Good morning! Thank you to everyone who ventured down to Brighton last night, for my third investor evening, it was great fun, slightly marred by a very noisy restaurant who serve nice food, but are utterly devoid of common sense - i.e. putting other diners in the area directly next to our enclave, where they disturb us to the maximum extent, and it can't be terribly nice for those other diners either, hearing an unsolicited lecture about aircraft leasing when they are trying to enjoy a hilarious, shrieky night out with their friends.

Work has already started on finding a better venue.

The FD of Avation (LON:AVAP) gave an interesting talk last night in Brighton about aircraft leasing. One point which stuck in my mind is that he said the lower oil price is increasing the value of older aircraft, since airlines are now less concerned about fuel efficiency. Also, that once hedging is stripped out, the lower oil price is having a dramatically positive impact on the profitability of airlines. So whilst investors have perhaps been preoccupied with Ebola, a much more positive factor is working its way through the system, in lower fuel prices. So arguably this might be a good time to think about aviation stocks perhaps? Interesting also to look at the rapid, relentless growth in air travel over many years.

I haven't bought any stock as yet, but Avation is on my watch list now, and is something I might dip my toe into on the next big red day - BLASH and all that!

It's quiet again for results today, I must make a note to schedule a holiday for late October next year.

Quartix

Admission to AIM - FinnCap seems to have successfully got away this IPO, for a telematics company. My last interviewee, Edward Roskill, mentioned this stock as one to watch on Sunday evening's podcast. People seem to like these podcasts, so I'll keep doing them most weekends, they're great fun. I loved the Tweet from MrC, saying that it was like listening to two surgeons chatting whilst they dissect a body!


Plexus Holdings (LON:POS)

Share price: 253p
No. shares: 84.9m
Market Cap: £214.8m

This company's description is as follows;

The Company markets a patented method of engineering for oil and gas field wellheads and connectors, named POS-GRIP which involves deforming…

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