Member Info for surprised

last trade on my screen was a buy at 16.29 was for 59p ask , followed by a ut trade to square off at 59p too...then the late declared £162k ...interesting day ahead Friday

well... £162k @ 59.20p timed at 9.02am ....if the time and trade was instructed at that time, and sometimesthey are not. but assuming it is and there is no TR1 friday stating a delayed sell logged this moring (it happens sometimes), then on the decared trades and times, at this minute, that looks like a buy as mm's would not have offered a premium for a large sell....so if all is as it appears (it'll take until Friday morning, TR1 or not, to ensure no smoke and mirrors with time and price printed) a large buy @ 59.20, sp dropped to service it and a rise into close back to where we started almost, who'd have thought eh :-)

I purposely caveat the above as those pesky mm's sometimes delay a printed trade etc. and then I 'll look foolish, however on price action today and rise back into close it does match earlier thoughts posted this morning... if no TR1 tomorrow, I won't look so foolish :-)

:-)

https://twitter.com/surprised_trade/status/1268558734340640768

£1.3m due from prior asset sale by end June, new CEO and CFO now in place, Online sales have risen sharply, no debt, revenue £10.6m....current sp 1.30p initial target 180p+ on lockdown easing and retail opening up in next few weeks

https://twitter.com/surprised_trade/status/1268481731755212800

got my entry (5.5p) wrong on here as L&G have another 5% in a second holding (who'd know
Face with rolling eyes) to sell down however, principle the same, once they're out sp will not be suppressed and a leap back above 6p and closer to 7p+ expected on last weeks good figures and growth projections

Well there is the brake on the sp..Aberforth reduced their holding, 9% left , they may hold for the expected rise or not, we will see, ...clealry todays figures and conservative estimtes on fututr prospects for those who have done quick calculations could reasonably value Air substantially above 100p, June is already expected to be on par or better and the guys are in Germany today seeking to secure further business. We know some of the expected new business is for August too, so combined with the increase in private charter (200%) a re rate and re value of the potential is in order, the figures suggest to me £100p to 140p+ once we have a free flowing sp.

great figures today and an equally great outlook, sp held back on that TR1, so it's got some catching up to do over coming sessions, on todays figures I'm sure it will :-)

https://newsroom.aviator.aero/air-partner-shareholder-update/

For the first four months of the year, the unaudited management accounts show an expected underlying profit before tax of £7.5m,
The forward order book for June is also strong, with continued demand for Freight and Group Charter services. We are now also seeing some early signs of recovery within Private Jets and Safety & Security.

We continue to see strong demand for our Freight services
ash in the bank of £16.5m, excluding significant customer deposits and JetCard cash. The Group also has access to a total debt facility of £14.5m,

Cargo work has been carried out across a range of sectors, including automotive, aid, aerospace and energy, with customer requirements ranging from the transportation of a small box via Air Partner’s growing on-board courier service to chartering the largest aircraft in the world, the An-225.

The introduction of a Freight offering in Fort Lauderdale has proven particularly successful, helping to push Freight gross profit and customer numbers to their highest ever level.

Outside of the US, the Turkey office arranged the transportation of 500 tonnes of construction materials to West Africa and the UK benefited from its work supporting airlines in their aircraft on ground (AOG) recovery, as well as government flying. The German office also continued to see high levels of activity from the automotive sector and delivered its 11th consecutive year of growth

Air Partner opened two new offices in Singapore and Houston in early 2019, both of which offer Freight services, thereby broadening the division’s geographic reach even further.

Off the back of this strong performance, Air Partner will be attending Air Cargo Europe from 4-7 June 2019 in Munich, Germany,

Mike Hill, Director of Freight at Air Partner, commented - We have a wealth of exciting cargo opportunities across a range of sectors and regions, and we look forward to capitalising on these in the coming months

Well done TT...we only need one of the many contracts to start and or one of the first milestone pymnts to land this month and the sp should be offto the races, the contracts are substantial as detailed and will transform the company, either way over coming weeks far greater value in the sp awaits and my view is that current levels will appear very cheap once news flow begins...position patience :-)

https://twitter.com/surprised_trade/status/1268501689973252105

strong performance in first four months alone & more to come
April was a record trading month for the Group. The business has continued to perform well ahead of budget in May. £7.5m profit so far, £16m cash, order book for June is strong, with continued demand

the figures speak very well for themselves and support greater value ahead :-)

divi would be nice at some point ..

currently on this dip we are approx. at leat 32p + off fair value with the potential ahead, that about 58% increase from here at 88p :-)

