Amedeo Air Four Plus Share Discussion Threads

[rambutan2] 11/11/2024 21:44

RNS from (the debt ridden) DPA worth noting re Thai etc:

[mattjos] 06/11/2024 09:53

that reads very well

[metis20] 06/11/2024 07:31

"...they have requested permission to upgrade the interiors of all of our 8 aircraft."

and from the factsheet:

" Thai’s shares are expected to resume trading on the Stock Exchange of Thailand (SET) within Q2 2025."

[mattjos] 01/11/2024 15:33

reinvested my divis

[mattjos] 31/10/2024 20:12

divi received today, thank you AA4

[bdbd11] 30/10/2024 11:58

hxxps://news.sky.com/story/oaktree-backed-predator-eyes-swoop-for-london-listed-avation-13244580

Further consolidation in the sector. Not that relevant here, though I imagine many of you also hold avap

[clive7878] 19/10/2024 14:07

$64 Question is when the leases are up for renewal or planes are sold is how the agreement will affect asset value, dividend & share price, but until then the 15% divi is vitually gaurenteed.

[fram7] 19/10/2024 09:47

at 49p looks like a bargain! around 15% yield and I would say good chances of capital gains with the increasingly difficult situation at Boing.
Of course nobody knows but there is no fundamental data discouraging an investment in AMEDEO.

[pogue] 19/10/2024 09:23

I am guessing the price will be dependent on how many other buyers there are for the planes. If Emirates are the only buyer then despite them being ultra keen they are not going to pay top $.
I sold day before divi declaration I was wary of the drop. May buy back.

[grahamg8] 19/10/2024 09:15

My point is that this is cheap journalism. Filling a paper with a so called news story that is in essence more than two years old. I have no doubt that Emirates are very supportive of the A380. The refurbishment program ensures they will be flying for many years to come. What we need to know however is how much they will pay to buy/lease next year. The size of the final payout for DNA2 will give us a good idea of what to expect in roughly end January 2026 for DNA3. Happy to hold.
Edit
Sorry guys, had a senior moment and thought I was on the DNA3 thread. But the sentiment is still the same. The timing will of course be delayed with the first AA4 plane off lease on 4/9/26.

[brinton62] 18/10/2024 07:08

When the last divi was paid the dp dropped significantly and then restored itself.

[clive7878] 16/10/2024 14:01

The total share price worth now including the dividend payable could be worth less than the price without the dividend prior to going ex-dividend - this does tend to be the case.

[verulamium] 15/10/2024 07:28

Surely the significance of the Telegraph article Graham is that it shows Adnan Kazim's behind the A380 every bit as much as Tim Clark? I presume you didn't get beyond the headline, which the journalist isn't responsible for.

[11_percent] 15/10/2024 07:02

15 October 2024

DORIC NIMROD AIR TWO LIMITED

(Legal Entity Identifier: 213800ENH57LLS7MEM48)

ASSET SALE UPDATE

On 21 August 2024 the Company announced its agreement to sell its remaining five Airbus A380-861 aircraft to Emirates (the "August Announcement").

Further to the August Announcement, and the subsequent Asset Sale Update provided on 2 October 2024, the Board is happy to announce that, following the Lease End Date for MSN 107, sale proceeds of £30.71m have been received with title successfully passing to Emirates.

For the Company's two remaining Airbus A380-861 aircraft (MSNs 109 and 110), operating leases will continue as contracted until the respective Lease End Dates.

The Board intends to provide further updates in due course regarding the distribution of total sale proceeds, as anticipated in the August announcement.

For further information, please contact:

For administrative and company information:

[grahamg8] 14/10/2024 15:58

The Telegraph story should have been spiked, along with the journalist. This is OLD news. First announced on 10 August 2022 with an extension to 191 planes on 7 May 2024 combined A380 and B777 totals.

[grahamg8] 14/10/2024 06:58

In my week end browsing I came upon the curiosity of 6 A380's sold back to Airbus by Lufthansa in 2019 (for delivery 2022-Nov 2023). They were stored at Teruel Airport Spain. Lufthansa are now flying their remaining 8 A380's but there is no indication that they want the others back. Nor is there any indication that I can find of what happened to these planes.

I understand at the latest count Emirates own 138 planes of which 63 are A380 (out of 116 in the fleet), they lease 108 and the ownership of 17 is 'uncertain'. So Emirates could re-lease or buy. As I have said before it does look as if it depends on the terms being offered.

[verulamium] 13/10/2024 13:22

Emirates aren't exactly playing hardball when it comes to negotiating new leases/purchase. "We really really want and need A380s" seems to be the message and they're shouting it from the rooftops. Hopefully AA4 will be able to come up with something mutually beneficial.

[scrwal] 12/10/2024 18:09

Hopefully there will be good news regarding our leases. However even though Boeing is having major problems the A380 wasn't a commercial success and the number of airlines using it was limited so this would dampen any competition for the off lease ones. Emirates are,and were,really the only airline into them and have also set out their stall for what they want to do with their current fleet,so in many ways there is no real competition for their A380s.
Also there hasn't been any real action on any planes that have come off lease to date.

It may well be possible that Emirates in their negotiations with various suppliers who will be providing spare parts for the fleet into the future have included an exclusivity cause that results in only them having access to those parts - given that Emirates are the largest user by far,getting an such a deal would be a lot easier than normal.

[clive7878] 12/10/2024 10:03

Must be good for AA4 for the re- leasing or sale time of their planes if there cud be a shortage of planes.

[grahamg8] 12/10/2024 08:51

Great news, Boeing to sack 17,000 employees and strike continues of 30,000 (no doubt quite a lot of double counting). The new plane shortage looks like getting worse rather than better. Second hand prices should go up. Boeing's own site looks scary too. The order summary says the backlog of orders is now 6197, and only 291 deliveries so far this year. That works out at a queue of 16 years.

[hpcg] 12/10/2024 06:25

I've been out of this for a while as I had other uses for the money. I still can't square what Doric are getting from Emirates for sales with 777-X delays. Boeing has just pushed delivery back again, and even that must be at risk IMO. I don't know why there does not seem to be competition for off lease A380s?

[dons] 10/10/2024 07:24

X-div today

[andyandyoj] 09/10/2024 14:16

Thank you!

[rambutan2] 09/10/2024 13:19

Senior (SNR) issued a profits warning yesterday - basically supply chain issues which as we know, are ravaging the industry.

[andyandyoj] 09/10/2024 11:18

What is the senior trading update?