Web Research

Web Research — What the Internet Knows

The Bottom Line from the Web

The single most important thing the web reveals — and that the filings don't say in plain language — is that Avation has been the target of an activist investor (Rangeley Capital LLC, acting in concert with Jeremy Raper), who built a stake of over 25% of the company specifically to close a wide gap between the share price and self-reported NAV. The second-most-important development: S&P upgraded Avation's issuer credit rating to 'B' from 'B-' on 11 November 2025, after Avation refinanced its US$298M unsecured notes due 2026 with US$300M of new notes maturing in 2031 — pushing the wall of debt out by five years and unlocking the current 25%-of-share-capital buyback authority. Together, these two facts reframe AVAP as a sub-scale lessor in active capital-return / corporate-action mode, not a quiet small-cap.

What Matters Most

S&P Issuer Rating

B

Rangeley/Raper Stake (%)

14.9

Buyback Authority (% of cap)

25

Target Lease Yield (%)

11.5

Net Debt / EBITDA (FY25)

5.7

Fleet (aircraft)

33

1. Activist investor controls a meaningful block — explicit goal: close the price-to-NAV gap

The substack write-up cites Avation's own self-reported NAV of 269p (June 30, 2023) versus a share price near 122p — a P/B of roughly 0.45x. Founder/Executive Chairman Jeff Chatfield publicly acknowledged in a May 2023 Bloomberg webinar that the company received an unsolicited acquisition proposal in 2019, and that he is "open to sell at the right price."

2. S&P credit upgrade and US$300M refinancing extends debt wall to 2031

Per Avation's FY2025 annual report, the weighted-average cost of total debt rose to 6.6% (from 6.4% the prior year) as cheaper secured loans rolled off and were replaced with higher-cost floating-rate debt and new unsecured notes. The maturity extension is unambiguously positive; the cost is the trade-off.

3. Live 25%-of-capital share buyback at a steep discount to self-reported NAV

Avation's AGM in late November 2025 authorised the company to repurchase up to 16,107,934 shares — 25% of issued share capital — until the next AGM. Most recent execution: 65,000 shares repurchased on 27 April 2026 at 136p. After the repurchase, 5,526,066 shares are held in treasury out of 66,835,066 issued (61,309,000 voting rights). A prior buyback campaign repurchased 7.8 million shares. With the share price trading well below management-stated NAV, every share repurchased is mechanically NAV-accretive. (Sources: investegate.co.uk; in.marketscreener.com; directorstalkinterviews.com/avation-concludes-share-buyback)

4. H1 FY2026 results: 100% fleet utilization, EBITDA up 30%, net debt down

5. Material discrepancy: web sources disagree sharply on intrinsic value

No Results

Range: from 156p (analyst consensus, light coverage) to 841p (Alpha Spread DCF base case), a 5.4× spread. The Peter Lynch screen returns a negative number because trailing EPS turned negative — useless mechanically, but informative about earnings quality. The clearest read: even the most conservative coverage analyst sees ~15% upside to ~156p, while bull cases see multiples of the current price if NAV is realised.

6. New non-executive director from BOC Aviation strengthens treasury bench

A separate executive appointment in October 2024 added Gerry Butler as Head of Aircraft Trading and Capital Markets (Source: marketscreener.com).

7. FY2025 GAAP earnings deteriorated — loss after tax

Trailing-twelve-month EPS at the time of the Motley Fool snapshot was −$14.32 with a P/E of −9.43, and Simply Wall St calculates that Avation failed to grow EPS over the last three years (down 34% annualised). For a leveraged lessor, the GAAP loss largely reflects depreciation, refinancing costs and any aircraft impairments — but it does mean the equity story rests on cash generation and NAV, not earnings.

8. Industry tailwind: aircraft shortage and lease rates above long-term base values

The web research consistently describes 2026 as a favourable lessor environment. Morningstar DBRS published a 2026 Global Aircraft Leasing Sector Outlook titled "Cruising Altitude Reached" calling the operating environment positive. IQ-EQ's panel: "Over the past 18-24 months, lease rates and valuations have risen sharply, often to levels well above long-term base value assumptions." Coherent / Fortune Business Insights / Research and Markets variously project the global aircraft leasing market to reach $155-320 billion by 2030-2032 at CAGRs of 7.4%-9.0%. Top 10 lessors control 60% of leased fleets — concentration favours scale; sub-scale lessors like Avation face higher cost of capital. (Sources: dbrs.morningstar.com/research/469289; iqeq.com; fortunebusinessinsights.com; researchandmarkets.com)

9. Stock fell to a 52-week low of 123p on 1 April 2026 — sentiment weakened heading into the buyback

10. Structural risk: AGM still authorises potential dilutive equity issuance

Recent News Timeline

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What the Specialists Asked

Insider Spotlight

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Industry Context

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Three industry signals matter for AVAP specifically:

Lease rates are running above long-term base values. IQ-EQ's 2024 panel said: "Over the past 18-24 months, lease rates and valuations have risen sharply, often to levels well above long-term base value assumptions… the market remains far from equilibrium, with elevated demand colliding with constrained supply." Good for AVAP's lease yields and asset values — but signals that today's lease rates may not be cycle-average.

Sub-scale lessors face cost-of-capital headwinds. Per the AerCap CEO (Q3 FY23 earnings call cited in the substack analysis): "If you're a smaller lessor, you don't have that power. The cost of debt is going up. Maybe you need to go for below-market leasing. Spread is getting crunched. It's haves and have-nots." This is the single biggest structural reason an activist would push for a sale to a larger lessor.

ESG-linked financing is gaining traction. Avation already pioneered the world's first certified aircraft green loan (2019, Deutsche Bank, Braathens Regional). With sustainability-linked leases proliferating, Avation's modern A220 / NEO / ATR 72-600 (PW127-XT) orderbook positions it favourably for ESG-marked capital — a small but real edge.