Amedeo Air Four Plus Share Discussion Threads

[fram7] 20/1/2021 17:44

they are not out of the wood yet but clearly a bargain at current prices. As soon as the international flights market will reopen it should go much higher at least double from current prices. I do not believe in the next five years we will see electric planes! Actually there might be a revaluation of A380s as the cheapest and most environmental plane on the market (when at full capacity). I would not be surprised if Amedeo will transform in a charter business to rent extra capacity to airlines. A project that Amedeo seriously considered years ago.

[gary1966] 20/1/2021 15:44

Good news is that 3 months after the last divi they are going to pay an increased divi of 1.5p. With regards the divi this is what was said in the factsheet: As was announced yesterday, your Board has declared a dividend of 1.5 pence per share to be paid later this month. Whether this can become a routine quarterly event has yet to be determined but your Board is hopeful that it might and a further announcement in this regard will be made once the future for our lessee Thai Airways becomes more certain. The above sounds slightly more hopeful than the wording in the RNS. Surprised that these aren't attracting more speculative interest at this level.

[bisiboy] 19/12/2020 10:57

i,m not sure they said they would pay 1.15p every qtr but that they would reveiw each quarter whether to make a payment and at what amount. or have i missed something

[mokhan2] 07/11/2020 17:02

Hello all, in case anyone is with HL and would like to buy/top up shares in Amedeo, I recently received an update from HL - they are just waiting on Fundslibrary to obtain a KID from Amedeo. Once received, it will become available on their platform. Couldn't give a timeframe, but are hopeful of a speedy resolution.

[fram7] 06/11/2020 23:31

I am not aware of any material change. Amedeo is the owner of the plane and will reposses them fairly easily if Thai will not pay the lease. The problem is that with 80% or planes on the ground nobody wants a A380 or any other plane right now

[purplepelmets] 06/11/2020 23:16

Fram, didnt Thai airways just declare bNkruptcy. I imagine that will let them off any lease contracts? Im in Thailand, there is no rule of law here anyway. Gd luck holders

[erstwhile2] 20/10/2020 14:33

AA4 has long had a KID. But because of the return of capital the remaining shares got a new ISIN. The supplier of KID verification to HL have not yet matched the new ISIN to the old KID. You will need to call HL to have them chase to update

[fram7] 19/10/2020 21:46

the preparation of the KIID is a long and expensive process....it should not be but it is sometimes. I suppose if H&L does not have it because it has not been supplied. I would be grateful if you will share what you find.

[mokhan2] 19/10/2020 21:31

Thanks fram7, I've emailed Nimrod Capital. Hopefully they'll do the necessary and make it possible. I wanted to put the money received from the buyback back in before the ex-dividend date.

[fram7] 19/10/2020 20:52

If they have not provided a KIID no broker can sell them. but they should provide it.

[mokhan2] 19/10/2020 19:36

Is anyone else able to buy the new stock with their broker? I'm only able to sell apparently because the company hasn't provided HL with the Key Information Document.

[fram7] 12/10/2020 17:43

not yet in H&L!!!

[irishmatt] 12/10/2020 17:03

Now arrived in II

[fram7] 12/10/2020 12:16

not yet but might be the broker that is slow to allocate this (I use H&L). hopefully will be there in the next 2 days FM

[irishmatt] 12/10/2020 10:48

Anyone had their 46p arrive yet?

[fram7] 23/9/2020 13:38

well. These days an investment returning money can only be a good news and definitely is. But they are paying each share 46p which although much higher than todays price is way lower than pre covid prices around 75p. lets' hope they will manage to keep paying good dividends. I am delighted with 1.15p (12% a year!) and I am sure eventually the share price will go back to normal levels.

[irishmatt] 23/9/2020 12:48

Very interesting RNS, glad they are returning majority of the cash from the sale and this seems like a decent way of doing it

[adae] 24/7/2020 06:07

Seems like a positive: "For the sake of clarity the Board confirms that it will not be declaring a dividend for payment in July but is hopeful that the payment of quarterly dividends will recommence in late October and quarterly thereafter and a further announcement in this regard, stating the applicable rate of dividend per share, may be expected mid-October or earlier."

[adae] 22/7/2020 15:20

Long leases point is a good one - things could look very different in say a year's time. A lot to work through first though.

[fram7] 29/6/2020 09:36

All airlines planes are worth about 0 now. Amedeo has long leases so problems, if any, will have to be evaluated then. Who knows, may be the A380 will become popular again! It is still a modern, comfortable and safe plane with the lowest cost and pollution per passenger (when full). Are you old enough to remember when they told us oil was going to finish soon and will never go under £100 a barrel? 2 weeks ago a financial consultant called me to and recommended me buying Wirecard shares..... Lets keep it real!

[sf5] 28/6/2020 17:18

Nothing very new here, other than statements that A380 training has stopped with some carriers hTTPs://www.thetimes.co.uk/article/covid-19-could-mark-the-end-of-the-super-jumbo-znfqljrph I find it hard to imagine there will be any used airframe demand when leases expire and operators will have a huge choice for spares. The July annual financial reports will be read with interest!

[my retirement fund] 17/6/2020 23:40

2/3 of the world's aeroplanes in the Western world are still sat idle. So thats 2/3 of aircrew maintenance and support staff idle. All the inputs costs associated from fuel to interest on finance frozen too. Yet I am paying more to import goods by air from China because of a total lack of serviceable planes! THE WORLD HAS GONE MAD !!!

[fram7] 17/6/2020 21:55

Amedeo up again another 6%......

[fram7] 08/6/2020 14:13

Today Amedeo up 6.25%....going the right direction.....Still a massive bargain if things will end up well.

[adae] 08/6/2020 13:15

Sounded optimistic on future divis but just can't decide how big a hole the airline industry - and the plane leasing co's - are in. AA4 does at least have cash sitting around, albeit that the debt secured against the aircraft is massive. Seemed an honest update.