Gama Aviation Share Discussion Threads

[larva] 16/12/2016 06:55

igoe1043 Nov '16 - 00:08 - 389 of 475 0 0
Weird share this one, fallen over 60% over the last 12 months. its like having a slow leak that keeps dripping away day after day.

extremely frustrating to say the least.




Yes kind of smells and likelihood of profit warning imho

[rivaldo] 15/12/2016 22:42

Certainly looking better napoleon. Good to see the tick up at the close, which hopefully bodes well for tomorrow.

[napoleon 14th] 15/12/2016 16:24

That big & indiscriminate seller out at last?
If that is confirmed by the SP/chart, it's top-up time IMO.
See if it gets past 122p ?

[colonel a] 15/12/2016 14:50

What a spanner, I looked for Gamma on isdx as GMMA.

Still I'd rather have a mysteriously rising share price than one heading South.

[rivaldo] 15/12/2016 14:45

There must be a buyer or two in the background, or a larger buy trade not yet reported.

GMAA is also traded on the ISDX, but that's had just 343 shares traded today.

[someuwin] 15/12/2016 14:30

Tick up on no trade?

[rivaldo] 15/12/2016 12:32

Currently online I can buy a maximum of just 500 shares at 120p, whilst I can sell at least 15,000 at 117.55p - way above the midprice!

[paleje] 15/12/2016 12:11

USD 0.34 as of Nov

[henryatkin] 15/12/2016 11:52

Has anyone a forecast for BASIC EPS ?

[someuwin] 15/12/2016 10:34

This is surely due a big move up.

[rivaldo] 15/12/2016 10:32

Online I can currently sell loads at above the mid-price at 115p!

And I tried to top up earlier and could barely buy any.

Perhaps things are turning.....

[paleje] 15/12/2016 08:25

Something wrong here, small buy has pushed the share price up:)

[colonel a] 15/12/2016 08:21

But the two this morning look seriously weird.
Dread to think when they actually occurred.

[colonel a] 14/12/2016 16:40

igoe104,
That's one sell and a roll over.
At a guess the sell went in before the bell as the price dropped before there were any trades.
The 50K is almost cleared and if you want to depress yourself you could calculate how much the MMs have made from it.

[czar] 14/12/2016 16:28

Good day rivaldo, I find once again we are interested in the same stock. I don't really know this company only in that I was a founder investor in Hangar 8 and Gama bought them. I can see two problems with Gamma which explains the selling. Firstly private aircraft are not the flavour right now in Europe but that will change and secondly Gamma was established to be the consolidator in the aircraft management business with acquisitions driven by paper deals. The rug has been pulled from that strategy by the sellers. However I like to get in on companies when nobody loves them and a pe of 3x is ridiculous so I'm in. By the way have a look at Stride, they keep shooting the lights out on performance but a fund selling down for all the wrong reasons has taken them back over 20%.

[igoe104] 14/12/2016 15:38

Which one of these is the silly sausage, rivaldo ?

Significant shareholders.
Marwan Khalek: 29%
Growthgate Capital Corp BSC: 12.08%
Crescent Investment LLC: 6.04%
Independent Investment Trust: 4.65%
Hargreave Hale: 4.13%
Blackrock Inc: 3.72%
Livingbridge: 3.59%
FlySky: 3.40%
Killik & Co: 3.32

[igoe104] 14/12/2016 15:29

three 50k sells have gone in today, I wonder who the seller is ?


As far as I know, no RNS of any seller this year ?

surely the amount dumped, over the last 12 months would have triggered a RNS, very odd.

[twirl] 14/12/2016 13:47

IG have 104/108 25k/250

[rivaldo] 14/12/2016 11:50

No probs paleje.

Interesting comment in Artemis VCT's results just out today. They hold GMAA, which is unsurprisingly one of their poorest performers. However, they have this to say:



"We have in the past used periods of share price weakness to add to holdings, retaining a belief in the long-term potential of the company.

Having increased our holding throughout the course of 2010 and 2011, Cohort is probably the best example of the approach of adding to a holding when prices are weak. We have also done this with Fulcrum Utility Services and Pressure Technologies. Unfortunately, the new VCT rules - which place a restriction on the age of companies - no longer allow this. If they had, we would have added to Anpario and Gama Aviation, which were the poorest contributors to performance over the last 12 months."

[colonel a] 14/12/2016 10:10

Shucks, almost wish I used twitter.

[paleje] 14/12/2016 10:04

Cheers for the Godley info rivaldo.

I mailed Khalek earlier this am asking for a 'know of no reason' or 'insti reducing' if that's the case statement...alternatively bring forward TU. I'm sure he'll do that for me:)

I share your view on the value, might give KG a shot it's a fair request.

Won't need GMAA to announce the AF1 contract, Colonel, Trump will tweet it.

[colonel a] 14/12/2016 09:43

So 25K still to be had at this level.
No rush to pick them up though.
Come on GMAA announce that you've got the contract to look after Air Force One.

[rivaldo] 14/12/2016 09:43

Paleje, I've found the CFO (Kevin Godley) to be responsive in the past, if very careful in what he says. It's coming up to the year end though, so he may feel somewhat constrained:

[e-mail]

I'm convinced that this is simply down to an institutional seller who's been following a particularly ineffective selldown programme for whatever reason, with others following due to stoplosses being breached, suspicions due to the price markdown etc.

I may of course be completely wrong! Even if results come in 20% below expectations, which remain at 26.7p EPS as consensus from two separate analysts, that would still give 20p+ EPS.

With a trading update due next month we've not long to wait. In view of the share price, if I were GMAA I'd be strongly minded to issue a trading statement as quickly as possible.

Perhaps others here could email the two addresses above asking for a trading statement pronto to put a little pressure on.

[spooky] 14/12/2016 09:06

MM happy to cover their shorts at the lower levels, not willing to add to them.

[colonel a] 14/12/2016 09:05

Don't know.
Just wish our financial systems were more honest / transparent.