Bombardier Inc. T.BBD.A

All about deliveries

[clubhouse19]

I hope the company is thinking more than securing their promised deliveries.
  You would think this board is full of traders rather than a mix ad all the talk is about deliveries and whether they would meet them to a tee at least.
  If the whole of the Bombardier investment community was focused mainly on this as seems to be demonstrated here, what a gift to the shorters if they for some reason miss in any way or even if they just met.
  I really hope that the bomber is thinking further about growth because this is really getting very single minded way of looking at the Bomber's future.
  If this is the case, then trading this stock will be the only way to go because without growth or product and technological additions this company will go nowhere as far as appreciation of value. I trust the company is on a different wavelength ad I would rather see growth of their product offerings.
.

[Tempo1]

True. Good post.  I can add that the highly seasonal rate of deliveries is the problem. Negative FCF the first half on the year and a bonanza of cash in Q4.       If they were able to adopt a more regular scedule, the focus could be different.        Imagine a regular 12 jets a month scedule. The stock would lost its volatility and would fly higher

[MyNameIsNobody]

True... Bombardier's focus should be on long term, but long-term is made of lots of short-terms bunched together.  Why some of us following the delivery rate would have any impact on what Bombardier is thinking? (this question is for Club) Discussing deliveries, in this very 'highly seasonal rate of delivery' Q4, is only something we can keep track of baring any other news from

[BBDB859]

I echo both of your sentiments. I think this is exactly what BD/EM is trying to accomplish, in adding the Pearson facility. They're aware of the fact that they are cyclical on deliveries, and the machanization that is deployed on Pearson will help off set that somewhat. I would hope that is case, although I'm not sure. I'm thinking that, knowing the direction they took this

[PabloLafortune]

A very excellent post 859.  Spreading the cashflow over 4 quarters could enable them to buy the LTD using open market operations instead of tenders (this is what the oil company MEG does) which is cheaper I believe (the 2027's are trading at 99cents on the dollar presently per boerse) as there is no premium.

[BBDB859]

Thank you Pablo. When I wrote the post, I tried to answer Temp's & Club's doubt's on the operational side of things. I was in a hurry to grab my cup of Java and plan the day. You're looking at it, from the Financial side, as expected (no fault of your own, I'm the same way). Take care of the nickel's and dimes, and the dollars will take care of themselves. These guys

[PabloLafortune]

100%. BBD w/o excess debt is a shareholder's dream and a competitor's worst nightmare. Because that means some of that freed up cashflow will be going to product development.

[clubhouse19]

  I remember well over a year ago I mentioned that what i was looking at in terms of growth was the defense sector that was just about coincidental with the time they added the Wichita facilities.  They have confirmed their interest in this sector and while this EAT your own country chose otherwise, others will be more than willing to give it a chance as they prove out their offering in