Member Info for SS17

Brilliant update , selling asset brining £2.8b which is equivalent to current Mcap! Simplifying business with main focus in Uk and Ireland, centrica looking great and we can expect a re-rate with SP to hit £1 soon

It's going towards JP TP, at least should settle in the range of £1.30 to £1.60...strong fundamental, market priced in worse case scenario, any improvement of the MACRO economy, MRO and RR will be the top performer?Dyor

In the first big deal since oil prices crashed four months ago, Chevron agreed on Monday to buy Noble Energy for roughly $5 billion. Created an opportunity for oil giants to gobble up smaller fish ....I am sure PANR could be one of them soon

https://www.nytimes.com/2020/07/20/business/energy-environment/chevron-noble-oil-mergers.html

MRO will bounce back; I think qty update is positive as they have improved cash position

At JPMorgan Cazenove agreed that cash performance was “more important” for the long-term, along with £100mln of restructuring savings to come in 2021 and Nortek’s outperformance “which likely accelerates the strategic options on the asset”.

A cash neutral full-year looks “clearly achievable”, which “should remove any lingering balance sheet concerns”.

While the challenges for aero and auto, along with management’s focus on cash over profit, results in lower near-term earnings forecasts, the Cazenove analysts “continue to see a roadmap to materially higher earnings in outer years”, driven by management actions rather than sales growth, using model that the board has delivered a number of times previously.

“The timeline may have been extended but the opportunity remains; we expect Melrose to deliver significant value for shareholders,” they added, reiterating their 165p price target and 'overweight' rating.

https://www.proactiveinvestors.co.uk/companies/news/924800/melrose-industries-shares-tumble-as-interim-dividend-cancelled-after-sales-dive-924800.html

RR is now in better position as uncertainty has been reduced compared to peak time (March ) of covid situation when RR hit £2.40 which was the bottom , now covid vaccine on the way, lock down easing, people started travelling and investors are becoming bullish. It has strong defence business and current SP only reflected it's defence contracts; very soon we will see SP going above £4

https://www.marketscreener.com/AIR-PARTNER-PLC-33634927/news/Air-Partner-Shareholders-Q-A-AGM-2020-30935333/

surprised today price went in the opposite direction despite a positive news !! Air partner now entering into Australia and NZ, generating profit and business picking up , I don’t see anything bad in this co! Hope it’s get re- rated and move towards £1.50 soon

It may be even jump tomorrow to £3 and end this week at £3.50! US market picked up, good news coming from Moderna and Pfizer regards to potential vaccine which will ease covid fear , Also US banking reports from JP, Gold Sachs coming positive! RR should bounce back from tomorrow, it’s a great share to hold for long term! DYoR

It may be a even jump tomorrow and end this week at £3.50! US market picked up, good news coming from Moderna and Pfizer regards Tom potential vaccine which will was covid fear , Also US banking reports from JP, Gold Sachs coming positive! RR should bounce back from tomorrow, it’s a great share to hold for long term

Look at Tesla sp.. crazy ! There will be great demand for nickel and cobalt , Amc can be easily taken over by big companies like Glencore or even a Chinese or any co linked to Tesla ! Time will tell what Amc worth .....

Per last rns , 5 months profit is over £10m , based on that annual profit would be £20m and current Mcap £62m , if we take x10 Earnings Mcap should be £200m, Will give sp over £3! I’m optimistic it will get there soon! We all know air partner is getting more business and it’s well diversified portfolio within private charter , security , freights services Etc ! It’s well placed to grow n get bigger !

That’s what it stated on update ;
We have enjoyed a strong first five months of the financial year and we remain confident in our ability to successfully navigate the current economic climate and the uncertainty bought about by the COVID-19 pandemic. However, visibility for the second half of the year remains limited, but we will provide a further update at the time of the AGM.

MF comments were never consistent, their one article will say good buy and next one will say too risky. They make it more confusing so I won't take them seriously. As investor of RR we all know it's a solid business especially defence division, once covid situation improve RR will be double or may be triple of this current SP.

As I mentioned in my previous post , RR defence contracts and business will keep it going and current price reflect that and rest are bonus ! So plenty of upside , RR is In a different Beast , it’s not a an aim stock , it’s a solid business backed backed by government as well as top institutional investors ...

More likely it will rebound from tomorrow as Covid situation has improved compared to April/ May, At that RR went 2.47, worse has gone , time to recover and gradually it should go towards £5

Only reflect RR defence business which has not been effected by Covid and there are no uncertainty around this which provides a solid ground for RR to continue it's business as well as grow within this area. Civil aviation will be bonus at this price as market has priced in everything, even if they raise equity SP won't be diluted much, in my view rather increase co value over all. May be it could go down by around 10% from this point but eventually it will go back to £3+ ....For me it's a great buying opportunity at this discounted price . DYOR

one of the best Share currently available with great potential of expanding and generating big profit....dyor

MWG should break the barrier of 2.5p+, it's been floating in between 1.5 to 2.5, despite it made significant progress. Market is not pricing in any of it's recent achievement and future cash flows/contract. I hope it gets re-rated soon and would like to see it crosses the hurdle and reach to at least £50m mcap , SP should be in the range of at least 10p not staying at single digit much longer

Just recently two US specialist healthcare investors invested here, even if we all layman here I’m sure those investors knows what the potential of the company as well as its directors who are heavily invested!

Hurricane oil is still in the ground, at this depressed price usually take over bids comes considering it has over $150m cash and massive potential reserve! Same hurr raised £500m cash when it didn’t even produce any oil! There is a rumours PMO is a take over bid by Apache , I’m hoping something like this happens to hurr soon !

It’s going £3+, current Macap is only £55m, Whitman more institutional investors starts buying , sp will fly! A solid business model and perfect timing for air Partners to grow ! I won’t be selling until it reaches to £3