Bombardier Inc. T.BBD.A

RE:RE:RE:Will the family do the right thing?

[pablo87]

What I'm afraid of is if Alstom cancels the deal or formally asks for a better price, all heck will break lose. They should get ahead of that curve IMO (and maybe they have...).

bbdaerospacecnd wrote:

Alstom sp is near record highs and BBd is near 35 year lows
alstom market cap : Eur $ 10.985 bln
bbd market cap: Eur $0.637 bln for both BT and BA (so it's appr Eur $0.320 bln for just BT)

and both rail companies have similar revenues . 

The family should give up control in BT and partner with somebody . China would pay huge premiums for just one BBd subsidiary  to get a foothold in Europe . BBd has operations in 60 countries , they could get value by streamlining 
 

bbdaerospacecnd wrote:

 

Imo, the family could separate BT as a separate enterprise through partnerships. If the family gives up the control for BT then the interested parties (Hitachi, Siemens, China) could step in . Maybe BT could sell just individual subsidiaries in some countries to streamline their rail operations and focus on profitable zefiro platform for high speed trains  and monorails.

BA would be untangled and become profitable. That would unlock the value for the shareholders.

the sp is controlled within 0.005 range by big players and I would not be surprised if Alstom is trying to squeeze BBd into acceptance of low ball offer

https://cincodias.elpais.com/cincodias/2020/08/11/opinion/1597140889_600625.html
 

flamingogold wrote: Remove Pierre Beaudoin as Chairman and from any executive decisions going forward. This would double the stock instantly.