Airea Share Discussion Threads

[chrisis33] 06/1/2014 16:11

Recent highs today - still on a substantial discount to NAV.

[chrisis33] 06/1/2014 16:11

Recent highs today - still on a substantial discount to NAV.

[hastings] 24/12/2013 10:08

Hi chrisis33, would also add further down the line.
Looks as though they have revamped both arms of the business and could do very well as the recovery takes hold.

[red army] 24/12/2013 01:19

This happens to be one of my favourites for gains in the next three months

[chrisis33] 23/12/2013 21:23

Thanks hastings. Hoping to build further here. Discount to NAV and profitable in testing markets.

[hastings] 22/12/2013 17:54

Comment and thoughts, may be of interest to others.

[chrisis33] 20/12/2013 13:00

Good bounce ... there were a few chunky trades down in the 11s, so I wonder if a seller cleared or something?

[hastings] 20/12/2013 12:55

Very interesting movement here today, been coming off of late, but I wonder if someone has been accumulating.

[fillipe] 20/12/2013 12:44

Mmmm, something's driving the share price here today

f

[chrisis33] 18/12/2013 23:58

Timed yesterday's top up well by the looks of things.

[hastings] 10/12/2013 20:29

Certainly come back to an attractive point to add.Picked up a very nice divi,which is usually a major factor with these smaller company's that are largely family/Director controlled!

[playful] 29/11/2013 10:06

I have joined you here as they do tick all my boxes and the fact they are a Yorkshire company is a big bonus.

[chrisis33] 28/11/2013 18:52

Indeed. However it's the right policy change so I'm glad for it. Stoking another bubble is incredibly irresponsible. Keeping an eye on BYOT mud. If it gets considerably cheaper or hits breakeven, I'll be jumping in. Hope you're well.

[mudbath] 28/11/2013 18:39

A casualty of the Governments change of policy today.

[chrisis33] 20/11/2013 19:14

I'm hoping they drift a while longer ... could do with adding at some point in time but not quite ready yet.

[chrisis33] 14/10/2013 15:51

Added today, nice move continuing.

[hastings] 11/10/2013 07:10

Hi coolen, yes I think he picked up around 500k circa 11p a couple of years back. I think it is certainly worth keeping an eye on these. They like to keep the divi rolling! but my hunch is someone will, or attempt to take them private.
We will see!

[coolen] 10/10/2013 23:16

Agreed, Hastings. And do you recall the string of share purchases by Mr Toogood a year or so back ?

[hastings] 10/10/2013 08:26

Can be the case that company's like this that step down from the main market to AIM, are bought out after a few years on the cheap. I do wonder what the real NAV is here at present and how vulnerable they may yet be.

[coolen] 09/10/2013 20:57

Read the Accounts from the end first. You will find some interesting items within the notes.

[chrisis33] 09/10/2013 16:56

Nice tick up at the end there. A good day for a few of my shares today.

[oregano] 27/9/2013 13:38

this is a bit of a breakout. well deserved.

[chrisis33] 26/9/2013 11:16

Almost a slow motion reaction to the results here it seems. Long term hold in the ISA for me.

[hastings] 26/9/2013 09:05

I would have thought it quite possible that they could get taken out. Similar situations of decent NAV -restructuring and recovery have resulted in such a scenario, most recently 600 Grp receiving an approach.