Bombardier im Höhenflug :-) (Seite 78)

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Antwort auf Beitrag Nr.: 74.056.785 von Luki123 am 24.06.23 19:13:25

Zitat von Luki123: Denke gibt montag nen rebound

Bombardier's assembly and delivery activities not impacted by strike at Spirit AeroSystems

Jun. 23, 2023 6:07 PM ETBombardier Inc. (BDRBF), BBD.B:CASPRBy: Vansh Agarwal, SA News Editor
Bombardier (OTCQX:BDRBF) said on Friday that its supply chain activities do not include deliveries from Spirit AeroSystems’ (SPR) Wichita, Kansas location.
On June 22, SPR said its unionized workers voted to strike, leading the company to suspend factory operations.
Bombardier said assembly and delivery activities at its sites continue as planned.
Press Release

hmm, naja, Rebound ist es bis jez noch nicht so richtig, aber ok, wenigstens noch über 60,- C$, heute ab 17.00 uhr wahrsch. wieder Kaufkurse angesagt... wie so oft in lezter Zeit, am Anfang rauf, dann runter, dann wieder etwas rauf und seitwärts bis zum Schluß - Gääähn....

[Luki123]

Hier die Erklärung für gestern

Denke gibt montag nen rebound

Bombardier's assembly and delivery activities not impacted by strike at Spirit AeroSystems

Jun. 23, 2023 6:07 PM ETBombardier Inc. (BDRBF), BBD.B:CASPRBy: Vansh Agarwal, SA News Editor
Bombardier (OTCQX:BDRBF) said on Friday that its supply chain activities do not include deliveries from Spirit AeroSystems’ (SPR) Wichita, Kansas location.
On June 22, SPR said its unionized workers voted to strike, leading the company to suspend factory operations.
Bombardier said assembly and delivery activities at its sites continue as planned.
Press Release

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und am Montag ?

naja, wer weiß wie das ganze jez am WoEnde mit den Russias ausgeht, der Krieg in der Ukraine wird nicht aufhören, aber wenn Putin - was ich nicht glauben kann - tats. gestürzt werden sollte, na dann werden die Börsen ja am Montag den einen oder anderen %Pkt. wohl wieder steigen....
Na ja, wir werden sehen, auf alle Fälle wieder mal ein AUF u Ab mit unserer Perle, solange der Rückkauf nicht abgeschlossen ist, wird das Theater anhalten, aber in knapp 5 Wochen gibts ja eh schon wieder Zahlen und dann.....

und LUKI, nat. ist TRÄUMEN erlaubt, aber oft werden Träume ja wahr !!!!

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Juhuuu

das Kasperltheater ist zurück...........📉📈📉📈

[Luki123]

Vielleicht noch ein kleiner eintrag

Gestern gelesen das die Bank of Canada aufgrund guter Wirtschaft weiter die zinsen straffen wird..Dies soll den CAN$ weiter beflügeln in den Bereich von 1,33 zum EUR..das wäre doch in unserem Interesse.. und jetzt mal 150cad in eur umrechnen und schwupps bin ich glücklich..

Natürlich alles nur teäumerei

[Luki123]

Den Artikel hatte ich auch gelesen

Für mich ist es wie warten auf godot..vor 2-3 Jahren habe ich schon über diese Grundstücke des Bomber irgendwo gelesen. Angeblichen wären die Flächen allein in Montreal knapp 800-1,2 mrd CAD wert. Seit dem warte ich das die das versilbert und der gelesenen kommt. Aber gut das der Bart darüber anscheinend gesprochen hat. Auf jedenfall wird da denke ich irgendwann richtig Kohle kommen mit der keiner so richtig rechnet.

Wir sind bei 26 ausgelieferten Flugzeugen.. mal sehen was der Bomber in der nächsten woche noch so liefert oder eben nicht..denke das q2 zumindest ordentlich ist. Das starke restjahr sollte uns nen push geben..in q3 und q4 sollten auch deutlich mehr news kommen wie die neue Produktionsstätte usw.

Die Aktie ist einfach echt nen Spielball.. mit 1% der Aktien kannst du auch mal 4-5% der MK vernichten..aber dies wird irgendwann ein ende haben..Sollten die wie erwarten dieses jahr performen wird die unterbewertet irgendwann aufgelöst werden..bis dahin abwarten und Tee.. eh bei den Temperaturen dann ne kühle Pepsi..

Alles wird gut

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öhhh ha,

dunkelROT und das mit anst. Umsatz, in den ersten 30 Min. 100.000 Stk u dunkelROT, hmm, nochmal ein "Test" der 55er Marke?
Naja, wer weiß das schon, der Aktienrückkauf hat ja eigene "Gesetze" und natürlich wird der Kurs gedrückt, no na!!!!

... aber in der letzten Zeit sind wir am Anfang ja eh immer ROT unterwegs gewesen, am Ende dann immer wieder in der Nähe des Vortages, schauma mal was heute passiert, ist ja auch FREITAG...!!!
Aber irgwann ist das auch vorbei, und dann..... 📈📈📈

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KAUFEN,KAUFEN,KAUFEN.....

