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Search: Posts Made By: peekay4
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Forum: Canada
6th Feb 2016, 00:30
Replies: 120
Views: 34,662
Posted By peekay4

It's looking unavoidable now. BBD.B dropped...

It's looking unavoidable now. BBD.B dropped another 8% today to 80 cents, down 20% just from last week.

At 80 cents, each penny of movement is 1.25% of the share price. It's potentially...
Forum: Canada
3rd Feb 2016, 21:23
Replies: 120
Views: 34,662
Posted By peekay4

Funny Willie. I recognize that same...

Funny Willie.

I recognize that same sentiment when some years ago a colleague of mine -- noting the rapid growth of the Internet -- proclaimed that "the telecom industry is changing...
Forum: Canada
2nd Feb 2016, 20:55
Replies: 120
Views: 34,662
Posted By peekay4

I believe the "orphan" comments were made in part...

I believe the "orphan" comments were made in part to reduce Bombardier's ability to cut prices.

An "orphan" product will immediately lose resale value. If potential clients are concerned of this...
Forum: Canada
14th Jan 2016, 16:21
Replies: 120
Views: 34,662
Posted By peekay4

The fallout with Airbus continues. Airbus...

The fallout with Airbus continues.

Airbus Executives call CSeries "an orphan"...
Forum: Canada
18th Dec 2015, 19:26
Replies: 120
Views: 34,662
Posted By peekay4

CS100 certified, time to clean house? Long...

CS100 certified, time to clean house? Long overdue...

Bombardier's Beaudoin seen stepping down as chairman

More from: Reuters (http://ca.reuters.com/article/businessNews/idCAKBN0U11Z320151218)
Forum: Canada
2nd Dec 2015, 23:21
Replies: 120
Views: 34,662
Posted By peekay4

Bombardier presses Ottawa for $1-billion in aid...

Bombardier presses Ottawa for $1-billion in aid for C Series


The Globe and Mail...
Forum: Canada
25th Nov 2015, 01:11
Replies: 120
Views: 34,662
Posted By peekay4

They have no choice really. Changing...

They have no choice really.

Changing economics mean the Q400 must compete head-on against the much cheaper ATR72, and the reality is in most markets the ATR will win the sale 9 times out of 10....
Forum: Canada
20th Nov 2015, 04:58
Replies: 120
Views: 34,662
Posted By peekay4

Yes, it is a concern, but governments are allowed...

Yes, it is a concern, but governments are allowed to invest in companies, or to provide other forms of funding (such as some of those mentioned above).

The question is whether or not such funding...
Forum: Canada
19th Nov 2015, 15:39
Replies: 120
Views: 34,662
Posted By peekay4

That gives some perspective to the $4.9 billion...

That gives some perspective to the $4.9 billion loss Bombardier posted this past quarter due to the Aerospace division writedowns.

The CSeries essentially wiped out an equivalent to the entire...
Forum: Canada
12th Nov 2015, 16:34
Replies: 120
Views: 34,662
Posted By peekay4

It's a BS statement for public consumption. ...

It's a BS statement for public consumption. There is no way Trudeau won't fund Bombardier after that kind of statement.

If the Ottawa doesn't fund Bombardier now, that would signal to the...
Forum: Canada
4th Nov 2015, 18:44
Replies: 120
Views: 34,662
Posted By peekay4

Actually fire fighting planes tend to be...

Actually fire fighting planes tend to be extremely durable and last for a very long time. There are water bombers from the 1940s which are still in service today, 70+ years later.

As far as I...
Forum: Canada
30th Oct 2015, 21:06
Replies: 120
Views: 34,662
Posted By peekay4

Quebec to ask Ottawa to pitch in another $1...

Quebec to ask Ottawa to pitch in another $1 billion to Bombardier bailout



More from: Quebec to Seek Canada Match on $1 Billion CSeries Bailout - Bloomberg Business...
Forum: Canada
29th Oct 2015, 18:40
Replies: 120
Views: 34,662
Posted By peekay4

Yeah, they must be lining up more financing. I...

Yeah, they must be lining up more financing. I believe they are still planning to sell parts of the rail division.

Also the first payment from Quebec won't be until April 2016. They will run out...
Forum: Canada
29th Oct 2015, 02:25
Replies: 120
Views: 34,662
Posted By peekay4

Well, reportedly the total write-downs to be...

Well, reportedly the total write-downs to be announced tomorrow may be in excess of $5 billion CAD, equivalent to the entire value of the CSeries investment to date, and almost 20% of Bombardier's...
Forum: Canada
27th Oct 2015, 22:18
Replies: 120
Views: 34,662
Posted By peekay4

Willie, just because a program is beyond...

Willie, just because a program is beyond break-even, that does NOT mean sales are "mostly profit". It just means that they're no longer losing money on each sale.

And those numbers Bombardier...
Forum: Canada
27th Oct 2015, 04:52
Replies: 120
Views: 34,662
Posted By peekay4

Bombardier Inc will lose US$32M for each CSeries...

