Bombardier Inc. T.BBD.A

Retail and institutional buyers remain suspicious:)

[Acuras1]

It's been a long time since Bombardier has reported such tangible good numbers and news on the production side (a confirmation of growing business demand). This much smaller company I.e. private jet business is set to generate increasing revenues and profits from growing demand in a lucrative niche market in which the company has specialized and excelled  for decades. About the order book numbers today, is there anything I'm missing? Orders at about $10.6 for Q1, now about the same at the end of Q2 and after deliveries of approximately $1.5B. So much goes news that some are beyond believing it's possible to now be where we are today!
We've made huge progress and I think management had done and excellent job so far. Keep it up!
GLTA

[mnztr]

The news is non-terrible at best. They barely generated any FCF from ops. So if there is not organic growth, then they have to find a way to increase margins. In the mean time competition is getting tougher with the Dassult 6X and 10X undergoing certification. So where will margin expansion come from with such mega competitors with high margin defence businesses to subsidize the private jet BIZ