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Share Name Share Symbol Market Type Share ISIN Share Description
Gama Aviation Plc LSE:GMAA London Ordinary Share GB00B3ZP1526 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -1.10 -2.71% 39.50 38.00 41.00 39.50 39.50 39.50 48 08:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Industrial Transportation 182.0 -4.3 -13.0 - 25

Gama Aviation Share Discussion Threads

Showing 1376 to 1400 of 1500 messages
Chat Pages: 60  59  58  57  56  55  54  53  52  51  50  49  Older
DateSubjectAuthorDiscuss
26/4/2019
15:01
RNS confirmation that Hutchison's stake has increased to 25.45% with 16.2m shares: Https://www.investegate.co.uk/gama-aviation-plc--gmaa-/rns/holding-s--in-company/201904261249212757X/
rivaldo
26/4/2019
12:22
to buy nt trade only seatbelts on
msufi77
26/4/2019
12:17
news just out let it sink in top of leaderboard today
msufi77
26/4/2019
12:16
couple of massive news awesome where is this heading 2-3 pounds short term
msufi77
26/4/2019
12:12
Hutchison have increased further, buying another 1.02m shares: Https://www.investegate.co.uk/gama-aviation-plc/rns/director-pdmr-shareholding/201904261132542641X/ They now need to buy another 2.8m shares or so to get to just under 30%. NB: the second RNS today is simply a holding RNS reflecting yesterday's PMDR RNS.
rivaldo
26/4/2019
07:20
I was right - last night's RNS saw Hutchison buy another 1.7m shares to move to 23.85%. I calculate Hutchison need to buy another 3.8m shares or so to get to just under 30%: Https://www.investegate.co.uk/gama-aviation-plc--gmaa-/rns/director-pdmr-transactions/201904251808101652X/
rivaldo
25/4/2019
13:13
I think somewhere in there GMAA is a really good - needs the right people to execute things properly.
mfhmfh
25/4/2019
12:49
would make sense given the recent request by Hutchinson to remove the 25% restriction.
dangersimpson2
25/4/2019
09:53
A further 1m shares just bought at 93p this morning. Could be Hutchison increasing their stake to just below 30% I suppose.
rivaldo
24/4/2019
15:53
...and another 1.04m share trade just reported at 91p. If a sell, then it's been picked up easily by purchasers. If a buy reported late from earlier on then all well and good and would help explain the rise.
rivaldo
24/4/2019
10:14
Indeed! That’s a huge buy and at way higher than the offer price. This company, though, is off most people’s radar.
aimingupward2
24/4/2019
10:08
Another 500,000 shares just reported bought at 90p..... The 2018 results look like a real kitchen sink job. Far too complicated to comment on quickly on first read. However, (1) thankfully the Balance Sheet is healthy and (2) the guidance for 2019 EBITDA of between $10.5m and $11.5m is better than I'd feared. The separate RNS re potential takeovers is interesting. It seems to imply that Hutchison Whampoa may wish to increase their stake to 30% (unless I'm completely misunderstanding it).
rivaldo
23/4/2019
11:21
Interesting - a 500,000 share buy at 69.2p. No wonder the share price has crept back upwards recently.
