Amedeo Air Four Plus Share Discussion Threads

[mattjos] 03/7/2024 21:13

share price here was around 80p when Covid hit the world, having already fallen from the prior £1+ levels when the news of the end of A380 manufacturing came out.

Covid is clearly now over and global air travel is booming.
Both Boeing and Airbus are struggling to meet demand for new planes, in particular Boeing has become a disaster.

Passenger affection and demand for the A380 has remained strong and is in fact growing, for very good reason because it's a damn fine plane and the passenger experience is second-to-none (particularly after the demise of the 747).

This company is well (conservatively) run & the dividend intentions at 2p/Quarter and virtually back at the prior 2.06p / Quarter yet the share price is less than half where it was & now less shares in issuance.

[clive7878] 03/7/2024 15:56

MM can o ly hold it down for so long. Obviously buying ahead of ex-divi.

[mattjos] 03/7/2024 13:09

Looks the 44p lid is now lifted

[andyandyoj] 03/7/2024 13:02

Dealing restrictions lifted on HL as well

[mattjos] 03/7/2024 10:47

it's generally always the house (Panmure) on Bid. They seem to be soaking up any loose sells into the market that the background constant buying is flushing out time to time.

[2wild] 03/7/2024 10:37

Picked up another 6000 at 44p.
With 5 Ex Dividends in next 53 weeks, 22.7% return in just over 12 months.

I noticed bid has moved to 43.8p. This morning.

[mattjos] 03/7/2024 09:02

looks to be an uptick in buying volume today so maybe stock now available to buy on all the platforms

[mattjos] 02/7/2024 19:03

Thanks for sharing Robsy2 .... let's see if others on other platforms are now also free to buy.
Thus far have personally been unencumbered with Interactive Investor & have added further

[robsy2] 02/7/2024 18:36

Message today. Things are looking good here.



Dear Mr Roberts & Ms Harris



We recently let you know we were restricting any further investment in your holding of Amedeo Air Four Plus Ltd ORD NPV. This was because we hadn’t received the annual fair price and value assessment to assure us the investment is offering good outcomes and value for investors.



We’ve now received the assessment of value for this holding. The restrictions have therefore been removed and it’s now available to buy again, if and when you wish to.



As a reminder, if you had an existing income reinvestment or regular saving instruction into the investment, it would continue as normal.

[2wild] 02/7/2024 13:26

Some fairly large trades going through at 44P without any price improvements, which is quite unusual. Looking good for a rise next few days. Before going Ex Div.

[mattjos] 02/7/2024 12:30

at 44p to buy that is 4.54% Yield for this Quarter & 18.18% Annual Yield.

Markets are in a distinctly comatose state this week

[2wild] 02/7/2024 06:42

Confirmed. Ex 2p dividend 11th July. Paid 31 July.

[grahamg8] 02/7/2024 06:38

I never took Global seriously, but they do have one plane, with plans for a total of 4. A second hand market might exist after all. hxxps://www.aviation24.be/airlines/global-airlines/global-airlines-airbus-a380-arrives-in-uk-marks-transatlantic-milestone/

[andyandyoj] 30/6/2024 11:23

By the way the last half of the article above is copied from a 2018 site (very poor journalism) but the first half is w interesting

[andyandyoj] 30/6/2024 07:46

hxxps://inews.co.uk/news/world/airlines-bring-back-a380-passenger-numbers-boom-3138580

[mattjos] 28/6/2024 17:26

Finally closed over 43.8 after several weeks of that being a ceiling. Let's see if the move gain some traction next week. If so, am hopeful that level should now act as support for the inevitable 2p ex-divi retracement

[mattjos] 26/6/2024 09:43

yes, also added some more at that price yesterday

[2wild] 26/6/2024 08:41

2pps paid end of next month. Ex Dividend date will probably be 11 July or maybe 18 July. At 44p annual dividend yield is 18.2%.

I paid 43.75p yesterday on a discount to NAV over 60%. Although nav is uncertain, Obviously better than say 25% discoun, typically applying to other alternative investment trusts.

[mattjos] 26/6/2024 07:45

Next divi declaration due in few days

[hpcg] 25/6/2024 09:35

It is wide body deliveries that matter to us, and I can't see in Airbus' statements where that is broken out. It looks like it is only the A320 that has failed to hit targets, so not pertinent I think.

[panshanger1] 25/6/2024 08:06

Airbus shares fall 9% as company cuts 2024 guidance on targets, deliveries https://www.cnbc.com/2024/06/25/airbus-shares-fall-9percent-as-company-cuts-2024-guidance-on-targets-deliveries.html?__source=iosappshare%7Ccom.apple.UIKit.activity.CopyToPasteboard

[clive7878] 18/6/2024 13:33

Trades - all blue today.

[grahamg8] 16/6/2024 08:22

Where's Freddie Laker and Skytrain when you need him?

[hpcg] 15/6/2024 13:11

I hope the company are talking to IAG, which could definitely use the bigger planes on Atlantic routes from Heathrow. It is competition that can get the valuation up.