I think the play is RTI International (RTI) and Titanium Metals (TIE), adds Tim Seymour. Planes are made of titanium.

Rare metal to metal industies.

boeing

Neutral - Price 8.28 on Nov. 12
by Cowen and Company

We see TIE's calendar 09E ingot volumes off 2% to 3% and mill off 6%....We can't justify paying over 10 times C09E EPS for the stock, given big C09 EPS revision risk. TIE's relative premium is apt to keep a lid on the stock price, and suggests that a takeout premium is fully baked in....The next catalyst, a likely negative, is the revised Boeing 787 schedule, expected in December or January. If Boeing slips the 787 schedule by three to six months, the supply chain may have enough Ti inventory to de-stock through C2009...C09 demand for engine spares may drop given likely flattish flight hours and reported airline invent[ories]. Market cap: $1.5 billion.

4.0%

great potential

From a recent Mad Money show: "No, that is a second-rate titanium play. I'd rather hang myself with a tie than own shares of TIE."

Americas Largest producer of Titanium

The volume of call buying suggests to me that this stock could go higher.

u/v

Huge orders for new aircraft. Stock keeps going down.

Not keeping up with the basic materials sector

Not moving

crashed as soon as i got in

I made money on this stock several times, but it is way too unpredictable for me, until I learn better how to study this industry and company.

Stuck in a rut...can't gain traction.

Paid too much for it

lost a lot on it