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AerCap Holdings N.V. Message Board

hokieincanecountry 51 posts  |  Last Activity: 23 hours ago Member since: Jul 21, 1999
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  • hokieincanecountry by hokieincanecountry 23 hours ago Flag

    The line of credit with Bank Of America was amended to increase the limit to $9 million, but it goes back down to the original limit of $7 million at the end of this year. Very strange!!

    Sentiment: Buy

  • hokieincanecountry by hokieincanecountry Sep 14, 2014 10:02 AM Flag

    Swenson filed another Form 4 on Friday, Sept 12 reporting 4,500 shares acquired (also on Sept 12) at $12.27 to $12.96 per share. It's good to see him pay up to $12.96 for the stock. I added another 2,000 shares on Sept 8 through Sept 11 at $11.53 to $12.04 per share.

    Sentiment: Buy

  • hokieincanecountry by hokieincanecountry Sep 12, 2014 6:47 AM Flag

    AER distributed an Information Memorandum to existing shareholders to explain the ILFC deal, but did not distribute a copy of the Share Purchase Agreement. Will AER send me a copy of the Share Purchase Agreement?

    Sentiment: Hold

  • hokieincanecountry by hokieincanecountry Sep 12, 2014 6:45 AM Flag

    Did AER carry out its fiduciary duties to existing AER shareholders in negotiating the Share Purchase Agreement with AIG? The closing price of AER on November 22, 2013 (before the rumors of a deal started to leak out, and the stock began its rise) was $20.71 per share. If a price collar top of $25 per share had been negotiated, I compute that AER would have issued only 52,359,800 shares (rather than the actual of 97,560,976) based on the closing price of $46.59 on May 14, 2014 (the date of closing). Note that with a $25 top-of-collar, the AER stock would have probably traded higher on the date of closing due to the market recognition of the substantially lower dilution to existing shareholders. The actual dilution to existing AER shareholders was probably within the range of 25% to 35% in the absence of a $25 top-of-collar.

    Sentiment: Hold

  • hokieincanecountry by hokieincanecountry Sep 12, 2014 6:26 AM Flag

    Who was the financial advisor (investment bank) for AER? Did the financial advisor ever recommend that a price collar be included in the deal?

    Sentiment: Hold

  • hokieincanecountry by hokieincanecountry Sep 12, 2014 6:24 AM Flag

    Did AER ever seek to include a price collar on the AER stock price in the Share Purchase Agreement with AIG? If not, why not?

    Sentiment: Hold

  • hokieincanecountry by hokieincanecountry Sep 12, 2014 6:22 AM Flag

    Under what provision(s) does the Share Purchase Agreement (with AIG) result in an adjusted number of shares being issued.

    Sentiment: Hold

  • Reply to

    Waha Capital Deal

    by hokieincanecountry Sep 3, 2014 6:43 AM
    hokieincanecountry hokieincanecountry Sep 12, 2014 6:13 AM Flag

    Peter Wortel, I used the "Contact Us" button on the AER website as you suggested, but the same thing happened as in numerous tries last January; after entering all requested data and my message, upon clicking on the send message button, the response was: "Invalid Data GET"

    So it appears that the only way to communicate with you is by using this website. I will ask my questions here, and request that you give answers.

    Sentiment: Hold

  • hokieincanecountry by hokieincanecountry Sep 8, 2014 3:42 PM Flag

    We made a new all-time high today at $17.00 per share.

    Sentiment: Buy

  • Reply to

    Waha Capital Deal

    by hokieincanecountry Sep 3, 2014 6:43 AM
    hokieincanecountry hokieincanecountry Sep 7, 2014 10:17 AM Flag

    Peter Wortel, did you receive my email string sent last Thursday? Please advise!!

    Sentiment: Hold

  • Reply to

    Waha Capital Deal

    by hokieincanecountry Sep 3, 2014 6:43 AM
    hokieincanecountry hokieincanecountry Sep 4, 2014 11:27 AM Flag

    OK Peter. Check your email inbox again and look at emails that your system may have dumped (e.g. mine). I sent you five minutes ago the email string (4 emails) with my questions going back to January 13, 2014.

