Member Info for janebolacha

The need for the states in the US to urgently plug their budget holes will create tremendous opportunities in every kind of gambling area but also for cannabis stocks. The Democrats have already said they will be looking at decriminalising cannabis use. I already hold two cannabis stocks and have my eye on a couple more.

It would be nice if the politicians, at least, did not come back.

"Mark Briffa, the CEO of the global aircraft charter firm Air Partner, said there was a surge in demand for its services in the past few days as wealthy individuals seek ways to circumvent the restrictions.

“This includes private jets for individuals and families, as well as businesses wanting to charter larger aircraft so they can urgently fly employees home for Christmas after commercial flights have been canceled.”

https://www.thesouthafrican.com/news/uk/london-christmas-lockdown-no-problem-for-wealthy-brits-fleeing-the-city-in-private-jets/

https://www.dailymail.co.uk/news/article-9082527/Huge-queues-form-outside-shops-crowds-pack-supermarkets.html

"Air Partner, one of the world's largest air charter providers, also told the BBC it had seen a growing number of requests.

"If the situation in Dover continues, it's not impossible that some businesses will consider air freight for lower-value perishable goods, such as fruit and vegetables, or risk losing their stock altogether," said chief executive Mark Briffa.

The boss of the UK-based firm added that the current closures were "forcing businesses" to carry out back-up plans they might have had in place for a potential no-deal Brexit after the transition period ends on 31 December."

https://www.bbc.com/news/business-55414807

"Air Partner – this undervalued group is capitalised at just £43m, has £18m net cash in the bank, is making £10.5m profits this year and its shares are trading on less than six times earnings.

In about a month or so we will see the trading update for the year to end-January 2021 for this tiny but global aviation services group.

It is one of the few companies to have done well during the Covid-19 crisis.

The current year saw a strong first half to the end of July but could well see a weaker second half. Even so its brokers reckon that this £43m company will have made some £10.5m profits for the year."

https://masterinvestor.co.uk/equities/air-partner-is-flying-below-the-radar/?mc_cid=e321befc21&mc_eid=81413ed9af

"The son of a Russian oligarch has proclaimed that he no longer loves his mother as he prepares to face her in a multi-million-pound legal battle.

Temur Akhmedov arrived in London from Moscow insisting that he had 'nothing to hide' and was confident that the 'truth would emerge' when he gives evidence next week.

Temur, 27 is being sued by Tatiana Akhmedova over claims that he colluded with his father to prevent her receiving a £453million divorce pay out."

https://www.dailymail.co.uk/news/article-9015951/Russian-oligarchs-son-says-no-longer-loves-mother-prepares-High-Court-showdown.html

Sorry for the upside-down exclamation mark, the " ¡ ".
I use a Spanish keyboard and that symbol is right next to the " ' ".
A mistake anyone can make, ¿verdad?

Here is an article from the FT in which Lord Lee refers to increasing further his stake in AIR at 62p. I seem to recall two buys going through at 62p, of about 60,000 shares each, only a few weeks ago. I assume they are the ones he mans.

https://www.ft.com/content/93f4af7b-e8c3-4c16-b911-d69f6a406da9

"Oligarch's son flees to Russia as mother sues over hiding divorce millions"

https://www.theguardian.com/news/2020/dec/02/oligarchs-son-temur-akhmedov-flees-to-russia-mother-sues-over-hiding-divorce-millions

https://www.cv-library.co.uk/job/212822179/German-Speaking-Marketing-Manager

Yes, it is the operating margin that matters beyond the next three or four months and that is where they are making good progress. The print side is performing exactly as expected. The RNS was, imo, badly written, as often happens with many companies. Is it the house brokers who draft them?

"Analysts at Numis, for whom Reach is a key pick, have raised their earnings estimates on the back of today’s update and in particular the operating leverage driven by the increase in digital sales.

For this year the broking firm is now forecasting pre-tax profits of £122 million against £113.5 million previously and £126 million of profits for next year against a previous estimate of £117 million."

https://www.sharesmagazine.co.uk/news/shares/reach-rallies-on-upgrades-after-better-digital-sales

Correction. It seems that it was not Cristina Kirchner who went on to work for the Petersens in the Banco de Santa Cruz (the state where the Kirchners were the local capos) but a man who was in her government, responsible for legal matters, called Carlos Zannini. The very same man is now in charge of Argentina's legal defence in the case now under way in NY and now trying to establish that it was always the intention of all parties that any disputes would be heard in Argentina under Argentine law. Calling the Eshkenazis to testify is, apparently, in order to clarify this point. Was or is Zannini the pointman for Cristina Kirchner? There must be loads he knows or that he dare not reveal. How to get one's mind around all this?

