RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:funnyHonestly Fly, I'd prefer to see the B to B value go down a bit, sometimes, and then get replenished. That indicates to me, that they are delivering their orders to the customers. Companies like Gulfstream, have all these huge orders on their Books, that they
aren't delivering on. This ineffeciency on Gulfstreams part, is going to take customers orders to Bombardier. When customers see that Bombardier can deliver regardless of these supply shortage issues in the market? They'll turn to Bombardier to give that new order, instead of Gulfstream. Just so that they can get their plane delivered. The other reason for that small drop in B to B value is that Bombardier has ramped up its deliveries every year for the past 2 years, up to this year 2024 to 155, planes. We're at $14.2B in orders. What's wrong with that? Our orders are strong, firm, and priced at current Part suppliers values. If you have orders on the Book for 4 to 5 years, prices for production in the future tend to change, and customers patience for deliveries get tested? It's just the nature of deliveries.
Plus the suppliers change their prices depending on the parts. If the manufacturer did not take precautions to cover themselves on those old orders? Then they'll make
no profit on the delivery date. One thing I know about our order book is that it has escalation clauses for part price increases. Where as Gulfstream has many orders in their Backlog that are 4 to 5 years old, that have supply issues. If Gulfstream goes to their customers with substantial price increases on the time of delivery, then the customers,
could drop the deal. flyman12 wrote: 859. We are all in the same boat. We all hope that we will at least get our investment (bet) back at some point. It just seems that we are continually grasping at straws though. I'm not sure that the company will ever have the revenues that will get us there. I see in the report though that their book has gone down slightly. Is this something that will continue?