Author Topic: AER - AerCap Holdings  (Read 26662 times)

racemize

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AER - AerCap Holdings
« on: April 14, 2015, 09:17:38 AM »
Found this in Einhorn's recent presentation:

http://www.grantspub.com/files/presentations/Einhorn%20April%202015.pdf

Many of us are somewhat familiar with this from AIG.  It appears that Aercap did get a good deal, though hopefully the purchase including shares will be beneficial to AIG if it is as undervalued as Einhorn suggests.
« Last Edit: June 02, 2015, 11:16:04 AM by Parsad »


jwfm1985

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« Last Edit: June 02, 2015, 09:38:06 AM by jwfm1985 »

feynmanresearch

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Re: AER - AerCap Holdings
« Reply #2 on: November 16, 2015, 01:11:27 PM »
Just added a position. It is deeply undervalued in my opinion

tytthus

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Re: AER - AerCap Holdings
« Reply #3 on: November 17, 2015, 07:54:19 AM »
anyone have any sense of how the supposed glut of used wide body aircraft might affect AER?  DAL CEO mentioned the glut in their conference call and subsequent interviews.  BA seems to dismiss the idea.  if there is in fact a glut, might that lead to lower leasing rates for AER and asset write downs?  it would also mean lower priced planes if AER wants to go shopping.

http://www.bloomberg.com/news/articles/2015-10-14/delta-bargain-hunt-puts-boeing-777-on-used-jet-shopping-list

"A glut of wide-body models coming off leases is creating an “aircraft bubble,” Chief Executive Officer Richard Anderson said Wednesday. While no deal is imminent, he said Delta repeatedly gets offers to add twin-aisle jetliners such as Boeing Co.’s 777-200 and Airbus Group SE’s A330-200.

“The aircraft market is going to be ripe for Delta over the course of the next 12 to 36 months,” Anderson said on a conference call after the airline’s third-quarter earnings report. “Prices are going to get lower.”

While that’s good news for Delta, Boeing tumbled after Anderson’s comments stirred concern that a used-jet surplus will crimp the planemaker’s ability to charge more for newer versions of the 777. The jet is one of Boeing’s main profit generators, according to Bloomberg Intelligence."

also this:

http://www.thestreet.com/story/13367317/1/delta-ceo-is-right-used-boeing-777-200s-are-worth-just-10-million-expert-says.html?puc=yahoo&cm_ven=YAHOO

"On Delta's Oct. 14 earnings call, Anderson said the used aircraft market is glutted with used Boeing 777s and becoming more so. Anderson said he sees "a huge bubble in excess-widebody airplanes around the world," creating a market for 10-year-old 777-200s at about $10 million."

RedDaruma

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Re: AER - AerCap Holdings
« Reply #4 on: December 18, 2015, 07:10:07 PM »
I recently bought some shares and my write-up is attached here. Open for any opinions/questions. Thanks


ccplz

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ccplz

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Re: AER - AerCap Holdings
« Reply #8 on: December 18, 2015, 10:18:39 PM »
Wow.. completely missed your post.

My bad.

Gamecock-YT

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Re: AER - AerCap Holdings
« Reply #9 on: December 19, 2015, 08:09:25 AM »
http://www.bidnessetc.com/59614-delta-air-lines-drives-boeing-stock-to-nose-dive/


Aercap's 'value from appraisers' number is from March 2015. I wonder what they would value at now.....tread carefully.