Author Topic: AER - AerCap Holdings  (Read 64131 times)

manuelbean

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Re: AER - AerCap Holdings
« Reply #250 on: July 29, 2020, 10:25:31 AM »
Hi guys, any idea where I can find the $430 in deferrals that the company states on the Q2 presentation? Shouldn't they be included on the Accounts Receivable? Thank you


manuelbean

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Re: AER - AerCap Holdings
« Reply #251 on: July 29, 2020, 10:56:02 AM »
Found it. It's under "notes receivable" which is under "other assets"

keerthiprasad

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Re: AER - AerCap Holdings
« Reply #252 on: September 21, 2020, 08:24:42 AM »
AER mkt cap less than AL now...

keerthiprasad

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Re: AER - AerCap Holdings
« Reply #253 on: September 24, 2020, 11:31:46 AM »
https://seekingalpha.com/news/3616886-aercap-holdings-prices-1_5b-debt-offering

AER raises 1.5B at ~4% unsecured.  Yet its trading at 40% of BV. Debt market and equity markets seem to have very different opinions.

manuelbean

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Re: AER - AerCap Holdings
« Reply #254 on: Today at 03:56:03 AM »
Well, if there are any impairments, that 40% discount wouldn't actually be 40% while the bondholders would still be ok, right?