Bombardier Inc. T.BBD.A

Alternate Symbol(s): BDRXF | BDRAF | BDRBF | T.BBD.B | T.BBD.PR.B | T.BBD.PR.C | T.BBD.PR.D | BOMBF | BDRPF

Industrials Aerospace & Defense

Bombardier Inc. is a Canada-based manufacturer of business aircraft with a global network of service centers. The Company is focused on designing, manufacturing and servicing business jets. The Company has a worldwide fleet of more than 5,000 aircraft in service with a variety of multinational corporations, charter and fractional ownership providers, governments and private individuals. It operates aerostructure, assembly and completion facilities in Canada, the United States and Mexico. Its robust customer support network services the Learjet, Challenger and Global families of aircraft, and includes facilities in strategic locations in the United States and Canada, as well as in the United Kingdom, Germany, France, Switzerland, Austria, the United Arab Emirates, Singapore, China and Australia. The Company's jets include Challenger 350, Challenger 3500, Challenger 650, Global 5500, Global 6500, Global 7500 and Global 8000.

TSX:BBD.A - Post by User

Bombardier Inc.

<< Previous

Bullboard Posts

Next >>

Post by Jacques4444on Aug 27, 2024 3:34pm

252 Views

Post# 36198214

2023 delivery VS 2024 : 14 more planes ''so far''

I follow all of the delivery/exports CCAR listed from August 3th 2023 to December 28th 2023.

I compare the CCAR numbers for Q3 and Q4 2023 with the BBD planes delivery as report in the financials Q3 and Q4 2023 statement. As you going to see, there are a huge difference:

1st. CCAR Q3 2023 : 25 planes exported VS BBD Q3 2023 report: 31 planes delivery (+6 more planes then expected)

2nd. CCAR Q4 2023 : 48 planes exported VS BBD Q4 2023 report: 56 planes delivered (+8 more planes then expected), for a total of : 138

I remember during 2023, the huge numbers of posting about BBD who will surely mist their target and the counting make each days/weeks about how many they have to ''DELIVERED''. It was a night mare, worrying, and the price going down. But the posts only referring and following the CCAR reports about the planes ''EXPORTED'' and after each Q3 and Q4 it was a huge surprise for all of us ,BBD report a lot more planes ''delivery'' then the expect numbers (nice surprise to). The same thing happen last Q2 2024 and BBD report again a lot more planes then expected by the community. Now, here we go again, only 13 planes ''exported'', only X days to go, they have to delivered X planes for 2024 and...etc...etc...

If you follow the CCAR Q3 2023 reports : On August 27th 2023, BBD exported 7 planes for Q3 2023 VS the 13 planes exported until today August 27th for Q3 2024.

Thats 6 planes in advance so far for Q3 2024.

(+) And remember, after Q2 2024, BBD report show that they are 8 planes in advance for 1st half year 2024 VS the 1st half year of 2023.

So, those 8 planes in advance (Q1 and Q2 2024 Vs 2023) + 6 planes in advance ''so far'' in Q3 2024 (VS August 27 th 2023) = an amazing 14 more planes were delivered so far in 2024 (higher then) VS 2023 at the same date, august 27th.

If we take the 138 planes in 2023 + the 14 more planes count so far in 2024 = 152 planes easely achievable ''so far''.

Completely normal to expect 155 planes and more.

Ps. From August 28th 2023 to September 29th 2023, CCAR reports give 17 planes exported. So, so far we have 13 planes exported / delivered (2024) + the said 17 planes exports (2023) = 30 planes minimun for Q3, so far.

TYVM to Shamorish and others to keep us inform.

<< Previous

Bullboard Posts

Next >>

Geologica Resource: Polymetallic upside at a depressed price