RE: Perhaps this has caused the rise14 Nov 2023 12:39
Lease expiry - 2 in '26, 2 in '27, 4 in '28, 3 in '35, 1 in '36.
https://www.aa4plus.gg/company-information/
With Emirates leases, there are no maintenance reserves, the airline pays for the ongoing maintenance events, and then has to return the aircraft in a certain physical condition with payments for deviations to be agreed at the time of return
based on published OEM rates quoted prices from providers for work to be undertaken.
https://www.aa4plus.gg/wp-content/uploads/2023/09/29-Aug-23-Webinar-Presentation-FINAL.pdf
"Emirates continues to extol the virtues of the A380. New widebody replacements are either too small, according to
the airline, or entry into service is being delayed by production or development issues. Recent trades show that
some widebody values are picking up as new aircraft are simply not available when needed. Delivery positions,
overhaul capacity and spare parts prices are all challenging. Two out of service A380s were recently purchased by Emirates for $35m each."
Quarterly Factsheet – 30 September 2023 https://www.aa4plus.gg/news/?_categories=factsheet
So when the lease expire, will Emirates be inclined to purchase the A380s, or renew the lease? We shall have to wait and see. In the meantime am very keen on the divi.