Tom I have an answer for you.
To answer both questions, the post where trader stated that EBM was not on any of the LEAPs was in post 3488 and the slide mentioned can be found in the aviation investor day presentation and in Charlies 3487 post. This slide lists blades on the nx, 9x and leap engines and estimates the number of printers that will be required to meet the anticipated blade production.
But as you know, trader's comments and conclusions are simply not credible. He posted months ago that the engines, planes and blades were already certified and ready to go whereas they are still undergoing the certification process. He stated that the leaps were already in volume production, based on 30 having been produced whereas we all know volume production won't start till mid 2016 if then. He has posted that the leap train left the station and that composites would leapfrog EBM. He implied that arcam would not get any bulk orders because of the time lag from the time that Rene first hinted that we would get them, then when the order first came he shouted that we would sell 1000s of printers and then when he discovered all the Avio orders would not be immediately delivered he posted that it would be 100s or less. As soon as he read about the EBAM technology he feared that it might pose deadly competition for arcam as well as when he reads any PR, sees any video or hears about any technology. How often as he posted his fears about new technology not to mention his statements that the leap has left, composites would leapfrog ebm and has no nuances for the fact that ebm may be producing some parts while other technologies may be producing others such as some blades. He says no one mentioned that we would be producing only 2 blades or sections. I've stated for years, based on Rene's comments that we would only have part of the LPts and that other technologies would have other parts. That rhe jury was still out and that per Rene no decision has been made on the Leap per Rene and that the train has not left the station. It is not a zero sum game and room is there for multiple technologies to prosper.
I have been pointing out these facts for months and tried to temper his fears of every new technology mentioned. These facts and traders posts can be easily reviewed here and on the posting history section of the yahoo message arcam board as can my responses.
Yes we need to be aware of new technologies and it would be nice to have more news.But for competitive reasons both arcam and the plane builders are being quiet. But don't be overly concerned with what Trader says, given the number of erroneous posts, he isn't either. Note in his summary of the investor meeting, he stated that "we thought" there would be a need for thousands of printers. THe fact is only he made that statement. No one will now how many printers will be needed till we have some idea of the number of EBM parts that will be used in the engines and airplanes and we simply don't have that data yet. The jury is out.
Hope this answers your questions and gives you some background. Traders Leap comment is not supported nor is the number of blades and other parts estimated in the presentation as no final decisions have been made or at least disclosed.
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