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BBD.B-TO: Bombardier Inks $2.1B Deal For 30 CSeries - 12 Firm + 18 Options

|Includes: BA, Bombardier Inc.B (BDRBF), EADSF, ERJ

No suspense here - Bombardier gets it's Canadian launch customer.

Bombardier is a bet on the CSeries - and with nearly 200 firm orders (about $14 billion) or 2X with options there is a clear path to revenue growth and higher margin. Many remain on the sidelines questioning magnitude of ultimate success. In our view, at current levels all you need is direction (up), better margin (absorption, lower launch costs) and cash flow (capex will decline by 50% or C$1 billion) post launch which makes this idea pretty easy math.

Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.