Celsius Resources Share Discussion Threads

[russman] 01/11/2013 23:15

AVAP have taken off!

[eezymunny] 01/11/2013 11:26

Have bought these for my Eezymunny portfolio.

Thoughts here...

[harrogate] 10/9/2013 18:37

I am not really sure? I suspect that they would like to do something since I think it is a complication that doesn't help the valuation. I guess it depends on the minority would take to be bought out

[callumross] 10/9/2013 18:17

I wonder what AVAP will do with CLA in the long term, Harrogate. What is the point in keeping them separate?

[harrogate] 10/9/2013 17:03

I keep looking at CLA and on value terms it looks cheaper than AVAP but I can't help thinking that any growth it has will be down to AVAP who own the majority and could decide to put all the new business through AVAP and none through CLA where they only get 60%( or whatever) of the benefit. That I think holds them back

[callumross] 10/9/2013 11:10

Well, I bought 20k at 18p this morning. Seems too cheap. Am also an AVAP holder. Just tuck it away for year or two.

[russman] 09/9/2013 21:53

CLA sings AVAP's tune.

[glasshalfull] 09/9/2013 17:19

No posts since June...despite announcement of results today.

WHI note,

Capital Lease Aviation PLC (CLA) - BUY

Market Cap: £16.6m ; Current Price: 17 p; Target Price: 33 p

2013FY results highlight valuation anomaly
This morning Capital Lease Aviation (CLA), a quoted subsidiary of Avation plc (AVAP), reported its full year results to end June 2013. The results reflect the stability in the aircraft portfolio over the period but we highlight that the recently acquired Airbus A321 will make a very material impact to 2014FY forecasts.

We are increasing our 2014FY EPS forecast by 38% to 6.3 cents to account for this. We also highlight that the shares are trading at a 43% discount to 2013 historical book value, which we believe is anomalous. We are reiterating our Buy rating and increasing our price target to 33p, in line with our 2014FY NBV estimate.

Regards,
GHF

[russman] 04/6/2013 19:08

This bridging loan is very cosy @ 9.75%.

[gosgos] 28/6/2012 18:53

Hi DD
Are you still watching CLA - I'm not sure if this signals CLA becoming active again. I do hope so!
Best
GG

[davydoo] 27/2/2012 19:02

Gosgos, are you still around, still invested here?

Wondered if you were considering following Oceanwood's lead and swapping to AVAP?

[davydoo] 09/11/2011 10:34

very interesting to see Oceanwood go above 10% which they announced on Monday

[davydoo] 13/10/2011 09:34

Great news Gosgos. Patience rewarded. Particularly against the carange elsewhere on markets.

I sold all mine for about the same I paid, had too many better prospects which luckily worked out well for me.

I'm back in AVAP though so this will boost their figures too

[gosgos] 13/10/2011 07:39

Steady progress in net assets ;-)

[gosgos] 24/3/2011 11:35

ok very interesting finally - you're not going to buy 8% without a belief in the upside

[davydoo] 24/3/2011 10:38

Two small buys lifted the price lifted the price today, so all these big sells must be going somewhere to not impact the market price.

[davydoo] 24/3/2011 10:34

Welcome to Oceanwood Capital Management

[gosgos] 23/3/2011 20:59

I'm not that liquid ;-) Something has to be announced soon, just hope we don't get taken for mugs!

[empirestate] 23/3/2011 20:57

that is huge davy, once this is all cleared up we should see some upside

[davydoo] 23/3/2011 18:31

12% of the company sold late today, was it you gosgos?

where are these holding RNS's !!!!

[gosgos] 18/3/2011 09:14

It's hard work but I'm still a believer and so have bought a few more ;-)

[empirestate] 17/3/2011 19:07

davy, this feels like hard work with such little share price action

[davydoo] 16/3/2011 14:14

AVAP have £10m to play with, if they negotiated a good deal on new planes for Skywest/Virgin, it wouldnt hurt them or their eps to buy half a million quids worth of CLA with their change.

[davydoo] 16/3/2011 14:12

another 4% of the company sold today, at least at a better price than recent large sales, but wheres all the holding RNS's that should be following these recent transactions?