RE:RE:RE:Following the crowd (the market) or being ahead?Tempo1 wrote: Not as good a Bombardier.
Growth, stability, management meeting the objectives, increasing EBITDA and FCF, positive biz jet market, strong business plan.
On the risk side: suppliers challenges, tariffs. These risk are low to medium; manageables.
The Bombardier proposition is not as beautifull as in the 2020-2024 period but it is the current best one in my mind. Many other are promising but with a lot of speculation on them.
Tempo, I spend a lot of time looking for the next opportunity and right now I have yet to see an opportunity as good as BBD. I know eventually I have to sell but that's at least 1 year out, probably more. Still scouting and am happy to flip back and forth other opportunties if you are interested down the road