Note28 i årsrapporten forteller at kjøpsbeløpet ikke er fast hverken mtp. kroner eller tid. Nok en viktig presisering unnlatt av frådon
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Norwegian has several aircraft purchase commitments from agreements entered into with Boeing
and Airbus. An overview of firm orders by expected year of delivery at 31 December 2018 is presented in the table below, along with the expected gross cash payments per year.
Aircraft delivery schedules are, however, subject to changes.
The final cash payments are also subject to changes in delivery and prepayment schedules, certain contingent discounts or other adjustments of the purchase price. Such adjustments include
e.g. aircraft equipment which can be added or taken out from the order up until delivery. Therefore, the exact purchase price for each individual aircraft is not known until the time of delivery.
Committed aircraft aquisitions
2019 2020 2021-> Total
Boeing 737 MAX 8 16 12 64 92
Boeing 787-9 5 5 10
Airbus 320neo 4 7 52 63
Airbus 321LR 12 18 30
Total commitments 25 36 134 195
USD million 2019 2020 2021-> Total
Total contractual commitments 2,050 2,400 6,850 11,300
In accordance with airline industry market practice, the total order is not fully financed, and the
financing of new aircraft will be secured on a periodic basis, the size and timing depending on the
schedule of aircraft delivery and market conditions.
The Group has secured financing in the amount of approximately USD 820 million for all aircraft
deliveries (nine aircraft) for the first half of 2019. The financing is secured through a backstop
sale-leaseback arrangement and commercial loans. Discussions regarding financing of aircraft
delivering between the second half of 2019 and 2020 is ongoing and will be secured according to
the Group’s financing strategy, subject to market conditions and delivery schedules.
The Group has not committed to other significant investments and has no plans to invest in other
significant assets than aircraft.
For details on commitments for aircraft leases, see Note 12.
Norwegian Air Shuttle ASA has selected the Rolls-Royce Trent 1000 engine to power its 787
Dreamliner aircraft. The contract, signed with Rolls-Royce, includes "Total Care" long-term support agreements which include all maintenance, spare parts and other support services.
Norwegian Air Shuttle ASA has entered into a maintenance agreement with Boeing comprising all
long-haul aircraft on order. The agreement secures cost efficient maintenance.
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>frådende unyansert og feilaktig:
Frodon
I går kl 22:13
601
127 milliarder er forpliktet flyoppkjøp, du finner de i siste NAS rapport fra 10.4.2019 på side 64:

https://newsweb.oslobors.no/message/474214

Jeg ser på finansiering som et problem, da dette koster mer enn NAS har penger til. Og jeg ser videre salg av fly som et problem i et marked hvor det er for mange ledige seter. Hvis verdens veksten faller og diverse land går inn i en resissjon i 2020/2021, kan dette slå hardt inn på flybransjen. Men da vil sannsynligvis drivstoffet bli billigere igjen, så de får ned kostnadene også.

>127mrdnok som frådon nevner i munnviken er egentlig 91mrdnok. Altså 1100millusd-meldt utsettelse570millusd for 2019 og 2020 og kan bli noe i 2021 også=90,7 på dagens usd. Dette pådras over flere år (fram til 2021 og deretter jfr note28 på nevnte side 64), med ulike finansieringskilder og altså lease-saleback som i noten/AIFC + MAX8 utsettelse + mulige flere Airbus utsettelser + at NAS sin egengenerert kontantstrøm bidrar. Valutasikrer NAS dette?

>Når det gjelder "i et marked hvor det er for mange ledige seter"; hvordan er NAS sin fordelingen på overmettede Europa versus Asia og US? Fordelingen kan angis i antall fly og/eller kronebelastning i årarapporten.Det er vel spesielt Europa og bla. Lufthansa som sliter med overbelastning.

Det lukter overraskelser.

Shopping time ! The brokers become crazy .... Norwegian is a great opportunity ! Hopefully the investors hold and do not lose their opportunity to back again...

The smart way to invest in Norwegian and be millionaire is buying shares every time that drop the price ! That has been the right procedure in years .... Speciality Norwegian the best air comercial in Europa....

