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InkaUtexas

Burnt Ends
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Everything posted by InkaUtexas

  1. I was under the impression that the MIC was looking forward to replacing these vehicles with the next gen. Also, how much have Western equipment being very superior to their Russian counterparts affect sales? Already ordered. There is a long process from we need to we can field. So what we were handing over was equipment from the First Gulf War up to Iraq Invasion with a few exceptions (MRAPS). But we have already contracted replacements. @atomheartbevo can correct me. Even if we are going to run a new platform, say the bradley, the upgrades to it make it almost a new vehicle. Since there are not that many manufacturers out there, real competition is at the component level. Who makes a better sight or mobile espresso machine. If we would sell our old shit, there is a lot still in storage, it would sell. But we keep reserves. Real beneficiaries are going to be other manufacturers who are going to replace Russia. It is now known and accepted their equipment is not great and they cannot sustain. India and South America are big buyer markets and both are trying to strengthened their capacity to build. Winners, well South Korea is probably the happiest. Others would be Sweden (SAAB and their aircraft) with pretty damn good gear that is cheaper then US. Also, we DO NOT Sell the latest and greatest. It is why countries buy versions. This is not the case with components or ammo. The guns we give them are tied to our supply chain. There is a massive demand right now for 155mm anything. Casings, fuses, etc. Same with 5.56 ammo (Military Spec). Those factories take time to ramp up. A lot of our aid are consumables. MRE's, bandages, etc. Yeah, we can make them and expand pretty easy. The companies making consumables, artillery shells, ammo, etc are doing real well in growth. But once there is "peace" those orders go way down or stop. All it takes is 1 letter from a Contracting Authority (Probably Rock Island) In US contracting you get an award. It can be for services or items. Items is tied to what they think they need over a set period of time. At anytime you can get a halt notice. We don't need that many widgets since we decided we need wackets for example. It is one reason when Congress fights so hard over programs in every Defense Bill. One items gets cut down, well those are jobs in districts. So when a decision is made to kill or reduce a supply contract then a Contracting Authority sends a letter saying so. That is where it begins. Lots more happens, but that is some legal shit even Brisket won't understand. (Oh, and Beltway Lawyers make a pretty penny. In fact more like a shiny nickle.) Rock Island is a small Army base. It has control of the largest sustainment contract in existence, LOGCAP. Right now KBR is the only company that can work under that contract in the European Command area of operations. There are other places, but Rock Island is the one used as a solid example. For instance, the USMC has their equivalent in Albany, GA. What is the overlap between war footing and reconstruction with specific companies? Is this similar to John Deer, GM, and Ford after WW2? What about banking and finance? What is their role in war versus peacetime? Most of the non-manufacturing MIC companies, like those named, don't make shit. They "sustain" operations. Build camps down to empty shitters. Shrink wrap helicopters for shipping to maintaining them where they are told to. Not 100%, but a lot of it. So, being smart and seeing the examples from Iraq and Afghanistan, they all created development and reconstruction divisions within the company. They focus on different sales approaches and US Government agencies. For reconstruction and development it is mainly USAID and sometimes the Corps of Engineers (infrastructure like roads and irrigation). So the change is the congressional allocation of funding. Groups will watch the Department of State and USAID budgets. for instance, instead of training patriot teams they will be looking to provide police monitors. Instead of building a camp for the army, it will be a camp for the companies rebuilding roads or irrigation. Same company, same board, different divisions. Maybe some different branding. They might create an offshoot. Or in the VC world 1 holding company will have 1 of each. There is a lot more and I am sure on here others have opinions and information, but there you go in a nut shell.
  2. Then look at it from each side's perspective. Other than consumable and refurbishment items, the MIC is not making that much more than they were. The Bradley's and F-16's are not new. They were being "maintained". The replacement items are next generation and already contracted. The companies that made money on the equipment are those that came in to retrofit them to hand over to Ukraine. Don't get me wrong, it is still a shit ton of funds. The company running the bases in Poland has passed go a few times. The companies making consumables, artillery shells, ammo, etc are doing real well in growth. But once there is "peace" those orders go way down or stop. All it takes is 1 letter from a Contracting Authority (Probably Rock Island). What I think the middle ground is what we can expect. Continued support, diminished, but continues. Push for Ukraine to accept peace terms agreeable to Putin. Any funding then switches for US companies from War to Reconstruction. It is interesting that the prime players in military sustainement (not manufacturing) such as Amentum, Vectrus, Fluor, etc. all have reconstruction focused groups that court USAID and the UN. So take those companies out of the equation. They are going to make bank either way. Trump wants Legacy. What sort? That is where we should be looking. I won't get into it unless the Ukraine CR thread opens back up.
  3. I wrote previously I think he wants to be known for making the Deal. Gives zero fucks of the medium or long term outcome. He will be dead by then. He wants his Chamberlain moment.
  4. It might also have somethign to do with Amazon Web Services and a few of their kind of large projects with the Federal Government. No one wants to piss of Trump.
  5. Fucking Giants are cursed.
  6. Candidate yes, and I do not agree. But I do think reflecting demographics is not a bad thing. Sorry for the derail, happy to move this discussion to a better thread so we can track trump's promises. BTW, when is day one for all of those?
  7. I do not agree with it. And 200 of anything should not have that power. But then, that is a major issue with our system.
  8. No, it means taking into consideration about 30% of the populations background.
  9. Good thing there are no housing developments going in that area. Edit, mayor of San Marcos just said we have plenty of water. So we can build and sell water.
  10. OK, so hear me out. I know there are party organizers on here. We can solve this if for any other reason than to stop the back and forth of what is media between webster and oxford. Pigeons.Yep, that is it. Pigeons. Dems need someone to make a cute movie about a sad teenager who uses pigeons to communicate with their friends. Aim this at the 15-17 year old demographic. Then in 2026 unveil the Pigeon Gram. This is an electronic "pigeon" you can send direct to your friends with the media embeds that you believe are true. The receiver gets a cute little pigeon that nests on their phone/tablet/email/instagram/facebook whatever media you want to use. It links you direct to the clip on any media source you follow. Fucking simple. All checks and money orders via OrlandiValuta can be made out to my cousin Chepe in Oaxaca. He sells paper mache pears on the side. You can't miss him.
  11. They are from outside Boston. In the city, like others, it is tribalism based on where you grew up. But these fucks have money, are educated, and live the good life. They choose to embrace the old Irish ways. Fuck you if not my clan. The outliers are my uncle (Educated, a Harvard man) and Cousin (USMC). But they will fall into group speak when the family gets together on Sundays.
  12. Colombian cartels plus I hear they supply the drug of choice of the Beltway Bandit crew.
  13. Shit, my Rural relatives in Mass (vote D) are some real racists shits. Did not like my ex-wife. She is part Dominican. Did not like me speaking Spanish. Did not like anything that was not Yankee redneck. If you had a good friend who was hispanic or black, well he was one of the good ones. The rest, nope. Fuck em.
  14. Sadly that shit happened before the election and all over the country. Walked into a bar with some friends from Cape Verde up in Boston. All heads turned towards us and we were politely told we might want to find another establishment. It is in our soul as a nation. Sucks, but it is not just this election.
  15. LMAO. LSU just does not want to even try to win.
  16. It will be done in Sharpie.
  17. Glorious. Fuck Georgia.
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