Bombardie und die Zukunft
Bingo Daddy : Was
Fällt im hoch bei 3,59 Euro auf unter 2 euro 80.
Das ganze ohne weltbewegende Nachrichten.
Die Hausaufgaben wurden gemacht und die Firma steht besser da als vor 2oder 3 jahren.
Mit Airbus sollten jetzt auch noch verstärkt Aufträge kommen.
Die jetztigen Aufträge brauchen auch zeit um umgesetzt zu werden.
Sprich Orderbuch ist gefüllt.
Warum so ein starker Kurseinbruch ?
Hat Jemamd eine Antwort für mich
pIs3141592654 : @Bingo Daddy: NAFTA & Trump
LOGAN5 : Bombardier
BBDb Technische Analyse
Gleit. Mittelwerte:KaufenKaufen (9)Verkaufen (3)
Technische Indikatoren:Stark KaufenKaufen (10)Verkaufen (0)
Pivot Punkte03.09.2018 20:45 GMT
Name S3 S2 S1 Pivot Punkt R1 R2 R3
Klassisch 3,660 4,180 4,540 5,060 5,420 5,940 6,300
Fibonacci 4,180 4,516 4,724 5,060 5,396 5,604 5,940
Camarilla 4,658 4,739 4,819 5,060 4,981 5,061 5,142
Woodies 3,580 4,140 4,460 5,020 5,340 5,900 6,220
DeMarks - - 4,360 4,970 5,240 - -
Bingo Daddy : Tja
Es könnten mal wieder Aufträge für die C Serie kommen ,auch wenn die jetzt einen neuen Namen hat.
Fast keine kleinen Aufträge und schon länger keine größeren.Das hatte ich mir anders vorgestellt.
Firma ist meiner Meinung nach zwar im großen und ganzen meist auf Kurs aber noch fehlt was.
Leanza : Absturz gestern
grappler : aktueller Stand - warum?
Ich würde mich gern der Fragestellung von Leanza zum gegenwärtigen Verlauf der Bombardier Aktie anschließen. Gibt es neben den aktuellen politischen ? Markt & wirtschaftlichen Faktoren, weitere Information / Fakten die den Verlauf der Bombardier erklären ?
Mistsack : gibt nichts neues
Uebenoch : Wundere mich...
Ich habe mich neu angemeldet, bisher nicht geschrieben und in unregelmäßigen Abständen mitgelesen.
Nun habe ich mich angemeldet, da ich finde, dass es im Forum sehr ruhig geworden ist.
Vielen Dank an alle bisherigen Schreiber mit den guten Quellen und Informationen
Ich wundere mich aktuell, da es für mich so aussieht, als ob es langsam alles wieder in geregelte Bahnen läuft.
Bahnsparte scheint zu Brummen, was die Schlagzilen darstellen, man hört wenig negatives. Als erfreulich werte ich auch, dass die Strafzälle abgewehrt wurden und irgendwo habe ich gelesen dass die erste C-Serie bzw. A-Serie für Delta Airlines den Erstflug erfolgreich absolvierte. Somit wird ab jetzt auch an diesem großen Auftrag gearbeitet.
Das sieht für mich als wenig erfahrenen Kleinaktionär alles ganz rund aus, dennoch ist der Kurs deutlich eingebrochen und scheint sich sehr schwer zu tun sich wieder zu erholen.
Hab ich irgendwas übersehen oder missverstanden?
Mistsack : nicht stressen lassen
Hinzu kommt, dass die Unsicherheit bei BBD aufgrund der vielen Enttäuschungen der Vergangenheit eingfach größer ist und in der einer Korrektur halt die risikoreichen Aktien zuerst verkauft werden.
Uebenoch : Erst Auslieferung an Delta Airlines
Erstauslieferung an Delta Airlines hat stattgefunden am 26.10.
Die Indienststellung soll jedoch erst in 2019 erfolgen.
