bbd futurei have a filling that some of the people are pushing their hopes to high to soon.
To be clear :
-i have bomb stock
-i did not recover all the loses yet
-i do belive bomb is going to be a great company in the coming years .
i will repeat again what i said couple weeks ago.
IT IS STILL COMPLICATED.
1. They need lots of cash to increase production.(250 mil.)
2.they need lots of cash to properly build the maintenece division.(500 mil)
3. they need lots of cash to pay severence pack fot the people that were layd off.(who knows how much).
4.they need some cash to help supliers to stay alive.(few more months).
maybe i am wrong but i think that for 2-3 quarters the most important things are :
1. increase the backlog
2.steady prooven higher profitability .
3.continue buyback
4.no rumors of privatisation or reverse split.
5.ANY TYPE OF DEAL WITH THE FEDERAL/PROVInCIALS GOV.
6.proven higher income from maintenance centers every quarter.(I THINK THIS AN IMPORTANT ELEMENT OF THE SUCCES ).This division consider the huge operational margin might be worth 2 bil. dollar by 2025.
7. steady deliveries.
8.. higher ratings.
9. no labour conflicts.
10. start new small projects to improve the older models.
Some of the above are not in bomb. hands ,so politics could interfere but some are 100% in bomb.hands and they have tp keep workind SMART to deliver .
ONE MORE TIME !
QUARTER BY QUARTER ,WEEK BY WEEK , STEP BY STEP. BE PATIENT AND CAREFULL.
I would like to get your opinions ,but please keep them to you if intend to ofend or to do not be polite.
Thank you !