RE:RE:BMO - Fadi Chamoun - link from Les AffairesCCAR number can't be considered a solid minimum, as we've seen in Q1 this year. The reason is that some of the exported aircrafts are still owned by Bombardier(Wichita?) by the end of the quarter, as well as some from previous Qs aren't owned by Bombardier(Wichita) anymore, but these numbers are not set to be an exact match.
I'm going to wait a few days before making an estimate delivery count with whatever info CCAR and FAA are providing.
I can say that for now, according to the FAA, 8 of the aircrafts exported to the USA in Q3 are still owned by Bombardier and 5 owned by Bombardier(Wichita) since Q2 have been delivered to clients during Q3.. making the 32 from CCAR look more like a 29. (32-8+5= 29)
This is all a big guessing game, the fun is just having info an trying to get as close as possible to the actual number.
Jacques4444 wrote: CCAR give 32 ''exported'' planes for BBD in Q3. Thats a minimum of 32 ''delivery'' planes and maybe more if any intra delivery were made. Its more then the 31 expected by the community/analysts and 2 more then the last Q2 comments made by BBD during conf call as report here in a commentary. Usely BBD report some intra delivery, can we expect 2 or more, odds are good. I still optimistic, BBD SP will reach more then 125$ for Q4 report, and some catalysts still to come who can bring the SP near is true value vs peers, looking for 150$ mid-2025, the year of the 1 billion profit (approching 2026 the dividend/buyback program year). Debt will be a priority, but before mid-2025, Institutionals will be a game changer ...will see...sky is blue...sky is full of BBD planes....GLA Longs!!!