RE:RE:RE:Q3/24 Revs 859, fair point on Spirit I guess. The big question is does BBD want Belfast and what other options are there? I expect this to be discussed at the Q3 ER and will be listening carefully. Given the good results at Q2, the uncertainity over Spirit was the only reason I can come up with as to why the stock tanked after. If you can see another reason I'd love to know.
If anyone hear knows more about Spirit/Belfast and options please post, I would love to educate myself
I still say Q4 has to produce FCF of around ~+800M. Your numbers best case add up to a +45M FCF for the entire year btw. = -387 (Q1) -68M (Q2) +100M (Q3) + 400M (Q4)