RE:Is 300 M$ enough to be a catalyst ?Temp - I agree with you, it's not enough to ba a catalyst by itself. (Plus this morning's sp movements are showing that it's the same old stuff going on)
I believe though that this repayement was somehow 'unplanned', i.e. the Honeywell money. That being said, I also believe, like 859 wrote earlier this morning, that Bombardier will make their planned repayement sometime around their Q4 results announcement.
10-20% per year until 2030 would be very sweet music to my ear. I'm down with the regular increaso but do appreciate boosts.. I just could go with the attached pullback they come with... lol
Tempo1 wrote: Fine, Bombardier will redeem 300M$ debt.
But it was largely anticipated that in the dec-fefb period it will redeem another slice of debt.
300 M$ is in line with the 100-400M$ FCF forecasts.
So, it is positive but the 300 M$ is the confirmation of things went as forecasted. If we had 500M$ or more, it would have been a catalyst, but at 300 M$ .....
If things goes as they are forecasted, the SP will increase regularly. Fine for us. Fine too if we have a boost, but a regular 10-20% per year till 2030 is enough to be happy.