Post by
Tradingsailor on Feb 03, 2021 4:04pm
All Noise Until Q4 Report
Most here know #s will be good for Jet deliveries in Q4. Guidance and debt strategy is what will matter next
Comment by
Guillaume on Feb 03, 2021 4:18pm
The result will be good for aero because of the deliveries, But in Q4 BT is still here, so can we espect some additional negative charges from BT? If it s not the Q4 2020, the Q1 2021 will be good. Crossing fingers :)
Comment by
Tradingsailor on Feb 03, 2021 7:25pm
BT is gone. Any negatively relating to it in Q4 will be overlooked, provided jet and debt guidens is good. At least thats how I will be looking at it
Comment by
Guillaume on Feb 04, 2021 6:41am
Unfortunately, now they have to reduce the industrial foot print. The crj is gone, the q400 to, and the a220 production packages are sold to stelia and leaving the bbd plans. So they will probably announce additional layoff and a foot print reduction. Will be long to go back to normal. Maybe one year more? The positive is that they will be ready for the end of the covid.