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Bombardier Inc. T.BBD.A

Alternate Symbol(s):  BDRPF | T.BBD.PR.B | BDRXF | T.BBD.PR.C | T.BBD.PR.D | BOMBF | BDRAF | T.BBD.B | BDRBF

Bombardier Inc. is a Canada-based manufacturer of business aircraft with a global network of service centers. The Company is focused on designing, manufacturing and servicing business jets. The Company has a worldwide fleet of more than 5,000 aircraft in service with a variety of multinational corporations, charter and fractional ownership providers, governments and private individuals. It operates aerostructure, assembly and completion facilities in Canada, the United States and Mexico. Its robust customer support network services the Learjet, Challenger and Global families of aircraft, and includes facilities in strategic locations in the United States and Canada, as well as in the United Kingdom, Germany, France, Switzerland, Austria, the United Arab Emirates, Singapore, China and Australia. The Company's jets include Challenger 350, Challenger 3500, Challenger 650, Global 5500, Global 6500, Global 7500 and Global 8000.


TSX:BBD.A - Post by User

Bullboard Posts
Comment by MOJOJONOon Jan 31, 2020 11:06pm
130 Views
Post# 30628352

RE:RE:RE:RE:RE:Preferred Series 2+3 MAY be in play

RE:RE:RE:RE:RE:Preferred Series 2+3 MAY be in play

Series 2: +24.24% from Jan 17 $8.25 to today Jan 31 $10.25

Really, I have no idea if whatever they end up doing with the Preferreds. After all the decades they existed (Series 2 issued 1997. Series 4 issued 2002), they don't appear to have halted/cancelled the preferreds' dividends and only halted the common share's dividend. (Partly why I bought the preferreds in the first place). I don't know why BBD never bought back/redeemed/halted dividends of the preferreds since it just keeps draining BBD's cash.

If Series 4 gets converted into BBD.B shares @ $2 I'm not sure how it will impact BBD.B shares, but this is what could happen:

 

Forcing conversion of the 9.4MM Series 4 into 117.5MM Class B ($25/$2=12.5 BBD.B *9.4MM Series 4) will save $14,687,500 of dividend payments annually and avoid paying out $235MM cash for redemption. Yes, that's a potential ouch for holders of BBD.B as 117.5MM shares would be issued as a result of this, but maybe net it will be balanced by the elimination of Series 4. Plus, the investor will get ONE vote per share (yay...). Current outstanding number of BBD.B: 2,066,356,118 = 5.68% dilution.

Series 4: $16.30 * 9,400,000 shares = $153,220,000
Series 4 --> BBD.B: $2 BBD.B * 117,500,000 shares = $235,000,000

Maybe I am interpreting this wrong, but at the current prices conversion injects $81,780,000.

Bullboard Posts