RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:All I can say is WOW!Hey Letsmakemore
I get the reason for your enquiry about Gulfstream. I'm just not interested in trying to decipher this discrepancy in their Revs. It's just too time consuming for us to try to guess why it's happening. It looks fishy to me. I'm just saying that at best the reported Revs of $12.7B are very likely convoluted. What I'm saying is, is that they are showing close to $4B more in Revs than we are for the year. Let me explain. These extra Revs which they are showing year in and year out, just don't make sense. When you count the military income they are showing year in and year out. It says that Gulfstream is likely getting $4B every year for military orders. Because realistically we deliver the same 160 BJ's like them every year. So it makes that their B to B is about $4B every year. Look at Bombardier's military orders. They can barely get over $500M at best in orders every year. So how do you explain the extra $3.5B of orders for Gulfstream annually?. Let me put it to you this way. Something is not right there. It just doesn't make sense. And I think we're just going to waste time trying to figure it out. So let's spend our time fruitfully. Cheers
Letsmakemoredol wrote: BBDB859, I don't have anything invested in Gulfstream/General Dynamics and only produced those numbers to compared apples to apples with BBD since I can't find another company that closely resembles BBD. I like to know my invested competitors as much as the company I have invested heavily in. That's it.
I still believe BBD has a lot of jet fuel left in the tank and the jet engines are still warming up. We've barely taken off, we just lifted off the tarmac and the landing wheels still haven't retracted yet IMO