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Bombardier Inc. T.BBD.A

Alternate Symbol(s):  BOMBF | T.BBD.B | T.BBD.P.B | T.BBD.P.C | T.BBD.P.D | BDRPF | BDRXF | BDRAF | BDRBF

Bombardier Inc. is focused on designing, manufacturing, and servicing business jets. The Company has a fleet of approximately 5,000 aircraft in service with a wide variety of multinational corporations, charter and fractional ownership providers, governments, and private individuals. The Company designs, develops, manufactures and markets two families of business jets (Challenger and Global), spanning from the mid-size to large categories. The Company also provides aftermarket support for both of these aircraft, as well as for the Learjet family of aircraft. The Company's robust customer support network services the Learjet, Challenger, and Global families of aircraft, and includes facilities in strategic locations in the United States and Canada, as well as in the United Kingdom, Germany, France, Switzerland, Italy, Austria, The United Arab Emirates, Singapore, China and Australia. Its jets include Challenger 300, Challenger 350, Challenger 3500, Global 5000, Global 5500, Global 6000.


TSX:BBD.A - Post by User

Comment by thelostarcon Dec 04, 2022 5:38pm
298 Views
Post# 35149764

RE:RE:RE:125.00 in 2023

RE:RE:RE:125.00 in 2023$200/share by 2025 is within the realm of possibility.

That's ~300% return from where we are now. Showing that we are coming down the G7500 cost curve and efficiencies gained from the new Pearson facility alone warrants 1x. Another 1x comes from showing increases in the backlog - so sales team needs to keep the momentum going. Another 1x comes from strategically paying down debt with free cash flow and unrestricted cash (once the Alstom hold is released).

From there, we find another 1x from from growth in the defense division. A further 1x in the launch of Bombardier urban aerial or Bombardier space. A final 1x when market views our position to be premium.

Altogether, that's 6x of additional value. Note, each 1x I'm referring to is $5Bn. So an additional $30Bn of value. That brings market capitalization to $35Bn, and share price to $350 by end of 2027.

This is of course all speculation. But I speculate from a confident vantage point.

The real gravy on this plate of steaming hot, buttered up mashed potatoes is when the balance sheet gets strong enough that we can have share buybacks, decrease the float, bump up per share value!
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