Avation PLC’s IFRS 9 amortisation charge of US$13.9m is a non-cash accounting expense from its 2021 bond restructuring. Once the new bonds replace the 2026 Notes, this charge stops, lifting reported profit by roughly that amount (all else equal) for FY 2026. #AVAP

#AVAP S&P upgrade to ‘B’ (stable) may enable lower coupon on future GMTN tranches (≈50–100 bps cut). $300 m 2031 notes now benchmark issue for pricing.

Oh what fun. One missed approach and one go around into KUL. Now hello Singapore! May as well visit the #AVAP AVATION office!

NotebookLM Infographic representing Avation's latest (November) corporate presentationhttps://www.avation.net/files/avap_corporate_pres_nov2025.pdf #AVAP AVATION

NotebookLM Infographic representing Avation's presentation material for the recent bond refinance. #AVAP

#RST Restore. Getting NotebookLM to generate Infographics does provide a useful overview if a potential investor is new to the company.

AI's take on RentGuarantor Holdings PLC #RGG Driven by Legislation changes taking effect in May 2026 youtu.be/yiwgGpjx-Pk?si…

An AI starters guide to Avation PLC #AVAP Revenue model. youtube.com/watch?v=N0kbTh…

A poor 2026. Not as bad as 2008 or 2014. Primarily due to UK govt policies, US Tariffs and Avation investors unwilling to look through to underlying asset value or long-term cash generation.

Well worth a read of this micro-cap share #POS Technology proven. Risky but late 2026 could bring impressive share price performance.

#ZTF Zotefoams input costs trending in the 'right' direction, lower by 24% YoY. Trading Update due next week(?)

#DFCH Distribution Finance Capital Holdings FY TU & Targets, Record £1.8bn lending (+27%), loan book £846m (+27%, ahead)), adj PBT ≥£17.5m (+22%), TNAV +20% to 75p. Asset finance launched, 2030 targets: loan book >£1.5bn, ~20% ROE, 10–15% TNAV growth, with buybacks/dividends.

#AVAP $AVAP.L $AVAP #Avation AVATION A 30 min case study interview with Jeremy Raper (ex-major activist shareholder) Key lesson: operational "blocking and tackling" is much harder than the spreadsheet math suggests. youtube.com/watch?v=sCTyev…

#VANQ Vanquish Banking Group currently being unloaded as one of several UK companies by Sovereign Wealth fund Norges Bank Investment Management since December. See news.sky.com/story/norwegia…

#SPI SPire Healthcare responds to media speculation but remains guarded: investegate.co.uk/announcement/r…

Stick this in ChatGPT... If UK had a sovereign wealth fund like Norway has that started with North Sea assets then how would that have affected the UK economy today?

#AVAP $AVAP.L AVATION Avation have recently issued their latest Corporate Presentation avation.net/files/avap_cor… Summed up in my AI graphic below. 52% discount to FY25 NAV; 23% to NTAV. (Highest amongst peers). Buybacks: Up to 25% (16.66m shares) at 75p–200p.

cntraveler.com/story/river-cr… A positive for #SAGA Strong demand supports high occupancy, pricing power, and returns on its modern fleet. Saga’s affluent, loyal over-50 customer base positions it well to benefit from sustained industry growth and improved long-term profitability.

All PLCs should explain how AI is used. not just mention it. E.G. #RGG deploying AI to read tenant docs, cut decisions to ~1 min (with human oversight), and scale without major headcount growth. That’s measurable implementation investors can judge. #RGG investegate.co.uk/announcement/r…

#SRT With Middle East conflict ongoing, I see rising operational risk: potential equipment delivery delays, force majeure complications, and challenges around deploying personnel on the ground. Even strong order books can’t offset execution risk in unstable regions.