LOGAN5 : Q3 2018 EPS 4CT
Earnings(1) up 48% year over year to $271M on $3.6B revenues
Free cash flow usage(2) improved by $125M, 25% year over year
~$900M net proceeds expected mainly from the sale of non-core assets: Q Series program and Business Aircraft’s flight and technical training activities(3)
Global 7500(4) certified by Transport Canada and the FAA; on track for entry into service before year end
Enterprise-wide productivity initiatives launched, expected to generate $250M in annual recurring savings by 2021(3)
2018 guidance(3) updated: Revenues ~$16.5B; EBIT(1) ~$1B; and free cash flow(2) breakeven ±$150M, including net proceeds from Downsview sale
2019 guidance(3) provided: Revenues targeted to grow by ~10%; EBIT(1) targeted to increase by ~20% with improved cash generation
MONTRÉAL, Nov. 08, 2018 (GLOBE NEWSWIRE) -- Bombardier (TSX: BBD.B) today reported its third quarter 2018 results marked by strong earnings growth. The Company also announced a number of strategic actions, including the launch of an enterprise-wide productivity program. This program is expected to generate annual savings of $250 million at full run rate, which we expect by 2021. Bombardier reached definitive agreements for the sale of non-core assets and the monetization of royalties, which is expected to generate approximately $900 million in net proceeds, increasing financial flexibility as the Company approaches the final – deleveraging – phase of its turnaround plan. Other highlights in the quarter include the certification of the Global 7500 business jet, paving the way for the aircraft’s entry into service in December 2018, and marking the end of the Company’s heavy investment cycle.
“With our heavy investment cycle now completed, we continue to make solid progress executing our turnaround plan,” said Alain Bellemare, President and Chief Executive Officer, Bombardier Inc. “With today’s announcements we have set in motion the next round of actions necessary to unleash the full potential of the Bombardier portfolio. During the earnings and cash flow building phase of our turnaround, we will continue to be proactive in focusing and streamlining the organization, and disciplined in the allocation of capital. I am very proud of what we have accomplished, and very excited about our future.”
For the quarter, Bombardier’s revenues reached $3.6 billion, representing 3% organic growth year over year, from Transportation, Business Aircraft and Aerostructures, as the Company deconsolidated revenues from the C Series program following the closing of the Airbus partnership. For the full year, Bombardier expects revenues of approximately $16.5 billion, at the low end of its guidance range.
The Company delivered strong profitability in the third quarter, achieving its best quarterly performance in years. EBIT before special items(2) grew 48% year over year to $271 million, and the Company remains on track to reach the top end of its guidance for the full year of approximately $1.0 billion. Over the same period, EBIT margin before special items(2) increased by 260 basis points to 7.4%, as margins(5) continued to trend above 8% at Transportation, Business Aircraft and Aerostructures. At Commercial Aircraft, EBIT before special items was near the breakeven point due to the deconsolidation of C Series losses net of the associated equity pick-up.
Free cash flow usage for the quarter was $370 million, an improvement of 25% year over year. Cash usage in the third quarter was driven by working capital build-up at Transportation, as the Company continues to work through the intense delivery phase. This will carry through the fourth quarter, and is targeted to largely recover in 2019. As a result, Bombardier is adjusting its free cash flow guidance for 2018 to include the Downsview proceeds. With this, the Company still expects reported free cash flow for the full year to be breakeven plus or minus $150 million.
Focusing the Portfolio, Divesting Non-Core Assets
Bombardier also announced today the sale of a number of non-core assets, in line with its strategy of focusing on growth opportunities in its Transportation, Business Aircraft and Aerostructures segments. The Company entered into definitive agreements for (i) the sale of the Q Series aircraft program and de Havilland trademark to a wholly owned subsidiary of Longview Aviation Capital Corp. for approximately $300 million; and (ii) the sale of Business Aircraft’s flight and technical training activities to CAE and the monetization of royalties for approximately $800 million.
Both transactions are expected to close by the second half of 2019, following the usual regulatory approvals. Net proceeds from the transactions are expected to be approximately $900 million after the assumption of certain liabilities, fees, and closing adjustments.
