Amedeo Air Four Plus Share Discussion Threads

[fram7] 21/12/2023 14:43

I am using H&L....I like them but there are not good for this type of transactions

[my retirement fund] 21/12/2023 14:23

Simply because execution only brokers won't stack your order on the sets system

[cassini] 21/12/2023 13:21

There's your answer!

[fram7] 21/12/2023 13:14

I see decent volumes today but do not understand why my buy order at 42 is not going through. on LSE data I see orders going through lower prices than my offer.
For example 50.000 when through at 12.35 at 41.55!!!
Should I just raise the price to 42.50 or be patient?

[my retirement fund] 21/12/2023 12:53

The level of refitting some of these A380s are getting these days is astonishing. The demand for premium reclining spacious individual seats shows no sign of slowing, and the value-added services for those passengers can be very lucrative.

[casholaa] 21/12/2023 11:05

I can't recall how often aircraft are re-branded to the airline, but it can't be cheap. Ideally there would be another interested party for Emirates to compete against.

[clive7878] 20/12/2023 19:55

Last time it went ex-dividend the share price fell more than the dividend but it can't keep on doing this otherwise in 2 years time the share price would be 28p.
Believe ex- dividend date is 12th Jan payable on 31st.
The $64 question is what will the real asset be in 2 years time, & what would the Emerites be willing to pay for the a380's.
Share trading cud be quite interesting tomorrow as sheep follow sheep, & more selling cud happen, even though he 1.75p should still be paid for the next 8 quarters

[fram7] 20/12/2023 12:30

Would be a shame to miss the next div....

[fram7] 20/12/2023 12:26

What buy price should I try today? I can see 43 on the LSE but perhaps I can try to place a speculative order at 42.50?

[andyandyoj] 20/12/2023 10:21

It may well be that later we see some off books buys that are keeping the price propped up but they have not shown up. But yes selling is trendy today! For me I liked their honesty in the report and I expect more cash to be returned in chunks as they resolve the options they set out. With the yield to support it fits what I’m after still

[11_percent] 20/12/2023 10:15

So......why all the selling.

[mattjos] 20/12/2023 09:48

Nothing in that report to persuade me to sell any.
Flight activity across the globe continues to increase & I believe Emirates strategy to continue with the A380's is a correct one - they are clearly very committed to the planes given their capacity for each take-off slot.

[brynos] 20/12/2023 09:29

Confirmation from the report that Emirates will refurb four AA$ A380's to include the Premium Economy seating.

"Emirates has selected MSN 187, MSN 201, MSN 206, and MSN 208
from the Company’s A380 fleet for the retrofit programme"

This means these four aircraft will be retained by Emirates either by purchase or lease extension and utilised into the mid 2030's

[casholaa] 20/12/2023 08:28

Total net assets as of year ended 30 sept 23 £357,224,752 - circa 304m shares in issue. (page 4)

Quarterly divi hoped to remain to July 2026 when leases begin to expire - divi currently circa 1.75p per share (page 5)

By my notes ex-dix 4th of Jan (no idea if this is correct)

Based on previous figures on Yahoo trailing p/e 2.51 & mr quarter p/b 0.38

[lord gnome] 20/12/2023 07:55

Dig down into the statement and they seem quite bullish about the end of lease value of their A380s. More compulsory redemptions are on the cards as well, with grossed up values. Income will drop after 2026 as aircraft come off lease, but capital values should rise.

[gary1966] 20/12/2023 07:49

Yes but why do they have to make it so awkward to see them?! Tried copy and pasting the link they gave but to no avail. Why not just put the info in the RNS?

[eeza] 20/12/2023 07:05

RNS - Interims

[hpcg] 18/12/2023 12:44

Video item from CNBC about the return of the A380. CNBC, so you already know more ... Skip to 11 minutes to get to the very short relevant current / future segment.

[brynos] 18/12/2023 09:30

An update on the in storage Emirates A380's owned by AA4

A6-EOX Operated DXB (Dubai) - BHX (Birmingham UK) as EK39 | Return to service on 1/12/2023 and has subsequently continued flying on a daily basis.

A6-EOQ last flew on 14/3/2023 DWC to DXB but has not flown operationally since.

So as of today, all the A380's owned by AA4 are in operational service except for A6-EOQ.

[lord gnome] 10/12/2023 11:26

Scheduled for Tuesday 12th according to Stocko.

[eeza] 10/12/2023 07:53

Interims were 14 Dec last year.

[andyandyoj] 06/12/2023 12:27

For the people who have held this (and Dna) it has not been a bad year


hxxps://ifamagazine.com/top-performing-investment-sectors-in-2023/

[clive7878] 04/12/2023 22:13

It is true that the travel industry is taking off, although how does one value a A380, as it is not quoted in Parkers car guide, because there is hardly any for sale and the demand would be very limited, unlike the Ford Focus.
Although it does look like the asset value is ahead of the debt to pay back, and AA4 should be lowering the debt year on year - at least to 2026 when income may change. To 2026 the share price and dividends are safe at current levels, when a review of figures should take place.