Carcosa
@carcosa61.bsky.social
Multi decade retail investor. Ex Aerobatic Pilot and Aerospace Gas Turbine Engineer/Management.
#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...
June 12, 2025 at 12:56 PM
#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...
June 11, 2025 at 1:42 PM
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...
#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...
May 26, 2025 at 6:31 PM
#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...
#BIG #BigTechnolgies New CEO/CFO extensive experience and appointment driven by Harwood guys.
May 8, 2025 at 8:33 AM
#BIG #BigTechnolgies New CEO/CFO extensive experience and appointment driven by Harwood guys.
6 Time World Freestyle and 14 Time U.S. National Freestyle champion #RobHolland died today on approach to landing. I have few heroes in life but this man was one of them, even gracious enough in giving me aerobatic advice. #RIP youtu.be/2oRGMk_9KDI?...
Rob Holland "What I See" Oshkosh 2024
YouTube video by Rob Holland Aerosports
youtu.be
April 25, 2025 at 3:35 AM
6 Time World Freestyle and 14 Time U.S. National Freestyle champion #RobHolland died today on approach to landing. I have few heroes in life but this man was one of them, even gracious enough in giving me aerobatic advice. #RIP youtu.be/2oRGMk_9KDI?...
#BIG Just for a bit of fun I asked AI to do a deep dive on the Shenanigans at Big Technologies PLC t.co/jbaTF1ub6t
March 22, 2025 at 10:37 AM
#BIG Just for a bit of fun I asked AI to do a deep dive on the Shenanigans at Big Technologies PLC t.co/jbaTF1ub6t
#YU Yu Group "I remain disappointed by the disconnect between our business performance and our market rating." www.investegate.co.uk/announcement...
March 18, 2025 at 7:42 AM
#YU Yu Group "I remain disappointed by the disconnect between our business performance and our market rating." www.investegate.co.uk/announcement...
#AVAP More of my musings regarding Avation. Refinancing, US Listing, Warrants and what's going on with Norwegian? www.lemonfool.co.uk/viewtopic.ph...
March 7, 2025 at 7:30 AM
#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
February 28, 2025 at 11:38 AM
#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
#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...
Avation (AVAP) - Page 19 - The Lemon Fool
Avation (AVAP) - Page 19 | Discuss Stock buying Shares, tips and ideas for stock market dealing
www.lemonfool.co.uk
February 14, 2025 at 11:13 AM
#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...
#LGEN sold US protection business to Meiji Yasuda for $2.3bn and formed strategic partnership. Deal enables £1bn share buyback and strengthens L&G's US Pension Risk Transfer growth. L&G expects to return 40% of its mkt cap to shareholders from 2025-7 via dividends and buybacks. Currently yield 8.9%
February 7, 2025 at 7:15 AM
#LGEN sold US protection business to Meiji Yasuda for $2.3bn and formed strategic partnership. Deal enables £1bn share buyback and strengthens L&G's US Pension Risk Transfer growth. L&G expects to return 40% of its mkt cap to shareholders from 2025-7 via dividends and buybacks. Currently yield 8.9%
#W7L Rev 102m & PTP 24m. Slight miss on forecasts (105.8m/24,3), Previously W7L said 'Uber comfortable' with forecasts, implying >105.8m, so this is a miss. Jan 2025 +15% does not inspire confidence in meeting pre-Brand Architeks expectations.
February 6, 2025 at 7:31 AM
#W7L Rev 102m & PTP 24m. Slight miss on forecasts (105.8m/24,3), Previously W7L said 'Uber comfortable' with forecasts, implying >105.8m, so this is a miss. Jan 2025 +15% does not inspire confidence in meeting pre-Brand Architeks expectations.
#FTC Filtronic issues Interims showing how much of the Forecast FY results they have already achieved by H1. Suspect there could be a few upgrades coming from analysts. www.investegate.co.uk/announcement...
Turnover: 56%
EBITDA: 70%
EBIT: 63%
Post-tax Profit: 64%
EPS: 67%
Turnover: 56%
EBITDA: 70%
EBIT: 63%
Post-tax Profit: 64%
EPS: 67%
February 4, 2025 at 7:37 AM
#FTC Filtronic issues Interims showing how much of the Forecast FY results they have already achieved by H1. Suspect there could be a few upgrades coming from analysts. www.investegate.co.uk/announcement...
Turnover: 56%
EBITDA: 70%
EBIT: 63%
Post-tax Profit: 64%
EPS: 67%
Turnover: 56%
EBITDA: 70%
EBIT: 63%
Post-tax Profit: 64%
EPS: 67%
A year ago I suggested #HSBC payments app Zing would likely have difficulties. Zing is now closing down. This is where companies like #WISE could offer their services to Traditional Banks; see wise.com/gb/blog/wise...
January 24, 2025 at 7:48 AM
A year ago I suggested #HSBC payments app Zing would likely have difficulties. Zing is now closing down. This is where companies like #WISE could offer their services to Traditional Banks; see wise.com/gb/blog/wise...
#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...
January 24, 2025 at 7:30 AM
#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...
