4 Aprile u mean... i suppose...
Sì, era 4 aprile... alcune anticipazioni sono già state rese il 24 marzo... e mi ero dimenticato di darne notizia qui... il backlog complessivo, fra aerei e treni, era pari a fine ottobre 2008 a circa 3 anni di fatturato. Quello della divisione ferroviaria (circa il 50% del fatturato complessivo) è peraltro piuttosto stabile, proveniendo da una committenza per lo più pubblica o pubblicistica.
Ci sarà da finanziare un deficit pensionistico, ma la posizione cash vantata è piuttosto forte e le prime scadenze debitorie di un qualche peso sono nel 2013.
SUl backlog, vedimao cosa diranno credo già domani... e come intenderanno aiutare le società clienti che fossero in difficoltà a reperire finanziamenti per piazzare gli ordini o soprattutto per non essere costrette a differirli
Bombardier sees big gains when economy picks up
Tue Mar 24, 2009 5:22pm EDT
(In U.S. dollars unless noted)
TORONTO, March 24 (Reuters) - Bombardier Inc (
BBDb.TO) said on Tuesday it expects big gains in aircraft orders as the economy picks up and companies start to replace older, inefficient planes mothballed during the downturn.
The world's No. 1 maker of passenger trains and No. 3 civil aircraft manufacturer had a total backlog of $51.9 billion as of Oct. 31, equal to nearly three years of revenue. The company also had $3.3 billion in cash and cash equivalents and no significant debt due until 2013.
But with cancellations and deferrals on the rise, especially for business jets, its most profitable sector, the company's outlook is not as rosy as it once seemed.
"We are very concerned about the backlog and the closer it gets to delivery, that's where we need to be sure that the funding is in place," Philippe Poutissou, vice president for commercial aircraft marketing at Bombardier, said at a conference in Toronto.
Many of the company's customers have committed financing and are able to carry through on orders.
But with financing becoming more difficult to access, Bombardier is often finding itself in the position of having to help companies find solutions to finance the aircraft they have on order or that they wish to order, Poutissou said, without elaborating.
Bombardier said in December it expects a 10 percent drop in business jets this fiscal year, and many analysts have said they expect the company to further reduce that forecast when the it reports results for its latest quarter on April 2.
Bombardier's stock is down 32.1 percent at C$3.02 on the Toronto Stock Exchange so far this year.
The company said it expects a 10 percent rise in commercial aircraft this year to partially offset the softness in the business jet market.
Poutissou said interest in Bombardier's new CSeries 100-to-149-seat aircraft is helping fuel demand, but the big push will come later with the need to replace aging fleets.
He said it is common to sideline older, less fuel-efficient aircraft during hard economic times, and Bombardier believes that when the economy improves, pushing up oil prices, many companies will retire their older fleets in favor of newer models.
Leasing companies are also active in the the narrow-body market and many have expressed interest in the new CSeries, said Poutissou.
"Despite the challenges that some of the leasing companies have, this aircraft is delivered in 2013, so they do need to plan for their future," he said.
Bombardier expects the fleet of aircraft with fewer than 150 seats in commercial operation to grow to 17,300 over the next 20 years from about 11,000 today.
Poutissou said Bombardier's QSeries and CRJ Series are also well positioned in that segment.
The company's quiet, fuel-efficient QSeries turboprop planes have topped over 1,000 orders for all models, with just over 900 delivered.
The CRJ series, meanwhile, is now the fifth-largest jet series in history, with over 1,500 deliveries. ($1=$1.22 Canadian) (Reporting by John McCrank; Editing by Frank McGurty)
