Bombardier Inc. T.BBD.A

share consolidation

[kalman007]

looking for some help in deciding the right move here...sell my shares now or wait .  not being a very experienced investor, what typically happens with this kind of event?
any advice is welcome

[bicente]

hard to predict what will happen ... not very helpful for you but this move is supposed to help us, one of the problens with this stock was too many shares, it will be helped with this move  ... what the futur holds in terms of market direction is anybody's guess ... GLTA    

[Shamhorish]

BICENT YES AS YOU SAID "one of the problens with this stock was too many shares" once RS is done,  bbd will have about 85-90 miilion shares, instead of 2,???,???,?? billions shares that will dramtically increase EPS which affect evaluation and one metric fund managers uses to decide if they should or not look at investing in if bbd made 100 million $ devided by  2 billion

[bicente]

I also believe this reverse split is a setup for a dividend announcement ( minor one) ... I remember discussing this with a distant member of  the clan a  long time ago and one of the goals for the company was to be able to offer a dividend ..although it was on the bottom end of the shareholder value building strategy , I do believe it will be coming  ... I don't think we are at

[Shamhorish]

EXACTLY i think it may take one or 2 quarters then bbd may announce paying didvident (small yes but it will be a start) on bbd.b 

[BBDB859]

Yes Sham you're right on EPS. But IF the SP of the B's before the R/S was closer to $3. Then we would only have a 10 to 1 split max (IMO). Yes our new SP after the R/S would be $30.00. So it would solve the low SP problem, for Institutional investors to buy in the B's. Having said that. The total amount of shares outstanding then would be 240 Million after the 10 to 1 R/S. This 10 to

[MyNameIsNobody]

859 - About your 'If say in the future, we need another $1 to $2B for upgrading our programs for a new clean sheet design'... I think EM as already a 500 or 600M$, can't remember which one, accounted for in the yearly budget for that purpose. (Total of 2 to 2.4B$ accumulated by the end of 2025, if not already put to use) Unless you meant 1 to 2B$ more, then you can forget about this

[BBDB859]

I know what you mean Nobody. But that cash, he was saying is there for future upgrading programs, is not need right now. He's comfortable with the Models we have right now till 2025 That's why I'm saying use the extra cash towards LTD right now, till 2025. BTW. if they continue this way with +FCF into 2026/27. Then, in 2024/5 they could start to use future +FCF's for future program

[clubhouse19]

I don't know if you mean 1-2 billion as the bomber's portion of the investment, but according to Martel in the radio intervue, about 4 - 5 billion is needed for a clean sheet design shared by governments through loans, the bomber and investors. So if you mean as the bomber's portion to go ahead, then you are correct  if not, then the bomber would need participation of the other

[MyNameIsNobody]

Club - You're right about what EM mentionned in the interview.  I only meant that they are already setting aside 500 to 600M$ each year for future project.. and I guess 859 is right since I'm also of the financialy responsible ilk and would put that money to work asap on the debt. (If it's not already working somehow) It's like all the rest, we don't exactly know all the