Balancing out SectorsThey are starting to balance out Growth in Deliveries. I think the most we'll see annually in the next few years is 155 annually. Because they probably see that number as suffecient, to cover B to B activity.
They are slowing down the LTD repayment to at most $800M to $1B by the end of 2025. If they pay down another $500 to $1B it won't come till the end of 2026.
I think they're careful in keeping cash on hand high, so they can start to balance this activity of deliveries from Q/1 through to Q/4. They are incorporating the G800 into the mix in 2025 too. So they are growing still in Revs, so that posses a problem in consistancy, and therefore they want the cash on hand to have the flexability to even acquire a Belfast if necessary.
Good news all around in my books.