Aero Inventory Share Discussion Threads

[nurdin] 11/1/2009 10:39

Tipped in MoS....nice write up :o)

[bigbigdave] 10/1/2009 14:39

I'll be having some more of these monday morning. Around 4 quid looks a dead cert short term imo

[cockneyrebel] 09/1/2009 17:59

Well that's a breakout. Could get a bit swift to the upside now.

CR

[nurdin] 08/1/2009 11:41

If I recall correctly,the Directors have options exercisable at £15!

[sambessey] 08/1/2009 11:31

I am in around 550p- No intention of selling at anything other than a profit... Would increase my holding here if I had the funds.

[sleveen] 08/1/2009 10:23

I'm also a card carrying member of the numpty club...certainly the share price seems to be perking up of late.

[robsy2] 08/1/2009 10:08

I was also a fully paid up member of the numpties so you are in good company! Another member is Bearbull from IC who is in at 575p ish.
2009 should be a better year.I am still buying.Bearbull is holding. I reckon he'll be comfortably in profit before the year end.

[nurdin] 08/1/2009 09:53

The share price is showing every sign of hitting £3 pretty soon :o)

[rat attack] 08/1/2009 09:48

I am glad I am not the only numpty who bought these and baled at a loss!! Bought @ 470 and baled @ 335 - so much for stops!! Anyway new year and if there is any sign of improvement in SE Asia these have leverage to motor, but quite whether warrant strong buy and 3 pe, let alone maintained div I dont know. Could be interesting though dependent on updated debt level.

[nurdin] 07/1/2009 10:29

PE still around 3...peg of 0.13 and a healthy divi of 10%, if maintained.

Charles Stanley rate them as 'Strong Buy'

Must be one of the most undervalued stocks in the market

[nurdin] 07/1/2009 09:32

I thought I had done well when I bought a few at £4 many moons ago..Thankfully I tripled my holding at 218p

[kenbachelor] 07/1/2009 08:55

We need to be. I thought I'd done quite well when I paid 580p for these, but still I suppose a loss of 50% isn't bad all things considered.

[nurdin] 07/1/2009 08:51

wow...looks like £3 soon :o)

[robsy2] 05/1/2009 20:29

Absolutely, the media seems increasingly manic,poorly focussed and sensationalist which can create a false perpective but thats probably another story.
Getting back on track check out the latest US$ Libor rates which are low low low, this is great news for borrowers like AI:

Date 1m 3m 6m 1yr
02 Jan 09 0.43000 1.41250 1.75250 2.02375

Nice to see that others are picking up on the attractions of AI as a way of riding US$ strength.

[cockneyrebel] 05/1/2009 19:49

Nice one, thanks - it's easy to listen to the BBC News night after nigh tand belive the over-egged doom that they feed us.

Two weeks ago retail was going to be disasterous but from John Lewis today and other anecdotals it wasn't that bad over xmas and New year.

CR

[robsy2] 05/1/2009 19:42

Thanks for the citywire link. Here is one for the iata that shows the extent of the "slump" in demand in international air travel up to end nov 08.



If you have a look at the comparative year on year ASK stats,( air seat kilometers)you see


ASK Nov08/Nov07 -1%
ASK Year to date +3.9%

so the headlines talk of slump etc but in fact demand for airtravel has slipped by just 1% last month and is up on the year.I accept the view that the outlook is a bit bleak and 2009 will be worse etc etc but the figures don't lie and for me at least they provide some perspective.

[cockneyrebel] 03/1/2009 12:56

Yep, been buying up everything over the past couple of weeks - did have my pension totally in bonds a few weeks ago. I think lows like this present themselves once in a lifetime (tho I thought that in 03 and I'm now looking at an even lower low with some of these yields).

Funds have been selling indescriminately, they have created some fantastic value for those willing to be brave imo. We're 20 months into this bear market now and a huge fall - perhaps this isn't a bottom but the way charts seem to be curving upwards rather than making sharp spikes back up says to me people are buying small and prepared to hold here.

Anyway, AI. look very cheap imo, had my eye on them for ages and decided the chart is turning and it's time to buy. Dunno if you've seen this?



Agree with your post totally.

Happy New Year.

CR

[robsy2] 31/12/2008 11:49

CR you are everywhere this morning!
Just bought a few more at 230p 6 month figures due in March,should be fine overall if they are 80% up for the first 4 months, though there could be a bit of slippage with like for like nov and dec.Overall the turnover and particularly Sterling EPS will be much higher, say turnover that is 4 months of plus 80% and a few months of , guessing (minus 5% ) adds up to a big plus, especially with less start up costs, lower finance charges.
Looking good.

[milacs] 30/12/2008 15:24

CR

Your eyes are certainly better than mine.

0-)

M

[cockneyrebel] 30/12/2008 15:06

Chart here corving up nicely, those littlw lows on the chart getting higher and higher - next leg up should create the breakout looking at it.

CR

[robsy2] 29/12/2008 10:20

Thanks and the same to all the faithfull.Overall 2008 has been a bad year but it sets the scene for an excellent 2009.Nice to see the share price firming up at year end. I will be buying more. You can buy these on margin and pay for the financing with the dividends, making this , well not a one way bet,but a free bet on the upside of which there should be plenty.
The key things are moving in our favour on all levels.Finance costs are very low now, exchange rates are great for us now.The finance is in place, the market is ready for the taking and we have been told to stay on standby for more really big ticket contracts.
Something else that no-one seems to talk about is the defensive quality of the earnings.Putting the share price aside this is a stock that should be a clear beneficiary of recession. The shakeup in the airline industry that will result from recession should bring us clear benefits.Of course the board needs to avoid a few banana skins ,bad debts basically but they have prov3d themselves to be shrewd and focussed, so we should be OK.

[mdj8] 29/12/2008 09:13

A bit old but likely explains recent price move:

What the brokers say : 16 December
By ShareCrazy


Charles Stanley 2009 top picks: Aero Inventory (LSE: AI.L - news) - Autonomy - BAE (LSE: BA.L - news) Systems - BAT - Compass Group (LSE: CPG.L - news) - Croda - ICAP (LSE: IAP.L - news) - Shire (LSE: SHP.L - news) - Tesco (LSE: TSCO.L - news) - Vodafone (LSE: VOD.L - news)

Rgds and Happy New Year to all

[sleveen] 19/12/2008 07:31

From Citywire this morning:

BA/Qantas -- the technical complications of an Anglo-Antipodean tie-up would have been horrendous. But complexity alone did not break the deal. Rather it was an old-fashioned M&A struggle

[mdj8] 16/12/2008 19:47

3 month US$ LIBOR down to 1.87125%.

[mdj8] 16/12/2008 19:33

SimonRK thans for the info. Imho though it doesn't quite make sense. Malaysia don't send many planes to Sydney (where they can be repaired o/hauled) and vice versa Qantas dont send many planes to KL. I would think it would be more likely Malaysia use HAECO and they would set up an operation in Malaysia. Whatever, it does underscore the airlines are looking for economies wherever they can find them and when AI. is ready to digest more business it may have many opportunities to choose from...