Streamlining the Organization
Bombardier also launched a new enterprise-wide productivity program to further streamline, lean out and simplify the Company. The initiative includes two actions. First, with the heavy aerospace investment phase successfully completed, Bombardier will right-size and redeploy its central aerospace engineering team. Key engineering team members will be redeployed to the business segments, with the largest group moving to Business Aircraft, to ensure they have all the necessary capabilities for future business jet development programs.
Bombardier will also establish a new Advanced Technologies Office (ATO), which will be led by François Caza, who has been appointed Bombardier’s Chief Technology Officer. The ATO will focus on systems design and engineering, including applying experience from Bombardier’s aerospace programs to its rail transportation business.
In addition to right-sizing and redeploying central engineering, Bombardier has launched a company-wide restructuring initiative focused on optimizing production and management processes, flattening management structures and further reducing indirect costs.
Collectively, these actions will result in a reduction of approximately 5,000 positions across the organization over the next 12 to 18 months, leading to annualized savings of approximately $250 million at full run rate, which we expect by 2021. Bombardier anticipates recording a restructuring charge in 2019 of approximately the same amount as special items.(3)
In parallel, the Company continued to strengthen its leadership team, with the appointment of Sam Abdelmalek as Chief Transformation and Supply Chain Officer in October. Bombardier also announced today that Danny Di Perna has been appointed President, Aerostructures and Engineering Services (BAES), effective immediately. Michael Ryan will assume the role of Chief Operating Officer for BAES. Together, they will focus on accelerating productivity, achieving world-class financial and operational performance, and delivering on the Company’s growth potential.
Introducing 2019 Guidance
With the numerous portfolio announcements made today, Bombardier introduced its guidance for the 2019 fiscal year. Revenues are targeted to grow by approximately 10% to $18 billion or more, as deliveries of the Global 7500 business jet accelerate. Profitability is anticipated to grow at a faster pace, with EBIT before special items targeted to grow by approximately 20% to a range of $1.15 billion to $1.25 billion, and EBITDA before special items(2) anticipated to increase by approximately 30% to a range of $1.65 billion to $1.8 billion.
Bombardier is targeting to achieve free cash flow generation in the range of $250 million to $500 million, which is anticipated to be offset by the $250 million restructuring charge mentioned above, as well as a $250 million contingency to reflect the working capital volatility as the Company progresses through its intense growth phase at Business Aircraft and Transportation. Accordingly, free cash flow guidance for 2019 is targeting breakeven plus or minus $250 million.
Bombardier is also reaffirming its 2020 financial targets, even after the divestiture of the Q Series program and Business Aircraft’s flight and technical training activities. Further details on the Company’s financial performance and growth opportunities will be provided at Bombardier’s Investor Day on Thursday, December 6, 2018.
Bilderberg : Einige denke es sei nun eine gute Gelegenheit hier
Sehe ich anders.
Immer noch fast 9 Mrd. Schulden.
Bin seit 2005 dabei zu Kursen um 1,40 drin.
Wenn die Bude nächstes Jahr besser dar steht wird es auch wieder rauf gehen.
Sehe aber zunächst noch ein weiteres Abrutschen.
LOGAN5 : Bombardier Production update
We saw a few weeks ago the first delivery of the first A220 Delta ordered. It was a A220-100 serial 50020, the 20th CSeries CS100 made. Serial sequence numbers starting with "50" are CS100 and when staring with "55" are the longer CS300. Airbus renamed them to A220-100 and A220-300 respectively. Both models have their own serial number sequence, so yes, 50001 and 55001 are different aircraft, one being the first CS100 made and the other the first CS300 made, both part of the CSeries family. I know, I'm often explaining this but with the readership at Fliegerfaust.com constantly increasing, so many new followers on the Fliegerfaust Facebook page, I prefer to explain it again so everyone can appreciate the value of the information when I mention the aircraft manufacturer serial number, or MSN. In fact, thanks to you!
