RE:Some lessons from the stock marketTempo1 wrote: As Levieillard has wrote, what we think Is irrelevant. Only the market toughs are important.
Bombardier is a pure player OEM, as it, it is frail at all headwinds or only theirs warning signs. TXT and GD , which have strong presence in the biz jet market, didn’t feel these warning signs; they can rely on other activities.
I post an article about the biz jet market a few days ago, a specialist of this market talked about some weakness seen in the market. And this morning, the margin and FCF are sightly below expectations. I don’t said that I believe that there are some trouble ahead; only that some investors are wondering.
This pure player fragility could be a reminder for those who called for a 200$ SP in 2025 or an investment grade rating in sight.
Tempo, all due respect, but I heard the same fears and talk when it dropped to $82 in early September only for it to rocket back up to $113 in one month. FCF burned and margins were a little lower, but 2024 guidance is on track, as is 2025. 2025 is what really matters. How do you explain Q2 drop? Long term it will rocket back litle it always does
You may not believe in $200 and investment grade rating, but I do. You are entitled to your opinion just as I am. Cheers