Hints and tips:
...It isn’t to Airbus — the A220 only represents about 7 per cent of the company’s annual commercial aircraft revenues,” said Tusa....
...“Spirit’s biggest programme is 737, so what is bad for 737 is bad for Spirit — no way around that,” said Sash Tusa, analyst at Agency Partners....
...The war in Ukraine, Tusa added, had shown that drones needed to be disposable. With the “system costing tens of millions of pounds a pop, is this a price you want to pay?” he asked....
...Here’s an example of something that triggered some hollering from Honeywell’s Q3 2016 earnings call: Steve Tusa, JPMorgan: “Who’s making the call on the buyback at this stage?”...
...“Current technology engines, such as CFM’s Leap, used on narrow-body aircraft, are now in an extended sunset phase,” said Sash Tusa of Agency Partners....
...“It’s not a bad time to not be producing a regional jet,” said Sash Tusa, aerospace and defence analyst at Agency Partners in London....
...“If the UK is to return as a serious player in defence exports, we cannot compete for the lowest common denominator,” said Mr Tusa. “We have to go high end.”...
...Bloomberg reported that the departures include Andrew Tusa, co-head of UK corporate broking and Jonathan Gold, a senior financial institutions banker in London....
...“New entrants very seldom achieve complete success the first time around,” said Sash Tusa, aerospace and defence analyst at Agency Partners in London....
...“Bombardier is at a turning point,” says Sash Tusa, analyst at Agency Partners....
...“This is a trophy contract,” says Mr Tusa at Echelon....
...“They were chasing the quick results, rather than the long term,” says Francis Tusa of Defence Analysis, adding: “There was no plan B.”...
...Sash Tusa, analyst at Echelon, says all the defence companies he follows are focusing on exports as a means to overcome the weakness of their domestic markets, especially in the US....
...“In an environment desperate for growth, we see strategics [have] a bit more urgency [to do deals], and this puts Tyco now squarely in the middle of what should be a ramp in activity,” Stephen Tusa, with...
...“The only sorry thing about it is that Boeing didn’t wake up in time and messed its customers around for six months,” says Sash Tusa, with Echelon in London....
...However, the language in the announcement and the lack of detail suggests the programme has been delayed and possibly cut back, said Francis Tusa of Defence Analysis....
...“While the cost saves were good and the third quarter was solid, the 2010 outlook should be viewed as a disappointment to a stubbornly bullish consensus,” Stephen Tusa, an analyst with JPMorgan Chase, wrote...
...To reach the less ambitious target could still prove difficult, requiring Honeywell to show a profit in the fourth quarter, wrote Stephen Tusa, an analyst with JPMorgan Chase, in a note to clients: “While...
...Mr Tusa also said the $21-per-share price “looks expensive,” noting he valued the industrial businesses at $12 a share. The finance division, he wrote, “could be worth negative $1.5-2bn.”...
...Stephen Tusa of JPMorgan said: “The [Ionics] price looks rich at first blush, though significant cost synergies make the valuation more reasonable.”...
...Stephen Tusa of JP Morgan said: “The [Iconics] price looks rich at first blush, though significant cost synergies make the valuation more reasonable.”...
International Edition