A220 Being Assembled in Mirabel
Currently in the process of being assembled in Mirabel, Airbus has twelve (12) A220-100 aircraft for Delta, eleven (11) with wings and one (1) without its wings attached yet. They are MSN 50021 to 50032. According to the current production schedule three (3) of them should be delivered to Delta by the end of the year for a total of four (4) in 2018, adding to the one already delivered to Delta (MSN 50020). SWISS has four (4) aircraft (two (2) A220-100 and two (2) A220-300), Korean Air has two A220-300, airBaltic has five (5) aircraft being assembled, one without its wings attached yet. Air Tanzania has two (2) A220-300. This is a total of 25 aircraft currently in the assembly line at various stage of completion. Three (3) of them are being completed by Avianor at their Mirabel Airport facility, among them Delta MSN 50024.
This is has been the same number for a long time. Why? Since neither Bombardier or Airbus built additional building at Mirabel, there is no more space for more aircraft to be process at the same time. The hangars are full! Increasing the delivery rate "today" can only be done by producing those aircraft faster. How to get more space for the A220 production? By adding new buildings and moving the CRJ production out of the Airbus A220 factory would be required. More on what Airbus is planning for Mirabel below.
Delta 2nd A220 will be MSN 50022 will be doing its first flight before MSN 50021 but to be following shortly after if all goes according to plan. The last Delta A220 delivery for the year should be MSN 50023 currently with a 2 weeks buffer on its schedule to do so.
Let's see! The total A220 aircraft to be delivered to Delta for 2018 will be of three (3) or maybe four (4), but not five (5) as I read elsewhere.
Air Tanzania is scheduled to receive their first and last ordered A220-300 before the end of the year, completing their order of just two (2) aircraft but I would not be surprised if the delivery of the 2nd aircraft is to happen in January 2019 instead of the end of December 2018, as with the Delta. The two (2) Air Tanzania A220-300 MSN are 55047 and 55048. We should see a nice animal with a long neck painted on the tail of the aircraft; yes you got it, a giraffe! In fact, MSN 55047 is currently at the paint shop for 2 more days.
A first for these two A220 would be the installation of the Panasonic KU band Internet communication system. The dome protecting the antenna on the top of the aircraft fuselage is different when compared with the one on the Delta A220, as you will see soon. As you now know, if you read my article "Things You Don't Know About The First Delta A220 / CSeries", Delta selected Gogo for its Internet and its "in flight" entertainment system for their A220.
Summary - Going Forward
From now on until the end of 2019, 7 weeks to go, Airbus is planning to deliver eleven (11) A220 aircraft for a delivery average rate of 1.57 aircraft per week. This represents an annual delivery rate of 81 aircraft. Right? Depending on how it goes until the end of 2018 and the first few weeks of 2019 we shall see if that is a delivery rate Airbus can achieve at their Mirabel, Quebec A220 factory for 2019.
Can Airbus do this? It remains to be seen. Since you've been reading all my different CSeries production updates on Fliegerfaust, aircraft deliveries were rarely as per the schedule created by the management at Bombardier, were they ever?
Talking about what Airbus can change at their Mirabel factory, Airbus is still evaluating how the A220 is being assembled. As you know, the assembly process of the A220 aircraft has been made by Bombardier (CSeries) and, obviously, differs from how Airbus does it themselves in their other aircraft assembly lines.
I will say it again; Airbus is still amazed how this factory (its workers) can deliver aircraft in the current environment.
Short term expect to see two (2) aircraft to be delivered, i.e. SWISS MSN 55044 and airBaltic MSN 55042 (last one for the year) followed "maybe" soon later by SWISS MSN 55045. Korean Air has two (2) more deliveries scheduled before the end of the year, MSN 55037 and 55049, but I honestly think that the 2nd one will be happening in 2019.
So, if you read what I wrote, that would mean that my expectation in term of number of A220 to be delivered from now on until the end of 2018 is (11-3) eight (8) aircraft. Still, with 7 weeks to go until 2019 it would mean a delivery rate of just above one aircraft per week (1.14) which would still represent a yearly delivery rate of sixty (60) A220.
