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ONE HUNDRED PERCENT WEIGHTED FLEET UTILIZATION!
AYR posts .42, beating consensus of .32 by a remarkable 31%, proving analysts still can't seem to comprehend the business model. Fleet is fully in use, weighted, to over 99.5% and therefore rounded up to 100%. This is the highest utilization and money-making capacity of the fleet. It appears leases have softened YoY a shade from Q3 of 2008, but given the chaos of the world markets, I can't say that was unexpected. In fact, I think that's a known quantity from prior quarters. Ron Wainshal intimates they are "...actively pursuing new opportunities." I hope he puts some color on that during the conference call. These are completely pleasing numbers and I'm glad to be an owner. This last several week ride has been sickening and disheartening. Today, however, we know what we own. Warlord Rating :
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37/Male |
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Q3 09 results - EPS 42 BEATS 32 by 31%
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warlord_she... | (1 Rating) | 6-Nov-09 07:16 am | ||
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They are back to the level of 2007 earnings.
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jofranc2002 | Rate it | 6-Nov-09 07:38 am | ||
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I just looked up Q3 2008:
Consensus Q3-08 ...
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warlord_she... | Rate it | 6-Nov-09 07:42 am | ||
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Unfortunately I think street will only we luk...
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svencasino | Rate it | 6-Nov-09 07:44 am | ||
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You might be confusing maintenance costs...
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warlord_she... | Rate it | 6-Nov-09 07:51 am | ||
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To my knowledge, the higher mainten...
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svencasino | Rate it | 6-Nov-09 08:48 am | ||
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Re reading your argument I think I under...
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warlord_she... | Rate it | 6-Nov-09 07:54 am | ||
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My specific comment may be out...
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warlord_she... | Rate it | 6-Nov-09 08:43 am | ||
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Can someone tell me what the impairment charge of ...
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warlord_she... | Rate it | 6-Nov-09 09:12 am | ||
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I'm pretty sure they are writing down the boo...
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svencasino | Rate it | 6-Nov-09 09:16 am |
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