Amedeo Air Four Plus Share Discussion Threads

[teleman2] 08/10/2024 10:00

Read.over from senior trading update all looks good for AA4

[clive7878] 03/10/2024 16:32

Morgage rate may be getting cheaper but bank rate is - as I understand it - is still 5% - although there is expectation when the Bank of England do meet next that it will will drop to 4.75%
Share price now should be firm at least up to ex-divedend which is not long to go.

[mattjos] 03/10/2024 08:42

Thank you AA4 .. another 2p end this month

[mattjos] 02/10/2024 14:59

UK has cut rates & so too now the USA.
China too + today Japan announced it is done with any further rate rises (having managed to get theirs up to only 0.25%!!).

Majority of Central Banks around the world are now into a rate easing cycle.

you can still currently get around 4.6% - 4.8% on the best Deposit Accounts here in the UK.
That leaves the 3.8% / Quarter rate here looking very attractive.

[mattjos] 30/9/2024 09:37

divi announcement due later this week
2p would be a Q'ly yield of 3.846% & Annual yield of 15.384% (assuming 52p buy price).

[theresalwaysone] 28/9/2024 18:08

Hi Clive The a380 is a excellent aircraft I dont think Cathy have ever flown them

[clive7878] 28/9/2024 17:37

I found it a bit worrying when I was in China a few years back when I was due to fly on a 737 to hear that one 737Max had crashed killing so many people. Then of late they had lost a door. Now there is a rudder problem.
The A380 flight I had on Cathy Pacific though was a dream flight to Hong Kong.
There seems to be support now for AA4 so any downturn in share price if any should limited & then we are close to 1 month away from another 2p dividend per share.

[andyandyoj] 27/9/2024 12:54

Normal service is resumed

[clive7878] 26/9/2024 15:25

It is true that the real value of share price longer term is very much determined in the true asset value together with what happens when the leases do come up for renewal in 2026 -both of which at this point in time is unknown.
It is not unexpected now after the current latest rise to see the share price level out or to come off the boil.
What is almost certain is that over the next 2 years holders can expect a 16pdived

[fram7] 25/9/2024 14:46

We might agree with you but if you cannot estimate the value of the planes how can you say the current price is overvalued? I am invested in Amedeo since I feel the price is still undervalued and could go much higher. Of course I could be wrong! I feel the uncertainties on this business do not justify the current price.

[kenmitch] 25/9/2024 14:23

There’s no way the share price is going to re-rate significantly and the AA4 NAV level is guesswork. The key for the share price will be the terminal value of their planes. And Managers have made it clear that they too are in the dark about that for now.

The share price rise to 52p looked overdone and it’s not surprising that it is now falling back again.

I hold AA4 having bought at 34p so now collecting a 25% annual dividend, so am not anti AA4. It’s just that posts suggesting further share price gains could suck in people who take too much notice of bb posters including this one, and not enough on absolute musts like the updates from the Companies they hold, or are looking to buy.

[clive7878] 25/9/2024 12:56

Share price 2pm
Sell 10k @ 47.5p - 15k 47.5p - 50k @ 49.2p
Buy 10k @ 51.44 - 30k / 50k @ 51.975p
Looks like there is a bit of nerves
going on that the selling may escalate.

[clive7878] 23/9/2024 14:03

Share price appears to be levelling off - cud even becoming off the boil.
Share price getting g a bit shaky today - Wed

[mattjos] 23/9/2024 12:31

Making a meal of this re-eating closer to NAV.

[mattjos] 20/9/2024 14:22

online Bid is above mid hence even sales appearing to print as buys

[clive7878] 19/9/2024 10:04

AA4 share price seems now to be straight lining, although trades today are all blue. The Boeing situation must be a plus factor & cud be beneficial when they come to renew the leases or sell the planes.

[clive7878] 19/9/2024 10:00

Pridiction for Bank of England today is that they will hold rates at 5%, & reduce them next month to 4.75%. Inflation is 2.2, but wages & service section inflation is twice that. Should know aoon.