    Sentiment: Hold

  • Reply to

    Waha Capital Deal

    by hokieincanecountry Sep 3, 2014 6:43 AM
    hokieincanecountry hokieincanecountry Sep 3, 2014 3:48 PM Flag

    airlease... I do not know if the AER financial adviser even suggested the inclusion of a price collar in the ILFC deal, or if AER tried to negotiate one, because Peter Wortel has still not responded to any of my three emails (in Jan, Feb and Aug) to answer any of my questions. The way I saw it, AIG had seen its potential deal with the Chinese fall apart for almost a year, with deadline after deadline missed. In my opinion, AIG was not in a strong bargaining position, and Bob Benmosche had promised to his Board and shareholders that he would dispose of ILFC promptly. As we learned more recently, he was also dying. The other option was a public offering. AER's offer was a better price (even with the AER stock in the $20's) than the Chinese had offered.

    In my opinion, "not the smartest guys on the block." I will rank the Waha Captial people somewhat smarter.

    Sentiment: Hold

  • Reply to

    Waha Capital Deal

    by hokieincanecountry Sep 3, 2014 6:43 AM
    hokieincanecountry hokieincanecountry Sep 3, 2014 9:43 AM Flag

    airlease... I think that the Waha Capital people are the "smartest guys on the block." They were SMART ENOUGH to include a collar in their deal!! Not AER in their ILFC deal, the absence of which probably cost existing shareholders dilution of over 20%. If Waha Capital had been advising, they would have told AER: "Include a price collar in your deal."

    Sentiment: Hold

  • hokieincanecountry by hokieincanecountry Sep 3, 2014 6:43 AM Flag

    This deal could exert negative pressure on the stock price for a considerable period of time, as the relatively large blocks of stock are distributed. The negative effect may have already begun in the aftermarket last night.

    Sentiment: Hold

  • hokieincanecountry hokieincanecountry Aug 27, 2014 9:31 AM Flag

    jos... I don't think that you need to wait another month to get Q2 report, as they should now know how to close the books on a quarter and file 10-Q (given the learning curve on accounting for the deferred tax asset). The report could come any day now. Q2 could be another earnings beat, and this event could super-charge the stock. TA still has a relatively low P/E.

    Sentiment: Buy

  • hokieincanecountry by hokieincanecountry Aug 27, 2014 6:59 AM Flag

    Is the knife business just something to occupy son #2 after son #1 was fired? Or is it a REAL BUSINESS with high future profitability. It currently appears to be a big distraction from the "real value business" of designing and producing servo systems for profit. This company appears to still be undervalued, but it all depends on what happens to the knife distraction.

    Sentiment: Buy

  • Reply to

    My congratulations to AER management

    by airlease2000 Aug 12, 2014 8:25 AM
    hokieincanecountry hokieincanecountry Aug 24, 2014 5:54 PM Flag

    It's now been over eleven days since my last email to Peter Wortel, VP Investor Relations,at AER with my questions as numbered in an earlier email above. There has been no answer to my questions and not even an acknowledgement of his receiving my email. Is this the AER management that you know, or do even the management of AER take the month of August off? Over there, they call it holiday!

  • Reply to

    low .29-.60 spread at the moment,

    by bobcunning9 Jun 10, 2014 8:03 AM
    hokieincanecountry hokieincanecountry Aug 22, 2014 9:33 AM Flag

    bobc... Quite a ride since I was the high bidder at $0.03 per share.

    Sentiment: Hold

  • Reply to

    Order Backlog

    by dbraem09 Aug 12, 2014 2:45 PM
    hokieincanecountry hokieincanecountry Aug 16, 2014 2:11 PM Flag

    guid... I also bought more on Friday below $11. I got 100 at $10.85 and 2,000 at $10.9912 near the close. Order for 900 at $10.85 expired.

    Sentiment: Buy

  • Reply to

    Down we go .....

    by groovyguru Jul 7, 2014 8:07 PM
    hokieincanecountry hokieincanecountry Aug 14, 2014 11:09 AM Flag

    groov... Your $10 target is no where in sight!! High trade of $15.50 so far today. It's time for you to cover your shorts and even go long.

    Sentiment: Buy

AER
44.59-0.60(-1.33%)Sep 16 4:04 PMEDT

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