RE:RE:RE:TD: Very Positive 'Anticipation step' ...Another good observation by our friend lb1 here. Here's my take on having the 'anticiapation step' cut short by this morning's news from Bombardier.
It's fairly simple...I believe only the shorts and traders will get screwed by this, longs will only see the value of the company reflected on the SP a bit faster than expected.
... and since most longs do not plan to sell when good things start to happen then it's of not much consequences
JMHO... and GLTAL
lb1temporary wrote: I agre with you, with this disclosure we miss one step; the anticipation. I have mixed sentiments; happy by the results but disappointed by the shortcut taken that prevents the usual price increases by steps from taking place.
My question is why now?
All this is driven by the new debt. They have to disclose the results to the new debt investors, so, according to the rules, they have to disclose to the market.
Did they act in a hurry?
Do they think that a positive window for the debt will be closed in few weeks ?
The strong Q4 booking and the sooner deliveries in january remove all fear of ahead problems related to Bombardier. Is there a fear of macro factors ?