[podgyted] 18/9/2024 20:30

The US kicked off with a 0.5% cut tonight - other central banks will follow.

Current AA4 yield @ 15%.

Boeing situation putting pressure on airlines to hold what they've got.

Seems very good risk:reward atm.

[mattjos] 16/9/2024 18:53

"The situation also has implications for the entire aviation industry, as Boeing is crucial not only for Ryanair but also for many other airlines around the world. The strike could lead to further delays in the delivery of new aircraft and potentially also drive up prices for leasing and purchases."

[mattjos] 16/9/2024 18:48

Boeing Strike May Spark Chaos Across Supplier Network As "Significant Spending Reductions" Imminent

"........ CNBC reported Monday that Boeing announced a hiring freeze on nonessential staff travel and reduced supplier spending to preserve cash piles. This could be a troubling sign that executives at the struggling plane-maker forecast the strike might last weeks, if not longer.

Boeing CFO Brian West told employees via an internal memo that "significant reductions" to supplier spending are imminent. He said purchase orders for 737 Max, 767, and 777 jetliners must be halted."

[clive7878] 16/9/2024 13:29

With AA4 we will not know until 2026 whether AA4 at this point in time whether or not to be able to judge if AA4 now is considered a fair value assessment company currently to invest in for the longer term - as it cannot be determined on how the renewal or sale of the leases will work out in 2026 and going forward - that then will be the risk value of our investment. Is 52p a fair value now? No one knows the amount per share will be returned to the shareholders upon the close of the Company - this is where the speculation or guesswork comes in. Obviously Tescos at 367p which should be still trading in 2050 is a different animal.

[fram7] 16/9/2024 11:30

I suppose the problem with Amedeo is that the business has a definite life of few years at present. This is the main reason why it has received a bad "compliance" based review....then revised.....

The owners/manager of Amedeo are very experienced people in the sector and I am surprised if they will just close out Amedeo. It is also in their interest to keep going since no doubt they get very good money out of it.

Perhaps they do not want to disclose anything or they are waiting for the market for planes and loans for the sector to stabilise a bit before committing to anything new.

No doubt planes are and will be in demand, the recent problems with Boeing just highlighted this.

Personally I do not see any new technology replacing jet engines any times soon. The Oil price is forecasted to go down so even fuel efficiency will become less important and airlines will have less urge to replace planes.

[pogue] 16/9/2024 10:30

From AJ Bell today via email.

Price and value have been highlighted by the UK’s financial regulator as key factors in delivering good outcomes for customers. As an investment platform, we therefore regularly review investment manufacturers’ own assessment of the value they provide to customers. These assessments are called ‘fair value assessments’.

Certain fund managers or investment companies on our platform are not required to produce a fair value assessment, but it’s still important that we understand the value they provide. Therefore, we’ve used analysis carried out by an independent third-party 360 Fund Insight to help us understand if value is being provided.

We recently emailed you about a fair value assessment which was carried out by 360 Fund Insight on an investment you hold: AMEDEO AIR FOUR PLUS LIMITED - ORD NPV. This assessment showed that the investment may not offer value over the long term.

We’ve since been in contact with the fund manager about this assessment and they have provided us with their own fair value assessment. Based on this and discussions we’ve had with the fund manager and 360 Fund Insight, we have changed some of the criteria we use to assess value and this has resulted in the investment being assessed as providing fair value.

What do I need to do?

There’s no need for you to take any action as a result. This information isn’t a personal recommendation to buy or sell the investment mentioned. We’re just letting you know the revised fair value assessment verdict, so you’re up to date. Of course, we understand that these differing results may be confusing so if you have any questions or concerns, please don’t hesitate to get in touch – we’ll do everything we can to help you.



This investment is now available for online purchases on our platform and if you previously had a regular investment set up into this stock, you can now quickly set it up again online or via the app.