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Air Lease current news from Manifest Investing Forum By Leonard Douglass Date 11/06/2016 11:27 AM I just read thru the AL 3Q 2016 conference call transcript. Its really worth your time to read if you are interested in Air Lease especially the Analysts questions. http://seekingalpha.com/article/4020072air-leases-al-ceo-john-plueger-q3-2016-results-earnings-call-transcript A few highlights…“Our forward lease placements remain very robust, enabling us to have 91% new aircraft placement through 2018 and 82% through 2019… To illustrate and demonstrate the strength of ALCs franchise, we have signed long-term lease contracts for 143, I repeat, 143 new Airbus and Boeing jets that have not even yet delivered as of today, but are scheduled for future deliveries on long-term leases. These 143 new aircrafts that are to be delivered in the future, and have been contracted to lease out include 42 new twin aisle jets and 101 new single aisle aircrafts. …. based on the strong financial performance of ALC in 2016, our board of directors has authorized a 50% increase in our common stock cash dividend from $0.20 per share per year to $0.30 per share per year. The increased cash dividend of $0.075 per share per quarter will be payable to our shareholders early in January 2017.” Reply By Matt Spielman Date 11/09/2016 01:06 PM An interesting development, and another nail in the coffin of the 4-engine super jumbos: Singapore Airlines shops for the world’s longest jet The interesting thing here is that this is a new test for the A350 design. Airbus has previously said that the A350 was designed lighter than the 777X, which makes it less suitable for hot climates (read: robust Middle Eastern airlines). But now this super-stretch idea is taxing their limits, and plays more easily into the 777’s design. Reply By Leonard Douglass Date 11/15/2016 10:13 AM Interesting item from Reuters this Morning: “United to restrict low-fare flyers to one carry-on bag” http://reut.rs/2eW76RP and buried in the article “..United said it would defer 61 Boeing Co (BA.N) 737-700 planes originally due in the next two years to a date to be determined, reducing capital spending by $1.6 billion through 2018. It will convert those 61 orders to newer 737 MAX planes. The company also said it would buy 24 E175 aircraft from Embraer SA (EMBR3.SA), instead of leasing the planes as previously planned." Should we conclude there are 61 open slots in Boeing’s production schedule in the next two years?