RE:RE:RE:RE:RE:Above 52 close is just the start Thx for ur thoughts, guys. Best part of this chat room, for me, is adult discussion like this.
A shortage of 1 or 2 planes in a quarter is not a big deal. 4, 6, or even up to 9, can be, depending on the reason. I say 4 because it might be that from 120 - 116. 6 because some investors might have taken the "at least 120" guidance to mean perhaps a couple more, and 9 because at least one poster speculates 125. And as we know, stock prices move based on the variance between expectations and reality.
Which lead me to discovering, to my surprise, that at least one poster here expects a significant 2023 guidance adjustment down, in turn pushing revenues and hence CF and net CF way down. I doubt that expectation is the norm, tho, but unless explored, that would just be a guess here. Here meaning a sample of the retail investment community. The analyst community might be at 15-20% growth; perhaps lb1 knows. And we know where the company stood, having told us twice recently. I would love to get additional demand and production detail from them now, lol, but will likely have to wait for their update til early Feb.
I suspect orders will be lower than recently, given the recession overhang, lowered number of flights recently, and perhaps even a little green public pressure as we've read about in Europe especially. Hopefully that's not the case, but if so, hopefully that expectation is largely factored into the SP already. Alas, almost impossible to say.