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Analyses on Global Knafaim (3)
- March 20, 2026March 20, 2026
- Follow-up
Global Knafaim: What is really at stake in the A330-300 rollover from Sunclass to the new lessee
The A330-300 is a focused transition test: a debt-free airframe that still represented 17% of 2025 customer revenue through Sunclass, set against a non-binding LOI that could improve 2026 beyond what the signed cash-flow table currently captures.
- Follow-up
Global Knafaim: How much of the cash pile is really free after reserves, maintenance, and balloons
Global Knafaim’s liquidity headline looks comfortable, but a meaningful part of it is already economically tied to lessee reserves, current maturities, future maintenance participation, and balloon repayments, so real flexibility still depends more on refinancing and monetizatio…
Global Knafaim: The cash is there, but 2026 still has to replace Delta
Global Knafaim ended 2025 with a cleaner balance sheet and a wider cash position, but the 2026 earnings base still needs proof because much of the improvement came from monetizing the Delta aircraft and replacing the fleet with assets whose return and cash profile have not yet b…
