Tuesday, July 31, 2007

Incredible Boeing Titanium Metals Supply Info

Sources say that....Boeing must invest hundreds of millions of dollars more this year than originally planned to keep pace with booming demand for their Dreamliner. R&D spending is projected to reach $3.7 billion this year, up from the previous estimate of between $3.2 billion and $3.4 billion.

Based on current production capabilities, the Dreamliner is virtually sold out until 2013.

What about supply for Airbus? This bodes well for TIE and ATI stocks.


Monday, July 30, 2007

3 Very Large Shareholders Are Banking On The Strong Demand In The World-Wide Refleeting Of Lighter Airplanes With Boeing, Airbus And Rolls Royce

1) Harold Simmons
2) HS's Friend - T Boone Pickens: BP Capital, Boone's first major post-Mesa venture, was virtually minting money. He had opened the energy hedge fund in the spring of 1997 with $10 million of his own money and another $26 million supplied by a group that included his Dallas billionaire buddy Harold Simmons and former Mesa directors Fayez Sarofim and John Cox. Today Boone owns over 552,000 shares of TIE. Within only two years, BP Capital’s funds had dwindled down to $3.4 million, but in 2000, gas finally began the ascent he had long predicted. He commenced what an associate later described as “one of the greatest trading runs of all time.” By the end of 2000, the fund was up to $252 million—a stunning gain of 7,300 percent.
3) Fidelity ownership

Higher fuel costs are increasing the demand to refleet old commercial aircraft to new stronger, lighter and on-corrosive aircraft. What are the materials used? Titanium, Aluminum and composite materials. Stocks to own now are: TIE, ATI, ZOLT
Click: Boeing Orders and Deliveries
Click: Airbus Orders & Deliveries
Click: Rolls Royce Engines News

Spoke To Titanium Metals Today

Their plant expansion in Henderson, Nevada was completed a few months ago and the original plant was opened in 1940. Therefore, increased earnings should include revenues from this operation that may not yet be anticipated. TIMET's current annual sponge manufacturing capacity, including the recent 4,000 metric ton expansion in Henderson, Nevada, is approximately 12,600 metric tons. Plans for the new facility are expected to provide for an initial 10,000 to 20,000 metric tons of capacity to be built in phases.

Very Good Boeing News Today - Great For TIE and ATI

NEW DELHI, Jul 30, 2007 (The Canadian Press via COMTEX) --
India will likely need 911 new passenger jets over the next 20 years to meet the growing demand for air travel, Boeing Co. said Monday, announcing an upward revision to its earlier forecast. India's demand for new planes over the next 20 years could result in orders worth $86 billion at current list prices, making it one of the world's largest markets for new jets, Boeing said in its latest market outlook for India. India's rapid economic expansion in recent years, coupled with policies to break the monopoly of state-run companies in the airline sector has driven demand for air travel and new planes. In 2003, India had a fleet of only 121 planes, which has since increased to 257 with 387 firm orders for new planes by Indian firms. In the past two years, Boeing has won orders for 144 jets worth $21 billion, said Dinesh Keskar, Senior Vice President of sales. The success of private airlines and the surge in air travel has encouraged companies like Boeing to repeatedly revise their forecasts, Keskar said.

Re-Post Of Good Chart Patterns

Indicators like TRIX and MACD are not perfect, but they do help in the timing of momentum moves in good stocks. TRIX oscillates around a zero (0.00) line. When it is used as an oscillator, a positive value indicates an overbought stock while a negative value below the 0.00 line indicates an oversold stock. TRIX is designed for trading trends. Trix uses a triple-smoothed moving average. This indicator will keep you in trends shorter or equal to the window period. Here are some examples. The Bullish signal is "best" indicated when the lines cross up and is below the 0.00 line. Please click on the picture for a better view: