Bombardier Inc. T.BBD.A

I see the SP has retracted

[BBDB859]

from the high of $34. 

I'm sure those gains will be returned soon, & more, as the Q4 ER will be coming in a few of weeks.

Sham/July what's the final tally on the Q3/22 deliveries, from your best estimation. The Bomber had to deal with some Engine delivery delays, as we know from the last ER in Q2/22, but hopefully they weren't major for the Quarter.

Some thoughts.

I'm hoping that we are all thankful for the BT sale. That was a great move, by Bombardier.

-They were able to save what was left of the company. 
-They paid down the LTD.
-They have cash on hand to pay down debt even further in the years to come.
-They are focussed on the one industry that was profitable for them.
-I'm sure the Backlog in the BJ industry will keep growing.
-Hopefully this ordeal with the French theves from Alstom will be over soon.
-Alstom is just wasting time, so they don't have to pay the rest of the money.
-I'm sure we could have gotten more for BT. But this was the destiny of BT.
-For the cheaper sale to Alstom, we got a great upside from the BJ's for 2 years.

This quarter will show us the continuation of the +FCF Quarters of the future. I can't wait for the total transformation of the company, when all the Service Centers are completed by the end of the year. Then the completion of Pearson is nearly here as well, in H1/23, which will change the total Revenue ability of the company. So keep your hats on BBD.B LT Investors, your payday will finally be here in 2023. You all deserve it, it's been a long time coming.

[clubhouse19]

859 The question is not really whether the bomber is turning the itself around as we can assume confidently that it is, but rather whether the market has seen the bottom yet. There is going to be multiple bear market rallies as you have seen and are seeing now as far as I am concerned.   The shorting during the last 2 weeks IMO tells me it is  .    

[BBDB859]

Hi Club. I hope your last half of the summer was good. Mine was good. Although Europe is realing with all kinds problems right now, If you're not travelling in the EU you're ok. This time I changed my normal mentality, of travel to other European countries, while I'm in Europe. Because of this chaos.  Macro is affecting the commercial aviation industry for the time being. But

[Starsearcher80]

Nice post BBDB859. Thank you.  I agree fully with everything you've said here.  Absolutely, there is manipulation of the share price, and what looks to be a very active effort either to shake shares out, and/or box the stock.  A lot of shareholders get really annoyed by this.  Personally, ok it's annoying, but I take it as an absolute sign that some big entities want a

[BBDB859]

Hi Star. Welcome. Thank you for the nice post about your excellent thoughts bellow. I think we both have a lot of shares here, and are overweighted in this stock. I'm not a day trader. I just happened to accumulated a lot of this stock over the years. Although I understand from our past conversations that, you do trade daily. I hope you picked up a few shares to trade on this recent $25 drop

[Starsearcher80]

Hello BBDB859 Yes, I'm a trader.  On rare occasion (very rare occasion), I'll take a longer term position, but the conditions for that have to be just about perfect.  And even then, it's not a good mesh with my nature or personality.  I know my niche, I do it well, and anything else tries my patience something fierce.  I've often said in my next life, I want to

[BBDB859]

That's funny. I got caught holding on to shares similar to the same way you did. Only the company in those times was different, than todays company. Plus the SP was mostly on a downward swing than up. There is money to be made this time for sure as you say. So no worries you're betting on the right horse. No fear there. Pay the Govt its share. The SP is just wrestling right now with the

[clubhouse19]

859 You echo my feelings going forward I am saying that in this day and age of trading not so called investing...the shorts have the entitlement to make money and while you think that IIROC is keeping a closer eye monitoring the practice, just because they say so doesn't make it such as nothing in the rules have changed as many of the practices that they say are illegal were also illegal

[BBDB859]

Hey Club. Thanks. Good luck to you too. I'll tell you one thing. It's nice to come back home to the routine. It's so relaxed there of course. Honestly though, I just can't retire from my job. I have so much fun doing it. I always think to myself. What's there to retire from? I've been retired now, for over 25 years. I will say this though. They have a good life in Europe

[Micmar]

For Q3 deliveries are 24 exported, minimum of 1 to Canada and 1 to USAF.

[traps7]

the new hannger at Toronto, building PJets is a head of schedual,..Alot happening on army front with tanks,.. Traps7

[BBDB859]

Thanks Mic. Is that 24 exported. Plus the other 2, to USFA  & Canada. Or 24 all together that we know of including those 2? 

[Micmar]

A total of 26 delivered minimum.   

[BBDB859]

Thanks Mic. Thats very close to Q2/22 deliveries. The Revs on the ER should be good then for the Quarter, and so should the B to B as well. And also the Service side should have their steady $350M Income for the Quarter as well. Good news on every front. Cheers