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Bombardier Inc. T.BBD.A

Alternate Symbol(s):  BDRPF | T.BBD.PR.B | BDRXF | T.BBD.PR.C | T.BBD.PR.D | BOMBF | BDRAF | T.BBD.B | BDRBF

Bombardier Inc. is a Canada-based manufacturer of business aircraft with a global network of service centers. The Company is focused on designing, manufacturing and servicing business jets. The Company has a worldwide fleet of more than 5,000 aircraft in service with a variety of multinational corporations, charter and fractional ownership providers, governments and private individuals. It operates aerostructure, assembly and completion facilities in Canada, the United States and Mexico. Its robust customer support network services the Learjet, Challenger and Global families of aircraft, and includes facilities in strategic locations in the United States and Canada, as well as in the United Kingdom, Germany, France, Switzerland, Austria, the United Arab Emirates, Singapore, China and Australia. The Company's jets include Challenger 350, Challenger 3500, Challenger 650, Global 5500, Global 6500, Global 7500 and Global 8000.


TSX:BBD.A - Post by User

Comment by BBDB859on Nov 19, 2024 1:40pm
57 Views
Post# 36320132

RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:Buybacks vs LTD repayment or a teeny tiny dividend

RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:Buybacks vs LTD repayment or a teeny tiny dividendHey Lets. One more time to you question.

" Why not just write a check?"

Because it's way smarter to use the compensation money, which they were going to pay anyway to their management, and bolster the price of the stock. 2 Birds with 1 stone. Can you picture a buyer out there (Bombardier) buying shares out in the open market to bolster the SP, to the tune of around $100M yearly? That's what's happening. They're even getting the Management involved in the trading of the stock. They (management) don't sell everything in one shot. They keep some, they give some to their kids etc. I can't make it simpler for you. Thanks for the image 





Letsmakemoredol wrote:
BBDB859 wrote: Lets. I'm not saying that buying shares for Cancellation is better than paying off LTD. Tell me where you got that?

All I am saying is that it makes sense to use the share buyback program with the compensation process, because they are already paying compensation to the executives. Why not use that compensation money to control some of the SP by using the Market Makers (or who ever they use), to buy the shares in the open market?  This process creates demand for the shares. The MM's are experienced people in the market and can help regulate the SP. Or to answer your question, the MM's buy the shares for compensation in the open market, and at the same time increase the SP for the executives to cash in on the higher SP, when they sell their shares. We and other Investors, can sell for those higher prices too just like the executives. 

The players and shorters are on their toes when they play their games because the MM's thwart their Shorting or "naked shorters" get caught having to cover when the buying occurs. This buyback process creates a demand for the SHARES. 

This game with manipulators is essential right now, until the Institutions kick in, and we'll have a natural SP balance of the SP. Where the Institutions are buying at lower prices, coupled with our share buyback program, and even Retail.



Letsmakemoredol wrote:
BBDB859 wrote: Lets

Naked shorting is the problem, and that's why having a small buyback program keeps the share price up, and scares a few of these players off. The Market Makers are smart, and control the SP if they are active in the Market. Remember that the MM's work at keeping the SP up, so that management can get a higher SP for their compensation when they sell in the open market. Just saying, we all benefit here. It seems that compensation payout in the form of Buybacks works well. Cheers



Letsmakemoredol wrote:
BBDB859 wrote: I beg to differ Lets. I think a small dividend is useless.

I think that Nordico's point, and even mine, on buybacks, which discussion started 2 years ago on this board is a better idea. To do buybacks is also a way to keep some of these shorts honest, and if they can cancel some shares along the way, then that's even a bonus.

Your idea about paying off Long term debt is good. No one here will argue with that.  The point here is, that we are too early for a dividend. Just wait for the LTD to get reduced first, then we can implement some form of Dividend. Right now the share buyback program is doing great.The way they've set this compensation up is smart, to influence the SP somewhat with the use of Market Makers.


Letsmakemoredol wrote:
Nordico wrote: No point in me debating the reasoning of executive share-based compensation; that's just the standard practice in North America, so doesn't matter whether I support it or not.

I'm saying a company should prioritize defending shareprice when shorts bring a valuation down to unreasonable levels (and may push it further if a company doesn't do buybacks), over spending that specific amount of money on debt, yes. Keep in mind Bomber doesn't need to do one or the other - they can and should do both: spend the bulk of net income on LT debt, while spending around $100M (1/5 of annual profit) on buybacks, which is what they're doing.

Letsmakemoredol wrote: Nordico, why do they need to?  Just cut a check to the executives for fair market value and be done with it.

So you are saying buybacks and canceling shares are a bigger issue than paying back the long term debt?  With BBD's debt and negative equity?





since it appears that 99% of executives immediately sell their shares, it would make it easier just to give them the cash in lieu, no difference from a tax perspective. I have zero issues with them receiving compensation, either in shares or in cash.
 
I think every dime, outside of executive compensation should be used to pay back debt or give shareholders a teeny tiny dividend, we deserve some rewards as shareholders too. I'm fine if the stock tanks, its easy money to grab more shares like I did late last week for a quick flip next month or early 2025.





859, my point is there are much bigger priorities than buyback for cancelation.  All that money should be going on LTD and I hope you agree.  Fine, skip my 2nd idea for a microscopic dividend, let's get rid of the negative equity!

Also if you weren't aware naked shorting is 100% legal in Canada, they don't need shares to short.




859, it doesn't keep the share price up with 99% of the shares given to executives are immediately sold back into the market.  Tell me how buying shares one month and then the next month or so selling them keeps the price up?

you are also saying buying shares for cancellation is more important than paying off the LTD?




859, fair on the comment on buying shares for share cancellation, but to me there are only 2 logical things to do with the extra money.  Either put the money on LTD which to me is the smartest thing given BBD's negative equity (and I think is driving/keeping some investors away IMO) or buying back shares for cancellation.  Any other ideas?  To me its LTD by a long shot.

Sure, BBD is buying up shares for executive, but here is a screen shot of executives dumping shares.  Granted they will have a tax bill for all that compensation and I don't know the top tax rate in Ontario and Quebec.  In BC I believe its 53.5% and starts at 150k (I'll leave how much that annoys me for another discussion).  I can see them having to sell a huge chunk to pay the CRA, I understand that.

Look at how many shares are getting dumped into the market in June:  291,533 and you can see they get the shares and immediately sell all of them with a rare exception and it certainly didn't help the SP now did it in June?.  Why not just write a check?  again, no issues with bonuses/shares for execs, that's not my point

[img]Screenshot-2024-11-19-084916[/img]


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