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Gama Aviation Share Discussion Threads
Showing 676 to 700 of 700 messages
|Yep, good to see some relatively small buying having an impact on the share price - hopefully Monday will wake the market up to this company and its prospects.|
|Some buying ahead of Monday's results.|
|Bit of consolidation at present after the big rebound. Monday's results - and most importantly the outlook - will hopefully bring about another surge given the P/E of only 7 or 8 for a globally growing market leader:
News of Wheels Up's expansion (GMAA's partner), with mention of GMAA:
"Wheels Up brings private flights to wider market
By Macaela J. Bennett
Published 4:35 pm, Thursday, March 16, 2017
With the growth of Wheels Up, executives believe the sharing economy has hit the next industry domino.
“We want to disrupt and redefine the entry level for private aviation,” Wheels Up Founder and CEO Kenny Dichter told Hearst Connecticut Media. “By digitizing and democratizing the space, we want to bring it to more people.”
Technology companies such as Airbnb, Amazon and Uber have a reputation for broadening an industry’s market, Dichter said. He envisions Wheels Up doing the same by offering private flights with the price point and convenience available to more people than have historically taken advantage of such services.
Since its start in 2013, Wheels Up, a membership-based private aviation company that allows users to book flights through an app, has sold more than 4,000 memberships, Dichter said.....
......Dichter hopes that as news of the company’s services spread, its membership base will grow rapidly. Wheels Up’s next “membership milestone” is getting to 10,000 in the next few years, which would make it the “largest private aviation company in the world,” he said.
For now, the Wheels Up fleet counts around 70 planes and employs many Connecticut residents, Dichter said. Some of its planes, including its most popular the King Air 350i, are operated by Gama Aviation, which has its U.S. headquarters in Shelton.
Something Wheels Up makes clear in its ads and information sheets is that it doesn’t operate planes. Instead, licensed pilots through companies such as Gama are in charge of flying members. That’s a big portion of why Dichter said he’s not worried about regulators interfering with his business. In addition, he’s not dealing with uncertain and evolving rules regulating his industry, he said.
“In what we do, regulations are very defined,” Dichter said. “In the industries that Uber and Airbnb operate, there have been evolving regulations.”
Dichter’s resume is filled with other prosperous business innovations, including Tequila Avion, Marquis Jet — later acquired by Berkshire Hathaway — and Juice Press, which has a location on Greenwich Avenue. Lessons from those operations, as well as contacts, makes him confident Wheels Up could be his next success."|
|Ok by me:)|
|It could buy GMAA with its xs cash.|
|That target increase by Jefferies was prompted by the prospect of a special dividend which is all well and good except the reason being they think BBA has little opportunity to put the cash to better use. I don't think that's anything for us to worry about but it might have made a few wonder:-
Jefferies expecting special divi from BBA
Jefferies believes there is scope for cash returns at aviation services firm BBA Aviation (BBA) as it lacks the opportunities to make more deals.
Analyst Joe Spooner retained his ‘buy’ recommendation and increased the target price from 295p to 340p on the stock, which was trading 2.8p higher at 307p at the time of writing.
The company completed the acquisition of aircraft services and private jet hire firm Landmark last year which has ‘bolstered group scale’, said Spooner, however ‘it looks unlikely that there will be sufficient opportunity for BBA to fully reinvest strong annual cashflows’.
‘The 2017 equity story, we believe, pivots to focus on scope for future cash returns to stop BBA from deleveraging too far,’ he said. ‘Once financials settle, our scenario analysis suggests BBA could return 17-18 cents per share annually as a special dividend.’|
|Most share prices drop on results day unless surprisingly good.Presumably the sellers anticipate that to be the case.|
|A few little nervous sellers today, I can't see why. Results out on Monday have already been flagged as inline and since then several significant deals will boost the current year. On a pe of about 7.5x this price should double from here imho.|
|Jefferies International increases BBA target from 295 to 340
BBA Aviation PLC BBA
Old target 295.00
New target 340.00
|Good spot rivaldo, I thought there would be strong buying ahead of results next Monday, I feel confident they will be positive on the year ahead.|
|Positive stuff re GMAA:
"Flying privately is about to become significantly more accessible to businesses. Why? Because the European Aviation Safety Agency (EASA) recently announced plans to relax the rules for night and IFR (bad weather) passenger and cargo flights using single engine turboprop (SETP) aircraft...."
"GAMA Aviation’s Duncan Daines also said business aviation was entering an interesting era with the advent of International Air Transport Association’s New Distribution Capability (NDC) platform, whereby commercial airlines can more easily advertise ancillaries, inferring he believes it could open new doors for business aviation too."|
|rivaldo, I may be a bit previous but I think the overhang in Stride is clear.|
|IG 50k/25k 220/229|
|Results out a week on Monday, should be interesting what they say about how this year has started.|
|Nice sudden move - hopefully the precursor to a further re-rating up from the current P/E of just 8....
OT : czar, not familiar, will take a look, cheers.|
|rivaldo, apologies for slight off topic but the situation that occurred here is identical to what has created a mis-pricing of Stride Gaming. Have you looked at this one? My post this morning
Note the appointment of Shore this morning. My take is the Company is not happy with Canaccord, there has been a big seller sitting on this stock for months. Stride keep delivering and the share price should be well over 300p but a seller has continued to drip stock into the market. This reminds me very much of Gama Aviation that suffered a similar fate last year. Sadly it happens to illiquid AIM stocks. But that creates opportunity in my book. There has been some big volume over the last couple of weeks and I reckon that is Shore earning their stripes. When the overhang has gone this will be a great opportunity imho.|
|was that 23536 a buy? What quotes have you got Twirl?
Thanks for all previous quotes Twirl, all very useful.
|yes it moves fast on low vols - both ways.|
|I topped up earlier at 224.4 which took out the offers around 225, can't believe how thinly traded this is|
|Nice turnaround - 6k shares just bought in quick succession in 3 trades.|
|IG 10k/1k 221.5/226.65|
|From tomorrow's Daily Mail - good read-across for GMAA, especially as Farnborough is GMAA's UK headquarters:
"High-flying celebrities turn London into the private jet capital of Europe
More private jets fly in and out of London and its regional airports than any other European destination, underlining its attraction to the super-rich.
With 13 airports suitable for private planes, there were more than 78,000 arrivals and departures last year, with growth driven by the demand for flights to Russia....
....London and the surrounding area is the only destination on the list with more than one airport in the top 20 – including London Luton at number four, London Farnborough at number six, London Biggin Hill at number 14 and London Northolt at number 17.
|Where's twirl with his quotes?|
|Agreed czar. Moving nicely again today.|
|Yes I topped up a bit yesterday, it is totally mispriced, a company of this quality with a global presence should be rated on a mid to high teens mutiple. A pe of 15x gives a fair value of 4.08, that is where we should be now.|