Bombardier Inc. T.BBD.A

Bulking up leadership, big things coming

[thelostarc]

The number of executives announced today, and the quality and caliber of these individuals, is suggestive of big things coming for Bombardier.

For one, there is the transition to full Pearson manufacturing, that is a big undertaking and will require strong leadership on the ground.

For another, the defense business in Wichita is growing.

Furtheremore, our maintenance and service operations footprint is literally getting larger by the month!

Who knows what else is brewing up Eric Martel's sleeves! Of course, the near-term goal is to continue paying debt, continue winning orders and drive more operating efficiences on the G7500 series. However, with most of those things now on track for 2023 and 2024, management must think ahead to new products, new markets! If our free cash flow is to be above $1Bn for the year 2025, and we are in a good spot leverage-wise, what will BBD do with so much cash? There are lots of opportunities in the market, and Bombardier is well positioned to capture! For example, imagine a space division... that's where the real exponential growth of the business will come from, blue sky (or should I say black sky?) potential for space technologies. Or for greener aviation, and urban aviation! If we clear another $1Bn of free cash flow in 2027, it's going to be crazy, such a cash rich company should think about future products.

[Shamhorish]

thelostarc, i think you have found the Arc exactly as you said, (or at least that is what i think) and Eric Martel said a few weeks ago that Defence canbring 1 billion or more per year, add to that growing maitenace and increased sales and deliveries and free positive cash flow will conyinu to grow

[BBDB859]

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