Anyway, other links here, both in Spanish.

https://www.mdzol.com/dinero/2020/11/25/expropiacion-de-ypf-la-justicia-norteamericana-llamo-declarar-los-eskenazi-121409.html

https://opisantacruz.com.ar/2020/11/25/el-juicio-por-ypf-a-pedido-del-gobierno-argentino-la-justicia-de-nueva-york-cito-a-los-eskenazi/

I found this article in "La Nación", reporting that Judge Preska has now asked the Eshkenazis to supply documentation they may have relating to YPF and to clarify wnether they have themselves any involvement in the case before her. Article in Spanish.

https://www.lanacion.com.ar/economia/juicios-ypf-justicia-norteamericana-llamo-declarar-eskenazi-nid2520536

I'm not sure how to see this. I assume that Burford's arrangement with Petersen España is watertight and all clearly set out and legally correct so I would not expect difficulty there. Whether there are any dodgy things in that documentation going back years which would affect the decision on the correct venue to hear the present case, again that seems unlikely. As the article points out, there may actually be quite a lot to worry the Argentines, particularly since Sra. Cristina Kirchner is once again in a position of official power in Argentina and thus, as is not unknown in that austral territory, perhaps in a position to influence any legal proceedings there might be in Buenos Aires. For instance, that she was actually on the payroll of Petersen when they owned the Banco de Santa Cruz in Patagonia - she was a director there. The article even states that it is perhaps in nobody's interest for all the facts in the case to be revealed! That remark in itself seems to be quite revealing, appearing in one of Argentina's leading newspapers, since I assume their journalists know far more than they can say publicly.

This one is also likely to run and run.......................

"Judge orders Google to reveal Russian oligarch's son's emails as his mother battles to get hold of £450m settlement including £350 luxury yacht in Britain's biggest ever divorce"

https://www.dailymail.co.uk/news/article-8985573/Judge-orders-Google-reveal-oligarchs-sons-emails-mothers-battle-450m-settlement.html

This time Redline developing e-learning.

https://www.cv-library.co.uk/job/212772859/eLearning-Instructional-Designer-and-Developer

Leading aviation services provider and private jet charter expert Air Partner will be participating in a virtual panel discussing the future of the post-Covid flight experience as part of the CTW Asia-Pac conference. Air Partner CEO Mark Briffa will take part in the ‘Readying for Take Off’ panel on Thursday 19th November 2020 at 09:00 – 10:00 SGT (01:00 – 02:00 GMT). Mark will be leveraging his thirty years of industry experience to discuss how the private charter industry has responded to the global pandemic and how it is working toward continued recovery, as well as issues around changes to the airport safety and security environment. Mark will be joined by Sanjeev Kumar, Vice President Airports and Borders SITA, and Tunnasorn Kosanan, Sales Management Bangkok Metropolitan and Vicinity Department Thai Airways International PCL, on the discussion panel.

Those unable to join the live discussion will be able to access the video via the dedicated event YouTube channel or via the website.

More information around the industry-first event, including registration details and panel timetables, can be found at the dedicated CTW Asia-Pac conference website. More information on Air Partner’s market leading services can be found at https://airpartnergroup.com/

https://www.aviationpros.com/aircraft/business-general-aviation/press-release/21162950/air-partner-air-partner-ceo-mark-briffa-discusses-aviation-industry-postcovid-recovery-as-part-of-ctw-asiapac-event-panel

https://airpartnergroup.com/careers/current-opportunities/director-of-group-freight/

This artile, about Emirates converting A380 aircraft into air freighters, indicates that there ought to be opportunities for AIR as the coronavirus pandemic continues to rage and governments become ever more edgy in the face of restless populations.

"The conversion of the A380 was immediately in response "to the surge in the demand for air cargo capacity required for the urgent transportation of critical goods, including medical supplies for combatting COVID-19 in regions experiencing a second wave of the pandemic,"

https://www.zerohedge.com/medical/emirates-converts-a380-superjumbos-mini-freighters-haul-medical-supplies-amid-second-wave

The urgency of transporting supplies of vaccines all over the world next year ought also to then provide further opportunities for AIR.

The party is not over, imo.