Rainbow Rare Earths Phalaborwa project shaping up to be one of the lowest cost producers globally. Watch the video here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Hi surprised. Are you certain its III building a stake. I can see plenty of institutions including Schroders and Arbroath but nothing about III. Do they go under a different name? Many thanks
Pleasingly, Redline (acquired by Air Partner in 2019) have won two new long-term contracts in March and the details of these will be announced shortly.
The Group's order book for April is encouraging, with the increase in Freight activity witnessed in March continuing. This is driven by the urgent need to move key goods and medical supplies, given the current pressure on supply chains. While it is too early to predict overall activity for the Group in April, these Freight contracts and continued repatriation work demonstrate the value of the Group's broad spread of aviation activities, offered across multiple markets.
In addition to continuing to work with the UK government to assist British citizens overseas. Further work of this nature is likely to occur in April
The Freight division has seen a pick-up in demand for the movement of goods to keep global supply chains operating during the pandemic and we are well placed to mobilise on this activity at short notice.
https://twitter.com/surprised_trade/status/1248142086282543104
'One of our largest institutional shareholders has been building its stake '
https://www.thetimes.co.uk/article/our-share-price-tanked-but-talking-candidly-to-the-market-has-paid-off-vqp9jzgq0?shareToken=c3c2bea354d427b88cfe931401b35e3e
update 14.4.20
https://www.airpartner.com/en/latest-news/aircraft-sales-covid-19-update/
'Our dedicated Aircraft Remarketing service was established 22 years ago, acting for airlines, banks, lessors and other aircraft owners to help them sell or lease any surplus commercial jets, corporate jets,'
Global Demand & Capacity
US to China / Europe to China trading lanes are in very high demand. Due to the congestion, there is limited amount of cargo capacity. Widebody freight aircraft capacity has become restricted, and are booked mostly through until early/mid-May. There is less charter demand on transatlantic routings, compared to all trade lanes ex-Far East.
med supplies etc and competition for cargo supplies
https://twitter.com/surprised_trade/status/1249950170890059782
'for now the emergency bookings show no sign of abating.'
'we were able to tell the market that in the first two months of our new year the flash management reports indicate that we have already made more than half of our total profits for 2019-20. April’s order book is also encouraging. Our shares have rebounded to over 50p. Mark Briffa, the chief executive, and I tell each other that it’s a shame we’re in a closed period ahead of our full-year results and unable to deal in the shares'
Interesting article and thanks for posting. So it sounds as if the board would like to buy shares but can't due to being in a closed period.
'One of our largest institutional shareholders has been building its stake'
https://www.thetimes.co.uk/article/our-share-price-tanked-but-talking-candidly-to-the-market-has-paid-off-vqp9jzgq0?shareToken=c3c2bea354d427b88cfe931401b35e3e
https://twitter.com/surprised_trade/status/1247783501346172929
busy with US corpoate, freight , med supplies, repatriation of citizens globally, revenue & profits growing, no debt so quick check on sp techs and all on track to achieve trading closer to 70p +
Solid stuff, should be easy to survive this downturn. However I'm off for how. Think it will stay between 45-55 for a longer now. GL All
'our team arranged a series charter for a technology company needing to fly 300 employees to Silicon Valley weekly. Arranging a series of flights provided them with a quick and reliable method of transport to their destination. To accommodate their schedule, as well as passenger preferences and corporate requirements, our team arranged for up to 8 flights per day '
https://www.airpartner.com/en/blog/keeping-corporates-connected-during-covid-19/
https://twitter.com/surprised_trade/status/1247812598713679872
update 7.04.20
'our team arranged a series charter for a technology company needing to fly 300 employees to Silicon Valley weekly.'
https://www.airpartner.com/en/blog/keeping-corporates-connected-during-covid-19/
https://twitter.com/surprised_trade/status/1247096217806540800
over 300,000 to 1m Brits stuck abroad, a lot of work here for April/May/June
https://twitter.com/surprised_trade/status/1246724254080565248
simply wall street research notes 3.04.20....
'Air Partner trading at 70% below it's fair value'
'fair value deemed £1.60'
maybe why Lord Lee has it as No1 in his Isa portfolio ;-)
https://twitter.com/surprised_trade/status/1246724699868053506
Air Partner’s ROCE is meaningfully better than the 11% industry average. This is positive as it uses capital more effectively than other similar companies. Regardless of the industry comparison, in absolute terms, Air Partner’s ROCE currently appears to be excellent.
Sounds very promising for the near future.
'We have just published a Freight market update and are continuing to secure availability for aid and relief flights.'
https://www.marketscreener.com/AIR-PARTNER-PLC-33634927/news/Air-Partner-Mark-Briffa-CEO-discusses-our-response-to-the-COVID-19-pandemic-30301069/
Air Partner : Mark Briffa, CEO discusses our response to the COVID-19 pandemic
04/03/2020 | 04:53am EDT
We have had a vast number of enquiries from affected clients...
'With a large amount of our clients with employees in hard to reach destinations continuing to work on large projects such as oil & gas, or consultancy – it is business critical that they have an emergency evacuation plan in place for their employees
'we stand by ready to assist in repatriating staff who have become stranded in order for clients' operations to continue in the future'.
https://www.airpartner.com/en/blog/air-evacuations-in-the-wake-of-the-covid-19-outbreak/
Air Partner update 2.04.20
https://www.airpartner.com/en/blog/air-evacuations-in-the-wake-of-the-covid-19-outbreak/
step by step, never a straight a line up, as we know, and important to have the odd pull back to build support on any upward trend as it provides a more sustainable price going forward.....all on track on all fronts, technically (charty stuff) and fundamentally :-)