rivaldo
15/4/2019
10:11
Good to see the share price bouncing most days last week - hopefully that was the bottom. Extensive interview with the MD of Gama Aviation Asia about their prospects in China and the rest of Asia: Https://www.ainonline.com/aviation-news/business-aviation/2019-04-13/gama-aviation-eyes-asian-expansion Extracts: "Gama Aviation Eyes Asian Expansion April 13, 2019, 11:00 PM Farnborough, UK-based Gama Aviation has started to build up its general sales agent (GSA) network in the Asia-Pacific region aimed at getting more aircraft owners in the region using its management services, as it eyes opportunities to grow its footprint out of Hong Kong, particularly into Mainland China. Sergio Oliveira e Silva, managing director of Gama Aviation Asia (Booth B523), told AIN, “The Chinese government is doing very good things that in the mid- to long term will be very good for China." He continued: “They appreciate international companies that respect compliance,” and suggested, “small Chinese companies will struggle.” And of Gama’s plans? “We’ll try to replicate in China in the next couple of years what we’d done in Hong Kong [with Hutchison Whampoa]. We’re hoping to identify strong local partners around Asia to act as our GSAs. If that allows us to grow the fleet, it could lead to acquisitions at a later stage. So we want to expand our footprint in Asia, but Hong Kong will always be the regional office for Gama.” In terms of its regional fleet so far, Oliveira e Silva said, “We now have six aircraft under our management and are going to bring two Globals—a 6000 and an XRS—to the region, fully dedicated to charter.” He confirmed the aircraft belong to a “customer.” “They should be here ready for the summer time. They are currently parked at Bournemouth [Gama’s new facility in the UK]. Charter is getting very busy.” "So he prefers to focus on growing organically. “The GSA concept and evolving the organization is my favored option.” Oliveira e Silva says the priority countries for Gama are China and Australia, “but most likely the first ones will be Japan and South Korea. We’ll reveal the GSAs at ABACE, hopefully.” He added that “the three main bases” for business aviation in the region today are Hong Kong, Beijing, and Shanghai “so our focus will be on northern China,” as the south is covered by Hong Kong." "Maintenance & Support On the maintenance side, Gama established a foothold at Hong Kong Chek Lap Kok in late 2017 when it signed a collaboration agreement with China Aircraft Services Ltd (CASL) as the exclusive GSA to sell CASL’s business maintenance capability in Asia. Oliveira e Silva said, “We are also looking at opportunities in China. If we developed line maintenance in China as we did in the U.S., that would be very useful. I’m a strong believer that China needs a line maintenance network, and we have already started talks. There is a fleet of 300 aircraft based in China with thousands of hours of maintenance required per year, so the market is there.” He noted that at present the majority of aircraft have to go out of China for maintenance. “People have to go to Singapore, or even the U.S., even for a small check. Even in Beijing there are very limited facilities. Or they have to pay a premium for someone to meet them somewhere in China.” At present, he said, “We work into China from CASL. We run the private jet Part 145 at CASL and it’s something we want to develop further.”
rivaldo
11/4/2019
23:59
Interesting. Did the shares a bit of good and appears to be the right type of guy. The clauses about a bid are not unrealistic - puts some sort of floor under the price. Wait & see... short term there's faster moving stocks about.
napoleon 14th
04/4/2019
09:06
Interesting to see that the Managing Director of Hutchison Whampoa (China) has now been appointed as Chairman..... Https://www.investegate.co.uk/gama-aviation-plc--gmaa-/rns/appointment-of-chairman/201904031215010122V/ HW have unsurprisingly confirmed they won't be bidding for GMAA - but with their 21.7% stake it's interesting that this RNS sets out their rights if an offer by a third party comes along. Perhaps this is a possibility given the bombed-out share price.
rivaldo
18/3/2019
09:36
For the record, Downing Strategic issued their newsletter as at the end of January and summarised as follows: "Gama Aviation The single largest detractor to performance in the year has been Gama Aviation. We took a larger weighting in the business at the time of the fundraise which centred around management’s plans to organically and inorganically grow PBT by around $9 million for the full year to 2019. Discounting management’s plans, we still thought that the shares offered good value with higher than average growth potential. This plan for growth in the short term is not going to materialise in its entirety. There is evidence of the US maintenance expansion moving ahead and we think this has great merit and there are regulatory drivers which should provide a tailwind to this business. However, the planned acquisitions – which carried the bulk of the earnings accretion in the near term – have not been executed. We think that this is partly due to the underperformance of the joint venture in Hong Kong which has subsequently raised questions around governance and diligence, areas which we now think needs to be addressed. The announcement at the end of January furthers our belief that the correct checks and balances have not been in place. This is something which we underestimated when we initially invested. In November, the chairman announced that he will step down and there has already been the introduction of a strong, independent non-exec earlier in the year along with a new CFO who we think is particularly competent. A strong, City facing chairman will be key for the next part of the group’s journey. There remains evidence of a good and competitive business underlying these issues. The company announced reassuring contract wins at the end of December, providing further visibility on earnings. The two contracts are expected to be worth £27.5 million over five years and between £66 million and £88 million over eleven years. Both are within special missions and endorse the strength of the business in this area. They are expected to be earnings neutral in 2019 and accretive thereafter. These build on the £50 million Scottish Air Ambulance contract extension announced in 2018. The year ahead will be one of great change. Rebased expectations, following the failure of the growth plan, and a change in the chairman, at the very least. Ultimately, we still think that there are reasons to be positive and the underlying drivers of our long-term thesis remain intact – opportunity to consolidate; regulatory tailwinds; and some market leading positions. It is going to take longer than we expected and will require a different approach from management, but these are things which can be fixed and there is a strong platform from which to do this."