#AVAP A few comments following recent activities at AVATION_PLC www.lemonfool.co.uk/viewtopic.ph...
December 20, 2024 at 7:47 AM
#AVAP A few comments following recent activities at AVATION_PLC www.lemonfool.co.uk/viewtopic.ph...
#AVAP Avation returns to being a dividend paying share albeit in symbolic terms. www.investegate.co.uk/announcement...
November 18, 2024 at 7:23 AM
#AVAP Avation returns to being a dividend paying share albeit in symbolic terms. www.investegate.co.uk/announcement...
Companies that have mentioned National Insurance Contributions in recent RNS's...
November 11, 2024 at 8:18 AM
Companies that have mentioned National Insurance Contributions in recent RNS's...
#AVAP Avation Take over rumours as reported by Sky News. news.sky.com/story/oaktre... The interested parties are credible.
Oaktree-backed predator eyes swoop for London-listed Avation
Azorra, which has been backed by Oaktree since 2021, is interested in a takeover of commercial aircraft lessor Avation, Sky News understands.
news.sky.com
October 30, 2024 at 12:18 PM
#AVAP Avation Take over rumours as reported by Sky News. news.sky.com/story/oaktre... The interested parties are credible.
#EQLS Interesting observation that the PUSU has 'only' been extended by 21 days rather than the usual 28 days. I do not believe that's a regulatory requirement. With rose tinted glasses it may infer a real offer to be announced in a couple of weeks?
October 30, 2024 at 8:29 AM
#EQLS Interesting observation that the PUSU has 'only' been extended by 21 days rather than the usual 28 days. I do not believe that's a regulatory requirement. With rose tinted glasses it may infer a real offer to be announced in a couple of weeks?
The ever excellent Maynard Payton has just posted his usual detailed review of his multi year hold of Bioventix #BVXP Current share price may seem attractive. maynardpaton.com/2024/10/22/b...
BIOVENTIX: Record H1 2024 Reveals Profit Up 26% Despite Slowing Troponin Growth As Encouraging Alzheimer’s Work Attracts ‘Significant Attention’ And Research-Test Availability Through Quanterix
The £37 shares yield a trailing 4.3%, trade at a possible 22x P/E and might — using some very basic assumptions — value the R&D pipeline at £23m.
maynardpaton.com
October 23, 2024 at 3:15 AM
The ever excellent Maynard Payton has just posted his usual detailed review of his multi year hold of Bioventix #BVXP Current share price may seem attractive. maynardpaton.com/2024/10/22/b...
#AVAP Well worth a listen from Zeus (polar Opposite to the guff from DirectorsTalk) here: share.transistor.fm/s/a7871f38
I have also written up a few notes here www.lemonfool.co.uk/viewtopic.ph...
I have also written up a few notes here www.lemonfool.co.uk/viewtopic.ph...
A Different Perspective with Jeff Chatfield, Executive Chairman of Avation PLC | A Different Perspective | Episode 61
share.transistor.fm
October 9, 2024 at 7:40 AM
#AVAP Well worth a listen from Zeus (polar Opposite to the guff from DirectorsTalk) here: share.transistor.fm/s/a7871f38
I have also written up a few notes here www.lemonfool.co.uk/viewtopic.ph...
I have also written up a few notes here www.lemonfool.co.uk/viewtopic.ph...
Expect pension provider #PensionBee #PBEE to release interim results after market close today. Business is expected to show high growth, Adj EBITDA profit, but focus will shift to their US expansion, targeting $20-25 billion AUM in the next decade. Don't forget, Capital Markets Day is on October 1st
August 28, 2024 at 8:56 AM
Expect pension provider #PensionBee #PBEE to release interim results after market close today. Business is expected to show high growth, Adj EBITDA profit, but focus will shift to their US expansion, targeting $20-25 billion AUM in the next decade. Don't forget, Capital Markets Day is on October 1st
First post on BlueSky... Have been accumulating #AVAP Avation plc.
• 10 ATR 72 aircraft for delivery by Q1/2028.
• Of 12 Orders of ATR 72-600, 2 have been sold for net
cash proceeds of $10mil.
• Interest Rates falling
• ATR order book overflowing/Nil competitors
• Est. Prelims date end September
• 10 ATR 72 aircraft for delivery by Q1/2028.
• Of 12 Orders of ATR 72-600, 2 have been sold for net
cash proceeds of $10mil.
• Interest Rates falling
• ATR order book overflowing/Nil competitors
• Est. Prelims date end September
August 27, 2024 at 9:41 AM
First post on BlueSky... Have been accumulating #AVAP Avation plc.
• 10 ATR 72 aircraft for delivery by Q1/2028.
• Of 12 Orders of ATR 72-600, 2 have been sold for net
cash proceeds of $10mil.
• Interest Rates falling
• ATR order book overflowing/Nil competitors
• Est. Prelims date end September
• 10 ATR 72 aircraft for delivery by Q1/2028.
• Of 12 Orders of ATR 72-600, 2 have been sold for net
cash proceeds of $10mil.
• Interest Rates falling
• ATR order book overflowing/Nil competitors
• Est. Prelims date end September