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GOL Linhas Aéreas Inteligentes S.A Message Board

capitan_voegol 8 posts  |  Last Activity: Mar 22, 2015 5:08 PM Member since: Jul 5, 2013
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  • GOL Linhas Aereas Inteligentes SA (GOL) Gains on Takeover Rumors

    March 20, 2015 12:31 PM EDT Send to a Friend
    Get Alerts GOL Hot Sheet
    Price: $2.75 +8.27%

    Overall Analyst Rating:
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    GOL Linhas Aereas Inteligentes SA (NYSE: GOL) is gaining Friday amid rumors Delta Air Lines (NYSE: DAL) could buy the Latin American airline.

    JP Morgan and Banco Santander are said be the banks involved in the deal.

    Shares of GOL are up 6%

  • capitan_voegol by capitan_voegol Mar 18, 2015 1:27 AM Flag

    The communist queen taking Brazil into the ground

  • There is over USD $1,700,000,000 in liquidity and lever to pull. GOL in very good position.

  • and another $700,000,000 USD on the balance sheet in cash!!

  • Listen Bandejos!! There is no dilution coming....not at these a price.

    The Gol is still to generate 4-6% positive operate marg due to much lower fuel price which offset much of dee currency depreciate.

    You must know:

    a) The GOL has $R 2,700,000,000 in cash position; of this USD $340,000,000 is hedge @ under $R 2.50/USD which will mean for huge exchange gain
    b) 15% of all revenue now will denominate in USD from the codeshare agreements and USD ticket sales; much of due to huge demand on new US routes
    c) The load factors are up 20 P.P. from just 2 years ago; 60% to 80%+
    d) Only $R 1B or so is due for the amortization in next 2 years; the company has done excellent job of refinance the debt, pay down the debt, extend the debt @ lower rate
    e) The Smiles; @ $R 50/share today = all-time high = mkt cap of $R 6,000,000,000 - THE GOL owns 54.4% of this stake!!!! That's $R 3,250,000,000 or $1B USD in equity lever if need be. And not to worry, this security has held it's walue in the wake of huge drop in IBOVESPA.
    f) The forward fuel curve is now tilt down hard; soon $R 1.80/litre - this is huge considering 42% of THE GOL's expense is jet fuel
    g) Demand is extremely high even in this period of economic uncertain. Listen guys, the lunacy in Brasil will not continue much longer. The peoples have spoke with both lips and DILDA is to obey or be impeach.
    h) Capacit can be adjust and again downward if necessary; already, 5 ships are go to Europe this summer during Brasil slow period (winter)
    i) Legislate; today the legislate is stating a removal of foreign ownership rule @ 20%; this will allow Delta to make the large purchase it may want in the GOL. Additional, the legislate will not cut the regional aviation bill which is $R 4B in subsidy. Even if they do, it hurt Azul more than it help GOL.

    Is there immediate catalyst to send share much higher? No. Is this a deep walue play on Brasil for long term? YES.

    Buy with both hands now you bandejos!!!!

  • Deesa news you are a hear about the end of brasil, about the death of brasil, about the implosion of the brasil - simply not true!!

    what is true - dilda is about to go to jail in the carwash!!

    when theesa news hits the wire, the ibovesp will rally 20% in 1-2 weeks and the gol will resume the climb.

    the price of the gol is now absurd - $r in the 9s. this is the time to buy with both your hand.

    don't be afraid like the little b1tch hengeern.

    buy now!!

  • capitan_voegol by capitan_voegol Jan 11, 2015 3:04 PM Flag


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