RE:RE:RE:RE:RE:RE:Think about it...Even "i know this" lol. You just sound
desperate. One minute it's the family
and then moaning and whining about
shorts even though you state they lost their ability
to short and so on and so on. You answer all the questions
as if you are giving out facts lol. The permabulls have
been on the wrong side and continue to paint a rosy picture
no matter what. .77 think about it. You guys have been calling
anyone skeptical not knowing the story and so on meanwhile
they have been bang on.
BBDB859 wrote: Hey Bago.
The Bomber's next refinancing is in Dec 2024. The Dec 2024 Note was for $1B. They brought it down to $800M this year in Feb/2022. Just now they also threw another $290M = $500M to renew. The Bomber has paid $5B of LTD since Jan. of 2021. The LTD before Jan./2021 was $11B.
Debt is getting cheaper from Bond Holders, for Bombardier as the company is paying Debt down. So the interest rates to renew are getting cheaper. They're (Interest rates) not going to get higher by Dec.2024. No body knows of course, but the Bomber is paying debt at a phenominal rate right now. Debt (LTD) stands at about $6.003B right right now. This and every Quarter coming up this year will show great profits every Quarter. This Quarter I expect to get $1.7B in Revs, based on 28 planes delivered & EBITDA of $360. +FCF of $150M give or take.
The Market is not saying that Bombardier is NOT doing OK. The Market is
PISSED with the R/S and is trying to take control back from pre R/S times. But the problem is right now, that they don't have enough shares to Naked Short, and play dirty games like they have. Gee Bago I'm not as Savvy, as you as a trader & I know these things. Why can't you u call a spade a spade. You don't see the manipulation of the shorts??? Look at the US powerhouses trading this daily. Goldman, JP Morgan, Citigroup, Instanet etc. You think they're happy that they can't control the Bomber anymore??? No. They are asserting their control. But it's only a matter of time. The SP is not indicative of the Bomber's Value right now. There is a war going on within the Market & Bombardier. Nothing to do with Bombardier's new growth and profitability. It's about who controls the SP?? The good guys or the THIEVES. Personally, I don't know who the good guys are anymore. The good guys may end up to be the BIGGER Thieves.
bago wrote: Market is saying that's not enough for now.
At this rate they will need refinancing and that's
not guaranteed and at higher interest rates. Debt
payments have to speed up if possible and that's the issue.
Let's see what they show this quarter.
Micmar wrote: Yes, 400 millions last year and 350 millions this year.... not bad.
clubhouse19 wrote: Looks like they are making back enough to tackle the debt.
bago wrote: What's getting missed here is it's not
about the great planes or how many get sold
or backlog. The issue is magins and how much
FCF they can generate in order to translate in shareholder
returns. It comes down to making money, that's all.