Bombardier Inc. T.BBD.A

This is what the market is reading

[clubhouse19]

I have had an emphasis on growth///I am not the only one I guess

 

Insufficient Growth At Bombardier Inc. (TSE:BBD.B) Hampers Share Price

https://simplywall.st/stocks/ca/capital-goods/tsx-bbd.b/bombardier-shares/news/insufficient-growth-at-bombardier-inc-tsebbdb-hampers-share

[Snowey]

I did not know we were producing helicopters. The stock is undervalued. Low price to sales looks like a buying opportunity to me. Snowey

[raphaelle2]

Just another clickbait ! Just like the Fool ! GLTA

[clubhouse19]

Certainly is a clickbait...but does not alter the fact that  worry about growth is not a factor in the market.  Some have valued the intrinsic value at worst case of 92.99 per shares.some 46% undervalued which kind of corresponds to the analysts' valuation. It's obvious at this point that the market doesn't value it as such. The market has to at least believe in its growth

[BBDB859]

Hi Club. There has been tons of growth the past 3 years for this company. Btw, we can't rely on Simply Walstreet. If it's the same publication, as the WSJ article PROPAGANDA recently. I'll just recap quickly. This investment into the company came DIRECTLY from the Balance sheet since Jan. 2021 to now. -$1.2B of LTD paydown (other than the $3.6B from BT) -$ 700M for Pearson -Easily

[clubhouse19]

Growth is in the eyes of the beholder. And there has been growth within there core business as it relates to business jets. They have grown organically but really to take care of their liabilities and reducing long term debt.    New product offering, though they have gained on the after market side, is still some time aways as that where is the real growth will come from going forward as

[BBDB859]

Good points club. I see it the same way as you. The point where we totally agree on is, the capital allocation. They only have a limmited amount of +FCF to go around, so they had to make these moves. The next phaze of their growth will show what they're made of. I feel that their +CFC evey year going forward, will knock the doors out of their disposable capital after reducing the LTD every

[Acuras1]

After delivering 54 jets for Q4 I'm looking (ok hoping) for a healthy book-to-bill to finish off the year end 2023. This will tell us much about how "the current business" is doing. At this stage growing and essessing EBITA is even more telling than "total" revenue. As for growth, lets learn how to walk first and then we'll run and grow further. Just not there yet. GLTA

[BBDB859]

That's the other part about growth. That's why I said, what I said was important. Growth in new designs & keeping up with competition is a smaller issue for now. The real growth is what they've done, or accomplished already, in these past 3 years, on solidifying the company, with expansion and debt repayment. Now the other issues will all be taken care of. They just don't have

[Acuras1]

Right now the biggest challenge is continued debt repayment and for the company to continue to deliver on all other metrics as per set plan.  Totally agree the company / management have so far exceeded many peoples expectations. We for so many years always saw smart enginers but a weak board, poor leadership and way too much vanity! GLTA 

[stock4life48]

I agree with everything you say, however the issue with many investors is the market either doesn't believe the story or there is a group that is pushing it back down.  Regardless many shareholders are getting fed up with the lack of SP growth and its getting stuck in the low 50's and are on the verge of selling. Its also pretty bad that Martel and the boys dumped huge blocks of

[Julyb60]

Huge blocks of shares were dumped last month by E Martel and the 'boys' ??  I was not aware...  Was this public info ?  Now this coupled with the fact that silence keeps on 2023 results (in comparison with 2022), it does not look good to me neither IMHO...   My patience is also getting thinner...

[MyNameIsNobody]

July - Yes, it's public info, they have to provide the authorities with such moves, as 'higher ups' in a publicly traded company. Last year's Q4, or annual results, preview was an exception, they almost never do that. Good luck with your investment, hope you end up getting the share price you're waiting for.

[bbdmic]

Yes July he sold a block but before he ad 56k share and now he as 137k.  He paid for those share and took some money for him it's part of his salary.   not at our level  but it's his.   Have a good evening...  GLTALongs

[Julyb60]

Thanks bbdmic for your explanation.  Maybe there are fiscal reasons to sell his shares before the end of the year.  However at first when I read this comment, I could just remind the move done by Bellemarre a few years ago...   Real painful reminder for investors at our level .... In addition, if good news were to be delivered on February 8th, and there were no good reason to

[johnney]

Don't tell me that you're starting to be sceptical wihh this stock, you start seeing it slowly but surely!Very glad that I'm not the only one that has been taken knowledge of this stock! Yes itls been going for years now, not months! Not Bashing, but this is the God Dam True!

[johnney]

See the way the stock trades this morning! Closed up $0.66, down this morning $0.43, sure looks good before results are released!!

[Shamhorish]

yes, you are right but the strange thing is that in the past the market pushed up bbd.b close to result day, then as we seen, results came in line or surpassed expectation then the market rewarded bbd good performance by dropping bbd.b  now,we are seeing different sennario, close to results day, market are keeping bbd.b down, oes that mean that they will reverse direction after result day

[johnney]

Well I do hope that this will be the case, cause what I ses since bigging of year, is more than disappointing, Honestly!!

[johnney]

Patient is getting thinner, not just for uson this board, but for many others also! GLTA!

[MyNameIsNobody]

stock4life48 - You keep coming back with 'verge of selling', 'many shareholders are fed up' or similar stuff in lots of your postings... maybe you should sell your shares.  Dont't get me wrong, I'd like the value of my shares to be higher too but it's not like I'm bummed out or fed up like you are or think most people are.    Hope you're patient

[stock4life48]

I'm waiting for Q4 ER and perhaps a few weeks after to see what happens thanks.  A ton of people post on various other forums they are fed up like me and ready to sell, perhaps you should read other forums.  I will decide when I sell, not you GL

[johnney]

I also have read on other forums, that many are more than fed up with this, and their ready to turn the page pretty soon!  The term, next quarter, next quarter will be better, doesn't seem to work at all! If the skies are blue, which place is it!!!!

[johnney]

If nothings' happens before or after results, few weeks after, ask yourself serious questions!! 

[johnney]

If you're not loosing nothing at these prices , after results, not my case, will have to wait again, but if I don't make a dime with this, but not loosing, I won't give a flying F after, let me tell you this personally!

[MyNameIsNobody]

Stock4life48 - I wouldn't sell before Q4 also, but hey.. who knows if we should or shouldn't.  We all go with what we're comfortable with. I don't get what other people being fed up about other stocks have to do with how you feel about this one. Like I said before, I hope you're well in the green before you end up selling.

[MyNameIsNobody]

Other forums.. I read too fast.. I get it. You're absolutely rigth about some people being fed up, it's understandable but still, if they're fed up and don't believe they can make money with this one, they should sell.

[johnney]

Myname, I will sell on my cost, no profit, but can't do it at these prices! GLTA!!

[johnney]

They may have fun of people, with good news, Targets, but you can't screw them all!!

[johnney]

Don't forget to read those comments, you will find out, fast too, how this is going!! 

[johnney]

Wait a month, you will see it with your eyes, how it will go, I may be wrong too! S/P doesn't lie, Bla Bla Bja does, but not the S/P, still not Blind!