA.

   Sort of a sorry state that an industrial like BA, one half of an effective duopoly is such a short play.

   Worse yet is the idea that it’s become a bad long bet, and that used to be the way to play it. It was as close to a sure thing going long as there was.

   Things have changed.

   Much Higher and I’ll be buying puts myself.

   Reply

2. The Seattle Times has a very interesting follow-up
   article, dated July 30th, 2009, titled
   “Boeing 787 wing flaw extends inside plane”
   Link (shortened): http://tinyurl.com/kqkazn

   There the Seattle Times admits they earlier had
   reported wrongly.
   The structural flaws (and delamination) at the
   787 Dreamliner are not only in the wings, but
   also inside the plane, in the fuselage/center
   wing box.
   And the stress test did not fail at 150% of
   nominal load limit, but already at slightly above
   100% of nominal load limit !
   This is why Boeing did not dare to carry out a
   maiden flight. Under these circumstances, it
   would have been far too risky and dangerous.

   Reply

3. The Seattle Times article is a must-read; there’s lots of chatter inside the company about who blabbed but the bottom line is, the paper got it right.

   The problem: Boeing Commercial’s bills are now paid by legacy products designed under previous management. Tomorrow’s bills are supposed to be paid by today’s new designs….

   Current management may be very good at streamlining manufacturing, but if they cannot execute a new design, then the company goes bankrupt when its existing designs become obsolete and stop selling. It’s that simple.

   So, you know what’s going to happen, and now you know when.

   For the best information I’ve yet seen on what’s REALLY going on:
   http://rbogash.com/boeing_delay.html

   Reply