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https://twitter.com/surprised_trade/status/1263125924565966850
600 hospital beds on their way
https://twitter.com/AirPartner/status/1263092259022667776
Our Freight team continue to transport critical medical equipment, such as this charter to the UAE. We maximised the volume of this aircraft so our cargo of 600 hospital beds fitted perfectly.
Government still seeking to repatriate 20,000 Britons stranded overseas
The government was seeking to repatriate remaining Britons using a combination of charter flights and commercial routes.
“We are still on a daily basis organising charter flights to bring the remaining overseas British nationals home. I think the number is at about 20,000 still to repatriate.”
https://www.thetimes.co.uk/edition/news/government-still-seeking-to-repatriate-20-000-britons-stranded-overseas-hddcwxdlg
Thanks Surprised, I always leave a bit for the next person!
well done chas, I'm still here, a fair bit more to go for me with AIR :-)
and the other one should leap into action soon too :-)
I have reached my exit target so have now sold. Good luck to remaining holders. Now looking to put profits into bbsn, following Surprised.
https://twitter.com/surprised_trade/status/1262311918922010624
additional charter passenger jets at the ready on top of the increased freight
https://www.thetimes.co.uk/article/heathrow-flights-set-to-take-off-in-weeks-bvtvnw2xw
Another Dreamliner with PPE products bound for Europe, loaded in China and ready to go. Our Freight team continues to assist with critical charter flights across the globe.
https://twitter.com/AirPartner/status/1261280215915003905
https://twitter.com/surprised_trade/status/1261341682345357315
https://www.airpartner.com/en/latest-news/critical-reminder-for-emergency-planning-ahead-of-US-hurricane-season/
planning ahead for June etc and securing business
as detailed in the post by dodddavid that I copied and posted on Tueday the figures and Air's niche service speak for themselves :-)
it is and challenge on year high upcoming.......there were some who doubted it :-)
Wonderful performance!
https://twitter.com/surprised_trade/status/1260933113661669377
attack on 70p+ and year highs therafter building on both techs and fundamentals
https://twitter.com/surprised_trade/status/1260856781884002306
All looks good here. More to come by the looks of things.
...all I need is the AIR that I breathe and to love you.
Nice rise today, still a bit of a way to go before I break even though. Wished I'd averaged down in the dark days earlier. Well done to those that did.
https://twitter.com/surprised_trade/status/1260838874051477504
challenge on year highs expected going forward
somene (s) wants AIR today :-))
Excellent post by dodddavid below.... copied from yesterday .....
Anyone understand what risk the market is pricing in here other the a possible mid-term dent to training and consulting services it provides to airlines? Whats the Bear case?
£2 million net cash now, likely to be £10 million + by year end. Freight and US sales growing at a fair clip over the last couple of years. Normal earnings (from 2022) likely to be £6-7 million a year taking in to account the recent acquisition, and discounting what was a weak H2 2019, and the accounting issue in 2018.
It seems AIR will make short term bumper profits this year, and no doubt there will be strength in the private jet market over the next 24 months (so increased one-off earnings in 2021 too, but not at 2020 levels). They could surely support a 4 Million + dividend, and are in a good position to establish their new offices given current demand, and may see residual growth on the back of the increased exposure over the next couple of years.
Many airlines wont return to anywhere near 80-90% of capacity for several months and PPE demand is still high. Even without the ongoing risk of a second flare up (and more repatriation flights), this looks good for AIR. There also might be another squeeze on freight as the lockdowns are eased whilst capacity stays grounded.
This all adds up to a business that is worth at lease £65-75 million (without any premium for the fact this appears to be one of very few safe businesses in the current environment.
I'm in at £26 million (50p)
What am I missing here?
surprised reply ..
Hi dodddavid, you are missing nothing imo.....it's a bargain price at current levels and some made the mistake of treating AIR as an airline, when we know they operate in a niche sector and a profitable now and going forward, the figures speak for themselves as you have mapped out below ...patience and resolve shoud see a challenge on years highs going forward, :-)
https://twitter.com/surprised_trade/status/1260106385183965184
Air Partner Company Redline Wins Two New Contracts
https://www.lse.co.uk/rns/AIR/air-partner-company-redline-wins-two-new-contracts-uawggeigadg1wiu.html
You are welcome. Forgot to mention 5 pound gift aid too. Cheers!
Thanks Chas ,great gesture
Thanks, Surprised. I have just donated 20 pounds to Parkinsons UK, not a lot I know but am currently on furlough with possible redundancy to follow. My portfolio is my sipp which is looking better since following you. Very sorry for losing your mother to Parkinsons. I know how awful these debilitating diseases are having lost a cousin to motor neurone. Thanks again and stay well. Cheers, Chas.
Hi Chas, that's genuinely wonderful to hear, and the entire point of highlighting stocks and their potential, so long as we get more right than wrong then we all win..
if you really wish to donate to a charity i would suggest Parkinsons uk, unfortunately I lost my mother to it last year and they need the help to combat such a debilitating illness.
really glad your pf is up and many thanks for the gesture :-)