Bullboard - Stock Discussion Forum Bombardier Inc. T.BBD.A

Alternate Symbol(s): BDRPF | T.BBD.PR.B | BDRXF | T.BBD.PR.C | T.BBD.PR.D | BOMBF | BDRAF | T.BBD.B | BDRBF

Bombardier Inc. is a Canada-based manufacturer of business aircraft with a global network of service centers. The Company is focused on designing, manufacturing and servicing business jets. The Company has a worldwide fleet of more than 5,000 aircraft in service with a variety of multinational corporations, charter and fractional ownership providers, governments and private individuals. It... see more

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TSX:BBD.A - Post Discussion

Bombardier Inc. > $300M LTD repayment

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Post by Ofwood on Dec 10, 2024 6:01pm

$300M LTD repayment

Isn't that suggesting that the money came from HON landmark agreement ?

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Comment by Letsmakemoredol on Dec 10, 2024 6:26pm

very possible, but it also could be coming in from Q4 FCF. To meet 2024 guidance they have to deliver +682M to +982M this quarter. They did +$869M in Q4/23 so easily doable

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Comment by BBDB859 on Dec 10, 2024 6:45pm

They'll make close $1B for Q4. $700M of that, will go repay their up-fronting of their inventory for the all of 2024. And $300m will be their +FCF. Which I presume they put all of it, or $200M of it, on the LTD in spring of 2025.

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Comment by Letsmakemoredol on Dec 10, 2024 9:02pm

Well they only used 582M in the first 9 months of this year and considering 2025 deliveries will be roughly equal to 2024 (could be negligibly smaller) it won't be 700M as you state Fcf for 2025 is supposed to be 900 to 1000M compared to 100-400M for 2024 so I'm also expecting each quarter to be better next year than this year.

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Comment by BBDB859 on Dec 10, 2024 11:17pm

This post has been removed in accordance with Community Policy

Comment by Letsmakemoredol on Dec 11, 2024 12:05am

859, it's a discussion board so guess what things get discussed. Financial predictions are an educated guess yes but precision matters...unless you want to be part of the $500 PT club using chatGPT for your analysis? Analysts use precision in their calculations. ...and calling me arithmomania I took as an insult. Like your insulting comment to francophones last week please ...more

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Comment by BBDB859 on Dec 11, 2024 9:33am

Hey Lets. I'm sorry you took it as an insult. I just wanted to point out something I noticed to you. To help you. It's not often that someone on this board dissects your #'s, and comments about clarity, and showing your work, on your posts. I don't even do that. Searching for PERFECTION in some things is just unrealistic. For example, even talking about BoC to you yesterday was ...more

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Comment by Letsmakemoredol on Dec 11, 2024 10:58am

859 "to help me" don't worry about me buddy, you know nothing about me. I enjoy interesting intellectual conversations and investments is one of them so I like batting around numbers on my investments and ultimately when to sell. As an example, just like when my girlfriend at the time was dealing with a baby born largely with a skull, I was fascinated with how they were ...more

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