RE:Analyst/Investor dayWhy? Because it's a sales pitch to the investment community. It will be a dog and pony show, like these investor days always are.
They have $4.85B debt due in the next 23 months, plus $375M later in 2023. They have $3.6B from Alstom. They need an additional $1.5-2B, at as low of a rate as they can get. They need to do a sales job on the folks with deep pockets.
However, amongst the optimistic hype, I hope they lay out a realistic path to profitability and debt reduction.
Jim
P.S. If you care to, go back and look at the investor day presentation from 2018. In hindsight, it's really depressing.
Lukegermany wrote:
who Else here believe that they have something in their hat on 04.03.2021. Why i make a whole day to explain What i will do with the money and debt. There must be something positiv on that day. Otherwise they could Tell us at the q4. I believe thats something is coming at that day.