Bombardier Inc. T.BBD.A

Scotia Report

[BBDB859]

Thanks Nobody.

This report is very detailed. Coming from Scotia too, who are very conservative similar to CIBC in cautious numbers. I'd have to say that the information is very valuable, and very close to the low end of optimism.

According to the conservative FCF numbers, I would even go further on the LTD, and say that the 2025 LTD, will be in the $3.5B range, and Net debt will be $2.5B range. Those numbers are astonishing, given that the company was at $10.5B LTD, in Jan., 2021, and no hopes of stopping the bleeding on the cashburn side. This to me says that problem was BT and it ran/dragged the company to the ground.

People here that are Longs are lucky, and can take the easy way out on the stock. You can sit, and relax, & let the stock take it's course, which btw, is what I will probably be doing until 2025. To play or trade this stock is not easy. So just sit on the fence, and enjoy the ride up. If you take the Scotia's numbers of 1.5 X the current SP by 2025? Then you're at close $200/S. That's a pretty good pay day in 2025. 

To me this is the direction that this company is going, under the helm of BD/EM. I see no Capex worries, at around $200M/Ann.. Strong FCF generation annualy. No supply isssues in getting to the New Annual plane delivery targets up to 150. With Pearson, the Service side maturing, & even the Military side picking up a couple of orders, the Bomber will be a FCF generating machine. No reason to sit and listen to people spreading fear here on this forum. Live your lives and enjoy the upside. A lot can happen between now then of course. But to me it's all a simple execution game for the company from now on, and this is a great hands-on team for my money. JMHO

[stock4life48]

I am not in the least worried about the long term picture, its more the next 3-6 months that concern me as we are down 35-40% in the last 6 months.  I've loaded the boat as much as I can

[Sat123]

Hello 859, thank you for your thoughts. Just wondering how you arrived at 200$. If the current price is 45$, then 1.5 or 150% increase gets us to approx 113$. Am I wrong? 

[flyman12]

He's probably calculating the 150% above their $84. target. Can never be too optimist.

[BBDB859]

I used the pre-shorting period SP of $75, although the Scotia $84 target is closer as Flyman says. We still haven't gotten there, but we did get to $75. In fact if you read the report from Scotia, that $75 is the number they've implied the 1.5 times from. I would guess that, given the market demand for shares then, the stock would climb to the $200 range by 2025 

[Sat123]

Thanks and let it be!!   

[BePatient4now]

Be very careful when someone predicts 200.00 in 2025 when the present sp is at 45.97 now . You may be very disappointed like so much are presently on this board. Make the difference between reality  and ifs , maybe, let's hope, wait next quarter, sky is the limit. When you are so sure the SP will jump so high, you don't need to beg others to keep there shares or to make them dream

[Shamhorish]

i hope it reach 300$ by 2025  (=good dream) but in reality, if bbd reach 100$ by 2025, we should be very happy and if it reach 100 by 2025, then we hope it will keep going up 10$/year

[Mauserintime945]

Now is not the time to sell the bear's skin before you have captured it.

[BePatient4now]

Sham, I think your number of 100.00 is reasonable by 2025 and maybe q4 2024. We all hope it goes to 300.00 then but I don't believe in Santa Claus. Deliveries are going as plan, very interesting orders may come in but until it's not sign, it's only ifs and maybes. World market are going thru a rough time and may last quit a while which explains a good part of BBD decline. As of now

[BBDB859]

Sham. You don't anyone's support to agree with your post here. You don't need snakes telling you, your $100 SP is good. If you need support for your $100 SP in 2025? I tell you that, your guess as good as anybody's here. No one can guess the right price by 2025. I support your $100, and I hope that the Scotia report of $200 is correct.

[BBDB859]

Three things. Be careful when some people come here on the board, and are refuting what the Scotia's prediction said of $200 SP for the Bomber stock. These posters don't know what they're talking about. Second, that prediction by Scotia was for 2025 not today. Third this poster wants you to sell your shares and short the stock, and/or day trade it. Look at the source this information