10-16-2015, 07:54 PM
I agree MidTowner. A Brazilian coop student I had for a work term told me his dad (who was decently high up in the Embraer food chain) regularly delighted in Bombardier's recent woes. I don't see Embraer, Airbus (who just said no) or Boeing helping Bombardier out. They'd rather lose incur an opportunity cost and make Bombardier lose real money. Boeing's recent discounts to their older regional jets seem to support this, the analysts on my feed are saying Boeing is losing money on some of those deals, all to the aim of shutting Bombardier down.
http://ca.reuters.com/article/businessNe...KM20151016 <--- that may not come in time, as Bombardier is burning cash like one of my ex-s in a good mood.
I am doing well on my shorting, I am thinking the Caisse will face pressure to come back and offer a 8-1 voting offer for class A shares (they wanted 6-1 versus the 10-1 ratio now), especially after Monday's election results.
http://ca.reuters.com/article/businessNe...KM20151016 <--- that may not come in time, as Bombardier is burning cash like one of my ex-s in a good mood.
I am doing well on my shorting, I am thinking the Caisse will face pressure to come back and offer a 8-1 voting offer for class A shares (they wanted 6-1 versus the 10-1 ratio now), especially after Monday's election results.