Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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I put in lots of questions, waiting to hear the answers to decide.
If they can explain they have funding for exercising purchase rights and give details on exercise dates i will hold. Otherwise i will rethink.
Well I have to sell out, its wasting to much time and I have uncertainty ahead with this new ‘Pirola’ and the hospitalisations, gl I bet it gos up!
Worthless ? dont think so!
And purchase rights are majority of stock price.
These guys have to let us know how they will exercise the options otherwise they are worthless and npv is alot lower than stated at 280p
The only interesting thing is house broker still forrcasting positive eps today. But then again it is a house broker with 100pct buys.
RNS and there it is :) should see a nice % up today!
I am starting to give up on this , been waiting a long time, its less than 1/2 its intrinsic value and will not move much!
anyone any info or outlooks that will make me hold on?
I would be happy with 150p ... but it is taking longer than I though!
282p. interesting. value in PLANE sight?
WOW primetimer you would think I was here to make money .....what is your goal to make a loss? doing a great Job so far in easyjet!
Nutsack milk should not be listen to he will be long gone once he has reach his goal of pumping any share he is in.
gl every one else
Still hoping and holding, but It is taking so long .. though 150p would have been a definite!
Its the 93% collection rate, not great
Still waiting for 150p … come on Avap you know your worth it!
Creeping back up … come on 150p need my 70% profit asap …
To be honest, that should be sitting in the 200’s now, and that is only haft is intrinsic value
But I have plans for my 75% profit at 150p and in case this war turns into something ridiculous or some new virus outbreak. I wish I had a crystal ball!
Debt is not due for couple of years. I think when fed starts to reverse rate rises it will fly.
We have time for that to happen
Looking good ... still holding for 150p cant understand why it is taking so long with all the good news!
https://www.avweb.com/aviation-news/soaring-prices-for-used-aircraft-appear-to-be-leveling-off/
If you are worried of circle of competence i would look elsewhere. Lit.l and tirupati graphite just had very good news today (much less specialist to follow)
Why do you disagree with a nav that meets accounting standards.
Loads of articles saying there is aitcraft shortage and second hand prices are high. Just google 2nd had aircraft prices
Can't say that I agree with the NAV here, but pre-covid earnings were exceptional, in relation to the current market cap. Can anybody who has an extensive understanding of this company and/or industry shed some light on how likely AVAP is to return to such levels of profitability. Also, what sort of timeline is expected for this to be achieved? I understand that none of you have a crystal ball, but this is currently outside my circle of competence
Price now 137p
The first share post by me on Barc after a £7.5 fund raise 12th March 2021 at 110p .
soi later bought on 24th March 2021 at 101p only to sell April 2021 102.86p .
They fell to a low of 64p 20 May 2022.
It is about time .
Go baby 150p soon
Incredible half-year results for AVAP, with the highlight for me being NAV up from £2.68 to £2.82
Swung from a -£15.9m loss to a £6.7mil profit before tax.
Net indebtedness reduced by nearly 6%
"The airline industry is continuing its recovery from the lows seen during the COVID-19 pandemic. Global domestic air travel in December 2022 as reported by IATA, has recovered to around 79.9% of December 2019 passenger numbers while international travel, while lagging, has recovered to around 75.1% of December 2019 levels. "
Still plenty of recovery to come in airline traffic, especially in Asia where China's zero-covid policies have restricted recovery until very recently.
"The Company believes that airlines will require significant numbers of leased aircraft in the short to medium term due to the large number of older aircraft that have been retired as a result of the COVID-19 pandemic, and the impact of the pandemic on airline balance sheets, reducing their ability to purchase aircraft directly."
Speaks for itself.
No exposure to Russian airlines!
"We note that most of our peer leasing companies have suffered large losses due to the seizure of aircraft leased to Russian airlines. Avation was fortunate in that it did not have any exposure to Russian airlines. Our policy is, and has always been, to only lease planes in jurisdictions where we are confident that we can arrange repossession, if ever required."
This should be +20% already today and trading at £1.60+, but it's taking time for the market to realise the recovery in AVAPs intrinsic value, which is great as it has allowed me to load up even more this morning.
Time to sit back and relax now and watch the market gradually wake up over the coming days and weeks.
All IMO so DYOR!
I am here till at least 150p