https://finance.yahoo.com/economy/policy/articles/trump-says-canadas-bombardier-cannot-175122394.html
We are already struggling. Let’s give customers a force majeure event to break contracts. I repeat my forecast of Honeywell aero stock at 120
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The $120 target is based of earnings assumptions and the market treating Honeywell like an industrial player. Truth is Honeywell is an industrial company with dna in cost cutting and outsource rather than innovation. P/e is heading toward 18-20 range , But I wouldn’t argue that a p/e of 11-15 is possible unless Honeywell start winning.
One thing for sure.. value stream maps and hackathons won’t save Honeywell. Distraction at best.
It’s a threat…not gonna happen…
I think your wrong at the Stock Price being $120 per share. Try much lower.... $60.00.... $40.00. At that point it (Honeywell Aerospace) will be bought by ?? for peanuts.
Talk about shooting oneself in the foot! Bombardier is not simply a Canadian exporter selling finished aircraft into the U.S. It is part of a highly integrated North American aerospace supply chain. Because thousands of U.S. workers, thousands of U.S. supplier contracts, and billions of dollars of American aerospace production are tied to Bombardier programs, a blanket sales prohibition could impose significant costs on American industry as well as on Bombardier.