Bombardier Inc will lose US$32M for each CSeries built in 2016-17: analysis

FP / Leeham have some numbers on CSeries financials:



More from:

Bombardier Inc will lose US$32M for each...
Forum: Canada
26th Oct 2015, 01:30
Replies: 120
Views: 34,662
Posted By peekay4

Hey Willie that "article" was written last year...

Hey Willie that "article" was written last year (Dec 2014) as a prediction of what will happen this year, but pretty much all of his predictions have turned out to be wrong.

At the time that...
Forum: Canada
25th Oct 2015, 10:19
Replies: 120
Views: 34,662
Posted By peekay4

Willie I think you're underestimating the changes...

Willie I think you're underestimating the changes taking place in the oil & gas industry.

Saudi Arabia is dumping oil at cheap prices not because of choice, but because they are forced to. They...
Forum: Canada
21st Oct 2015, 19:14
Replies: 120
Views: 34,662
Posted By peekay4

AirBaltic seeks CSeries reassurances ...

AirBaltic seeks CSeries reassurances



AirBaltic seeks CSeries reassurances | Airframes content from ATWOnline (http://atwonline.com/airframes/airbaltic-seeks-cseries-reassurances)
...
Forum: Canada
18th Oct 2015, 18:02
Replies: 120
Views: 34,662
Posted By peekay4

In an AFP article this morning an industry...

In an AFP article this morning an industry analyst puts the CSeries break-even point at 800 firm orders, up from the original 300 target.

Back-of-napkin calculations suggests that even in a good...
Forum: Canada
17th Oct 2015, 23:42
Replies: 120
Views: 34,662
Posted By peekay4

Well if the Liberals win tomorrow (and they're up...

Well if the Liberals win tomorrow (and they're up in the polls) then Bombardier can pretty much kiss the 12 orders from Porter Airlines goodbye. Those orders are conditional on an expansion of the...
Forum: Canada
17th Oct 2015, 00:53
Replies: 120
Views: 34,662
Posted By peekay4

@ExDubai Did you see my last bullet point...

@ExDubai

Did you see my last bullet point above? The lack of commonality is an obvious question in any analysis of a possible partnership.

BUT, the fact is, within the Airbus Group they...
Forum: Canada
16th Oct 2015, 18:57
Replies: 120
Views: 34,662
Posted By peekay4

To make money, obviously, while at the same time...

To make money, obviously, while at the same time neutralizing a competitor.

Thinking out loud:

If Airbus can take a majority stake in a CSeries joint-venture for say $2 billion, that could be a...
Forum: Canada
16th Oct 2015, 00:56
Replies: 120
Views: 34,662
Posted By peekay4

@Willie I did mention the Embraer talks in...

@Willie

I did mention the Embraer talks in my prior post (2nd para). Frankly, I can't wrap my head around it.

@Torquelink has a good point

Anyway I'm trying to work out some simple numbers....
Forum: Canada
14th Oct 2015, 03:54
Replies: 120
Views: 34,662
Posted By peekay4

@ExDubai Today they also killed the iconic...

@ExDubai

Today they also killed the iconic CL-415 water bomber with the closure of their North Bay facility (https://www.baytoday.ca/local-news/bombardier-pulls-out-68724), citing no sales and...
Forum: Canada
10th Oct 2015, 08:27
Replies: 120
Views: 34,662
Posted By peekay4

@Una Due Tfc As mentioned above, ATR is a...

@Una Due Tfc

As mentioned above, ATR is a 50-50 JV between Airbus and Alenia -- but it is a separate company from Airbus.

Alenia itself is a major supplier to the Bombardier (they make the...
Forum: Canada
10th Oct 2015, 02:07
Replies: 120
Views: 34,662
Posted By peekay4

I love the attempt at damage control. Aside...

I love the attempt at damage control.

Aside from Air Canada, it's no secret that Bombardier is hoping to sign United, which may be in the market pending union negotiations.

But even if an...
Forum: Canada
8th Oct 2015, 06:38
Replies: 120
Views: 34,662
Posted By peekay4

Old CRJ-200's are anything but "cheap". They are...

Old CRJ-200's are anything but "cheap". They are very expensive to maintain, much more than originally forecasted by Bombardier.

And actually SkyWest has been clear that they want to trim down...
Forum: Canada
7th Oct 2015, 21:20
Replies: 120
Views: 34,662
Posted By peekay4

The big problem with that _Phoenix, as discussed...

The big problem with that _Phoenix, as discussed in another thread, at current oil prices the competition for CSeries is not only from the new MAX/neo but from older leases:

Bombardier Inc?s...
Forum: Canada
7th Oct 2015, 20:05
Replies: 120
Views: 34,662
Posted By peekay4

One of Bombardier's problems focusing on the C...

One of Bombardier's problems focusing on the C Series is that they've effectively neglected the CRJ, conceding the regional market to Embraer and newcomer Mitsubishi.

In fact, Bombardier is likely...
Forum: Canada
6th Oct 2015, 20:50
Replies: 120
Views: 34,662
Posted By peekay4

Well there was a report last week suggesting...

Well there was a report last week suggesting Bombardier will need a huge infusion of cash next year, much earlier than thought.

And that their plans to IPO their rail business this fall won't come...
Showing results 1 to 31 of 31


 
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