In addition to the basic figires of closer to 90p sahre value, add in further sales, new contracts and sentiment and momentum and a return to even higher is on the cards, the new CEO and team clearly foucused on increasing value and in fact CEO took £50k of shares a couple of weeks ago around 50p from memory...me thinks there is more upside over coming weeks than a day or two downside and with at least a 58% + gap back up to fair basic value I wont be selling mine too cheap yet :-)

all part of the mkts, price movement, example only yestrday, one of my holdings AIR dropped 10% on what appeared large sells, later looks like a transfer of stock, after a previous 2% drop, then today it's bounced up 16% at one point as large buyers took stock again...all part of mkt testing resolve and at times simple buying and selling, the key factor in the psycology of stocks is that not all price moveents are simply buys and sells...it's a bit more complicated than that..ie. if a large order comes in at a fixed price you can bet that the sp will fall to service it etc.....puul backs and testing resolve at all levels is what makes the mkt....each has to decide on their investment strategy using all available info, so far we've been right with the basic figures, in fact currently on this dip we are approx. at leat 32p + off fair value with the potential ahead, that about 58% increase from here at 88p :-)

yup, business will only improve as lockdown eases and both XAR and Statasys begin to make moves, the figures as hs been said are clear for a basic valuation closer to 90p, as per Investor Chronicle, not just me, and going forward the potential with the two leading players in the industry are immense...as printed in the article some post below 3d printing will be a super growth sector after lockdown and XAR is perfectly positioned :-)

Found it ..Here's part copy of the write up on SRT from IC

SRT has created a prudent cash buffer ahead of the implementation of a number of substantial highly profitable contracts. In the Middle East, two new national vessel tracking systems awards and a smaller system upgrade contract with an existing customer were due to commence in March, but have been delayed due to Covid-19 lockdowns. SRT is in discussions with the clients to enable project implementation to start during the existing lockdown period. Prudently, SRT has allowed for a nine-month delay even though the clients only expect the start date to be pushed back by one to three months. The contracts are worth £70m in revenue.
In the Philippines, SRT’s game-changing government contract, worth £31.8m, to deliver a vessel management system for fisheries monitoring is also temporarily paused due to the Covid-19 lockdown. Installation had already started and SRT still expects to earn £17m in milestone payments in the coming year. Cash payments due in April will now be made in June upon recommencement of Philippine government activities.

Shares had hit 55p previously, offering a large upside from current levels when contracts and income begin after lockdown

challenge on years high share price upcoming...the figures speak for themselves :-)

https://twitter.com/surprised_trade/status/1268433310621065217

not many companies have increased profits & cash during lockdown, AIR has done both, all on track for more next month

yes indeed, £7.5m profit so far and May and June will only add to profits ...should be a nice flight from here and at a much higer level again :-)

there are not many businesses that have grown and increased profits in the last few months, AIR is one a vey few and with a bright outlook too :-)

****************************/rns/announcement/0f747e25-e4ab-4abe-abf2-a9707bb4a174/

As previously reported, April was a record trading month for the Group. The business has continued to perform well ahead of budget in May. For the first four months of the year, the unaudited management accounts show an expected underlying profit before tax of £7.5m,

The forward order book for June is also strong, with continued demand for Freight and Group Charter services. We are now also seeing some early signs of recovery within Private Jets and Safety & Security

Group Charter continues to perform well

we are now starting to see early signs of recovery. In May, our US Private Jets business had double the level of enquiries for future flight bookings compared to April, and JetCard enquires
in Europe have also increased.

We continue to see strong demand for our Freight services and the team has been busy flying emergency protective personal equipment (PPE) from Asia to the UK, Europe and US. In addition to this emergency activity, we are now beginning to see some recovery in core Freight activity as well.

cash in the bank of £16.5m, excluding significant customer deposits and JetCard cash. The Group also has access to a total debt facility of £14.5m

https://twitter.com/surprised_trade/status/1268198821965770756

expects to earn £17m in milestone payments in 2020. Payments due in April will now be in June on start of Philippine government activity. SRT has cash buffer ahead of implementation of a number of delayed (3 months from April) substantial Middle East contracts worth £70m

a little bit of turbulence in the last few minutes after a nice smooth take off first thing......while we pass through this bumpy patch here's something to take your mind off matters before we fly calmly again :-)

May private jet flight requests at Air Partner jump 210% year-over-year
"Jet card and on-demand private jet broker Air Partner says inquiries are for travel through August
A day after Sentient Jet reported quote requests had increased 241% from March lows, private jet charter broker Air Partner says it too is seeing a tidal wave of interest.

https://privatejetcardcomparisons.com/2020/05/27/may-private-jet-flight-requests-at-air-partner-jump-210-year-over-year/