SIGNIFICANT SHORT TERM MOTIVATORS TO THE SHARE PRICEWe're at a very interesting point with Bombardier, and one that I think is going to prove to be very lucrative. Here are my thoughts with regard to short term price motivators that should vault the share price forward significantly.
1) Anticipation Buying: We're now entering the sweet spot for anticipation buying to begin as the quarterly report comes in to view. What has me even more excited is that this buying looks to have started last week, i.e., earlier than "normal". People are expecting a very strong quarter for Bombardier, and I think this is with good reason.
2) Eyeballs on the stock: Linked in to the anticipation buying, I think we have a LOT more eyeballs on the stock than even a few months ago, and with that, there is greater buying interest. This "coming of the masses" is a very interesting phenomenon in and of itself, and I think we are now also at the precipice of seeing this phenomenon come in to play. In and of itself, it can be a VERY powerful motivator to the share price.
3) Quarterly results: I think Bombardier is going to surprise here with even stronger results..as in stunning results. I fully expect an even stronger backorder, but what also has me excited is the revenue generated from the massive service centres they've been opening. While these centres are still relatively new, any increase here will show the path to the future, and I think this is going to be both a very strong and very important revenue stream going forward. Additionally, I think these centres, and there global availability, are going to be a powerful sales motivator. As for the share price, a good quarter is going to be a strong motivator all on its own. "Beyond just strong", and you're going to see huge interest in the stock, as it is still remarkably cheap.
4) Another area that I've been patiently waiting for additional strong upside is the military sales. I've been able to confirm that that modified Global aircraft for the Battlefield Airborne Communications Node (BACN) are being "very well recieved", and given the military buildup happening, I fully expect additional interest and orders. Nato is now in a period of rapid expansion (
CLICK HERE to read more).
What is truly eye-opening is the defence budget for the U.S. alone. To put this into perspective, I've also shown the U.S. miltary budget for the past couple of years.
2019: $404 Billion
2020: $448 Billion
2021: $408 Billion
2022: $344 Billion
2023: $858 Billion Collectively, the Nato expansion and U.S. expansion is going to bring about a military spending spree. And with that, I think we're going to see some significant orders coming to Bombardier. This will boost the share price significantly, adding obviously to company revenue, but a further boost as it shows the military now fully endorses Bombardier with repeat ordering, which is worth its weight in gold.
1B1temporary gave some possible near term share price suggestions which I think will prove to be very modest, ($55-$60 in the week before the quarterly, and $70-$75 by investor day). Am I expecting more? Yes, given the above factors,
significantly more. We'll see what comes, but I'm personally fully confident that this is going to be a stunning profitable period for shareholders.
Enjoy.