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SMN, STRUCTURAL MONITORING SYSTEMS PLC
dr_dazmo
post Posted: Yesterday, 09:03 PM
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Hi All,
I saw this and thought it was interesting, and relatively recent (21/10/2020):

https://simpleflying.com/boeing-737-in-service-stored/

Boeing 737NG

The Boeing 737NG, standing for Next Generation, comprises four aircraft variants, the -600, -700, -800, and finally the -900. Most of the airframes currently in service or in storage belong to this family. Indeed, there are 5620 aircraft in use, 1212 in storage, and 46 on order, giving a total of 6878.

That's still a significant number of B737-NG aircraft in active service despite the current state of affairs.

Cheers
Dr_Dazmo



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Always remember the Golden Rule - Those with the Gold make the Rules!
 
dr_dazmo
post Posted: Jan 23 2021, 01:11 PM
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Hi All,
I was unable to attend the virtual AGM, but the company have kindly loaded the recording on their website:

https://www.smsystems.com.au/agm-2021/

I would encourage shareholders, and anyone interested, to have a look/listen to the presentation and Q&A session.

As Stephen Forman (head of Investor Relations) mentions, he is available to shareholders with questions, and having spoken to him on a couple of occasions now, have found him to be very helpful and informative.
I'd encourage shareholders, or anyone with an interest in SMN, to reach out to him directly (his contact details are on the website).


Cheers
Dr_Dazmo




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Always remember the Golden Rule - Those with the Gold make the Rules!

Said 'Thanks' for this post: draughtsman  boylep  
 
dr_dazmo
post Posted: Jan 11 2021, 10:14 PM
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Hi All,
Nice to have an update on STC progress today.
The market didn't seem to be particularly interested, but I thought the announcement was positive, and further confirmation that things continue to progress to plan:

"Completion timing for the full testing process and subsequent documentation generation remains within the above stated, and previous, guidance of 60-90 days, following which the completion reports are submitted to the FAA for final review and approval."

Cheers
Dr_Dazmo



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Always remember the Golden Rule - Those with the Gold make the Rules!

Said 'Thanks' for this post: boylep  draughtsman  
 
dr_dazmo
post Posted: Dec 27 2020, 11:12 AM
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Hi All,
Thanks to Poseidon1945 on HC for posting the below "Implementation of SHM Delta Airlines" presentation. graduated.gif

https://drive.google.com/file/d/1jABDQL3vXO...ew?usp=drivesdk

The presentation is dated October 2020, so both current & also very interesting.

Hoping that 2021 will be a good year for SHM!

Cheers
Dr_Dazmo






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Always remember the Golden Rule - Those with the Gold make the Rules!

Said 'Thanks' for this post: boylep  
 
dr_dazmo
post Posted: Dec 2 2020, 12:46 PM
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Looks like a big “seller” sitting in the depth putting a cap on things at the moment.
I’d suggest that there aren’t too many shareholders with a holding of that size.
If nothing else, he/she is forcing sellers under $0.485 in order to trade out.

Love a good conspiracy, so maybe the “seller” is also a buyer just like a shark driving fish to the shore??
Maybe they just need out to finance Christmas? mellow.gif

Cheers
Dr_Dazmo



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Always remember the Golden Rule - Those with the Gold make the Rules!
 
dr_dazmo
post Posted: Dec 1 2020, 05:36 PM
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Hi All,
Found this while having a look on Google.
The presentation is dated Jan-20, so relatively current - and CVM is represented.
Interesting that ZAL is 20% owned by Airbus & 20% Lufthansa Technik.

https://e-lass.eu/media/2020/02/291345_RAMS...sentation-1.pdf


Cheers
Dr_Dazmo



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Always remember the Golden Rule - Those with the Gold make the Rules!
 


dr_dazmo
post Posted: Nov 28 2020, 06:11 PM
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https://www.opshots.net/2015/04/aircraft-op...ating-expenses/

Not the complete article, but :

An average flight on a Delta Air Lines 737-800 costs $2,744 per hour. The plane burns 850 gallons per hour. Fuel costs $1,275 based on Jet-A fuel costing Delta $1.50 a gallon. Two pilots and five flight attendants costs around $500 an hour. Direct maintenance on the airframe is around $220, engines are around $130, and maintenance burden is around $150, for a total of $500. In addition to this cost is depreciation of $373 and aircraft rental of $96. An average flight on an American Airlines 737-800 costs $2,180 per hour. The plane burns 850 gallons per hour. Fuel costs $1,028 based on Jet-A fuel costing American $1.21 a gallon. A cockpit crew of two along with five flight attendants costs around $465 an hour. Direct maintenance on the airframe is around $200, engines are around $110, and maintenance burden is around $135, for a total of $315. Also added to this cost is depreciation of $259 and aircraft rental of $113.

