RE:RE:Bombardier may have sold wrong division See, i think the reason SP is down is because of certainty in the deal.
Dumb Money knows it's a good deal, but Smart Money is simply looking at the market cap: if it's worth $4B as a whole, than it's worth only $2B after the split.. "prove us wrong"
pablo87 wrote: The article is wrong - it's the usual narrative with an agenda. - BA can be at least 3x as profitable as BT. BT is a lower margin business with competitors everywhere including CRRC and dealing with governments, contracts. Anybody who's been around rail, etc.. knows this. BT margins were shall we put it nicely, overstated. This is closer to a 5% EBIT business IMO. -BA's main competitor Dynamics has 20% margins. BA very similar business in a way to BRP - innovation is what makes you successful - so another contradiction right there. - if you flight shame business jet better start flight shaming first class seats that essentially consume 3x as much fuel as economy. And I for one question if a business jet flying 35 in 1st class is any less fuel efficient than those wide bodies. The reason the SP is down is the uncertainty of Alstom deal which if it falls thru BBD is back to 1st base. As I said, they can fix that with a bridge loan and with Corona, they have the excuse to do so.