Bombardier Inc. T.BBD.A

RE:RE:This is what the market is reading

[clubhouse19]

Growth is in the eyes of the beholder. And there has been growth within there core business as it relates to business jets. They have grown organically but really to take care of their liabilities and reducing long term debt.
   New product offering, though they have gained on the after market side, is still some time aways as that where is the real growth will come from going forward as will the need for capital. Any  capital for now has to be targeted towards the debt  They just can't sit with the staus quo with regards to servicing their present customer base. Organic growth in this sector IMO is certainly limited.
Their attempt at other offerings such as BT and C series has failed and now the need to take care of the debt will depend on how they manage their core business which does have a limited ceiling IMO but have done extremely well and so far.
Expanding their product offerings is another thing especiall with the limited capital resources they have. We are going to be here for quite some time still and that is why the traders and shorters are seeing it as.

BBDB859 wrote: Hi Club.

There has been tons of growth the past 3 years for this company. Btw, we can't rely on Simply Walstreet. If it's the same publication, as the WSJ article PROPAGANDA recently. I'll just recap quickly.

This investment into the company came DIRECTLY from the Balance sheet since Jan. 2021 to now.

-$1.2B of LTD paydown (other than the $3.6B from BT)
-$ 700M for Pearson
-Easily $400M towards the new & renovated Service Centres. Plus Inventory for them
-$130M of RVG for CRJ.

So I see $2.5B of cash, out of the company's Balance Sheet to pay for all these things. What other Growth are these guys expecting??? That's an average of $800M a year since Jan. 2021. Now, if you take into account the fact that, this investment had to be done, to strenthen the company to be more recession-proof, versatile, and less relient on manufacturing? Then we'll realize that the growth is coming, from now on. This Investment was a necessary evil for the Family, the Shareholders, and for the company's health, going forward. It's now completed, and we're in this growth cycle from now on. The Balance Sheet numbers will surprise eveybody going forward, & if the LTD is their priority as they are saying. That problem will be alleviated by the end of 2025. We'll be down to $3.5B LTD, and firing on all cylinders.

This is what the reality that I see is. I don't understand the SP retardation, other than it's being manipulated. But Manipulation can only hide for so long. In 2024/5 when this growth comes of age, we'll see the manipulation more plainly for what it is. The Analysts are all basing their Share Price Estimates on this knowledge and rightfully so. The other thing that Temp is saying about the info, on those reports that Banks are putting out is very imnportant. The Price Estimates aren't as important, as the Info they give us. From there we can decide to short, daytrade, or stay long. 

The rest of the chatter here on this board, about anything else is just irrelevent. Crying for the mistakes we've made in staying with stock for so long, is not the fault of the Analysts or the market. It's the fault of the Individual Investor, and the quicker the Investor realizes that, the better everything will be on themselves, and everyone here. If you can't afford to invest here. Then don't.

clubhouse19 wrote:   I have had an emphasis on growth///I am not the only one I guess

 

Insufficient Growth At Bombardier Inc. (TSE:BBD.B) Hampers Share Price

https://simplywall.st/stocks/ca/capital-goods/tsx-bbd.b/bombardier-shares/news/insufficient-growth-at-bombardier-inc-tsebbdb-hampers-share