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In fairness they were up 30% last year which is an excellent performance given their diversification but some racy stocks held

I agree it’s an attractive valuation GARP stock now, the risk is ‘Matt’ gets in & discovers other ‘one off’ issues , you can bet he’ll have the drains up looking for them as from now on he owns any’issues’ himself.

Thx for the excellent response, to take your example Vietjet ..they’ll have access to a number of lessors..one assumes they’ll take the cheapest lease cost, if the aircraft costs the same but Aviation has a higher cost of funds than the largest lessors then how can it win the business except by taking a lower margin, or tweaking the RV up a touch? Neither of…

Thanks Caracosa , that was one of the v best user contributions ever here..a fascinating business, if dividend payments were at a higher level i’d be very interested as part of my HYP , as a growth share I need to understand the risks more ..specifically given their higher cost of capital how can they be competitive without taking a higher RV risk or covenant…

I did some digging around Octagonal (LON:OCT) a while back out of curiosity , I can only say if it was the last quoted company listed i’d be in cash 100% ...I’d rather not say any more but googling around connected parties/options/sharedealing/companies house etc should give you a some colour..



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