Avation Share Discussion Threads

[sharesoc] 30/10/2022 00:45

In case you missed ShareSoc's webinar with Avation (AVAP) earlier this month, the recording can be found on our YouTube channel:

[sharesoc] 08/10/2022 22:43

ShareSoc is hosting a webinar with Avation (AVAP) on 12 October 2022, which may be of interest to current shareholders or potential investors. Richard Wolanski (Finance Director) will be presenting. You can register here:

[melloteam] 29/9/2022 07:47

FREE RESULTS ROUND UP

Just to let shareholders and prospective investors know that S&U plc, Fintel plc, Brave Bison and Avation plc will be presenting at the Results Round Up Webinar at 2pm on Thursday 29th September 2022.

The programme is as follows:

2.00 pm Amati’s David Stevenson discusses “The Small Cap Discount : Opportunity Knocks” with David Stredder
2.30 pm Company presentation by Fintel
3.00 pm Results Round-up from Graham Neary
3.30 pm Company presentation by Brave Bison
4.00 pm Company presentation by Avation
4.40 pm Introduction to Rex by Kit Atkinson of Peel Hunt
5.00 pm Results Round-up from Mark Simpson including the Good, the Bad and the Ugly
5.30 pm Company presentation by S&U

The event is FREE and there will be over 500 investors attending and these are very popular shows with company presentations, fund manager and investor interviews, and panel sessions.

[russman] 15/9/2022 16:47

AVAP have re-valued their fleet upwards.
Pretty hard for them not to make a net profit.
The perils of lease accounting.

[quepassa] 15/9/2022 13:40

Excellent Trading Update.

Confirmation that recovery is right on track.

[russman] 10/8/2022 05:37

So Jeff has the draft accounts (inc aircraft re-valuations) for the y/e 30/6.
That would appear to be inside information.

[russman] 05/8/2022 16:29

& dollar interest rates are climbing sharply.

[quepassa] 05/8/2022 13:16

It is interesting to read the full S&P Ratings Upgrade Note from yesterday where they Upgraded Avation by two notches from CCC to B- with Stable Outlook.

One notes, amongst other things, that S&P are projecting that "Avation's EBIT to turn positive, exceeding US$50 million over the next two fiscal years, compared with the negative US$62 million generated in fiscal 2021".

ALL IMO. DYOR.
QP

[brileyloucan] 05/8/2022 07:29

Investment grade is BBB- or above. At B- this is 6 notches below investment grade!

[quepassa] 05/8/2022 06:05

A landmark upgrade yesterday by highly regarded S&P which increased Avation's CREDIT RATING to B- .

This is an important event and removes Avation from the difficult CCC ratings category and brings them back into the better regarded B ratings category - albeit still at the lower end.

Make no bones about it, this is a very good sign of improving financial health and stability - and will certainly please existing bondholders, paving the way for future credit ratings increases and starts to hint at a re-opening of access to the capital markets with lower coupons.

The financial rehabilitation of Avation continues apace.

A good day for Avation.

Well done again to Avation.


ALL IMO. DYOR.
QP

[quepassa] 16/7/2022 06:06

What a fantastic Trading Statement from Avation yesterday.


Well done to Avation.


QP

[russman] 16/7/2022 05:50

What Jeff still fails to appreciate is that AVAP's WACC is uncompetitive.

[russman] 12/7/2022 05:04

Buying in the toggle notes at 75% face value. Maybe Jeff does understand the basics of CAPM.

[quepassa] 11/7/2022 13:51

still can't find it!

[harrogate] 11/7/2022 13:19

Just announced that it is on the website

[quepassa] 11/7/2022 12:57

Can see many references and announcements about the listing of the warrants on the Company website but - maybe looking in the wrong place- can't find the actual UK FCA listing PROSPECTUS itself which is likely where any KID information would be.

ALL IMO. DYOR.
QP

[quepassa] 11/7/2022 10:31

Anyone know if Avation produced a KID/KIID ( Key Investor Info Document) in relation to their recently listed equity warrants under Ticker: AVAW ?

One of my brokers are refusing to allow the purchase of this security without a KID as they deem it a complex instrument and they have taken an internal business decision that they require a KID/KIID.

They will allow sales but no purchases.

Anyone know if a KID was produced?

Anyone having the same issue with other brokers ?

ALL IMO. DYOR.
QP

[russman] 03/7/2022 06:44

I presume the warehouse facility is to fund the ATR program.
The bond is their millstone.

[russman] 28/6/2022 16:07

Volatility has been relatively low lately.........

[quepassa] 28/6/2022 07:07

Good to see that China has begun to ease travel restrictions.

[russman] 25/6/2022 07:07

So what would you estimate the theoretical fair value warrant price to be at present?
What volatility shall we use.
The black swan has been flapping over the last 3 years.

[russman] 11/6/2022 07:03

Aircraft leasing is a simple business.
Matching interest & capital cashflows over the long term is the tricky part.
Bond program has been their millstone to date.

[quepassa] 09/6/2022 16:48

Don't miss this.

Yesterday 8th. June.

Avation's FD in interview with Proactive Investors:-



hXXps://www.proactiveinvestors.co.uk/companies/news/984358/avation-plc-says-company-is-back-where-we-were-pre-covid-984358.html



ALL IMO. DYOR.
QP