Avation Share Discussion Threads

[cc2014] 11/3/2022 12:14

Does Simon Thompson ever stop tipping a stock once he's tipped it once?

[albert arthur] 11/3/2022 08:31

It's been a while maybe 2 years.. Back in here today.

[cf456] 11/3/2022 08:12

Tipped by Simon Thompson

[quepassa] 10/3/2022 15:50

FREE ??

FREE ?????

FREEEE ????????


you have gotta be kidding!!!!

that's a first!

where's the catch????


Question - if it's a Mello beano for Funds and Trusts - why is Avation presenting? They are not a Trust nor a Fund . They're an aircraft leasing company.

[melloteam] 10/3/2022 15:35

Mello Events is hosting a FREE Trusts and Funds event on Tuesday 22nd March at 1pm.


The programme is as follows:
1.00 pm Mello welcome and company presentation by Avation plc
1.30 pm Company presentation by International Biotechnology Trust
2.00 pm Annabel Brodie-Smith, Communications Director at The AIC presents on why investment companies are suitable for an inflationary environment?
2.20 pm Company presentation by Downing Renewables & Infrastructure Trust plc
2.50 pm Company presentation by VectorVest – more detailed presentation to follow on Thursday 24th March at 12 noon
3.00 pm Paul de Gruchy updates us on his investing thoughts and ideas in the current economic climate
3.20 pm Company presentation by VT Downing Listed Infrastructure Income Fund
3.50 pm MoneyMakers Jonathan & Simon analyse the investment landscape for Investment Trusts & Funds
4.10 pm Investment Trust and Funds panel featuring Annabel Brodie-Smith, Paul de Gruchy, Ed Shing and chaired by Karin Schulte

The event is free, just click here to register:

There are lots of interesting sessions and all annual pass holders and individual ticket holders will get sent the recordings 24 hours later once you have registered.

[russman] 03/3/2022 17:07

"The Company has reached agreement in principle with a customer to repay $30.0 million of rent and maintenance reserve arrears included in trade and other receivables. The amount will be converted to a loan subject to interest at 5.5%, repayable in 24 equal monthly instalments of principal and interest starting from January 2023."

[sophiekeeley] 22/2/2022 10:57

Avation will be exhibiting/presenting at the Master Investor Show on the 19th of March. To meet them get your free ticket using code ‘AVATION’; from hxxps://masterinvestorshow-2022.reg.buzz/’

[russman] 19/1/2022 19:29

"the results for the first half will demonstrate certain improvements, albeit remain a loss"

[russman] 02/12/2021 11:06

AGM : A320 lease transition
737 Garuda lease termination.
Def ex-growth; de-lever the balance sheet by retiring the most expensive debt is best.

[harrogate] 21/11/2021 09:32

I guess time will tell

[a_game] 20/11/2021 12:13

As CC says, the reason the price been walked down is because of the Austria news. Look at all the airline stocks, not even airlines, the FTSE!

[quepassa] 20/11/2021 08:04

Simplistic

[russman] 20/11/2021 07:56

Not sure why there is a need for a placing unless there are covenants to worry about.
Still think "retiring" some of the bonds is the best short term finance option.
There are distressed jets for sale; but they are cheap for a reason.
Go back to being a niche ATR supplier until the horizon clears.

[cc2014] 19/11/2021 13:27

Being walked down as Austria placed in full Covid lockdown. Concerns Germany may follow.

[harrogate] 19/11/2021 11:50

Not hard to think there might be a placing coming here. Seems to being walked down. Given generally positive news flow must be a likely reason

[russman] 17/11/2021 07:49

It is window - dressing. Nothing significant.

[russman] 11/11/2021 17:53

incredible - you are right.

[a_game] 08/11/2021 10:50

I've been buying a lot here and below. Incredible price!

[someuwin] 08/11/2021 08:30

Buying at these levels.

[russman] 03/11/2021 06:33

So why did Avation purchase 4033 II.
What does 4033 II own?
It is the subtle (but legally significant) difference in accounting for partially owned subsidiaries

[russman] 01/11/2021 16:43

Avation owns 99.68% of Capital Lease Aviation Ltd
CLA owned 100% of Capital MSN 4033 II Ltd.
Now Avation (after a transfer of this indirect sub) directly owns 100% of MSN 4033.

[russman] 31/10/2021 10:06

Explanation of "transfer of subsidiary" transaction is unsatisfactory.

[a_game] 30/10/2021 10:49

(1) we know the books as of year end June, all satisfactory
(2) they'll likely recovery a good chunk or all of the un-paid leases - VietJet is not on the brink of bankruptcy and, like all airlines, will be entering a relatively prosperous period as air travel demand picks back up

Doesn't change the picture here for me - it's one of a solid recovery play that is sitting substantially undervalued right now. I can't find many other stocks with R/R as good as here.

[russman] 30/10/2021 07:48

Vietjet have not paid their leases for over a year.
Probably (was) AVAP's biggest customer.

[a_game] 29/10/2021 10:16

RNS is regarding this - hxxp://www.smartaviation-apac.com/2021/10/aircraft-lessor-avation-sues-vietnams-vietjet/