Added to YB: 2026-07-28
Pitch date: 2026-07-25
AVAP.L [bullish]
Avation PLC
-0.72%
current return
Author Info
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Company Info
Avation PLC, together with its subsidiaries, leases commercial passenger aircraft to airlines in Europe and the Asia-Pacific.
Market Cap
GBP 110.6M
Pitch Price
GBP 1.39
Price Target
N/A
Dividend
0.54%
EV/EBITDA
6.37
P/E
-9.03
EV/Sales
5.72
Sector
Trading Companies and Distributors
Category
value
Oak Bloke Bon Couers Quand Couers 25th July - $AVAP.L
AVAP.L: Aircraft lessor at 51-67% discount to fair value. Statutory equity $230.4M but true NAV $341.5M (+$110M upside via purchase rights/deposits). £4.20 aircraft for £1.38 share. Cash gen nearly doubled: ~$69M in 2H26 vs $40M 1H26. $130M debt paid down in 11mo, $9M buybacks. Fleet 33→36 by end-2026, 46 by 2029.
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