Member Info for buffettology

Maybe no rela progress has been made with rail. Remember this is an industry that is highly unionised so lots of red tape and bureaucratic hurdles to overcome! Airline industry shouldn't be as difficult. I'd go with airline deal (the one Paul mentions) this calendar year with rail further down the line (excuse the pun!).

I've never understood this sort of analysis! What will drive the sp is company progress and passing key milestones

I wonder if see will put out a statement acknowledging the info in safestocks!?

Feel free to correct me, but don't all such brokers have access all areas to companies? If this is the case then the company would have submitted this info along with all other info for them to get their heads around it and then put the research note together?!

From Paul's interviews 2021 /22 funding shortfall in low millons so a deal of that magnitude would not only take this off the table but seriously strengthen the balance sheet!!

Also, anyone got any idea on whether the deal is likely to exceed the CAT contract in value terms?

Could be popping an extra celebratory bottle of Aldi Champers his crimbo then!? As Safestocks notes, such news should rerate the sp!!

Just watched end of year again for the millionth time! Paul says aviation news will be this year and will be material. Before xmas or before the next end of year results?

Perhaps they know something we don't!? Perhaps they've caught wind that euro ncap announcements are next week?

so this year then?

This month?

I like the sound of that!

Predicted SP if/when we get to break even?

Cheers! Sit tight then and we'll soon see a substantial piece of news and witness a giant rerate (hopefully)!

Third attempt CAE. Predictive text!!

Cea

So would I be right in saying that all their relationships with the likes of emeriates and others are all via car?

Looks like there's much room for growth in this market! Seems like they've got a few quid to play with too!! https://www.cae.com/investors/financial-reports/

Well, strategic value is 39p apparently!

Could it be cae? Seem to have had a good year of results last year.