Cheers
Dr_Dazmo



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Always remember the Golden Rule - Those with the Gold make the Rules!
 
dr_dazmo
post Posted: Nov 22 2020, 03:49 PM
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Hi All,
Given the recent Wifi STC announcement, I thought this was of interest.

Cheers
Dr_Dazmo

https://simpleflying.com/gogo-intelsat-deal/

What Passengers Have To Gain From The Gogo – Intelsat Deal
by
Joanna Bailey
November 19, 2020

The impact of the pandemic has seen some big changes in the inflight connectivity space. Companies have shrunk, and bankruptcies have taken place as providers struggle to stay afloat. It came as no big surprise that Gogo was encumbered and forced to sell off its commercial aviation arm. But will the purchase by bankrupt satellite operator Intelsat mean better services for passengers? Let’s take a look.

Relieving the debt burden
One of the biggest moves in the inflight connectivity space this year has been the sale of leading IFC provider Gogo’s commercial airline division. Liquidity issues forced the company’s hand in the deal, selling the arm to Intelsat at a fire-sale price.

Intelsat itself recently filed for Chapter 11 bankruptcy protection but had positioned this move as a positive outcome, allowing it the time and breadth to restructure itself financially. At the time, CEO of Intelsat Stephen Spengler said that,

“Our success has come despite being burdened in recent years by substantial legacy debt. Now is the time to change that.”

The unburdening of its debt left Intelsat free to benefit from a refarming of spectrum in the US, but seemingly also in a position to take on Gogo’s commercial aviation arm for just $400 million. What does this new partnership mean for airlines, and can passengers expect a better inflight WiFi service as a result?

Why Intelsat bought Gogo
In a recent interview for Capacity Media, Spengler discussed the move to buy Gogo and what it will mean going forward. He said the deal is a strategic transaction that will add long-term value to his business. He noted that the inflight connectivity sector was expected to grow by double digits annually for the next decade and that Intelsat was keen to be a part of that growth.

The purchase will create what Spengler calls the ‘number one vertically integrated IFC provider in the world’. He noted that the combination of Intelsat’s global network and Gogo’s onboard antenna technology will make for a powerful partnership and meaningful enhancements to service capabilities.

The Intelsat CEO is targeting a ‘living room-like’ IFC experience for airline passengers, something that has largely been out of the reach of airlines to date. While avoiding expanding on any specific future plans, given that the Gogo transaction will not be finalized until Q1 of 2021, he stated that there is a firm belief that the partnership will see uptake by airlines all over the world.

Can passengers expect better inflight WiFi?
In terms of access, the deal with Intelsat will absolutely bring better WiFi connections for Gogo’s airline passengers. To date, Gogo has leveraged its ground-based ATG network to provide connectivity across contiguous North America while supplementing that with satellite connectivity from SES and Intelsat.


Going forward, Gogo will maintain ownership of its ATG network but will lease capacity to Intelsat. The ATG system is due an upgrade in 2021, which will bring 5G capabilities to the network and add capacity for passengers. On the satellite side, we could see Intelsat pointing more capacity at Gogo equipped planes, as it strives to please its new airline customers and acquire more business in the sector.

However, Intelsat needs to remember its other customers too. It has deals in place with Global Eagle and Panasonic Aero, which must not see a detriment due to this new deal. John Wade, Gogo’s president of Commercial Aviation, is confident the overall outcome will be positive for everyone, telling Aviation Today,

“Intelsat has a great repertoire of satellites that give it global access. With its planned roadmap to the future, that’s only going to get stronger and better. That means we’re going to be able to bring very competitive, very high caliber, high service level in-flight WiFi to the world’s airlines.”

The acquisition is due to wrap up early in 2021. From there, we’ll have to wait and see if the partnership does indeed deliver on its promises.





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Always remember the Golden Rule - Those with the Gold make the Rules!
 
nipper
post Posted: Nov 16 2020, 05:34 PM
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In Reply To: dr_dazmo's post @ Nov 16 2020, 05:12 PM

I thought Embraer was a manufacturer
QUOTE
Embraer S.A. is a Brazilian aerospace conglomerate that produces commercial, military, executive and agricultural aircraft




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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
dr_dazmo
post Posted: Nov 16 2020, 05:12 PM
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Hi Ciabatta,
I suspect the foreign airline is Embraer based on past history. wink.gif

Cheers
Dr_Dazmo



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Always remember the Golden Rule - Those with the Gold make the Rules!
 
 


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