Bombardier Inc. T.BBD.A

A positive 2023 year, 2024.....

[Tempo1]

I had a positive financial year. One of my top three (2009, 2017, 2023). This was mainly due to Bombardier's first quarter surge. From 52$ to 74$, with a huge mix of shares and options, almost all my year's gains have been made. It was more difficult in the others quarters but slightly positive. 
And we are back to 53$.  
And the financial performance is better. The only headwind is the anticipation of a slower business jet market. All are watching the book-to-bill ratio.

But at 53$ the jan 01, with delivery targets met, where is the risk? 

Some fun ahead, ....but it has to be manage with wisdom. 

Be carefull at irrational exuberance.

[Truthifest]

With so many Q4 deliveries hence sales $, even with the 12 plane block order, is b2b gonna drop?  

[Tempo1]

With a so big unbalanced deliveries each quarter, a 0,9 or 0,8 ratio for Q4 is not negative; it still means 40 + orders. The annual ratio or the trend is more important.  But with the Martel nove,ber comments and the 12 challenger order, I am not afraid.   My comment is about 2024 perspectives and more important the market sentiment; our opinion is not a matter here, ony the market

[stock4life48]

a book to bill of 1.0 or at least very close to it like 0.97 is very important.  Remember what happened with some slight misses in ER in 2023, the stock suck like its feet were cast in concrete boots.  We need a solid 1.0

[divestor]

Agree on BTB of 1.0. I suspect that BBD is closely managing deliveries to ensure this target is hit. IMO, they are holding back deliveries to maintain the ratio.  dv

[Transit77]

So then you agree with my post below? Why is it a fantasy? 

[PabloLafortune]

Only 1 thing truly matters for Bombardier: long term debt and debt ratios. The rest...meh. Whatever causes LTD to go lower or debt ratios to improve faster than expected ie exceed expectations is a good use of management's time.

[stock4life48]

because its not realistic.  did you not read any of the comments from that post from other users?  you seem very jittery and nervous about where the company is headed and not at all confident in the leadership and what they say.  They have never once not delivered on their promises EVER since Martel took over.  Just relax