Amedeo Air Four Plus Share Discussion Threads

[gary1966] 06/4/2021 12:37

I would like to think we will get some news this week based on past years.

[bisiboy] 17/2/2021 16:44

taken a speculative punt as well

[gary1966] 04/2/2021 19:52

That was some serious volume over a few transactions today. Not sure if there has been a worked sell order that is now complete. Will be interesting to see if there are any holding RNS’s over the next few days.

[my retirement fund] 28/1/2021 12:44

Taken a speculative punt here

[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 15:33

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 22:46

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 22:31

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 21:52

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

[mokhan2] 19/10/2020 20:36

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 18:43

not yet in H&L!!!

[irishmatt] 12/10/2020 18:03

Now arrived in II

[fram7] 12/10/2020 13:16

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 11:48

Anyone had their 46p arrive yet?

[fram7] 23/9/2020 14:38

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 13:48

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 07:07

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 16:20

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 10:36

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 18:18

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!