In my next A220 Production Update, very soon, I will address what Airbus intends to change first at their Mirabel airport factory to help facilitate and increase the A220 production rate. There is a strong willingness to push further away the aircraft delivery process from the locations it currently occupies. But much more is being planned. Interesting things are coming! GO AIRBUS GO. Stay tuned.
LOGAN5 : 2020 cash flow
Bombardier Inc. bonds are joining the company’s stock plunge on fresh concern over cash-flow prospects at the manufacturer of planes and trains.
The market swoon underscored investor anxiety about Bombardier’s prospects despite Chief Executive Officer Alain Bellemare’s upbeat 2020 outlook at an investor conference Tuesday -- his first public comments since the company lost a quarter of its market value after reporting earnings last week.
Canada’s largest aerospace company surprised investors Nov. 8 by saying it would need to tap proceeds from the sale of its Downsview facility in Toronto to meet a goal of breaking even on a cash-flow basis this year, plus or minus $150 million. Next year’s goal of break-even cash flow, plus or minus $250 million, fell short of analyst estimates.
“A lot of people are still scratching their heads about the cash-flow forecast,” David Tyerman, a Cormark Securities analyst, said by telephone from Toronto. “They have a fair bit of debt so anything that negatively affects cash flow would be a drag.”
The cost of insuring Bombardier’s five-year notes against default widened 57 basis points to 514 basis points, the highest since December 2016, according to data provider CMA. Bombardier’s Class B stock also plunged, falling 10 percent Tuesday to the lowest in a year.
Investors and analysts focus on free cash flow because of the company’s need to pay its debt. Bombardier, based in Montreal, had about $9.5 billion of adjusted debt as of Sept. 30, with its next major maturity coming in March 2020, when $850 million comes due.
“We’re disappointed” about the cash flow miss, Bellemare said at a Scotiabank conference in Toronto, citing “a little bit of a setback” in the company’s train unit. But he insisted that the company was on track for longer-term targets.
“We have clear line of sight to delivering on our 2020 goal” and generating $750 million to $1 billion of cash that year, he said. Analysts expect free cash flow of about $781 million for 2020, according to the average estimate compiled by Bloomberg.
Separately, Quebec’s financial markets regulator, Autorite des Marches Financiers, will look at the recent movements in Bombardier’s share price as part of a customary review, spokesman Sylvain Theberge said. Bombardier is based in Montreal, the largest city in the province of Quebec.
“This is not a formal investigation,” Theberge said Tuesday in a telephone interview. “We are not on the Bombardier case. Our teams do these kinds of systematic checks anytime a stock has an unusual move. If we have to go further, we will.”
Tom1313 : Die 9,5 Mrd Schulden hatte man aber auch schon
Bilderberg : Die Aussichten, die Aussichten
Was bleibt dann noch?
Haette ich meinen Bestand nicht schon von 2008 und davor waere ich schon raus.
Bei 1,20 oder tiefer lege ich noch mal nach und lass sie bis zur Rente liegen.
Bingo Daddy : Hätte
Zusammenarbeit mit Airbus etc
Der Weg ist aber noch weit.So viel ich weiss hatten die einen 5 Jahres Plan zur Restruckturierung.
Da wären sie aber so halbwegs im soll
musil : Weiter so
LOGAN5 : Bombardier zahlt 2020 wieder Dividende
Will Bombardier, Inc’s (TSX:BBD.B) Global 7500 Jet Send the Stock Higher?
Andrew Button | November 15, 2018 | More on: BBD.B
Image source: Getty Images.
Bombardier (TSX:BBD.B) achieved an important milestone earlier this month, when its Global 7500 business jet received regulatory approval from the U.S. Federal Aviation Administration. This is big news for a company that’s trying to get back on its feet after a previous jet project, the CSeries, caused significant losses.
The Global 7500 could potentially be a big winner for Bombardier, as tests have shown that it can fly 7,700 nautical miles without refueling — further than any other business jet. But will it be enough to turn Bombardier’s fortunes around and make its stock a buy?
