Nice analysis, DJ. A few questions/points: TPAC w
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TPAC will be the "Main Distributor" or middleman managing the flow between Boeing and all suppliers (inventory going out of China = $160-200M).
No mention of a Boeing inspection. Maybe it's already happened? Is it really necessary to have an inspection of $TPAC's facilities if $TPAC is just going to be the "middleman?" I guess there will be one if one has not yet happened. Bill said it depends on Boeing's schedule.
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TPAC has created a marketing division that's promoting Trans-Pacific Aerospace across seven continents. BTL is the seller.
I would like to see business come in from Antarctica.

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There are about 20 business days left to the 90-day reconstruction period.
This takes us to mid- to late-August. What happens after the 90 days? Will IR, FR, Muse still be around?


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