RE:RE:RE:RE:RE:RE:RE:RE:RE:13 trading days left before ERstock4life48 wrote: Well if you listen to either Q1 ER or Investors Day they also reiterate they want to keep production around 150 going forward.
I'll admit your numbers are possible, but on JESUS they are extreme and max in a perfect world. I think its best to set realistic numbers, and if we beat them great, otherwise we will be in for a serious let down and the stock will crash and burn
For now the stock seems to be in a big of a channel. I am hoping Q2 ER will bust it out.
You're new here obviously. I listen to all ER'S. I am a bull, or optimistic as you say. Production increases, and maybe even decreases will depend on demand. We'll just have to wait and see, what 2024/5 brings in backlog or orders. It's the Bombers job to under promise, and over deliver. I think they'll over deliver for 2024 even with the strike. It's not my job to underpromise. I see this company growing crazily that's why I'm a bull. You rely on Bank predictions to invest. I rely on seeing growth and profits. Because without growth in Revs, the company is dead. This company is growing.
Just wondering are you American?
Reason for my asking is because, when we were talking about Gulfstream you defended them, and said that they were guiding 160 units for 2024. They have real supply issues, and I don't think they could even reach 140, let alone their 160 target for 2024 or 5. But Bombardier always hits their target and adds a few more every year. With their Pearson plant now they're a powerhouse on production. How can you or even say the Bomber will keep their output to 150 going forward? When you have all this strong capacity, and you don't know what the future holds in orders and even your competitors yearly production output? You have to compete with your competitors yearly and also build planes for your customers requirements yearly. If your customers want more planes in 2025, what's the Bomber going to say to them? No we're only going to build 150. Please think before you argue about nonsense. If Gulfstream increases production then the Bomber may do the same, according to their Backlog.
So yes things change. Maybe they're just saying that they're only going to deliver 150, to throw off their competitors. A production of 5 to 10 planes more annually, is not extreme. Why do u even say that? Production depends on parts supply, backlog, orders, and financial objectives of the company. Maybe the Bomber wants financial consistency at some point, so they'll steady up their supply (which they've mentioned in the past), but they're not there yet, with either the supply, nor the order intake to get to that point. Remember, they have this over-capacity, so they'll use it to expand. So why even put limits on their production supply? When they have this huge debt to pay down? JMHO.