RE:RE:RE:RE:RE:Some toughtsAs long as book 2 bill is higher then 1.0, then thats all good. But then again OEM has flexibility to adjust their production rate to keep b2b above 1. Reducing build rate is increasing fixed cost per unit, but then again Bombardier will be leaving Downsview for Toronto which will greatly reduce their fixed cost atleast for Global line.
Bombardier is also building a big aftermarket revenue stream, so that portion will always be bringing in money. Something which wasn't there few years ago. At the end its postive cash flow that matters.
Truthifest wrote: stockitnow, I'm a fundamental investor who believes the Bombardier bull case. What I'm exploring is other investor's order expectations. Hard for someone like to tell what will happen with orders, but I see a not immaterial chance that orders cool in the short run, which, given the comments here recently, could well be a shocker to individual investors. Maybe b2b comes in at 1.0? .9? Or maybe it's still up there at, say, 1.3, which would be wonderful.