Aviation companies

I think the aviation related companies shares will have a drastic correction on Monday due to the Malaysia Airlines disaster.....

I doubt it. Unless I've missed some recent news, it'll be a while till blame can be apportioned to manufacturers, operators, etc...

First of all we don't have all the details on the incident yet. Second this is a matter in relation with Malaysian Airlines as oppose to NZ airlines or others in the world, so as much as it has a negative connotation for flying, you could say its strengthens AIR NZ who is rated one of the safer airlines in the world. Its almost like saying a milk powder company in Malaysia has sold milk powder contaminated with a dangerous substance and caused deaths, it doesn't exactly mean a correction for other milk companies in NZ or the world. Thats my view on that anyway. You may be right or wrong, I cannot say either because there is a chance it may happen, but I don't feel it would. We'll find out come Monday I guess.

I understand that this tragedy involved a 777 (oil slicks have been found). So depending on the investigation outcome all airlines (including Air NZ) operating the aircraft may suffer some disruption. I believe two stolen passports (Italian and Austrian) featured in the manifest which could raise the spectre of terrorism or incompetent passport control (pretty bad in itself!). I would say the immediate effects would be felt by Boeing. MAS and Malaysian tourism.
Disc: AIR holder

Addendum: The (tabloid) Daily Mail (UK) have claimed that the plane had been involved in a ground collision with another plane resulting in serious wing damage two years ago. Most speculation seems to be centred on a terrorist bomb. That may result in a more general loss of confidence in aviation and tourism stocks.

This incident could affect negatively on airlines stocks in the short run. Even Boeing share prices fell after missing Malaysian Airlines. Now it has settled down and went up again. Boeing should do well in the long run due to demand for their aircrafts from China and other Asian countries.

Competitive Airlines might benefit in the short run.

Please see following link.

http://www.news.com.au/world/malaysi...-1226855986042


Dis: I don’t have any Airline stocks including Boeing shares.

My ideas are not a recommendation to either buy or sell any security, commodity or currency. Please do your own research prior to making any investment decisions.

Another great result from Alliance AQZ
Financial Results Presentation - FY18

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Originally Posted by Joshuatree

Another great result from Alliance AQZ
Financial Results Presentation - FY18

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And the outlook looks great.

Very positive speeches from The Chairman,MD,and CEO at today's agm.
Fleet being increased from 33 aircraft to 42 over the next year.
Dividend set to be increased to use up franking credits, rather than a share buy back.

1. AQZ BHP Nickel West Contract Extension
   "we are experiencing growth of up to 17 charters per week as economic conditions continue to improve. As with our other resources customers throughout Australia, we are seeing growth in the number of charters as the current demand for resources is maintained and production increases"

I see percy has started an AQZ thread ,great. Have bought back in on results, still holding PTB too.

PTB happy to wait for the market to dawn on this little Gem.
Ann: Full Year Results Presentation

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Originally Posted by Joshuatree

PTB happy to wait for the market to dawn on this little Gem.
Ann: Full Year Results Presentation

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A good result for you JT, and you will enjoy the great dividend yield.

There's some US aviation exposure to be had through one of the SPDR ETFs - SPDR S&P Aerospace & Defense ETF - ticker XAR.

PTB Up 18% on this news with a cap raise i intend to participate in. D/Y according to ASB 7.65% . X div (franked)7th feb
Download Document 240.97KB

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Originally Posted by Joshuatree

PTB Up 18% on this news with a cap raise i intend to participate in. D/Y according to ASB 7.65% . X div (franked)7th feb
Download Document 240.97KB

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Well done,off like a rocket.

In my sell down and out of most of my stocks recently ive reluctantly sold PTB but am taking up the rights. A solid ly performing and growing company which has been under the radar maybe due to its tiny mkt cap. This cap raise will or almost will put PTB into the $100 market cap space and this will bring more attention from funds etc.

'The US will be the major focus.....50% of global PT6 powered aircraft resides in the USA."

Ann: Acquisition of Prime Turbines and Equity Raising

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Originally Posted by Joshuatree

In my sell down and out of most of my stocks recently ive reluctantly sold PTB but am taking up the rights. A solid ly performing and growing company which has been under the radar maybe due to its tiny mkt cap. This cap raise will or almost will put PTB into the $100 market cap space and this will bring more attention from funds etc.

