Avation Share Discussion Threads

[buffetteer] 26/7/2016 14:18

Thx Rage .Lets hope they've pretty much used up the expensive loan note now ...although i suspect there will be another trench to hit in preparation for the next leg up of growth ...all short term pain .

[ragehammer] 26/7/2016 13:48

In more interesting news, VietJet's next A321 has been spotted at Airbus Hamburg, so delivery (due end July) should be imminent: hxxps://xfw-spotter.blogspot.co.uk/2016/07/a321-211sl-vietjet-air-d-ayac-vn-a677.html

[russman] 26/7/2016 12:32

Could have stripped the cash out in loans.In effect AVAP is swallowing its tail.

[russman] 25/7/2016 12:09

Why did the CLA divi need to be paid before the year end.On consolidation it makes little difference.

[russman] 22/7/2016 12:27

Jeff keeps telling me he is an aircraft trader.That is why his emolument is so high.What has Russell Hubbard done.& what cash has he got to play with.

[russman] 20/7/2016 14:21

What do Stieffy Nicholas do for AVAP?About time they put out a research note.

[russman] 19/7/2016 11:56

I like the Chesterfield.Jeff asked me for a meeting.Maybe he will give me a vip.

[lucky punter] 18/7/2016 15:20

3 in 3. Looks like a good use of Richard's time.

[aim_trader] 18/7/2016 13:43

Richard Wolanski, FD at Avation, will be updating investors at the upcoming Proactive One2One Forums:

Dublin - 13th September,6pm. Details and Registration:

Manchester - 14th September, 6pm. Details and Registration:

London - 15th September, 6pm. Details and Registration:

[deanowls] 18/7/2016 13:28

I,like cheese
I also like other things
Pointless really
Need to make four lines

[russman] 18/7/2016 12:58

Lets look @ the "Viajet" sale and leaseback.4 maybe 5 A321s by 311216.Viajet think it is more efficient to lease them from AVAP.I cannot stack it.

[russman] 15/7/2016 12:08

What does AVAP consider non-core:-Aircraft parts.Insurance.Maintenance services.

[russman] 14/7/2016 13:05

Jeff has most to lose.Your Jekyll.

[catsick] 13/7/2016 13:47

I think that jeff actually has a jackal and hyde type condition, when it strikes him he posts as a rabid russman lamenting over not selling a tiny holding in cla when it was being delisted ! Jeff must be happy that paying all the cla capital out as divs is going to result in a nice tax bill for his nemesis ...

[russman] 13/7/2016 13:29

AVAP still has over £10m of equity in CLA.Residual Risk.AVAP may not have a business model.

[carcosa] 12/7/2016 15:06

Just filter Russman, as I and others have done.

[buffetteer] 12/7/2016 14:47

Can we move on from CLA please -it's irrelevant to the AVap investment and starting to annoy everyone.

[russman] 12/7/2016 13:51

It appears that you have not seen CLAs last balance sheet. Dated 15th June 2016 unsigned.

[lucky punter] 11/7/2016 15:16

I suspect they have worked that out. Seem to be doing an excellent job so far. The assets don't look illiquid to me they sold an old plane very recently and the others available are still out on lease. The fleet appears 100% utilised. The demand for older generation aircraft seems robust and the company confirms that prices are currently favourable hence they are moving older aircraft on.
I think all is going very nicely.

[russman] 11/7/2016 13:38

I perceive AVAP to be a property company.The properties are mobile but illiquid.To maintain a high LTV.AVAP needs access to cheap capital.

[jamesjoel] 09/7/2016 11:34

Russman filtered u had no value to this board

[russman] 08/7/2016 15:42

I may buy 1 AVAP share.Two fronts. Twice the fees.

[russman] 07/7/2016 15:17

Jeff confirms that the CLA divi is income not a repayment of capital.I have to pay tax @ my marginal rate.

[russman] 06/7/2016 14:39

Either AVAP had over £10m exposure on 24th June.Or Jeff has shafted me again.

[russman] 04/7/2016 11:39

The date of my divi was 23 June.So AVAP exchanged USD into STG.Received £10m on the 23rd.On the same day changed it for USD.On 24th no STG risk.