Air Canada T.AC

The Rouge 10 forecasts

[SeaandSnow]

How Rouge 10 performs ?: 

 

May 8, 2020: AC stock can double in near future (next 12 months), not sure I can say that about many others.  

 

Aug 31, 2020 : Put it all together, you are looking at sp of $100+. Yes bears yes, high debt etc.... But what matters is the higher Free Cash Flow. Who cares about debt with all that can be paid of with 3 years of FCF

 

Jan 19, 2021 : I agree that in 2022 (2nd half) it will be $60 stock and in 2023 (2nd half) to 2014 (ist half) AC will be triple digit stock. I see stock buy backs and debt reduction in 2022 (2nd half) to 2023 timeframe. A delay of 2-3 years from 2021.

 

Oct 07, 2021 : Air Canada is on its way to be $100+ stock price in next 3-4 years.

3 years later: 17$

A used cars salesman.

[Contrarian333]

I'm not sure that is fair.  Use him for his knowledge of the industry and company and draw your own conclusions about fair value.  While I'm at it use the various analysts who cover the company for the same but disregard their "target" prices and come up with your own reasoned value.

[Nordico]

Actually it isn't a knock on his analysis, but a knock on the Street for trading AC at batshit insane undervaluation. AC's operational results have been great, but the Street now trades it at 3.5x adjusted earnings, and 2.3x FCF. That is absolutely nuts valuation, and essentially a reverse bubble.

[Veecee1]

Ok so PT are off by a couple of years , but the fact that AC is a year behind in in recovery compared to US due to incompetence of Liberals (remember Omar Abracadabra ) , throw in a war in Ukraine and GaZa , driving up the  price of oil , and Inflation, threat of recession and Pilot negotiations .His analysis on earnings projections has been bang on . Will the SP be $100 in 2, 3 years

[JuIieRichards]

Funny to see another troll showing up on the board criticizing someone who provides detailed assessments of the actual AC business. How markets respond may be delayed but the assessments are accurate. The real fact is  that Canada has become a Banana republic under the Liberals and foreign investment into Canada has dried up. Even our own pension funds don't invest in Canada. However