RE:RE:THE RUN BEGINSThe biggest items for me are postive cash flow, debt reduction and revenue increasing every quarter. Book 2 bill at 1 or above maintained.
For military application Bombardier is providing Green plane (basically a bare bone plane to other companies to install military surveillance avionics). Bombardier has limited role in this, they do some airframe mods (inside and outside) but they are limited on how many jets they sell as its the avionic software capabilities of Saab, Northrup Grumman, RTX, etc. that decide the capabilities and demand for aircraft. Good news is the EBIT on military contract is much higher.
Bombardier will report the quantity of jets delivered but might only provide dollar amount of orders taken to prevent competitors from finding the quantity for competitive reason. They will also give book to bill ratio. But expect a loose loose number because competitors will be able to deduce the actual numbers if Bombardier is too specific.
Margins on Global 7500 should be going up, and aftermarket sales up as well.
There will be some cash burn on the new facility at Pearson and Global 8000 work but we should not see any surprise on cash drain. That what I am looking for. Its alot but Bombardier has been trending well.
Transit77 wrote: Question I have is what positive news are you expecting? Curious to see what other catalysts people are waiting for. As for me show me some military action and a couple billion dollar jet sales? Show us the deals ????? What are your thoughts?