RE:RE:RE:RE:RE:Think about it...Maybe you could explain at what level they will need refinancing with the debt structure and timing as it is or are you just throwing that comment out without anything to back it up.? They sat they are ok abd you say not..on what basis?
bago wrote: Market is saying that's not enough for now.
At this rate they will need refinancing and that's
not guaranteed and at higher interest rates. Debt
payments have to speed up if possible and that's the issue.
Let's see what they show this quarter.
Micmar wrote: Yes, 400 millions last year and 350 millions this year.... not bad.
clubhouse19 wrote: Looks like they are making back enough to tackle the debt.
bago wrote: What's getting missed here is it's not
about the great planes or how many get sold
or backlog. The issue is magins and how much
FCF they can generate in order to translate in shareholder
returns. It comes down to making money, that's all.