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Bullboard - Stock Discussion Forum NFI Group Inc T.NFI

Alternate Symbol(s):  NFYEF | T.NFI.DB

NFI Group Inc. is a Canada-based independent bus and coach manufacturer. The Company specializes in zero-emission electric mass mobility solutions. Its segments include Manufacturing Operations and Aftermarket Operations. Manufacturing Operations segment includes design, manufacture, service and support of new transit buses, motor coaches, medium-duty, cutaway buses, and installation of... see more

TSX:NFI - Post Discussion

NFI Group Inc > update on supply chain disruptions and 2021 guidance
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Post by Betteryear2 on Sep 17, 2021 7:24pm

update on supply chain disruptions and 2021 guidance

WINNIPEG, Manitoba, Sept. 17, 2021 (GLOBE NEWSWIRE) -- (TSX: NFI, OTC: NFYEF) NFI Group Inc. (“NFI” or the “Company”), a leading independent bus and coach manufacturer and a leader in electric mass transportation mobility solutions, today announced that, due to the impact of escalating supply chain disruptions and logistics delays resulting from the ongoing COVID-19 pandemic it is lowering its financial guidance for 2021.

“Since the beginning of the COVID-19 pandemic, the entire NFI team has been working diligently to manage through its multiple waves and the associated impacts on our customers, supply partners and operations,” said Paul Soubry, President and CEO, NFI. “During recent weeks, we have experienced a rapid deterioration in availability of critical parts, components and chassis caused primarily by increasing global supply chain challenges that have created bottlenecks and disruptions across the entire industry. These disruptions have significantly increased since our earnings announcement on August 4, 2021, and we have experienced decreased key parts allocation to NFI from certain suppliers. 

“In response to these disruptions, we have made the prudent, yet difficult, decision to temporarily reduce new vehicle input rates through the additional idling of certain facilities and adjusting production in others. These temporary actions will assist in controlling costs and preserving cash flows until supply availability and delivery reliability improve. We anticipate that the general seasonality of our business combined with these mitigation efforts will result in significant cash flow in the fourth quarter, with projected year-ending liquidity of more than $400 million. In addition, we are fortunate that the majority of the vehicles impacted by these disruptions will not result in lost sales as most are contractually sold and are now planned for delivery in 2022.

“We view these global supply chain issues as a temporary phenomenon of the pandemic and our longer-term outlook for the industry and the Company remains strong, driven by the tailwinds of historic government funding for public transit, record new public bidding activity, private market recovery and our multi-year backlog. We do, however, expect these supply chain challenges to continue throughout the first half of 2022. We remain confident in our previously announced 2025 target for Adjusted EBITDA of $400 to $450 million,” Soubry concluded.

Given management’s expectation that these supply and logistics disruptions are temporary, the Board of Directors has declared the Company’s quarterly dividend for the period of July 1, 2021 to September 30, 2021 on the common shares of the Company (the “Shares”) at the pre-existing rate of $0.2125 per Share to holders of record at the close of business on September 30, 2021. The dividend will be payable on October 15, 2021.

https://www.globenewswire.com/news-release/2021/09/17/2299336/0/en/NFI-provides-update-on-supply-chain-disruptions-and-2021-guidance.html
Comment by downwithdotcom1 on Sep 17, 2021 8:40pm
yikes..i expect some near term weakness on the shareprice when it opens monday..nothing like a bad news FRIDAY surprise AFTER the markets close..one analyst called this out a number of weeks back "STEIFEL" ?? or is that the beer?? Anyways, although temporary this is still a big hit as per the revised 2021 guidance - see u at $25 me thinks..dwdc
Comment by risky on Sep 17, 2021 9:04pm
that's not good I picked up 3000 shares on the recent dip. God man. This is gonna hurt if its major drop. I'm sure it will recover but not until next year.
Comment by Freezerburn on Sep 18, 2021 11:14am
Seeing as how they lose money on every bus, this should be great news. Fewer buses......
Comment by downwithdotcom1 on Sep 18, 2021 12:11pm
...what??? lose money on EVERY BUS?? from their Q2..your statement is wrong..do your homework..dwdc Revenue of $583 million with 989 equivalent units ("EUs") delivered. Adjusted EBITDA of $52 million; Earnings per Share of $0.04 and Adjusted Earnings Per Share of $0.12. Ending liquidity position of $389 million. Free Cash Flow of $15 million.
Comment by Freezerburn on Sep 18, 2021 12:16pm
Well I guess you're entitled to your own opinion.
Comment by 2young2invest on Sep 20, 2021 6:13pm
Hey @Freezerburn, mind to elaborate? Thanks!
Comment by Freezerburn on Sep 20, 2021 6:54pm
NFI Group is a Winnipeg-based bus and coach maker and transportation mobility solutions provider with a market cap of $2.1 billion. Last year, the COVID-19-related operational challenges took a big toll on its financial growth, as its 2020 revenue slipped by about 16.4%. This sales drop forced the company to post an adjusted net loss of US$0.75 per share last year. Rinse, repeat 
Comment by Freezerburn on Sep 20, 2021 7:53pm
Tomorrow I will buy your shares.
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