Menzies(john) Share Discussion Threads

[dev80] 08/6/2021 10:38

Totally agree.

[buffettjnr] 08/6/2021 10:03

Exactly. Thankfully Menzies doesn't have as much exposure to the UK. The handling of aviation by the UK government has been nothing short of catastrophic. They are not fi to be in office.

[dev80] 08/6/2021 09:42

Not a lot. Mostly in US and middle east. In 2-3 months this will take off

[buffettjnr] 08/6/2021 09:00

How much of Menzies operating profit is from the U.K.?

[milliecusto] 08/6/2021 08:29

COVID-19: Govt encourages Britons to 'holiday at home' and avoid foreign travel Not great, another dip

[solarno lopez] 08/6/2021 07:09

Thanks dlku

[buffettjnr] 08/6/2021 06:47

Food for thought and not directly comparable assets, but it’s worth considering the demand for aviation assets from private equity. They are loved by private equity. Yesterday’s deal where KKR announced it is buying Atlantic Aviation on 15.6x EBITDA should be a reminder that PE is never too far away from this space. Even a substantial haircut to the Atlantic Aviation multiple applied to Menzies would be 900-1000p/share. I guess we have been waiting for this…

hxxps://www.ainonline.com/aviation-news/business-aviation/2021-06-07/pe-firm-kkr-buying-atlantic-aviation-nearly-45b

[dlku] 07/6/2021 12:33

solarno lopez7 Jun '21 - 07:56 - 1331 of 1338
0 0 0
Who are/is SCSW please ?

[dlku] 07/6/2021 12:33

solarno lopez7 Jun '21 - 07:56 - 1331 of 1338
0 0 0
Who are/is SCSW please ?

[gargoyle2] 07/6/2021 11:57

Also mentioned here at the weekend:

[zingerburger] 07/6/2021 11:13

22 Jun 2020 7:00 am
RNS
Factsheet Menzies(John) PLC (MNZS) Trading Update

[netcurtains] 07/6/2021 08:54

Boozey: That is a self evident truth.
Now that the magazine is out is there any other tips in this weeks issue?
;-)

Cheers Net.

[boozey] 07/6/2021 08:48

I am a long-term holder here. It isn't just subscribers to SCSW who read their articles, so do the market makers. MNZS opened at 340 today as a case in point. So they clearly marked it up before the market opened. Whilst in principle I agree with the sentiment that non-subscribers should not benefit from the tips that subscribers to SCSW are paying for, to say a subscriber can get in early and get pricing advantage is more often than not simply not true.

A better strategy is to wait for the price to pull back in the following days and then you can buy in at a better price.

[essential] 07/6/2021 08:15

People pay for subscriptions and deserve a chance to buy first thing. You bleating out that it's been tipped is selfish and moronic

[drradcliffe] 07/6/2021 08:06

@solarno Tip sheet.

[solarno lopez] 07/6/2021 07:56

Who are/is SCSW please ?

[dougmachin] 07/6/2021 07:47

I think next time I'm gonna post full articles of all SCSW tips on all the corresponding BB's.

Maybe then people will do what SCSW have asked, which is to stay stum until markets have opened.

[cestnous] 07/6/2021 07:38

Tipped in scsw and seeking alpha.

[ayl30] 07/6/2021 07:20

Well today might show some share price action

[dev80] 01/6/2021 13:49

This needs to shift. Mofos back in them planes again

[castleford tiger] 01/6/2021 11:08

so they should at least 20% below fair value

[cravencottage] 01/6/2021 10:54

Things starting to look up here.

[deanowls] 27/5/2021 15:51

Read an interview about plaza through the Martin moody report last week. Big expansion.