Member Info for surprised

https://twitter.com/surprised_trade/status/1262276417758388224

figures speak for themselves, income, cash, no debt, discount to nav, large Investors increasing stakes etc. and challenge on year high developing

Another Dreamliner with PPE products bound for Europe, loaded in China and ready to go. Our Freight team continues to assist with critical charter flights across the globe.

https://twitter.com/AirPartner/status/1261280215915003905

https://twitter.com/surprised_trade/status/1261341682345357315

Stratasys have options on the 3d side as we know at around £26m ish and with XAR basic figures (net tangible assets £70m - 89.5p a share) suggesting around 90p before adddng in any other factors previously detailed in earlier posts a bid for the entire works would be substaintially north of our known knowns :-)

https://twitter.com/AirPartner/status/1261280215915003905

someones loading...... ;-)

https://www.airpartner.com/en/latest-news/critical-reminder-for-emergency-planning-ahead-of-US-hurricane-season/

planning ahead for June etc and securing business

as detailed in the post by dodddavid that I copied and posted on Tueday the figures and Air's niche service speak for themselves :-)

it is and challenge on year high upcoming.......there were some who doubted it :-)

https://twitter.com/surprised_trade/status/1260933113661669377

attack on 70p+ and year highs therafter building on both techs and fundamentals

https://twitter.com/surprised_trade/status/1260856781884002306

https://twitter.com/surprised_trade/status/1260884117002076163

https://twitter.com/surprised_trade/status/1260846363111276545

Investors Chronicle highlighting XAR hits the print for Friday's issue

https://twitter.com/surprised_trade/status/1260838874051477504

challenge on year highs expected going forward

somene (s) wants AIR today :-))

thanks, pumpy, the hardest aspect at times is having the resolve to hold the stock and not sell out too early in the story..as often stated (by me, lol) the figures speak for themselves and the 'net net stock' situation when at lows was the initial attraction and supported a large move to current levels, and the story gets better when you look at the recovery aspects, revenue, cash etc and clearly a rise to 90p + on the basic sums supports those figures (Investors Chronicle's assesment) add in some sentiment, momentum and progress in other areas of the business previously detailed and the case gets stronger. We have often discussed when locating a good stock pick, position, patience and resolve will often provide greater returns than scalp trading a couple of points etc.
Very pleased for everyone who has secured some XAR and tolerated my 'highlighting' of XAR over the past few months and the many posts (and tweets lol) I seem to have placed here, as the story is still as strong, if not even better now, as we know. :-)

;-)

very good write up by Investors Chronicle and clealry as we know states the basic added value on the basic figures add in the other aspects as detailed in the post below and a sound investment case applies, I would guess that article will be printed in Thursday IC and alert even more investors to the story here :-)

Excellent post by dodddavid below.... copied from yesterday .....

Anyone understand what risk the market is pricing in here other the a possible mid-term dent to training and consulting services it provides to airlines? Whats the Bear case?
£2 million net cash now, likely to be £10 million + by year end. Freight and US sales growing at a fair clip over the last couple of years. Normal earnings (from 2022) likely to be £6-7 million a year taking in to account the recent acquisition, and discounting what was a weak H2 2019, and the accounting issue in 2018.

It seems AIR will make short term bumper profits this year, and no doubt there will be strength in the private jet market over the next 24 months (so increased one-off earnings in 2021 too, but not at 2020 levels). They could surely support a 4 Million + dividend, and are in a good position to establish their new offices given current demand, and may see residual growth on the back of the increased exposure over the next couple of years.

Many airlines wont return to anywhere near 80-90% of capacity for several months and PPE demand is still high. Even without the ongoing risk of a second flare up (and more repatriation flights), this looks good for AIR. There also might be another squeeze on freight as the lockdowns are eased whilst capacity stays grounded.

This all adds up to a business that is worth at lease £65-75 million (without any premium for the fact this appears to be one of very few safe businesses in the current environment.
I'm in at £26 million (50p)

What am I missing here?

surprised reply ..
Hi dodddavid, you are missing nothing imo.....it's a bargain price at current levels and some made the mistake of treating AIR as an airline, when we know they operate in a niche sector and a profitable now and going forward, the figures speak for themselves as you have mapped out below ...patience and resolve shoud see a challenge on years highs going forward, :-)

https://twitter.com/surprised_trade/status/1260106385183965184

Air Partner Company Redline Wins Two New Contracts

https://www.lse.co.uk/rns/AIR/air-partner-company-redline-wins-two-new-contracts-uawggeigadg1wiu.html

Thanks Chas ,great gesture