RE:RE:RE:RE:RE:ScotiaWhy would you call it a best case scenario?
They have the cash sitting in their Reserves collecting dust. Up until now they just didn't know the exact amount they had to hold in Reserves because of all the moving parts. Why wouldn't they put the extra on the LTD?? Especially now, when they know exactly what they put out for Inventory for the year, according to their B to B. Remember they know their B to B already for 2 years in advance. They also finished their learning curves on the G7500, the G8000 will be similar (commonality). They also finished their Investment cycle in CAPEX with Pearson and the Service Centers as well. The game is getting to be easier now.
It only takes common sense that, they have a bank account, and just by taking a line for 3%, instead borrowing at 7% on a Junk bond, they save 4%. Bart is a smart guy he's paid off $500M of LTD from the Reserves in the past. He also tops off +FCF in Q's, to pay off debt. He's done it many times here since 2022. He calls it paying it off the Balance Sheet. They're almost there with the restructuring of the financial side. I'm not calling you new in the Stockhouse forum. I'm calling you new to the Bomber.
Why don't you post some of those reports that you keep reading so we can see them too? I wanna see what you"re reading that makes you ask these questions. I guess you're thirsty for knowledge, like the rest of us. But I just don't have the time to show my work. It's just like being in grade six, where the teacher keeps wanting to see the students work on their equations.
stock4life48 wrote: I can see your math, but I think it represents a best case perfect scenario. Perhaps I am a bit more conservative
I'll believe it when I see deliveries being equalized amoung the quarters
What does being new to stockhouse have to do with anything? Too many people on these forums post cherry picked info, I tend to look for a balanced approach and look at risk over reward. I've been investing for around a year and read analyst reports, etc almost daily, like RBC's Business Jet Primery business jet demand issued 2 days ago