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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

Comment by BBDB859on Dec 01, 2022 3:46am
330 Views
Post# 35142028

RE:RE:RE:RE:RE:$100/share in sight... time for take off

RE:RE:RE:RE:RE:$100/share in sight... time for take offHey Pablo.

Sorry X-mas Parties etc. So I just got in an hour back trying to catch up. You're right. Reality is still not here for the company. The Bomber's Share Price of today in the BJ industry is like Canada's soccer team entry in the 2022 World Cup. The Bomber isn't there yet, just like Canada isn't there yet in soccer.


PabloLafortune wrote:

859, if gross margins reach 25% one day, all bets are off as to the share price. While we're at it, there will be share buybacks down rhe road 3-4 years too which would leave a mark on the share price as well. Back to reality...

 

BBDB859 wrote: Hey Pablo.

You're 100% right about Margins. They do have to go to a minimum of 20%. That's close to where the Bombers Gross Margins are right now. In fact they will have to go 25% where Gulfstream's are. This will generate the profits they need to take care of their LTD, and the growth they need keep the company ahead of their competition. Especially Gulfstream. If Revs from Service side keep growing, now that the Service Centers have more or less been completed, the way they have been doing Q by Q? Then they'll take the Margins higher. Plus remember that the Pearson Production increases in Q1/24 will add the production Revs they need, to strengthen the bottom line when it's fully operational. 

Remember I picked March 28th/23 for the SP to take off? That's the end of Q1/2023. I think that we'll start to see drastic changes to the SP in 2023. 



 

 

PabloLafortune wrote: In order for the stock to really get ahead of itself we will need better gross margins (ie over 20%) and we will need substantial YoY top line and bottom line growth.  So Q1 (ie May results) is when that starts IMO.

My own upside # is $150 in May 2025.

 




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