Amedeo Air Four Plus Share Discussion Threads

[robizm] 01/12/2021 07:51

Would you buy shares if you did not already own them? It is good news but need this new variant to be weak as travel bans are not good.

[nicholasblake] 01/12/2021 07:43

Any thoughts on likely move in SP?

[robizm] 01/12/2021 07:34

I am surprised they are returning cash and paying a dividend as covid has not exactly gone away. They have time but some of their planes may be unsaleable at the end of the rental period.

[gary1966] 01/12/2021 07:20

Personally would have preferred a special dividend but hopefully with 20% of the shares being taken out the quarterly dividend will be 25% higher than it otherwise would have been. Whatever the size of the dividend, it is nice to have it back again for next year. Hopefully it won’t be too long before they quantify the dividend. I would like to have that information before my shares are compulsorily purchased so I can make a decision about reinvesting the proceeds.

[robizm] 01/12/2021 07:16

Good result and a dividend to come

[pejaten] 01/12/2021 07:04

Fantastic news!!!! was not expecting a capital return

[cousinit] 21/10/2021 23:46

It's ticker DPA from 16/9 from memory. Obviously might not be representative but only information I have found so far that might be

[tnw78] 21/10/2021 11:04

Hi, where do you get that specific detail on the Thai terms? I have been through various statement and announcements and haven't found the specifics?

[cousinit] 14/10/2021 22:12

This certainly doesn't seem to be priced on the same basis as the DNA funds so some clarity on dividends should help to address that.

Looking at the terms Thai have offered DPA (roughly 50% less than pre COVID once PBH finishes) this would suggest limited scope to repay the A350 loans on schedule (but should hopefully cover more than just interest.)

[fram7] 14/10/2021 21:39

Let's be positive, the current price is a default price. I am not saying that investor will get 24p per share in case of default, may be it will be even less but there is definitely more upside than downside. In the absence of news the share can only stay where they are. The management team of Amedeo is experienced and pretty good. Clearly they cannot do miracles at present but things might change fast and against common thinking. No analyst predicted oil over $80.......I trust that the A380, although is not the plane of the future, is still a valuable and modern machine and if demand will pick up like in other sectors the A380 could become valuable. Let's hope that the Thai airlines matter will be solved soon.

[cousinit] 14/10/2021 21:16

That'd be good.

I suspect that these will be perennially unloved. No doubt still willing sellers looking for a bit of a bounce and the Thai planes could seem like good money after bad for quite a while (and even turn into that!)

[my retirement fund] 14/10/2021 20:49

In anticipation of income resuming 40 pence.

[cousinit] 14/10/2021 20:25

Maybe most of the sellers have cleared now (at these levels, at least!)

[my retirement fund] 14/10/2021 18:28

Seems on the up now

[nicholasblake] 22/7/2021 11:36

The problem is that Thai Airways is paying on variable basis but the back to back aircraft financing is fixed. Relevant subsidiaries are probably technically insolvent so going concern issues in respect of Group accounts.

[pejaten] 22/7/2021 11:18

Thai Airways restructuring has been approved so this presumably means that the arrangement whereby they pay per hour this year and then extend lease term is also effective.Thailand are very keen to reopen and Phuket is now open again for tourists. In Bangkok though COVID is worse than ever so cannot see recovery now until next year

[fram7] 22/7/2021 10:18

Great update thank you. I would not be surprised if some large funds decide to sell their holdings in Amedeo. I am actually surprised that royal london sterling extra yield fund has never trimmed his holding. I think this is also a sign of confidence from their side.

[gary1966] 22/7/2021 09:41

Well now we know where the shares went. Weiss have upped their stake to over 10% and Mirabella Financial Services Plc have taken just under 7% across three funds they manage. Good show of confidence by Weiss to up their stake so much. I like the Australia connection with Mirabella as they are geographically close to our end market of Thai Airways and Emirates.

[fram7] 21/7/2021 16:59

price not moving so I would not worry

[gary1966] 21/7/2021 15:14

So who picked that 10% up then.

[nicholasblake] 15/7/2021 22:10

Doric results out today. Someone was relieved to offload some serious volume.

[gary1966] 15/7/2021 21:38

Not sure what has gone on this afternoon but there were some serious trades going through this afternoon. Will be interesting to see if there is an announcement in the next few days as well as the price action.