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Great results as expected, thanks for the heads up on this and others over the past few months. Top man Surprised!
forward order book is encouraging as we head into May and June with demand for Freight and Group Charter services remaining high,
https://twitter.com/surprised_trade/status/1257558496893157377
https://twitter.com/surprised_trade/status/1257558496893157377
'underlying profit before tax of £6m. April was a record month'
https://www.investegate.co.uk/air-partner-plc--air-/rns/shareholder-update/202005050700068906L/
Trading in the acquisition was ahead of expectations until corona virus. Some talk of training online and a reminder that AP own no planes and uptick in private jet charter all sound like cautious messages of reassurance. Last years results were May 9th.
https://www.piworld.co.uk/2019/08/30/lord-lee-a-taste-of-stock-market-investment-part-2/
AIR at 12mins 48sec and 25mins 29 sec .................
Many investors typically have a trading account & investment account, no matter what your 'style' well worth a listen. The next few months will need an approach to investing that can ride volatility & a mind set (as an aside #AIR is now his No1 holding)
https://twitter.com/surprised_trade/status/1256888240839241728
'We’ve noticed an uptick in corporate shuttle flights for businesses who can’t continue their essential travel on scheduled services, due to many flights and routes being cut.'
https://twitter.com/surprised_trade/status/1256504201552805888
I'm surprised at the weakness of this sp. I guess the 10 million they paid for Airport security training in December was unfortunate timing but eventually even that should be a good purchase. I suppose the market wants to see being busy also means being profitable. Would hope Air Partner will be first out of the trap in that respect.
The expected commercial airline 'experience' after lockdown will be a boost for private charter operators like Air Partner as the procedures, delays and reduced schedues of commercial airlines can be by passed by private charter planes with the personal, no delay, safer environment and avoiding crowded terminals service, boosting the business of private operators
https://www.thetimes.co.uk/edition/news/four-hour-wait-to-board-flights-after-coronavirus-pandemic-dk5fsjxqc.
'Air passengers could face four-hour waits to board commercial planes, inflated ticket prices and a dramatically reduced schedule in the future, analysts have said.
The flight experience would be “very uncomfortable” after lockdown, with pre-pandemic levels of service unlikely for up to five years, '
https://www.airpartner.com/en/blog/our-group-charter-response-to-covid-19/
nice to see Air updating, official RNS due anytime soon :-)
https://twitter.com/surprised_trade/status/1255410375304110087
Our Group Charter team have been extremely busy over the last couple of months handling a spike in demand for our group flights. including one of the longest non-stop flights we have ever flown. Honolulu to Frankfurt:
https://www.airpartner.com/en/blog/our-group-charter-response-to-covid-19/
Rather be here than any of the major airlines. With insolvency and bailouts I would think we've seen an end to cheap flights. Cheaper fuel should help, but not going to get passed on much to passengers. Going to be a long haul back for the ones that survive. I generally drip feed into stock anyway, so still room for a few more.
Quite agree. I nearly always pick up a bug when I fly, not that I do often. Would definitely opt for private jet if I had the dosh!
thanks Oogle , we should be due an official update anytime soon :-) pull back on sp not a surprise as most of us would expect, however it provides opportunity to add at lower price clealry for those who see future value closer to 70p+ (pre market crash) and with AIR expecting a sharp upturn in business on lockdowns easing, as they are starting, then the sp should recoverand then some imo as the market for private charter will be bigger than before as folk do thier best to avoid crowded airlines and airports...possibly never been a better time to consider an investment in private charter flights than now due to the virus issues imo ....
Keep it coming surprised. Maybe an official update would steady the ship. Good to know they keeping busy. Thanks for you input
https://twitter.com/surprised_trade/status/1254843392284078084
'We’ve been busy managing aid and relief freight charter flights during the coronavirus outbreak, leveraging our knowledge and network to successfully deliver cargo around the clock'
https://twitter.com/surprised_trade/status/1254843066374148096
'In Italy, we are seeing a growing demand in Group Charter for clients with large ongoing infrastructural projects in remote areas that have to continue. Recently, we worked on complex flights for workers in the transportation industry'
https://www.standard.co.uk/insider/living/private-jet-travel-coronavirus-uk-a4418406.html
new report finds over 1300 private jets flown in and out of UK during lockdown
https://www.thetimes.co.uk/article/hundreds-of-private-jets-fly-into-uk-from-coronavirus-hotspots-cgdnlljbp
''rich families were also chartering private jets to reduce the risk of exposing their families to the virus by avoiding commercial flights and busy airports.''
“Over the past few weeks, there’s undoubtedly been a rise in demand for short notice on-demand charter relating to the coronavirus Covid-19,” he said. “We’ve had a very significant number of inquiries for group evacuations and from corporates and individuals.
“Initially, inquiries were focused on evacuations from south-east Asia and other affected areas. But, increasingly, we are now seeing clients looking to take a private flight between a variety of global destinations, to avoid exposure to crowds in [commercial] cabins and airport terminals.
https://twitter.com/surprised_trade/status/1253261230032261123
pull back from 51p to 43p, usual re trace, chart now looks set for new trend up, 'order book for April is encouraging, increase in Freight activity continuing & Redline won two new long-term contracts in March,the details of these will be announced shortly
https://twitter.com/surprised_trade/status/1251465656597438465
Lord Lees chats with @conkers3 in 2019, since then his No1 holding is now AIR as detailed in the Times 29.03.20
11mins, avoid loss, 18mins, common sense & patience 20mins, chasing stocks (not) 28mins, profits+re rate 29mins £20-£50m mcaps growth 30mins, no debt+cash 32mins, risk 33mins not funds 48mins Stay aboard
https://www.youtube.com/watch?v=MQgT79qJogY&feature=emb_title
https://twitter.com/surprised_trade/status/1251457854185275393
Lord Lees chats with @conkers3 in 2019, since then his No1 holding is now AIR as detailed in the Times 29.03.20
11mins, avoid loss, 18mins, common sense & patience 20mins, chasing stocks (not) 28mins, profits+re rate 29mins £20-£50m mcaps growth 30mins, no debt+cash 32mins, risk 33mins not funds 48mins Stay aboard
https://twitter.com/surprised_trade/status/1251098326474375168
Times article 3 weeks ago, Lord Lee has #AIR as his No1 holding & why he added to it for future returns
https://www.thetimes.co.uk/edition/money/lord-lee-im-buying-cheap-shares-already-pxnnctnc3
re Lord lee I think he added to his holding when he heard the virus was about and the price had dropped to 74p ish when he was adding initially, I can only assume he would have taken more since it dropped ..and as you state he has it as his No1 holding and when the turn around begins in a few eeeks and we start coming out of lockdown as the chairman stated in a recent rns they Air partner often see a real surge in businesson openingup the airways and wealthy clients will not be using normal commercial flights so the private charter business is poised for take off shoertly (excuse the pun) ...much greater value ahead for those who can hold for a month or two :-)
Many thanks. I heard Lord Lee (first millionaire ISA fame) has this as his top holding currently. I expect he bought them at 25p.
and we should get an update in 2 to 3 weeks time, hope that helps :-)
'One of our largest institutional shareholders has been building its stake' whilst another sold at lows— 'a reminder that a market needs willing buyers and willing sellers to function.'
Ed Warner chairman of Air Partner in Times article below
https://www.thetimes.co.uk/article/our-share-price-tanked-but-talking-candidly-to-the-market-has-paid-off-vqp9jzgq0?shareToken=c3c2bea354d427b88cfe931401b35e3e