Latest posts tagged with #AVAP on Bluesky
UK companies in the news:
#AVAP #BNZL #BYG #CRW #DATA #ENOG #GELN #GKP #HERC #HLCL #HOME #IHG #KOS #LORD #NG. #ONT #ONWD #RHIM #SDLF #SGE #SN #SNR #SSTY #THRG #TSTL
Head to Sharesify.com for news, views and analysis.
UK companies in the news today:
#AVAP #CCT #GNS #IEM #JSG #N91 #NXT #POLR #RTW #WNX
Head to Sharesify.com for news, views, research and more
I would suggest the JCAS aircraft will not be delivered to the customer until after February 2026 (or potentially cancelled which would actually be good news for #AVAP). The November delivery is ex-factory. Likely it will sit on the tarmac in Toulouse for a few months.
Hi Affan, Many thanks for the appraisal of #AVAP which I hold. I meant to ask the question about #AEP which I also hold.
I need to have a closer look it #AVAP. Thanks for the post Affan 👍🏼
#AVAP I've taken a stab at where #AVAP might be in terms of debt/equity, comparison to its competitors and being primed for a company sale. docs.google.com/document/d/1...
Avation to sell its B777-300ER leased to Philippine Airlines, realising ~$33m net cash, materially above book value. Proceeds to reduce debt and reinvest in modern narrowbody jets with long leases. Two more aircraft sales anticipated this year. #AVAP #Aviation www.investegate.co.uk/announcement...
Given up with AAU & taken the loss. Wanted to free up funds to rebuy #AVAP ahead of trading update due soon.
At some point the discount to NAV will be realised & closed.
#AVAP Avation plans to Sell Aircraft from Vietjet and Air Baltic, and to Acquire Two New Narrowbodies. The May 2025 presentation is a more strategic and market-aware update. www.avation.net/files/avap_c...
Closed Tax year 2024 - 2025 with returns of +26.3%. Last 3 weeks erased % of gains. Top 3 successful #KWS #IGR #GKP. Top 3 laggards #AVAP #MER #YOU.
Lot of lessons learnt. ISA top up done, will track TaxYTD on weekly basis and will post buy/sell at end of day.
TaxYTD 2024-2025 : +26.3%
GL all 🥂
Treated self to a long wend. Checking in now & see everything been smashed :-(
Ftse
sp500 etc
All commodities especially Copper Silver & Oil
At least gold holding up fairly well.
#Caml #yca #srb $mag #msi $scz #avap worst offenders all down 5%
#hvo & #grl up - OMG :-)
I’m fully invested too. But super highly concentrated on my top 3 conviction stocks. #AVAP trades at a huge discount. #GKP pipeline opening imminent. #BMY For the 26weeks in H2FY25, SJM had atleast 3 books in Amazon best seller all 26 weeks 🤞. Will exit #BMY and #GKP when my target is reached.
#AVAP More of my musings regarding Avation. Refinancing, US Listing, Warrants and what's going on with Norwegian? www.lemonfool.co.uk/viewtopic.ph...
#AVAP Looks like @AVATION_PLC have bought another tranche of shares this morning; 250k shares following on from 300k yesterday; totalling 8,100,000 since mid December '24 or 12% of the issued share capital. Again from a willing seller, (HSBC or Rangeley Capital?). Await RNS's
UK to Raise Defence Spending To 2.5% of GDP by 2027
audioboom.com/posts/865933...
MACRO
UK will raise defence spending to 2.5% of GDP by 2027.
UK retailers plan to cut investment by most since 2019
Millions of Britons face higher energy bills as price cap rises 6.4%
MICRO
#AURR #AVAP #FDBK #STAF
#AVAP issued a somewhat misleading RNS today. Should compare interest with secured debt costs and not bonds. Also no reference to amortisation. This seems relatively expensive debt albeit with a great deal of flexibility in its use. Comments here: www.lemonfool.co.uk/viewtopic.ph...
Thanks for that, Feynzz. I was wondering when. I've loaded up on AT. in the slender chance that he picks it. Joined you with #AVAP. Stuck with FIPP. GL.
Candidates for this year in my opinion are:
#OIG.L , #FIPP.L, #BSRT.L and #AVAP.L although I thought he would pick #AVAP last year and didn't. The criteria is usually stocks operating at a discount to NAV with growth prospects.
#AVAP @AVATION_PLC 'Activist' investor buys back ~1% of the company a few days ago at almost the same price they sold 10% of the company last month. Now has 15.94% shareholding. Odd. www.investegate.co.uk/announcement...
I only have #AVAP, #GMS, #AEP, #RESI, #RE.B and c20% cash. I am being very selective and careful in these markets.
2024 Portfolio Performance. ⭐️ #PAY #FCH #AVAP #TCAP 🐶 #YOU #AT. #MNG #LGEN 🤷 #EQLS (+ve, heavily invested but opportunity cost over 12 months)
Not sure how many of these will hold for yr as have concerns re global recession during 25. Also hold a few US/Canadian
#frg near term producer
#axl another aggressive drill prog & oil price maintained by OPEC
#yca low risk uranium play
#msi see inc NATO spending
#avap big discount to net assets
On this week's Small Caps Live Weekly Summary, we look at news from #AVAP #CCT #GDP #HEAD #NWOR #OMG #SHOE #ZTF
open.substack.com/pub/smallcap...
#avap - done a small top up today. Good to see NAV at 304p
#AVAP Big share buyback 🔥
Bought 7.8m shares at 150p =10.45% of total shares
150p =47% discount to the last reported Net Asset Value per share of 285p
Co continue look ways max shareholder value, including further accretive transactions of this nature
#AVAP Interesting RNS regarding HSBC taking 6% stake. AGM scheduled for 19/Dec/24. Last AGM had a chilled statement “Company broker being approached for potential takeover”. This year hopefully we get update about Azorra Aviation’s interest. Sector is ripe for consolidation. NAV 220p.
I hold.
#avap - took opportunity to top up a bit today. Hopefully see another TR1 soon
#AVAP looking to complete a new term loan with an international bank of $85m primarily to refinance a few existing aircraft loans and then to use for new book. Details will be shared later but that cost of capital is coming down. Should be value accretive by all means. What a year they are having.
#AVAP Avation returns to being a dividend paying share albeit in symbolic terms. www.investegate.co.uk/announcement...
