Bombardier Inc. T.BBD.A

analysts estimating the bomber at $.20 , j'ai mon voage

[bicente]

Can you picture the family raging in the background ? ... I guess the analysts  must believe their debt is too big to handle ... Next step is good Q4 result and better forecast with renegotiating of debt ... I'm not selling but it sure is getting harder to filter out the noise ...The good thing is there is not much left for them to bash about in the news  ... GLTA

[DrSpec_]

If you are using their words and sharing their fake reports and views you are also feeding their narrative which is to scare us shareholders. SO PLEASE..DISREGARD FU..ING ANLYSITS since they are just bag of garbage.. JUST BUY MORE and STAY LONG.. ALSO PUT YOUR SHARES FOR SELL AT HIGH PRICE perhaps $100 LOL

[Zimmee1]

Do analysts love to speculate by saying Bombardier goes @ $0.20? The probability of there thinking is perhaps this company might have again a huge deficit or loss from their annual operations?

[DrSpec_]

PLEASE..DISREGARD FU..ING ANLYSITS since they are just bag of garbage.. JUST BUY MORE and STAY LONG.. ALSO PUT YOUR SHARES FOR SELL AT HIGH PRICE perhaps $100 LOL

[foolsgold]

lol - Sure everyone on this board can go and put their shares out for sale at 10 bucks for fun!

[bicente]

that's the most fun we've had on this board for years ..and it's not funny at all ... that Q4 result better be good ... GLTA

[DrSpec_]

SELL at $100 good for two months LOL..

[johnney]

How many analystes are estimating the bomber at $0.20, i searched but didn't find! On which article!

[Shamhorish]

bicente, yes it is a key to bring interest payment down and you said " renegotiating of debt" can they realy have efective way of  renegotiating of debt without going to restructure ccaa

[PabloLafortune]

If they do nothing about the debt and interest costs emains high, the backlog drops significantly every quarter, other liabilities come due, and the EBITDA doesn't meet the targets, 20 cents US could happen. Otoh, if they remove a big chunk of the debt via a convertible debenture for example (3-4% with a $1.25 to $1.50 conversion price?), refinance the remaining debt at lower rates, exceed

[flamingogold]

Doing nothing about the debt is not one of the options, EM has been clear on multiple occasions, even in the Alstom closing PR, about addressing the debt next.

[johnney]

flamingogold, will see pretty soon if E.M. is a man of word! his been cleer, about adressing the debt, will be witness of what he has said, cause time will be running out for them!

[Jim99999]

I'm not sure it's meaningful, but I noticed CDPQ chose to not issue a news release on closing the Alstom deal. I'm hopeful this may indicate that they too are unhappy about the closing adjustments, and will challenge them also. If CDPQ supports BBD's challenge, this may get settled reasonably quickly. I imagine Alstom does not want to start their relationship with their largest

[PabloLafortune]

I took a closer look at other assets and liabilities a while back and while most of it is of the provision/expense recurring variety, some of it is one time esp CRJ remnants due to MHI. So having some cash from among other things Alstom coming in later to offset these could come in very handy. Otherwise they have to say debt is $4.5B now for example and then later try to explain (once again!) why

[Jim99999]

That might have been burning a bridge that they weren't (and aren't yet) prepared to burn. As you say, if they end up going the converts route, they could be looking at CDPQ again, although I think they have other options. It certainly wouldn't be out of line for CDPQ to work a sweetheart deal with BBD after the windfall they got with BT. Jim

[PabloLafortune]

Large private investors (Bain, CDPQ) are batting 1000 with Bombardier investments...I only suggested the convertible debt offering because I've seen a few in the US recently and in BBD's situation, would seem to be attractive - 5 year terms, low rates (0-2%), and a premium (37-50%) which is less dilutive for BBD given its low share price.  But yeah I could be way off.

[Shamhorish]

i have to disagree 1- CDPQ is a winner in both cases, and Already made ton of money with loan to BBD 2- bbd can challenge Alstom as much as they want, IMO quebec will not win over france THIS IS NOT ALLOWED