Bombardier Inc. T.BBD.A

Cashing Out

[flyman12]

I expect to cash out sometime in 2025/26 at around 150.$. Hope most of you guys can last till then without suffering a cardiac arrest before then.

[Trooper01]

Ill cash out at 250$ in 2028/29

[stock4life48]

Show me the basis as to why you believe it will be $150 in 2025/26.  Anyone can pic a number....yah ummm $238.12 on oh um June 12 2026 lol

[aviation234]

Not hard to get there really - particularly because BBD trades at such a discount to peers.     If defense contribution becomes more meaningful, can see a rerating from the 7x EBITDA today, to closer to GD/TXT low-teens levels at, say, 9x.      Take mgmt.'s 2025 target of $1.625bn aEBITDA, at 9x = USD 14.6bn EV.   If you say they'll be 2x levered by

[aviation234]

9x Forward EBITDA also is in-line with BBD's 2000-23 average multiple, also in-line with ERJ, GD, Dassault, and TXT's 20-year average forward EBITDA multiples

[PabloLafortune]

I invest in a few stocks, usually I lose money - I make it up in volume - but my guess is the market is shifting to real (not internet cookies...) more defensive, value plays (as well as taking money off the table). Value stocks that for example show some consistent growth, are de-leveraging, are growing services (recurring revenue) and have a military component are going to outperform the general