Member Info for surprised

https://twitter.com/surprised_trade/status/1278592716843212802

fund holder completed end of quarter move, expect return to 9p+over coming sessions from 7p...revised target is 12p+

yes indeed, very interesting posts and equally of interest to see what view/positions others like robbie b etc have as we all have different outlooks, risk levels, time frames and targets. The one consistent factor among those invested is the general view TPG is clearly being viewed as a business that is liley to attracta much higher share price from 7p/8p level with an expected mcap of £100m plus (12-14p) at some point....looks like the 'seller/iii' moves at end of month are cleared and once again the brake should be lifted :-)

https://twitter.com/surprised_trade/status/1278575809222127617

great results,£10m+profit in five month & Lord lee's up's his stake in them

https://www.investegate.co.uk/air-partner-plc--air-/rns/tr-1--notification-of-major-holdings/202007020700047796R/
https://www.investegate.co.uk/air-partner-plc--air-/rns/shareholder-update/202007020700037819R/

The business continued to perform significantly ahead of budget in June and the unaudited management accounts show an expected underlying profit before tax of at least £10.0m for the first five months

Early indications for July are showing an adjustment in our business mix to pre COVID-19 levels, with a recovery in both Private Jets and Safety & Security.

Group Charter had a strong month in June, carrying out repatriation work and corporate shuttles, with the latter particularly strong in Europe and the US as companies continue to prioritise the safety and wellbeing of their employees.

Given the impact of COVID-19, we had seen a significant decrease in Sports activity as numerous large sporting events scheduled for 2020, such as the Euros and Olympic Games, were postponed or cancelled. However, we are now seeing a pick-up in demand from this sector across Europe as sporting events have started to resume.

Private Jets has shown positive signs of recovery, especially in the US, and JetCard has delivered strong sales for the month of June

Our Freight division continues to see high demand for the transportation of emergency protective personal equipment (PPE) from Asia to the UK, Europe and US.

the Safety team delivered over 50 virtual courses during June, as clients adapt to new operating requirements and standards.

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

good working capital to invest in new opportunities arising from COVID-19 that will help drive organic growth.

At the end of June, the Group has normalised cash in the bank of £16.0m, excluding significant customer deposits and JetCard cash. The Group also has access to a total debt facility of £14.5m,

https://www.investegate.co.uk/air-partner-plc--air-/rns/shareholder-update/202007020700037819R/

https://www.investegate.co.uk/air-partner-plc--air-/rns/tr-1--notification-of-major-holdings/202007020700047796R/

lord lee increases holding on 2.07.20...

Hi dsc, look back at some of the previous posts re profits, and growth and the sp does respond to profits but it is not the catalyst many imagine as can be seen from the many profitable companies with a poorly performing sp, there are many factors that see an sp move up as it is a bit more nuanced than profit alone and why many companies reinvest into growth rather than declare profits for a certain time...a lot to like here and TPG is one of the under rated shares in their sectors and one the mkt typically has overlooked regarding it growth potential etc ....

fully expecting June update to continue the good news and increasing profits, on a great start to this year..'never waste a good crisis' and Air have certainly not wasted the opportunity :-)

https://twitter.com/surprised_trade/status/1275326380553748481
new revised target 12p+ stated in earlier tweets (initial target was 7.5p) further confirmed by new contracts today and huge potential, puts it at £93m mcap only and still with a lot more room to grow as fully expect it to be £100m+ soon.

Hi Greenspan, I see you are back, lol..you seemed to stop posting your daily/hourly negatives once the sp started rising from 5p to 9p.....remember the phrase 'funds follow rules not mkt moves', ,,,same again applies ....under 7p provides a great opportunity while some of the iii move their cash about at the end of the 2nd quater ....you were proved totally incorrect at 5p to be fair, and I would suggest a steep rise over coming weeks to 10-12p+ area is very much on the cards...just saying :-)

looks like robbie b has stated an intial target of 10p on his trades site :-)

https://twitter.com/AirPartner/status/1277980770963869696

a smooth and steady flow of PPE from China into Belgium, we recently completed the final flight of a 28-flight series into Brussels.

https://www.investegate.co.uk/vodafone-group-plc--vod-/rns/director-pdmr-shareholding/202006301318375616R/

aprox. a million quid purchase by CEO & CFO ..there's confidence :-)

https://twitter.com/surprised_trade/status/1277944155768008708

with Speedy having their major customers as many of the majors in building/infrastruure industry, the new Government Infrastructure project announcement Tuesaday worth a few billion should seriously benefit Speedy from here, simply good news for the business for some time ahead :-)

https://twitter.com/surprised_trade/status/1277495283635585026

Air busy being busy ..
Having brought 10 tonnes of PPE from the UK into Puerto Rico on a chartered A330, our Freight team then coordinated the distribution of the products to various islands in the Caribbean on a combination of small aircraft

https://twitter.com/AirPartner/status/1276531378625142786

All stowed and ready to go. Making the final cabin preparations for another passenger-converted freighter about to depart Vietnam.

https://twitter.com/surprised_trade/status/1276475494448467968

more upside than down from .40p's based on assets, revenue and no debt

takes all sorts to make a market...different views, some positive others negative etc.....massive dissapointment currently abounds from LTH's, and understanably so, the best laid plans and all that, and clearly the major client not being so major has somewhat skewed matters. No one has any idea what sum will be coming SML's way once they sort out what is available from what's left, could be little could be decent....however, is £7m mcap fair value currently ? some would think so, others, me included, see the current price in the .40 s as cheap and maybe a price closer to the .55p /.60p level a more reasonable range looking ahead. No one ver knows with a living thriving market what lays in store, however, whilst all around are dissapointed, frustrated and LTH see their investment at or on lows, and I mean this respectfully, opportunity for decent returns often appears and SML in my view, emotions aside, provides opportunity at this price for a decent leap....no debt now, that helps a lot and I wont be surprised (well I am always surprised, lol) if the bod seek to pull a rabbit out the hat to add back a bit of feel good sentiment and value to the company over the forseable future. Blimey an optimist on the bb, lol...SML in my view with the forward look, assets and no debt has a lot more upside than down, sentiment (a temporary issue) has driven the price below my reasonable expectation on known knowns, any good news see's it jump higher still in my view and thus I took a renewed position a day or so ago :-)

https://twitter.com/surprised_trade/status/1276422760810635269

current £7m mcap, (was £20m mcap), however, they now owns the assets, have no debt and are priced at lows, ..a trade, at least, from .41p to .55p /.60p area

https://twitter.com/surprised_trade/status/1276427733367742464

incredibly diverse company with continued & exciting growth prospects that show no signs of slowing down, at current 8p it appears cheap....a lot to like

should have posted below..seeking to improve the financial situation further..as it was not too bad to start, ;-)