RE:RE:All good for now
PabloLafortune wrote: The things I retain from this press release are: #1, they control the timing of revenue. Its up to them subject to parts constraints etc when they want to ship the backlog. So the 2023 and 2024 top line can pretty much be taken to the bank. #2, they won't make these projections esp regarding bottom line without a firm grasp on future revenues, costs and margins as that would be you know what....#3, again for them to increase topline revenue projections ie more aircraft deliveries, the industry forecast, the current (as in today) backlog and contract pipeline must be very solid because again they would lose all credibility if it is not (as it not only impacts revenues down the road but the balance sheet and the debt as well). #4, they've given themselves a pretty big window to refinance/re??? the debt which again helps this process. #5, as stockitnow said so succintly, the quarterly results is where rubber meets the road, the rest is at the end of the day, guacamole and in this regard, we should hopefully expect the share price to go up with every quarter's meet or beat. #6, reminder that most of the debt repayment in 2022 was due to backlog increase, 2023 they have to start showing some operating bottom line. #7 pretty much everything falls apart if the backlog is not maintained or grown. This is the single point of failure for this stock, IMO.
good points for sure .I would add that no business can guarantee that their sales will not change 2 years ahead of time , even though they might have signed contracts ...that's the nature of risk and all that it involves, including trust in the team at the helm ... the family did not say a peep and they know their place , it's about making money now , not flashing around , padding themselves on the back and shaking hands and taking pics with pliticians ...they've been there , done that , and got in a heap of trouble because of it ... show me the money time...GLTA