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...Rob Morris, head of Cirium’s consultancy business Ascend, warned the orders pose a risk for the airlines given the “global and regional macroeconomic and geopolitical drivers which seem to be increasingly...
...Philip Morris International and Altria, which share rights to the Marlboro brand, trade at a blended multiple of 12 times next year’s earnings, while BAT is on just 7.5 times....
...Additional reporting by Sylvia Pfeifer in London and Stephen Morris in San Francisco...
...slots for these and I suspect there is a significant amount of slot double booking going on as [they] gamble on some customers seeking to rearrange delivery slots, perhaps in 2026 and later,” said Rob Morris...
...Rates are “still increasing due to the supply and demand imbalance which is driving that demand from airlines to extend virtually any and all expiring leases today and even as far ahead as 2025,” said Rob Morris...
...Letter in response to this article: Don’t let private equity investors fly below the radar / From Peter Morris, London N5, UK...
...The P&W engine recall is “simply another unwelcome issue which leaves airlines potentially short of capacity,” said Rob Morris, head of Cirium’s consultancy business Ascend....
Company blames tough economic environment as new boss puts his stamp on engineering group
...Lessors will therefore face some [profit] margin compression,” said Rob Morris, head of global consultancy at Ascend by Cirium....
...Set up in 2019 by Tim Davies, Simon Morris and Ate Wiekamp, the company has developed technology that, it says, will produce low-cost, zero-emission hydrogen from micro to industrial scale....
...Anecdotal evidence suggests delivery delays of “three or more months” are frequent, said Rob Morris, head of global consultancy at Ascend by Cirium....
...Sylvia Morris, a former headteacher who describes herself as a “nitpicker”, says residents have to be “tenacious and strong minded” to chase proof of costs and services....
...“Demand is not an issue,” said Rob Morris, head of consultancy at Ascend by Cirium. But there are “big challenges”, notably getting the “engine suppliers on board”....
...Rob Morris, head of consultancy at Ascend by Cirium, said 2022 is set to be a “relatively bumper year for airlines”, certainly when viewed through the lens of the pandemic hit 2020/2021 period, but warned...
...Rob Morris, head of consultancy at Ascend by Cirium, did not rule out a return to service for the planes, noting that lessors were likely to have at least some of the records replicated in their own management...
...from the customers to a storage location outside of Russia, that will be a significant logistical challenge perhaps made even greater, if not impossible, by the increasing airspace restrictions,” said Rob Morris...
...Reporting by Daniel Thomas, Laura Hughes, Arash Massoudi, Sylvia Pfeifer, Kate Beioley, Stephen Morris and Philip Georgiadis...
...For the biggest jets, the four-engine planes, the market has “almost completely gone”, said Rob Morris, head of consultancy at Ascend by Cirium. “Many of those are getting parted-out or scrapped.”...
...“You can see the clear impact of Max orders from US majors [airlines],” said Rob Morris, head of consultancy at Ascend by Cirium. Actual deliveries, however, are much lower....
...According to Morris, the UK equity market is “not very good at judging what defence businesses are worth to another company”....
...“It reflects the challenge facing the aerospace and airline industries to avoid looking like the villain of the piece in the next two decades,” said Sandy Morris, analyst at Jefferies....
...Ping An isn’t the first HSBC shareholder to call for a split, but it’s by far the most significant, the FT’s Tabby Kinder and Stephen Morris write....
...Sandy Morris, analyst at Jefferies, described Airbus’s production plans as “punchy”, noting that “getting the supply chain onside is clearly very important”....
...Rob Morris, head of consultancy at Ascend by Cirium, said: “Success in the commercial aircraft space is driven not just by the ability to design, manufacture, [certify] and deliver an aircraft but also by...
Regulator assesses financial stability risks as talks continue over sale of parts of finance group to Apollo
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