'The US will be the major focus.....50% of global PT6 powered aircraft resides in the USA."

Ann: Acquisition of Prime Turbines and Equity Raising

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I have brought a few.
My friend who worked as an engineer at Air NZ, was most impressed with the Prime Turbines acquisition,and sees a good future for PTB.

So many engines and now including helicopters.




Thread




Thread

I've been watching this for a while and may jump on board soon as well.
Good divi and a growth company with some good opportunities to continue growing both in the future.

Hey Percy, did you see that PTB is to stop its DRP...it was mentioned at their AGM..
Thats a real bummer... I find having a DRP plan is a really handy way of dealing with Aussie dividend payments..

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Originally Posted by Benny1

Hey Percy, did you see that PTB is to stop its DRP...it was mentioned at their AGM..
Thats a real bummer... I find having a DRP plan is a really handy way of dealing with Aussie dividend payments..

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Yes and no.
Yes like you getting DRP is really handy.
No.Extra saved on divie will be invested in growth,so the share price should in theory increase more over time.
Well lets hope so.

AQZ
https://stocknessmonster.com/announc...asx-2A1278456/

https://stocknessmonster.com/announc...asx-2A1279740/

https://stocknessmonster.com/announc...asx-2A1281906/
A cracker result from PTB.

Absolutely. Clawing back some of the losses since the dividend policy was modified - just after I bought in :(

Yep...they just keep consistently and quietly ticking along....wouldn't be surprised if there wasn't another US acquisition over the next year or so to compliment Prime..

PTB to buy back up to 5M (3.9% of issued) shares:

https://stocknessmonster.com/announc...asx-2A1282749/

Another cracker.

https://cdn-api.markitdigital.com/ap...df02a206a39ff4

Yep, nice little rerate. Patience finally paying off a little bit and hopefully continue into the future.

A good upgrade from PTB.

https://cdn-api.markitdigital.com/ap...df02a206a39ff4
An excellent agm presentation.
https://cdn-api.markitdigital.com/ap...df02a206a39ff4

https://cdn-api.markitdigital.com/ap...df02a206a39ff4
PTB gives another good upgrade.Madamswear on HC gives a good analyst of the upgrade .

We are not the only people who like PTB.
The market does too.
Share price hit $1.30 today an ATH.

I like it too - great niche and business model providing sustainable growth, modest valuation, and excellent management who continue to under promise and overdeliver.

https://cdn-api.markitdigital.com/ap...df02a206a39ff4
Very strong out look.
All extremely positive.

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Originally Posted by percy

https://cdn-api.markitdigital.com/ap...df02a206a39ff4
Very strong out look.
All extremely positive.

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Market doesn't like it? Down 4.3%

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Originally Posted by Sideshow Bob

Market doesn't like it? Down 4.3%

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We have had quests this afternon.A quick read before they came I liked it.
Market did not.
Second read of the annual report I still liked it.

PTB Group Limited’s total revenue was up 44% at $55.615 million (Dec 2020: $38.622 million). In line with this, the net profit before tax,
excluding FX gains/losses and profits from the sale of buildings, increased by 42% to $6.776 million (Dec 2020: $4.758 million).

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Originally Posted by percy

https://cdn-api.markitdigital.com/ap...df02a206a39ff4
Very strong out look.
All extremely positive.

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PTB. I took profits, building cash. Will be lucky buying back in down the track.Its track record is growing as is conviction.

Yes another profit upgrade.
https://cdn-api.markitdigital.com/ap...df02a206a39ff4

Interesting noting their growth appears to be well over twice their PE ratio.In fact could be three times.

Game on at PTB.
the Company requests the trading halt pending an announcement by the Company
in relation to a proposal for a potential control transaction involving the Company;
But wait there's more..
https://tinyurl.com/2ayrnzzb

busy week in my portfolio, first Genex, now PTB (ADA next?)

AQZ Alliance are at it again.Buying mores planes.
https://stocknessmonster.com/announc...asx-2A1433489/

https://finnewsnetwork.us1.list-mana...0&e=2039e3d3d1

Qantas/Alliance deal off.