posted August 13, 2022 04:29 pm by Shamhorish
(670)
bicente, yes absolutly right as yousaid "the service department will be very profitable , and much more in demand going forward" a few more Positive Quarters "i think about 3-4
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posted August 13, 2022 01:20 pm by bicente
(388)
We've had many discussions trying to figure out the bomber's real value in the past , and like yourself , my evaluations always came out looking like pie-in-the-sky dreams ... no matter how
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posted August 13, 2022 01:17 pm by lb1temporary
(312)
Out of cash I sold some shares monday, to buy options. Already largely in the profit zone More leverage. If you think that more is to come, it's a good strategy but.......with care: always
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posted August 13, 2022 12:49 pm by PabloLafortune
(230)
if it dips, I'lll add but I'm not sure that it will. When I ran the #s's with lower debt/interest, the share price increase at a given P/E ratio floored me.
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posted August 13, 2022 12:42 pm by Starsearcher80
(855)
Well to your point, some people might be wondering if they missed the opportunity to enter at a good price. Personally, i think it's still early, with the vast majority of the run still to come
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posted August 13, 2022 12:37 pm by PabloLafortune
(230)
859, to your credit you've been saying that for a while................ If I'd listened my cost on the shares I added would be $20 instead of $25. I almost did before the results
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posted August 13, 2022 11:06 am by Form001
(217)
Before last results .88 and after 1.49 and a high estimate of 3.26 PS. Probably easy 5.00 in 2025.
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posted August 13, 2022 10:21 am by PabloLafortune
(230)
Thanks all. The prospective #'s and what it could mean for the share price are hard to fathom to be sure. a big part of it is the past mis-steps have jaded investors but now that all the non core
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posted August 13, 2022 09:11 am by BBDB859
(715)
I have come up with similar numbers posted here on the board. I said that a $220 SP wasn't out of the question by 2025. This was when the SP came down to $18.00 post R/S. I remember having the
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posted August 13, 2022 08:20 am by Form001
(217)
Same numbers of me, nobody knows about how much the cost of interest each year? I think it's around 400 to 500M but I'm not sure.
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posted August 13, 2022 07:28 am by Bottoms
(71)
For what it's worth, I too had independently come up with $150 as the high end of a rational range based on 2025 estimates provided by management. Stay patient folks. GLTA
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posted August 13, 2022 06:19 am by Starsearcher80
(855)
Great post Pablo. Thank you for that. It's kind of funny. I've also come up with the same pie-in-the-sky share valuations, and was shocked by my own numbers, thinking
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posted August 12, 2022 11:56 pm by firstworld
(162)
All bets are off if RU restricts exports to Nazi supporters....bbd production will freeze. That can happen at any moment there is no better way to starve out Nazis that stop access to materials just
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posted August 12, 2022 09:55 pm by PabloLafortune
(230)
I only "follow" GD, TXT and Airbus, even then it's superficial . The P/Es which excludes debt are similar 19-22. The EV to sales which includes debt varies more from 1.26 to 1.92. If you
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posted August 12, 2022 04:32 pm by Julyb60
(625)
Total of 54 deliveries so far for 2022. Have a good weekend All !! Quarter # Common Name Model Name Serial
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posted August 12, 2022 04:03 pm by Form001
(217)
15 minutes, they reload for next week. Looking for 38.00.
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posted August 12, 2022 03:27 pm by Julyb60
(625)
Bombardier BD-100-1A10 20916 U.S.A. 2022-08-12 The Table will be updated later today.
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posted August 12, 2022 02:59 pm by Truthifest
(113)
Pablo, thx for the valuation comments. What are ur thoughts regarding sector multiples comps? Are investors willing to pay up for Bomber, if that's what the comps show they would have to
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posted August 12, 2022 02:55 pm by Shamhorish
(670)
CORRECTION IT SHOULD READ AS FOLLOW BBD EXPORTED JET NO 5 IN Q3 NOT JET NO 6 IT IS JET NO 54 IN 2022 JET NO 5 IN Q3 5 53 Bombardier BD-100-1A10 20916
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