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Re: flying_trader post# 3556

Tuesday, 03/15/2016 1:32:22 PM

Tuesday, March 15, 2016 1:32:22 PM

Post# of 6624
The answer to production rate and orders for Arcam lies somewhere between one machine producing all parts at an acceptable rate and many machines producing the needed parts at the required rate. I'm leaning towards many because of the rate of production of a given machine. Also, think of it this way, if the machines can't produce at a competitive rate, nobody will buy them, so we hope it doesn't take too many machines when their cost is between 595 to 995 thousand a machine.

After Honeywell's webcast and the embedded promotion from Arcam itself the signs are encouraging and will require that we do due diligence in following the news. We know Honeywell and GE/Avio are EBAM bullish.

Some publications Honeywell suggests in the email I received after the webcast: Business Aviation News, FMS Go-To Newsletter, and Helicopter Quarterly.

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