Hweb, I with you on the Aerospace...per the Fin Times British Airways is looking to add to their fleet and would not be surprised if Boeing gets a decent share of new orders. Looking up and down the BA supply chain... my issue is that I want to find the next generation composite plays vs the sheet metal micro caps that we like ie LMIA, ERS. I am concerned that they are not moving with the technological changes in the composition of next generation aerospace... maybe not an issue near term but would like to find the composite manufacturers that are benefitting from the changes to the 787 Dreamliner etc..... Art
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