RE:RE:RE:RE:RE:RBC: BBD remains our top idea Tempo1 wrote: I'm not affraid too by the failing clients, but our personal opinion doesn't matter here.
The last week monday's 7% drop after the VistaJet article is a clear indication that it's an additional fear for ''the market'' sentiment.
If Bombardier deliver positive results quarter after quarter, these fears will progressively disappears. Time is the key here.
I think clients dealing with pricey toys like these, know exactly what they're doing. Just hope the Bomber knows what they're doing with their deposit structure & penalties for default. Nothing to fear there with these clients. These clients are only interested in the OEM' ability to deliver in time, to their specifications. I get the feeling that after Q4 ER we'll get a small $300M repayment on the Debt. Can't hurt.