After meeting with Bombardier Inc. (BBD.B-T’) executives, including chief financial officer Bart Demosky, on Wednesday, Desjardins Securities analyst Benoit Poirier expressed “further confidence” in its ability to meet and potentially exceed its 2025 targets, seeing “strong” demand in the business jet market and “more upside than downside” for fleet operator orders.

“Mr. Demosky stated that following the banking crisis blip toward the end of 1Q, market conditions have rebounded, with the pace of new order booking activity remaining very strong,” he said. “Historically, the book-to-bill ratio improves from 1Q to 2Q, and management stated that current metrics support a book-to-bill ratio of 1 times for the year. Fleet operator flight activity for BBD jets is up 40–50 per cent vs 2019, and Mr. Demosky reinforced that passenger demand on its end remains robust. The pace of activity for used aircraft has slowed slightly to around 5–6 per cent currently (available fleet for sale), but it remains much lower than the historical normalized level of 11–14 per cent.

“An interesting comment that caught our eye was that BBD is best positioned (BBD derives 20 per cent of its backlog from fleet customers whereas Gulfstream and Dassault have little exposure) to benefit from trends that continue to push bizjet users to the fractional/fleet operator side of private travel and away from direct plane ownership. These trends include optimized financial utilization, an investor-friendly climate, smaller upfront payments and maintenance expense, and more privacy from bizjet shaming (eg LVMH chair and CEO Bernard Arnault recently sold his bizjet to avoid his flights being tracked). Overall, we view Mr. Demosky’s comments on current conditions as bullish, as medium- and large-bizjet demand clearly remains strong despite the macro slowdown in spending in other industries like trucking. We believe it is fair to expect a book-to-bill of 1 times plus in 2Q.”

Mr. Poirier sees the risk of a downturn in free cash flow as “overstated” with Bombardier is currently positive at a book-to-bill of 0.9 times in its current state.

“This should improve further between now and 2025 as BBD is targeting a book-to-bill of 0.8 times, and even as low as 0.7 times thereafter,” he said. “Reaching the FCF-neutral level of 0.8 times in 2025 would substantially limit BBD’s downside as the trough for bizjet book-to-bill ratios was 0.7–0.8 times during the worst recessionary periods and stayed there for only 1–2 quarters before rebounding relatively quickly.”

Seeing aftermarket revenue “reaching new record levels with investments nearing completion” and “elevated” potential for its defence segment, which he calls “a clear growth avenue,” Mr. Poirier expects Bombardier’s capital deployment and 2025 objections to be increased further.

“We continue to believe that BBD’s investor day leverage guidance of 2.0–2.5 times by 2025 is on the conservative side,” he said. “We derive 1.6 times, which should drive an investment-grade rating. We still do not factor in any proceeds from the potential real estate divestitures currently being evaluated. Achieving this target could provide BBD with 150–200 basis points of interest rate savings (average coupon today is 7.3 per cent), which would be 100-per-cent incremental upside as it is not built into management’s 2025 guidance assumptions. Additionally, upgrades could open the company to a bigger pool of institutional investors. On capital deployment, several investors had questions surrounding the timing of a clean sheet design, but Mr. Demosky was adamant that a new program will not launch before the company reduces its leverage to the targeted range. Some of the other options at management’s disposal include reinvesting in existing operations and product lines, growing the business through tuck-in M&A transactions, or continuing to evolve and improve the capital structure by further deleveraging or introducing shareholder returns (dividend or share buyback). Management is actively planning the next phase of capital allocation but did state that if it eventually decides to go down the clean sheet route, it sees a whitespace in the market in need of a new program.

“To conclude, we believe the leverage turning point is closer than the market is currently anticipating. The most likely route for capital deployment will be a new program, as BBD has a history of clean sheeting new aircraft instead of stretching/shrinking old platforms like Gulfstream did with its G400 (elevated sticker price and operating costs vs competing aircraft in its class).”

Reiterating his bullish stance, the analyst maintained his $100 target and “buy” rating for Bombardier shares. The average on the Street is

“We believe management is taking the necessary steps to deleverage the balance sheet and is well on track with its key strategic initiatives on margins and revenue expansion. We remain conservative with our valuation method and use an EV/EBITDA multiple of 8.0 times to reflect the somewhat discretionary nature of the bizjet sector in these uncertain times. Our multiple is below the peer average (ERJ, GD, TXT, AM) of 8.5 times, which is justified, in our view, given BBD’s higher leverage, although our multiple could expand as deleveraging continues.”

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naja...

https://www.lapresse.ca/affaires/chroniques/2023-06-22/l-avi…

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Antwort auf Beitrag Nr.: 74.024.268 von Luki123 am 19.06.23 10:58:33

Zitat von Luki123: Keine Schwäche der privatjetflüge..


Biz jets flying hours : No weakness
From CIBC transportation and Aerospace weekly (as markets shows sign of uncertainty about the strenght of the biz jet demand we will publish these reports regularly

Week 24 :Business Jet Traffic Up 4% W/W: As of June 15, the seven-day rolling average of global business jet flights came in at 11,158, up 4.2% W/W from 10,710 a week ago (June 8). Business jet traffic was up 41% compared to the same week in 2019 and down 3% Y/Y.

Dazu passt diese neue Nachricht ja wie die Faust aufs Aug !!!

https://www.globenewswire.com/news-release/2023/06/20/269123…