Bombardier Inc. T.BBD.A

Deliveries

[DanHALO]

After today, 59 working days left in 2023 (if you sunstract Thanksgiving Monday, Christmas and Boxing Day).

Martel will blame delivery miss on Pearson Plant transitionning phase challenges, worker shortages, supply chain issues, training required for new plant operational procedures.

If that is the case, then say that now. Don't wait.

[Micmar]

Tu fabule tout seul dans ton coin?  Attend au moins apres les resultat du 2 novembre.     GLTAL!

[clubhouse19]

  Wow...and you know how to read the calendar. Always there with surprises !

[Micmar]

In 2022 BBD delivered 25 planes in decembre only with less working days. 

[Jacques4444]

25 X 3 = 75... They work hard, a lot of new workers hired this year to increased production, in Q2 they keept enought money for Q3 and 4th production, ...next year will be a huge difference with Pearson plan, ability to produce more, faster...not bad to wait...Q4 can be promising ...few weeks from big news...Today, the market get punish but BBD seem to have a solid 45$ floor...some big

[flyman12]

While that is a big number they did say that the majority of deliveries would be in the 4th quarter.

[flyman12]

FCF will be the crucial number at end of year report.

[johnney]

That is correct !!

[NoNameAtAll]

I was reading the Scotiabank detailed analysis earlier today (was written mid September after meeting with BBD) and it referenced that bbd may have had issues with engine deliveries earlier this year, but now have all engines to meet forecast deliveries.  It was pretty confident that delivery target will be met.

[Tempo1]

Could you copy it for us ?

[NoNameAtAll]

Yes, I'll copy and post later when I get home.

[NoNameAtAll]

Here is the detailed report from Scotiabank that I mentioned in my earlier post.  See the paragraph titled "Managing supply chains better than industry."  About halfway through the pararagraph it states that it appears that engines remina one of the last remaining supply chain challenges fro BBD.  It then goes on to state that this year's targeted deliveries are

[Tempo1]

Thanks a lot. Super How did you copy the tables and disgrams ??  I am not able to copy this kind of stuff.

[johnney]

Let's not forget that interest rates in two years has raised pretty much! At what rate will they borrow this time when they will have to finance their dette! They we're paying more than 7% on their Bonds! How much will it be when that portion comes on, not 3% for sure, cause I don't think so that the rising of interest rates are finished! GLTA!

[Micmar]

Johnney, dont forget that the BBD rating as gone up so they can get money at a better rate. Secondly I suppose that they will pay the 2025 380 millions before it's due. The nex one will be in 2026 maybe rates will go down till then.  Hopefully.        GLTAL,

[Thebomber2023]

The risk premium that Bombardier had to pay is already included in the loans that have been concluded. These premiums will have to be reviewed with the new risk assessments that rating firms will publish in the future.