RE:RE:RE:Markets green, Bbd red and disappointing go0n3r - What is that part of the CapEx that has you somehow worried?
('The only headwind I see is some of the required CapEx over next year or so') Mantienance facilities and Pearson development are almost completed, as far as we know. I'm wondering what could be that CapEx.
Thanks,
go0n3r wrote: Agree with your comment. The recent focus on aftermarket and MRO area is a big win. The only headwind I see is some of the required CapEx over next year or so, however, company generating decent free cash and should be able to handle capex well.
My downside estimate for the company sits around $45 per share. I do think the stock is a potential 2 bagger over the next year or so and perhaps more with the right execution. Glad that they are a pure play biz. jet company now.