I’m still not convinced there is equity value here. They’ve neglected the rest of the business to build these planes, so the other segments aren’t even doing well (they are years behind on deliveries for Toronto Transit Street cars, for example). Revenue and EBIT are down Y/Y in every single business segment. Even transportation, their former cash cow, is getting crushed. I just don’t see where the value is? This is not a good business. I won’t buy a bad business even if the price looks decent. There are good businesses for sale at good prices. Don’t waste your time on this dog. They are burning half a billion a quarter in net negative operating cash. This is terrible.
Reuters reporting BBD will book a $500mm Q2 loss on the Delta and Air Canada orders. They didn’t even sell these for a gross profit, giving them away for pennies on the dollar.
Please tell me you went all in, G
Ghiblie should take his money and turn it all into CO2.
See post #58. Sorry to disappoint. I’ve had enough dogs. This is not one of them.
You’re an idiot!
I am on friggin fire. Wish I would have stuck to my guns and ignored the potential for short term pop, I give myself a B on this one (Geo called it better).
Then there’s good old Palantir hyping them at the literal peak right up there with his AAPL and SUNE calls.
I’m not even 100% sure if sell side analysts exist or if they’re just complex newsbots that funnel hype into email distributions.
FTFY, so basically be a sell side analyst?
I don’t get it.
They talk alot (Co2) and if you follow the advice that’s all you’ll have left.
I wanted to mess with you but in hindsight it came through more harshly than intended.
Oh. HAHAHAHAHHAHHAHA I see it.
Down about 14% from the end of April pop to C$1.76, S&P up 4%. Still waiting on FT’s C$4 resistance level.