Bombardier Inc. T.BBD.A

Some lessons from the stock market

[Tempo1]

As Levieillard has wrote, what we think Is irrelevant. Only the market toughs are important.

Bombardier is a pure player OEM, as it, it is frail at all headwinds or only theirs warning signs. TXT and GD , which have strong presence in the biz jet market, didn’t feel these warning signs; they can rely on other activities.

I post an article about the biz jet market a few days ago, a specialist of this market talked about some weakness seen in the market. And this morning, the margin and FCF are sightly below expectations. I don’t said that I believe that there are some trouble ahead; only that some investors are wondering.  

This pure player fragility could be a reminder for those who called for a 200$ SP in 2025 or an investment grade rating in sight.

[Nordico]

Meh. I see institutionals conducting a stop loss sweep to push out retailers and buy up their shares before a big Q4 ER. And what I/we think about SP action is relevant, as to whether to hold a position because the valuation doesn't make sense, or exit.

[Tempo1]

You are right, What you think is relevant about your investments and you can make money if you think that the market is wrong.  But, whatever who move the market, whatever the reason is, right or wrong for us, the market always reacts for some reasons. We can't ignore them. Our personal tough are irrelevants there.   The market is always right on long term and if the fears

[Nordico]

As for the greater FCF burn in particular, that's going to be reversed to an impressive FCF generation in Q4 when all the deliveries are made - really looking forward to that ER in Feb.

[Letsmakemoredol]

100% agree the market ultimately decides, what you, I, or anyone personally thinks the market is ultimately right.  Personally I am expecting it to bounce back to fresh new 52 week highs next month.  Who knows if I will be right or wrong, but its done it twice after Q1 and Q2 ER's after settling near the 100 DMA. I got distracted a little bit during the ER so may have missed some

[Letsmakemoredol]

Tempo, all due respect, but I heard the same fears and talk when it dropped to $82 in early September only for it to rocket back up to $113 in one month.  FCF burned and margins were a little lower, but 2024 guidance is on track, as is 2025.  2025 is what really matters.  How do you explain Q2 drop?  Long term it will rocket back litle it always does You may not believe in

[Truthifest]

Temp, reasonable comments.  Good, and necessary of course, to have discussions about concerns, in addition to the regular bullish talk.  Are there tiny cracks starting to appear?  Great question. I would think Europe could be one, with it struggling a bit economically.