-
11-09-2019, 08:58 PM
#14881
I'm happy to hold this for the long term despite a lack of share appreciation for the yield. I'm quite surprised this one didn't get a bit of appreciation on the back of the latest irrational increases in some of the companies on the market.
It could go sub $2.50 after ex dividend and if it gets close to $2 I'll load up on it just for the cash flow. With an new fleet, they'll do better if fuel prices increases as competitors get crowded out too and obviously we know they'll do well if it goes lower.
-
11-09-2019, 09:10 PM
#14882
Originally Posted by value_investor
I'm happy to hold this for the long term despite a lack of share appreciation for the yield. I'm quite surprised this one didn't get a bit of appreciation on the back of the latest irrational increases in some of the companies on the market.
It could go sub $2.50 after ex dividend and if it gets close to $2 I'll load up on it just for the cash flow. With an new fleet, they'll do better if fuel prices increases as competitors get crowded out too and obviously we know they'll do well if it goes lower.
Was ex dividend on 5 September.
-
11-09-2019, 09:30 PM
#14883
11.83% gross yield at $2.70 assuming 23 cps fully imputed divvies for FY20.
Interest rates at 100 year lows.
Ecclesiastes 11:2: Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.
Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine
-
12-09-2019, 08:27 AM
#14884
Originally Posted by Beagle
11.83% gross yield at $2.70 assuming 23 cps fully imputed divvies for FY20.
Interest rates at 100 year lows.
Woof, woof. Atamarie.
Can you please show workings for this calculation Beagle.
Kia ora.
-
12-09-2019, 09:46 AM
#14885
Originally Posted by GR8DAY
Woof, woof. Atamarie.
Can you please show workings for this calculation Beagle.
Kia ora.
Kia ora GR8DAY Kei te pēhea koe?
23 cents grossed up for imputation credits = 23 / 0.72 = gross of 31.9444 cps. 31.94444 / 270 = 11.83%.
Mōrena
Ecclesiastes 11:2: Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.
Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine
-
12-09-2019, 01:15 PM
#14886
Originally Posted by Beagle
Kia ora GR8DAY Kei te pēhea koe?
23 cents grossed up for imputation credits = 23 / 0.72 = gross of 31.9444 cps. 31.94444 / 270 = 11.83%.
Mōrena
......im kia mihi rawa atu, whakawhirinaki koe he pai?
Whakawhetai mo to awhina..........BEAGLE bro!
-
13-09-2019, 03:27 PM
#14887
Originally Posted by value_investor
I'm happy to hold this for the long term despite a lack of share appreciation for the yield. I'm quite surprised this one didn't get a bit of appreciation on the back of the latest irrational increases in some of the companies on the market.
It could go sub $2.50 after ex dividend and if it gets close to $2 I'll load up on it just for the cash flow. With an new fleet, they'll do better if fuel prices increases as competitors get crowded out too and obviously we know they'll do well if it goes lower.
I am sure with the high yield lots more will be loading up at 2.50 and above. It might struggle to get to $2, but you never know in a little market, anything could happen.
-
15-09-2019, 11:34 AM
#14888
Busy time for a few AIR directors ....the AGM and they meet up again at the Vector one.
When investors are euphoric, they are incapable of recognising euphoria itself
-
15-09-2019, 08:45 PM
#14889
-
16-09-2019, 09:26 AM
#14890
Stay calm, AIR have substantial amounts of forward cover on their fuel and exchange rate costs for the next 12 months.
Ecclesiastes 11:2: Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.
Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine
Tags for this Thread
Posting Permissions
- You may not post new threads
- You may not post replies
- You may not post attachments
- You may not edit your posts
-
Forum Rules
|
|
Bookmarks