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Share Name | Share Symbol | Market | Type | Share ISIN | Share Description |
---|---|---|---|---|---|
Avation Plc | LSE:AVAP | London | Ordinary Share | GB00B196F554 | ORD 1P |
Price Change | % Change | Share Price | Bid Price | Offer Price | High Price | Low Price | Open Price | Shares Traded | Last Trade | |
---|---|---|---|---|---|---|---|---|---|---|
2.50 | 2.16% | 118.50 | 117.00 | 120.00 | 118.50 | 116.00 | 116.00 | 71,771 | 16:25:22 |
Industry Sector | Turnover | Profit | EPS - Basic | PE Ratio | Market Cap |
---|---|---|---|---|---|
Equip Rental & Leasing, Nec | 91.86M | 12.19M | 0.1720 | 6.89 | 83.97M |
Date | Subject | Author | Discuss |
---|---|---|---|
07/5/2024 10:34 | My largest holding by quite some way. The re-rate will come | a_game | |
03/5/2024 12:06 | An incredibly muted response to the latest very positive rns. a 54% discount to NAV, combined with some great long term growth prospects, yet nobody is interested. This is my second largest holding, but i'm still considering buying more. | bdbd11 | |
02/5/2024 08:59 | I think they must be very close to placing the two due to be delivered as that would need to be going well to order these next 10 | catsick | |
02/5/2024 08:36 | Another step forward at last. But what we could really do with is some sort of deal or agreement with some decent airline with a good credit rating that commits to take a chunk of these over the period. Some sort of LOI. That would put a proper piece of the jigsaw in place and maybe they could use that to help with funding. In the meantime we need to see where they place the 2 ATRs coming in short term | harrogate | |
26/4/2024 07:22 | Things seem to be slowly improving, I would prioritise buying back the bonds which are yielding 14% at the moment, low risk, they have to repay them/restructure in 2026 anyway and buying your debt at 86c on the dollar is a great way to reduce the net debt | catsick | |
25/4/2024 10:54 | While it might not mean much financially I think this marks a pivot point. It has taken them much longer to get through the impact of the pandemic than I thought. Now it is about them showing how they can get value from the ATR purchase rights. If they can show that we can make good progress from here but they do need to demonstrate how they can as there are clearly challenges | harrogate | |
28/3/2024 14:19 | With the recent issue of warrants at 118p, the company should be mopping up all the loose shares at under that price. Common sense. Please take note Jeff! | bdbd11 | |
11/3/2024 18:11 | Nice to see that the mooted share repurchases have commenced. Small potatoes so far. I don't expect volume to be huge as paying down debt is the priority, but at such a huge nav discount it makes perfect sense. | bdbd11 | |
04/3/2024 20:33 | I actually raised that question last time and was shocked by the response. If you can pay x dor stock worth 2.5x. Tell me how you make that return leasing an aircraft!. They cannot buy huge quantities but it seems silly not to buy a few million a year. Just easy profits. I think the new big shareholder kicked up a fuss and finally it hit home | gallamar | |
01/3/2024 16:12 | I listened in to the investor call. There seems to be a significance difference and improvement in confidence compared to the meeting last time out. Back then share buy backs were dismissed out of hand. This time they were back on the table as a possibility along with even the word dividend being mentioned. Paying down of debt is still the priority. With aircraft values (used and new) moving forward, the interest rate environment set to improve (possibly with AVAP's own rating improving as was hinted at) and the full fleet due to be in service shorty, we are looking good imo. The deep discount to nav they say is more than their piers. All in all it's looking good and I topped up during the meeting, lucky enough to get in under 1.06. | bdbd11 | |
01/3/2024 14:25 | The presentation seems to have been well received too, will be catching up with that later. | argylerich | |
01/3/2024 14:07 | I suspect some investors (ie. those selling this morning) were unaware of the broker forecasts here. WH Ireland's November '23 note forecast losses in 2024 and 2025 on both PBT and NAV (mainly due to lease transition costs - which primarily relate to maintenance costs prior to transition). Today's results are very much inline with that. To summarise, they say "While headline numbers may appear to be a step backwards today, we see real progress being made on an underlying basis in terms of growing lease revenue (underpinned by the delivery of two new ATR 72-600s in 2024 and 28 72-600 purchase rights) and deleveraging the balance sheet." | madmix | |
01/3/2024 13:44 | Was surprised to see the market reaction this morning so added 3k @105.7. AVAP seem to be tidying their desk nicely at the moment. With delays forcast to the ATRs surely that should make the options more valuable too? | argylerich | |
01/3/2024 11:15 | I'm surprised to see such losses and NAV declines in such a climate. Surely, such seemingly bad luck? | my retirement fund | |
16/2/2024 14:45 | Not a set date but usually by now | harrogate | |
16/2/2024 14:43 | Sifting through previous rns's there doesn't appear a set date for TU's or Interims | casholaa | |
16/2/2024 14:18 | Strange that they haven't issued a trading update this year. They usually do in Jan or early Feb. | harrogate | |
16/12/2023 12:40 | Can anyone think of reasons why: - Nobody was found to buy Oceanwood's stake for more than 79p? - The company itself was not willing to outbid (say, 80p) to take Oceanwood's stake? If 79p truly was a good value buy then Jeff would personally benefit a lot from the company buying Oceanwood's stake itself. | vikb | |
24/11/2023 13:59 | Why would jeff sell at a discount to nav, just as easy to sell off all the assets which could probably be done over 24 months close to nav, not worth entertaining a bid under 200 | catsick | |
23/11/2023 14:29 | So no price mentioned on the takeover proposal, just that it was in the summer. The price was loitering around that 122p mark in June before falling toward 100p as the summer passed. So was it a premium to the offer in June or more likely an opportunistic premium on the fall later on? Nothing irregular in the price movements over the summer months to suggest a price. If the market got a sniff of the price today, or shortly, then maybe they come in and buy bigger to bid the price up. It looks like sellers in size guarding that breakout above 130p and no real inclination for a move higher right now. It has had a decent pop higher already on the stake building. If they couldn't get the financing in the summer, probably less likely now, but I wonder if they will eventually come back for another go. It looks worth keeping an eye on. All imo DYOR | sphere25 | |
23/11/2023 14:15 | Read the posts on here for the last few weeks | harrogate | |
23/11/2023 14:05 | The largest shareholder is Oceanwood. When I Google that, there are reports that it is closing down. Would be grateful for an explanation if anyone is across this. | kittym | |
23/11/2023 08:55 | New largest shareholder surely looking for a deal to exit. But with a credible counterparty this time! | gaiusgracchus | |
23/11/2023 08:05 | Interesting nugget in the AGM statement, approached during the summer regarding potential takeover albeit broker unable to verify funding package. | mighunter |
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