First, we need to look at why Bombardier stock has been hit so hard in the past few years.
What’s at stake
Bombardier struggling throughout this decade, but especially since 2015 when the company’s CSeries jet first went into service. The CSeries’s origins date all the way back to 2004, when a feasibility study was done to assess the potential for a narrow body, twin engine, medium-range jet aircraft. The project was approved, its costs estimated at $2.1 billion, and Bombardier was given some $700 million in government loans toward that price tag.
The problem is, the project wound up costing a lot more than $2.1 billion. By 2009, the cost was re-estimated at $3.5 billion, and by 2015, that grew to $5.4 billion. At the same time, total lifetime sales for the project were slashed from $250 billion to $125 billion. As a result, the company started losing money on the project and wound up selling about half of it to Airbus. The Airbus sale helped Bombardier remain solvent, but the company’s expenses continue and it keeps losing money.
As of this month, Bombardier has an ambitious plan to turn return to profitability and growth, which includes shedding some 5,000 jobs. The Global 7500 is part of this plan. But will it help?
If Global 7500 sales are strong, they may help Bombardier get past a dark chapter in its history. The jet will sell for $70 million, and Bombardier claims that it has an order backlog of 200 units for the Global Series, of which the “majority” are 7500s. The company has yet to release exactly how many that “majority” is, but figuring ultra-conservatively at 101 units, we get $7.07 billion in revenue — not too shabby.
The big question is how much actual profit Bombardier can make from the Global 7500. Here we’re entering really speculative territory, but going with the aerospace industry’s average gross margin of 24%, we’d end up with something like $16 million in gross profit per airplane, or $1.6 billion for an order queue of 101 aircraft. This would definitely get Bombardier on track toward hitting its earnings targets.
The million-dollar question, of course, is whether it’s enough to offset the company’s continuing expenses from the CSeries (which it still owns a minority stake in). It’s too early to tell if it will, but for now it looks like the next five years at Bombardier will be rosier than the previous five.
Bilderberg : So ist das Fakten zählen nicht wollte nicht recht
Zeit einzusammeln bei den Aussichten. Kann ruhig ein , zwei oder auch lmehr Jahre dauern.
Das passt schon.
Tom1313 : Scheint als naht der Konkurs
Santander : meine Meinung ebenfalls!
Santander : geht gerade in Canada wieder hoch
Diese Kurse sind Geschenke mit Ansage. Kaufkurse für Macher
Tom1313 : wegen dem 7500erJet?
grappler : ???
??sorry, aber was ist denn hier los? Nachdem ich meine Anteile vor den Q3 Daten veräußert hatte, fand ich gerade wieder etwas Zeit mich über meine ehemaligen Aktien zu informieren. Kann mir jemand verständlich erklären, was diesen erheblichen Kursrutsch ausgelöst hat? Die gefundenen Informationen (wie die Q3 Ergebnisse & kommenden Aktionen (Stellenabbau) etc.) können m.M.n. nicht nur die Gründe für solch eine Überreaktion sein. Einige der angestrebten Aktionen (Verkauf gewisser Sparten), sehe ich als nachvollziehbar an, um ein weit lukrativeres Produkt (Global Serie) zu puschen. Dass das Unternehmen einen erheblichen Schuldenberg vor sich herschiebt, ist ebenfalls nicht erst seit den Q3/2018 Daten bekannt. Zudem sind Umstrukturierungen & Investitionen kostenintensiv.
Was habe ich übersehen?
Was mir bei meiner Suche nach Daten erheblich aufgefallen ist, sind die Reaktionen mancher Analysten-Häuser vor & nach den Q3 Daten. Erst kann es diesen nicht schnell genau gehen, die Aktie auf einen immer höheren Aktienwerk zu stufen & kaum sind die Q3 Daten & Aktionen benannt, kürzen sie diese um fast die Hälfte zusammen. Sorry, aber eine gute analytische Arbeit für die man bezahlt wird, sieht m.M.n anders aus.