Research, Charts & Company Announcements
Research Tree provides access to ongoing research coverage, media content and regulatory news on AVATION PLC. We currently have 3 research reports from 3 professional analysts.
|13Jan17 07:00||RNS||DIVIDEND CURRENCY|
|11Jan17 07:00||RNS||Holding(s) in Company|
|23Dec16 07:00||RNS||AIRBUS A321 AIRCRAFT DELIVERED TO VIETJET|
|22Dec16 08:58||RNS||RATING OUTLOOK|
|22Dec16 07:00||RNS||SALE OF FIVE FOKKER 100 AIRCRAFT|
|20Dec16 10:45||RNS||BOARD COMMITTEES|
|29Nov16 07:00||RNS||AIRBUS A321 AIRCRAFT DELIVERED TO VIETJET|
Frequency of research reports
Research reports on
The end of the world as we know it?
10 Mar 16
According to the LSE stats there was no Oil & Gas fundraising activity on the main market during 2015 and just £1.2m raised on AIM. The chart below clearly demonstrates the pain that oil producers are feeling with global prices having been in almost constant decline since mid-2014. Both Brent and West Texas Intermediate are now hovering between $30 and $40 per barrel having rebounded from their lows over recent weeks.
Soaring with the Eagles
10 Sep 15
The last three months has seen Avation shares knocked by same general sentiment that has affected the much wider basket of Asian-qoted equities. Yet the Group’s earnings visibility is exceptionally high, with revenues contracted from long-term leases for aircraft that have been financed on fixed terms while being amortised over the life of the initial agreement. And despite hitting something of an economic ‘speed bump’, Asia is still confidently expected to be to remain the world’s fastest growing market for ATR lessors for the remainder of this decade. Despite having secured significant options for fleet expansion from 2017, which can now be funded through the global debt capital markets, Avation is now trading at an unjustified discount to its obvious peers. Even after applying a 10% discount to account for its relatively small size and limited liquidity, Beaufort arrives at a price target of 178p for the shares.
The Slide Rule
12 Jan 17
What is The Slide Rule? The Slide Rule has been designed to dramatically simplify the identification of the best companies in the UK small/mid-cap sector by making a quantitative assessment of the relative potential of each company. At its core, The Slide Rule aims to identify those companies that create genuine shareholder value through strong returns on capital and solid growth, but also present a value opportunity with the potential tailwind of earnings momentum. Companies are assessed within a Quality, Value, Growth and Momentum (QVGM) framework.
The Monthly January 2017
09 Jan 17
Despite all the hullaballoo of the Brexit vote and the subsequent election of Donald Trump as the next US President, the UK stock market prospered last year, especially in the latter few months of 2016. The combination of a depreciating currency – making $ earnings more valuable in relative terms - and the Trump emphasis on infrastructure expenditure drove the stock market higher
16 Jan 17
We take a look at the rankings of the various countries in Africa that have a significant exposure to mining. We take the Transparency International corruption rankings as our starting point and modify these for exceptional geology and for current UK government travel warnings. Ghana, Botswana and Namibia come out as our top three, with Eritrea, Kenya and Zimbabwe at the bottom of our rankings.
Small Cap Breakfast
17 Jan 17
Global Energy Development (GED.L) — To be renamed Nautilus Marine Services. Schedule 1 from developer and seller of hydrocarbons and related products. Reverse takeover. Raising $10.5m via a convertible. Expected 9 Feb. Eco (Atlantic) Oil & Gas—TSX-V listed oil and gas exploration has announced its intention to float on AIM. Assets in Guyana and Namibia. Proposed £2m-£3m fundraise. Diversified Gas & Oil—According to LSE website first day of trading on AIM now expected for 30 January.
N+1 Singer - St Ives - Downgrade
19 Jan 17
Marketing activation has been impacted by further decline in grocery retail impacting profit by c£5m. Strategic The Company is also taking this opportunity to revise its guidance for Strategic Marketing as its recovery pace is not running at the planned target rate. PBT falls from N1Se £31.9m to £25m. The Company expects dividend to be held based upon lowered guidance and the implied cash flow performance. There do not appear to be any covenant issues. Forecasts and TP under review and downgrade to Hold. We expect the shares to test the 100p level.