RE:RE:RE:RE:RE:RE:RBC859, no problem half the time I am unsure who is directly replying to who on this site.
To me maintaining a minimum book to build of 1.0x is key. I loved that 1.6x in Q1 and watched the stock skyrocket.
The 12% Honeywell increase was for 2025 deliveries vs 2024, didn't see it mention an annual increase every year. I haven't read it all, its 10 pages and will try to read it at lunch.
Im very confident in $1B in FCF in 2025, I would just love to see it somewhat broken down by analysts on a quarterly basis just as an added check and back up my #s. Ultimately the entire year is what matters. I still think $200 next year is doable.
I'd love to know what the "sweet spot" is for deliveries, but I am guessing no one is ever going to know, at least right now. They have to keep us guessing right
And this goes without saying everything is JMHO, pretty much like everyone else here including the analysts when they produce their reports. Everyone is entitled to their opinions, I would just like people to back them up which you have with facts. Its the people who say "its a $500 stock" and that's it are the people I don't put much faith in.