RE: Boeing ceo visits China with Trump... big upside for GKN if 500 sales deal is done.13 May 2026 11:43
Well, i don't think you can class a worldwide oil shortage as 'one thing or another'! with flight numbers reduced it's hardly surprising. but a feet of 500 boeings, for whihc GKN supplies parts and aftercare, would be a good 15-20% bump, imo. 'course, if Trump doesn't eff everyhing up again... (and i'm really not sure how he's going to resolve the war issue without finally having to have a worldwide action against iran to topple their stranglehold on homruz. THAT would see MRO back at 700...