rivaldo
14/3/2019
09:56
You're right, riv. No trust for GMAA, & it's no surprise... O/T Have a look at REDD, M8. I bought after the 50% fall in share price which was 'cos they put a stop to a sh1t contract - 20% of T/O & 10% of profits. IMO they were being squeezed by a big insurer & the insurer was told to take a walk. Wise move. It has liberated working capital to get profitable business instead, after, or before, that bum contract runs out in 2020. 5 day chart says the fall is over. REDD looking really cheap.
napoleon 14th
14/3/2019
08:32
GMAA seem determined to make things worse before they get better :o)) Last night's RNS was a bit of puzzler. It looks like they're kitchen sinking everything into last year's results to have a clean slate going forward, which seems eminently sensible, if fatal for the share price. The detail is rather confusing. For example, is the $2.8m figure of additional costs mentioned last night actually a reduction from the $3m reduction stated in the 24th January update? If GMAA can actually deliver, as they have stated, a similar core performance in 2019 to that in 2018, then this share price is very good value. It's encouraging that GMAA have again noted that the 2019 outlook remains in line with expectations - and that as you'd expect given the historic Balance Sheet the company remains well funded. But until the H1'19 trading statement/figures are out it'll be difficult to find many investors who will trust them.
rivaldo
11/2/2019
12:55
They only had a new CFO on the 1st September, that's why they are reviewing the balance sheet and finding these issues. I suspect resignation of chairman and non-exec is due to activist shareholders' response to these revelations from the new CFO. The question is, will the CEO go? I think long-term his position is probably untenable, although I think major shareholders will want a new chairman in place and settled in before any more upheaval.
dangersimpson2
10/2/2019
19:56
Don't want to understand, eh? You're just trolling, connard! BBs are for peeps to voice their opinion. If you don't get that, then crawl back under your stone...
napoleon 14th
10/2/2019
18:41
listen Nappy, if you dont rate the share bog off back to the bourse
madmonkflin
10/2/2019
18:32
Look at the share price, loonymonkflin. You can fold any theory you have if you were caught holding these, & I'm glad I gave GMAA zero cred. having bought 2 or 3 years ago, & sold. That saved me a packet, & in my book, that's the bottom line. As I said : "On the long term watch list." Caveat Emptor.
napoleon 14th
10/2/2019
15:56
no idea what you talking about. i havent invested yet but keeping an eye. its got stack of revenue, its profitable, and cash. definitely a takeover target and growth from here. and theres been no accounting mistatement, they had cash and a creditor, simple, now they paid back the creditor. get some right idiots on here who think this company is shot to pieces.
madmonkflin
10/2/2019
13:51
Glad I sold at 200p+ - I thought GMAA had become too "jam tomorrow", and sure enough, they're in a jam now! I wouldn't touch these with a barge pole as they could well join the CAKE, Carillion etc story, which we don't know at all yet. Bad news comes in threes. Presuming this is not so bad I'll be looking for a MAJOR boardroom shake-up, bringing in experienced fresh blood, including a competent and honest CFO. Clearly GMAA have to consolidate and put some hard facts on the illusionary low P/E. On the long term watch list.
napoleon 14th
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