SA Transcripts • Thu, Oct. 30
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How Bombardier Could Benefit From Russia-Ukraine And Should Also Change Its Strategy
- Bombardier is cheap at the moment with a P/E of 11.
- The Russian-Ukrainian situation offers opportunities.
- Bombardier should also focus on the strong points of its aircraft and use these to increase revenue.
- Exiting or partnering of the CSeries airliner would be good for profitability.
Bombardier: An Unloved Stock Despite Strong Competitive Advantages And Cheap Valuation
- The growing global economy, combined with increasing demand for cost-effective aircraft and trains provides Bombardier with an expanding market catering to its competitive advantage.
- Heavy capital expenditures in previous years has provided Bombardier with cutting-edge technologies, positioning the company well for growth.
- Rising interest rates will significantly reduce pension liabilities- a unique trait given the mix of defined benefit and defined contribution pension plans Bombardier sponsors.
- Sell-off leaves Bombardier trading cheaply on both absolute and relative valuations, despite huge opportunities for growth.
Fri, Sep. 26, 10:51 AM
- Bombardier (OTCQX:BDRBF +4.4%) says it received a firm order for 40 of its new CSeries jets, with options on another 10, from leasing company Macquarie AirFinance, bringing the plane maker’s total firm orders for the new aircraft to 243.
- The CSeries program has suffered repeated delays and ballooning costs; Bombardier resumed CSeries test flights on Sept. 7 after an on-ground engine fire halted them in May.
Wed, May. 21, 3:36 PM
- Bombardier's (BDRAF, BDRBF) biggest customer for the CSeries aircraft, Republic Airways (RJET), is reconsidering whether to follow through with a $3B jet order after a change in airline strategy.
- The 40 CS300 aircraft on order are no longer a top priority for RJET as it returns to its roots as a provider of regional flights for larger carriers, CEO Bryan Bedford says, adding to doubts about whether Bombardier can complete a deal valued first announced in 2010.
- Since then, Bombardier has had to postpone the debut of the model it sees as a mainstay of future revenue, and RJET has dropped plans to compete with major airlines by flying full-size jetliners such as the CSeries.
Dec. 6, 2012, 9:34 AMDelta Airlines (DAL) chooses Bombardier (BDRAF.PK) over Embraer (ERJ -5.3%) and orders 40 CRJ900 NextGen regional jets from the Canadian company, and takes an option to acquire another 30 in a deal that could be worth up to $3.29B. The initial value is $1.85B. The booking adds to orders worth billions of dollars that Bombardier received from Berkshire Hathaway's NetJets and VistaJet. | Comment!
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