Air Partner Share Discussion Threads

[steeplejack] 19/6/2020 10:11

Only hope those sniffer dogs have been given a reasonable pension plan.Its difficult,dangerous work and I remain to be convinced that our four legged friends all volunteered for this job.I salute our intrepid,furry stalwarts.

[qs99] 19/6/2020 08:52

Lovely stuff....slowly and surely building up momentum to zoom through a quid....gla and DYOR

[dozey3] 19/6/2020 08:41

REDLINE has become the “UK's sole certifier and quality assurer of free running explosive detection dogs”.
I’m sure this is a worthwhile function, but a hyphen would have been useful. [pedant mode off]

[pireric] 19/6/2020 06:16

Nice spot SI. News this morning from Air Partner flags that Redline win and also a separate 7 year contract win with the UK Civil Aviation Authority for Redline

[studentinvestor13] 18/6/2020 20:21

DHL chief warns of increase in air freight costs
Frank Appel sees ‘advantage’ in fewer passenger flights squeezing cargo capacity

“We will see a significant contraction of cargo capacity in passenger planes, which usually accounts for more than 50 per cent of the market supply,” said Frank Appel, chief executive of Deutsche Post DHL. “That will be to the advantage of operators like us, who have relatively good access to cargo planes.”

[studentinvestor13] 18/6/2020 17:24

Nice partnership win for Redline announced. This remains absurdly undervalued and this demonstrates how AIP can win new contracts based on its strong performance this year



As clients return to private aviation, Jet Edge is partnering with Redline - an Air Partner Company - to introduce new health and safety protocols to serve their fleet of over 80 aircraft. Specifically developed to allow charter clients to safely travel across the globe during the COVID-19 pandemic, Jet Edge selected Redline to introduce a series of dynamic operating procedures designed to protect travelers and Jet Edge flight crews....

The appointment of Redline came after Jet Edge monitored how the company flawlessly executed the safe repatriation flight in February of Diamond Princess cruise passengers returning from Japan on behalf of the UK government.

[onthemarblecliffs] 18/6/2020 15:51

I know some of you follow this already but further (relatively) encouraging data out today on the business jet market: hxxps://wingx-advance.com/global-activity-at-2-3-normal-with-us-buoyed-by-leisure-travelers/. Looks positive in North America and parts of Europe (e.g. Germany) but UK and Spain still weak.

[studentinvestor13] 18/6/2020 07:59

Coronavirus: Qantas axes most overseas flights until October. These measures are now starting to extend into Air Partners second fiscal half. Has to be positive for AIP demand.

[qs99] 17/6/2020 07:37

Yup, looks encouraging IMO

[studentinvestor13] 17/6/2020 07:32

Beijing cancelling flights again. 1000

[studentinvestor13] 17/6/2020 06:24

Premier Milton take 7.5% and LF Telleorth take 5.7%. Both very good long term investors.

[markie7] 17/6/2020 06:19

Excellent news re Miton. Proper institutional small cap shareholder, excellent team there

[qs99] 16/6/2020 08:53

Super tight spread

[qs99] 15/6/2020 13:41

Indeed SI, very encouraging IMO as MMs now (in theory!) have no reason to keep a lid on the share price PLacing and seller out of the way....DYOR and GLA

[studentinvestor13] 15/6/2020 13:39

That RNS is interesting. Not only did AIP complete the placing, but the big transactions we saw recently were maybe Aberforth completing their exit. If that is accurate then we hopefully have a nice clear fresh faced institutional shareholder list

[qs99] 15/6/2020 13:33

Yes, just seen that, IMO that is pretty big news.....DYOR

[haywards26] 15/6/2020 13:26

Aberforth are out totally now..

Question is who bought their stock and who also took some of the placing....answers to be revealed shortly

[markie7] 15/6/2020 13:23

Aberforth completely out. Overhang gone. This should move now.

[discodave4] 15/6/2020 12:12

Https://amp.theguardian.com/us-news/2020/jun/13/anthony-fauci-second-wave-coronavirus-cases

[pvb] 15/6/2020 11:54

I accept StudentInvestor13's pov without difficulty. i.e. These are the facts of life (if the analysis is correct!) it doesn't mean one wants bad stuff to happen.

It reminds me how I invested more in AIR just after 9/11, on similar considerations.

[studentinvestor13] 15/6/2020 11:37

I'll leave it where it is but I will say it again. I hope we do not have a second wave, even though I personally believe we will. Hopefully that is crystal clear. No point making money if you're dead. More to life than money too.

[qs99] 15/6/2020 10:48

Now now ladies, never easy when in B&W on bulletin boards to get the right tone or understanding. We all want AIR to do well for the RIGHT reasons, 2nd wave or not.....I sense there won't be a dramatic one is my opinion, but COVID may mutate to something else and in any case the globe will take time to adjust to a new "risked normal" and re-basing Chinese supply chains......DYOR and smile!

[discodave4] 15/6/2020 10:40

"wait for wave2", "Why not use AIP take out some cheap COVID insurance?"Experts are saying they don't expect a second wave and I'm not oblivious to the fact it still may happen (I'm not stupid!) but life in my book doesn't trump profit, to me your post was a cheap ramp. I may be overly sensitive to this dreadful disease and I respect your knowledge and views on AP, but not in this instance. It didn't do much for the share price first time around, tide ships and all that.Think I will leave it there.