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surprise surprise Bo we reported a horrendous set of numbers today it's been estimated they're losing roughly a billion dollars a month from this machinist strike and that's on top of the fact they've gotten seemly forgotten how to make planes it's a nightmare so please be sure to buy as much as you can when Boeing prices its upcoming secondary offering in order to store up its balance sheet and ensure its survival huh that's right a horrendous quarter I'm saying try to buy it on weakness yes welcome to the world of a dapoli where everybody wins as long as they simply stay in business that's right the worse Boeing's financials might be the better the buy because as soon as this machinist strike is over and Boeing raises some money it'll be back on the road to profitability do not get me wrong this company is in awful shape but only two companies on Earth can make commercial aircraft at scale and Boe is one of them the demand for planes is off the charts so they'll be fine once they raise the cash most current shareholders speak of Boeing in explodes but when this deal is done they'll be speaking of it in superlatives like the ones that new CEO Kelly orberg used to me tremendous incredible to describe the half trillion dollars worth of orders he has line of sight on thanks to the world's insatiable demand for travel what do I think of BOE the company frankly it's a colossal disaster with a weak culture recent history of failure formerly hands-off manag in a sense of entitlement and arrogance that can only be rivaled by the new found animal hous likee reputation long gone are the days when my father would cheer when he saw silver b29 in the sky instead of interminable Japanese zeros during Landing after landing in the South Pacific there's a generation of people who now think that Boeing the b29 maker is a laughing stock the fact is though Boeing can be fixed the company does need to get out of what I can only call the extraneous product lines like it's space business which a previous CEO once told me was Superior to Elon Musk space efforts ridiculously wrong it's got to get back to the basics building the best aircraft the world has to offer and it can do that if only can CL can close out what's losing money and get The Machinist back with minimum super with maximum supervision they need maximum then it'll have enough orders to Fe stor for years and that's why the stock can spring back but it is vital as possible you wait to buy the stock until they do the secetary offering to give you the ideal buying opportunity see if Boeing gets enough money from this Equity offering it won't be downgraded by the rating agencies and that means it live the play again how can they ensure they get enough money well The Syndicate matters the broker's house miners who run the deal need to price it in what's known as deep in the hole at a big discount to where it's currently trading this stock went out at 157 today up from 146 just 9 days ago this deal will be vastly oversubscribed at a lower price meaning money managers will be putting in for much more stock than will be made available because the offering will be done in the hole that's a sizeable discount to where the stock closes the night before that means these big accounts will get their allocation at Bargain Basement prices and then they will most likely buy more in the open market otherwise the positions will be too small to matter and they'll have a good basis anyway if you can't get in on the deal we need to try to find out what the price where it comes and then put in limit orders not Market orders limit orders slightly above the price in the open market to get more stock more expensive than the actual stock from the deal but much less than well let's say than where it was headed once the balance sheet risk is off the table look Boeing is a gem I've been to the World War II Museum in New Orleans many a time and much of it simply attributes to their aircraft Boeing was L the gold standard until it endered a period of purgatory can it come back of course that's because there are only two major aircraft companies on Earth with the other being Airbus believe me if there were a third oper operator of any sort of proportion I wouldn't be willing to bet on boat but there isn't try to get some stock on this n Duell company's Equity offering when the deal comes bowling will no longer be a n Duell because once the strike is settled and the balance sheets cleaned up it will be a living breathing business again one with strong demand and not enough Supply that is always a great place for business to be I like to say as always Market sum my prom certifi just for you right here on M money I'm Jammer SA to madm money. cnbc.com
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