Added to YB: 2025-10-09
Pitch date: 2025-10-08
AVAP.L [bullish]
Avation PLC
-12.64%
current return
Author Info
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Company Info
Avation PLC, together with its subsidiaries, leases commercial passenger aircraft to airlines worldwide.
Market Cap
GBP 145.9M
Pitch Price
GBP 1.60
Price Target
N/A
Dividend
0.46%
EV/EBITDA
7.59
P/E
-19.57
EV/Sales
6.72
Sector
Trading Companies and Distributors
Category
value
AVAP-orising the bear case
AVAP.L: Aircraft leasing co trading 55.5% discount to NAV at £1.62/share vs £2.02 fair value. Refinancing debt from 8-9% to ~6% saves £20M annually. 48.5% operating margin, growing rental income from strong lease market. 34 ATR purchase rights worth £60M+ extra NAV.
Read full article (7 min)