"The smart way to invest in Norwegian and be millionaire is buying shares every time that drop the price ! That has been the right procedure in years .... Speciality Norwegian the best air comercial in Europa.... "

Ruperto, if you can't contribute with anything useful, then please stop. Anyone that invests in Norwegian when the stock price is falling would have lost as much as 76 % of their investment if they started buying when the stock price was falling at the start of this year. You and lektor79 are using this thread just to convince people to buy/sell based on your daily trading. The topic of this thread is to discuss the valuation of Norwegian, based on the value it possesses.

Veldig bra:

24.04.2019 20:55:00: Norwegian Air Shuttle ASA - Postponement of delivery of Boeing aircraft

As previously announced in February 2019, Arctic Aviation Assets DAC, a
subsidiary of Norwegian Air Shuttle ASA ("the Company"), is continuing to
reschedule part of its single-aisle aircraft order book with both Boeing
Commercial Airplanes and Airbus S.A.S.

Based on ongoing discussions, the Company has reached an agreement with Boeing
to postpone the delivery of 14 737 MAX aircraft originally due for delivery in
2020 and 2021. This follows a previously announced agreement with Airbus to
reschedule a part of the order book that includes an unspecified number of
A320neo and A321LR aircraft.
https://newsweb.oslobors.no/message/475021

Også bra, her tjener NAS penger:

https://www.nrk.no/norge/streikefare-hos-sas-gir-dyrare-billettar-hos-norwegian-1.14526531

Denne tråden er som nevnt lenger opp ment for faktainfo og begrunnede/linkede innlegg.
Etter at Frådon har våknet til liv igjen med at NAS har ca 100mrdNOK i gjeld, er det på tide med en korreksjon:
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NOTE 6 BORROWINGS
31 MAR 31 MAR 31 DEC
(unaudited in NOK million ) 2019 2018 2018
Long-term
Bond issue 1,142.7 3,511.0 1,182.2
Aircraft prepayment financing 278.6 1,031.7 280.5
Aircraft financing 20,364.8 18,652.0 21,067.4
Lease liabilities 29,969.0 0.0 0.0
Long-term debt 51,755.1 23,194.7 22,530.0
Short-term
Bond issue 2,331.1 1,078.1 2,400.8
Credit facility 1,650.0 675.0 1,125.0
Aircraft prepayment financing 2,333.7 860.5 3,861.0
Aircraft financing 3,114.4 2,120.6 3,922.4
Lease liabilities 3,643.3 0.0 0.0
Short-term debt 13,072.6 4,734.2 11,309.1
Total borrowings 64,827.7 27,928.9 33,839.1
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Fra side 2 i Q1 rapporten: Net interest bearing debt 61,676.9
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Altså under 2/3 av det Frådon skribler. Regner med han unngår å kommentere på denne tråden, da det vitkigste for han er å få oppslag for sine egen skrekkelige trådtittel, samt få minst 70.000 klikk.

Alt Frådon fråder ut av sin munn blir negativt - som f.eks. " Max flyene står på bakken i den mest lukrative perioden, " Denne perioden er faktisk den beste perioden å la MAX-flyene stå på bakken, når uhellet først er ute, pga fyllingsgraden - slik at merkostnaden ved wetleasen blir relativt mindre.

Ser ut til at Norwegian dumpes hardt i dag.

Argentina satsingen forventes å gå i pluss.

Norwegian Air Argentina counts on profitability in Aug-2019
Norwegian Air Argentina forecast (12-May-2019) that "based on current performance… Norwegian Air Argentina will be profitable in Aug-2019". The carrier plans to double its domestic network, effective Nov-2019. The carrier operates six routes from Buenos Aires Aeroparque Jorge Newbery Airport to Mendoza, Iguazú, Salta, Neuquén and Bariloche. Norwegian Air Argentina CEO Ole Christian Melhus stated: "We are in line to be profitable in a very short time, some changes and the optimisation in our programme have had a very positive effect". The carrier reported an increase in Apr-2019 load factor