ADVFN Logo ADVFN

We could not find any results for:
Make sure your spelling is correct or try broadening your search.

Trending Now

Toplists

It looks like you aren't logged in.
Click the button below to log in and view your recent history.

Hot Features

Registration Strip Icon for monitor Customisable watchlists with full streaming quotes from leading exchanges, such as LSE, NASDAQ, NYSE, AMEX, Bovespa, BIT and more.

AA4 Amedeo Air Four Plus Limited

39.00
0.70 (1.83%)
03 May 2024 - Closed
Delayed by 15 minutes
Amedeo Air Four Plus Investors - AA4

Amedeo Air Four Plus Investors - AA4

Share Name Share Symbol Market Stock Type
Amedeo Air Four Plus Limited AA4 London Ordinary Share
  Price Change Price Change % Share Price Last Trade
0.70 1.83% 39.00 16:35:09
Open Price Low Price High Price Close Price Previous Close
38.50 38.50 38.80 39.00 38.30
more quote information »
Industry Sector
INDUSTRIAL TRANSPORTATION

Top Investor Posts

Top Posts
Posted at 12/4/2024 21:54 by clive7878
AA4 price at 38.5p does appear to be illogically with an almost guaranteed 20.6% dividend for the next 2 years. The share price I would have thought can't keep on wiping out the dividend payment - its fallen 18% in the last 12 months.

The MM appear to be very sensitive when a few investors sell pushing the price down, but not as before it goes ex-dividend when investors buy they were not pushing it up?
They obviously accumulating stock and they may be holding too much stock, but then much of the stock is held by long term funds.
Posted at 12/4/2024 18:08 by 2wild
Added at 38.5p, online via interactive investor. The ongoing charge figure is low for an alternative trust. AJ Bell Stance seems Ridiculous.
Posted at 09/4/2024 16:19 by my retirement fund
Wasn't able to get any sense from them what this means and why, but clearly being closed to private investors will be a long-term liquidity risk.
Posted at 15/2/2024 09:22 by hpcg
The equity invested in the planes has done fine. It was $79mn/$264mn on the first couple of A380, $23m/$173mn on the 777 and I didn't bother looking up the A350. The money was raised at a quid though, so no, at this point equity investors are struggling. That was all the pandemic though and nothing conceptual; it was a bigger risk than they though and one of those risk hit. Mind you I haven't added up past returns because I could not care less.
Posted at 15/2/2024 08:47 by fram7
thank you for the insight. Are you saying that the cash originally paid by investors has been wasted and there is no chance that the sale of the planes net of outstanding debt will leave much left? Its a simple matter to calculate the NPV of cash flow to estimate the share value. we know we have a nearly guarantee dividend return of about 20p/50% of current share price. but if the shares will end up at nearly 0, in case no leases are renewed and no cash is left in the company, does not look good for equity investors!
Posted at 14/2/2024 23:07 by hpcg
fram7 - for now we can say the business won't continue. Each new plane was bought with a significant chunk of equity, which the company can't really issue with the NAV and share price so far apart. Should the share price become equal to NAV, then yes, it would be possible to issue new equity if there were to be investors that wanted to do that.
Posted at 12/2/2024 09:33 by fram7
Dear fellow Amedeo investors. Worth increasing Amedeo? We know about the uncertain future but at 42 seems quite a good deal? I feel the current price discounts a residual value of the planes quite low? Do you know why Doric shares are much higher?
I do not see much alternative in the market. Any suggestion?
Posted at 08/1/2024 13:34 by fram7
Technically it must only fall by the value of the dividend unless other forces are at play. it was risky at 20p when an investor must have had a lot of courage to buy....but it has been rewarded with 100% plus returns.
The A380 has raised from "parts only value" to the most reliable and highly desired planes by passengers as it should be! We have confidence most leases will be extended....
The only big risk I see is that some institutional investors will wake up to Amedeo and buy strongly raising the price!
Amedeo is thinly traded and volatile so we might see much lower prices in the coming days....nobody can predict this. Still the fundamentals look strong.
Posted at 04/12/2023 00:36 by candid investor
Andy , I agree with everything you have said ...I am a contrarian investor so try to moderate my views so as not to either get carried away , which many investors do , and then put down those with opposing views , conversely, i dont want to find myself mired in despair...both are difficult to avoid .
.
A couple of things I would like to throw into the mix ..

1. A380's super economy refit ...I would love to know how many, if any , relate to our aircraft ..Lord Gnome seems to think two but he couldn't remember the source ..I think the future is definitely secure for any A380 which has been refitted

2. The I.C. drew attention to the fact that the Emirates agreeing a 10-12 year extension for AA4 A380's was almost a nailed on certainty .. if this happens , even on less favourable terms than as at present , the outlook will improve immensely.. if it doesn't , the dividend dies, and the share price sinks , because, to my knowledge, there is no plan B. . The revenue from the Thai aircraft barely recovers the financing cost .

3. Our aircraft serve as collateral for the bank loans taken out on them ...the banks therefore effectively own our assets, which is again why I am so keen to establish what happens if the Emirates return the aircraft

Does anyone know ? Or like me are you crossing your fingers and hoping for the best ..

PS I haven't read or seen Carcosa's analysis so any link to it would be appreciated .
Posted at 03/6/2023 08:17 by eeza
This was posted on DNA thread by Nat7
Mentions £90m for Airbus 380 - dated 23 May 2023

"London set to be home of new transatlantic carrier Global as soon as next year
BY:ANDY SILVESTER
London could be set for a new airline as soon as spring next year
A team of successful investors are preparing the launch of a new transatlantic airline based out of London, City A.M. has learned, with one Airbus jumbo jet already purchased.
The investors behind Holiday Swap, the travel platform valued at more than £300m, and the firm’s founder James Asquith are thought to have as many as three further A380 planes in the pipeline.

An A380 in good condition can cost as much as £90m.

The airline, which aviation sources suggest will be called Global, would be the first British-registered carrier to be launched since the Covid-19 pandemic other than the ill-fated revival of Flybe.
City A.M. understands Global intends to operate a maiden flight from London Gatwick to New York in spring 2024, with a route to Los Angeles added later.
The airline is in advanced discussions across the industry as it ups its recruitment drive, City sources suggested.
Holiday Swap is the world’s largest ‘home exchange’ platform and now operates in 184 countries. Its current investors, many of whom are believed to be behind the Global project, include Sheikh Juma Ahmed Juma al Maktoum, a member of the ruling family of Dubai.
Other investors include Tom Stokley, the founder of OnlyFans, and William Kronenberg III, a veteran of the insurance, investment and real estate worlds based in Pennsylvania.
Global will attempt to disrupt the transatlantic flight market, currently dominated in the UK by British Airways and Virgin Atlantic.
A number of ventures have attempted to break the duo’s stranglehold, with Zoom and Norwegian’s attempted UK operation the latest to fail.
But sources told City A.M. that Global will attempt to push for the premium end of the market, with one insider describing the prospective in-flight offering as “Emirati service-levels,” comparable to that found on Emirates or Etihad.
All planes will be kitted out with a new bar area, with economy class intended to be a significantly more pleasant flying experience than the current big two operators.
Transatlantic travel has rebounded strongly alongside the rest of the aviation industry. Departures from the UK to the US are set to hit 99 per cent of 2019 levels this month, according to new data from the aviation analytics firm Cirium.

Your Recent History

Delayed Upgrade Clock