Added to YB: 2024-11-12
Pitch date: 2024-11-10
SKYH [bullish]
Sky Harbour Group Corporation
-3.13%
current return
Author Info
Turtle Capital is an equity analyst and private investor who shares investment ideas and his portfolio in his newsletter. Sign up for the newsletter.
Company Info
Sky Harbour Group Corporation operates as an aviation infrastructure development company in the United States.
Market Cap
$371.8M
Pitch Price
$11.51
Price Target
37.57 (+237%)
Dividend
N/A
Sector
Transportation Infrastructure
Category
growth
SKY HARBOUR THESIS - $SKYH
SKYH: Private jet hangar developer with 14 campuses, aiming for 50. High barriers, 40-50yr airport leases. Demand outstrips supply. 15%+ unlevered returns. Current price justified by existing projects. Risks: limited history, construction delays, funding needs. 2-3x potential if 50-airport plan executed.
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