Bombardier Inc. T.BBD.A

The point on deliveries

[lb1temporary]

• The July's and Sham's list is at 42 (Q4) and 116 (2022).
   
• The CCAR export registration is mandatory for exporters the same day as exported. I think that exporters fill a ''direct'' form without civil servant intervention; so, we have the count in real time.The export list at 42 and 116 is final.

 

• The Bombardier finition center was closed during the 10 days long year's end celebration; it's on the Union contract.  

• There have been a test flight yesterday by a GL7500. Another planned flight in the evening by the same jet was cancelled. It was the first Bombardier flight since Dec 22. We can expect that this GL7500 is a delivery miss before Christmas. Not other activity seen.
   
• Last year, the first 2022 delivery occurs the january 25 meaning that no almost completed jets left on inventories at dec 31 2021.

So, we have to wait at least 10 days to see if jets left almost completed this year and to have a better view on the 2022 performance.