Bombardier Inc. T.BBD.A

The tension is mounting

[crypto65]

As the February 11th financial date gets closer, most possibly one of the most important reports in Bombardier’s history, nerves are becoming frayed, things are as tense as they have ever been. Shareholders are hoping for the best, that the tide has changed, but the company has had a habit in the past of disappointing, so anything is possible. 

 

Hoping they have learned their lesson, will be upfront with the street and shareholders, in the long run that approach will serve them well.

[Guillaume]

But in the same time, i don t see what people espect form the Q4. The sell is just made. It s the closing of an horrible year for everyone, bbd will have to reduce his industrial foot print, so make new reduction plan... It will take time. Maybe we can reach 1.0 soon, but only Q4 of 2021 wil show if bbd is back, or not.

[PabloLafortune]

I see your point - if the industrial footprint is too large what does that mean for the headcount? BA has 17,000 employees, Gulfstream per Google search has 13,300...maybe that's the key to raising EBITDA. And of course higher EBITDA means better ratios...

[Guillaume]

The crj is out, the q400 to, the former cseries is out to (In Stelia hands, so packages moving to france or to mirabel in a new factory). So the former infrastructure is now to big (In foot print). So, yea, it s not the end of the transformation, and in an financial point of view there is still a lot to do to found a new equilibre.  So, 11 febr is not the end, it s the begining of a new start

[Jim99999]

You are placing far too much importance on this report. We already know it will be good; Q4 is historically the best quarter of the year; and BBD has not pre-announced, so we can expect results will be in line with previous guidance. Far more important is the debt, and how BBD will address it. What do they intend to do with the proceeds from the Alstom deal? Can they get cheap money on the bond

[PabloLafortune]

According to TD's valuation model, a $100M EBITDA improvement should result in a $0.40 jump in the share price....