Comment by
bago on Jun 30, 2022 10:17am
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.
Comment by
clubhouse19 on Jun 30, 2022 4:06pm
Looks like they are making back enough to tackle the debt.
Comment by
Micmar on Jun 30, 2022 4:58pm
Yes, 400 millions last year and 350 millions this year.... not bad.
Comment by
bago on Jun 30, 2022 6:17pm
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.
Comment by
clubhouse19 on Jun 30, 2022 6:42pm
Maybe you could explain at what level they will need refinancing with the debt structure and timing as it is or are you just throwing that comment out without anything to back it up.? They sat they are ok abd you say not..on what basis?
Comment by
Micmar on Jun 30, 2022 7:52pm
Sorry my mistake in march 2022 400 millions and now 359 millions really not bad.
Comment by
bago on Jul 01, 2022 5:41pm
Btw you claim they will get refinancing at lower interest rates? Dream on! Not sure where you come up with half the goofy stuff you say and then have the nerve to say you correct others lol.
Comment by
balmusette on Jun 30, 2022 10:54am
Business jets charter companies will wait in line as well.