Copy of a post I just made on iHub debunking nonse
Post# of 2306
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Posted On: 09/03/2020 8:15:26 PM
Copy of a post I just made on iHub debunking nonsense about the KC-46A:
Incorrect - the KC-46A is not dead. At the very least, the USAF will make Boeing sort out the ones that have already been manufactured.
They will also order the number required to complete the additional "special missions" requirement for which there is a lot of EMP-protected wiring in the design.
https://fas.org/sgp/crs/weapons/RL34398.pdf
Whether the USAF continues to order the total quantity 179 planned under what was the first leg of the Cold War legacy tanker program (KC-X) remains to be seen.
Personally I do not believe there is much chance they will be chosen to replace the other 50% of the existing KC-135 / KC-10 fleets under what would have been KC-Y.
I still see contractorization of a large portion of the overall task happening - using one of the several options already identified that was going to be in a medium-term timescale of 5 > 7 years.
The new USAF COS - General "CQ" Brown - recently highlighted the urgent action the USAF needs to take across the board just to catch up with extant and emerging threats - let alone dominate the air and space domains in future as it has been used to since WWII.
Whilst many of the problems stem from the total lack of appropriate priority funding of the DoD during the Obama years, the current methodology of USAF procurement and industry response is unacceptably slow.
There will be serious reviews ahead - carried out in an urgent manner -legacy systems will be cut and programs not up to the job will be discontinued.
https://www.af.mil/Portals/1/documents/csaf/C...g_2020.pdf
I see a huge increase in the use of contractorization ahead - particularly for "Red Air" [fighters simulated enemy aircraft on training exercises] and air-to-air-refueling (AAR).
In my opinion, the "Red Air" companies are the most likely to branch out into AAR. The top few of several in the field are much bigger than Omega in terms of resources, revenue, manpower, facilities etc. You can see the size of their enterprises here:
https://www.thedrive.com/the-war-zone/30557/a...t-contract
https://www.airforcemag.com/acc-awards-3-comp...r-support/
I still expect any already converted, retired or soon to be retired, ex-military tankers to get bought by someone to provide an early capability if the timescales and costs of getting them operational in role work for the company in question.
I still expect any large-scale contractor to use Airbus A330 MRTT in the longer term for which there is a production lead time of 4 to 5 years at present based on current orders.
I'm already keeping an eye out on who is buying up what worldwide right now.
The relevance to TMPS shareholders is ownership of the Tristars x 6, and:
- Who owns them now ?
- Did Tristar Air LLC bid on the USN MAC.
- Will Johan (a billionaire) do the right think by shareholders - although he is not obliged to (keep an eye on what TurboJoe is doing on iHub in his negotiations) ?
- If Johan owns the Tristars, will he sell them to another company ? This should net at least $15M in my estimation ?
Incorrect - the KC-46A is not dead. At the very least, the USAF will make Boeing sort out the ones that have already been manufactured.
They will also order the number required to complete the additional "special missions" requirement for which there is a lot of EMP-protected wiring in the design.
https://fas.org/sgp/crs/weapons/RL34398.pdf
Whether the USAF continues to order the total quantity 179 planned under what was the first leg of the Cold War legacy tanker program (KC-X) remains to be seen.
Personally I do not believe there is much chance they will be chosen to replace the other 50% of the existing KC-135 / KC-10 fleets under what would have been KC-Y.
I still see contractorization of a large portion of the overall task happening - using one of the several options already identified that was going to be in a medium-term timescale of 5 > 7 years.
The new USAF COS - General "CQ" Brown - recently highlighted the urgent action the USAF needs to take across the board just to catch up with extant and emerging threats - let alone dominate the air and space domains in future as it has been used to since WWII.
Whilst many of the problems stem from the total lack of appropriate priority funding of the DoD during the Obama years, the current methodology of USAF procurement and industry response is unacceptably slow.
There will be serious reviews ahead - carried out in an urgent manner -legacy systems will be cut and programs not up to the job will be discontinued.
https://www.af.mil/Portals/1/documents/csaf/C...g_2020.pdf
I see a huge increase in the use of contractorization ahead - particularly for "Red Air" [fighters simulated enemy aircraft on training exercises] and air-to-air-refueling (AAR).
In my opinion, the "Red Air" companies are the most likely to branch out into AAR. The top few of several in the field are much bigger than Omega in terms of resources, revenue, manpower, facilities etc. You can see the size of their enterprises here:
https://www.thedrive.com/the-war-zone/30557/a...t-contract
https://www.airforcemag.com/acc-awards-3-comp...r-support/
I still expect any already converted, retired or soon to be retired, ex-military tankers to get bought by someone to provide an early capability if the timescales and costs of getting them operational in role work for the company in question.
I still expect any large-scale contractor to use Airbus A330 MRTT in the longer term for which there is a production lead time of 4 to 5 years at present based on current orders.
I'm already keeping an eye out on who is buying up what worldwide right now.
The relevance to TMPS shareholders is ownership of the Tristars x 6, and:
- Who owns them now ?
- Did Tristar Air LLC bid on the USN MAC.
- Will Johan (a billionaire) do the right think by shareholders - although he is not obliged to (keep an eye on what TurboJoe is doing on iHub in his negotiations) ?
- If Johan owns the Tristars, will he sell them to another company ? This should net at least $15M in my estimation ?
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"Per Ardua Ad Astra" - "Through Adversity To The Stars"
A very apposite motto for those who trade successfully in the OTC market..
All posts are my opinion - trade at your own risk.
A very apposite motto for those who trade successfully in the OTC market..
All posts are my opinion - trade at your own risk.