Letters by company

Avation PLC

2 letters discussing AVAP. Everything written about it on this site is on its ticker page.

East 72 Quarterly Report #12: Period to 31 December 2025 Dynasty Trust argues that technology enthusiasm and aversion to controlled companies have created unusually wide discounts in European holding companies. It adds to Avation on aircraft-leasing fundamentals and sees Hansa and D’Ieteren as mispriced holdings, supported by cash, buybacks and underlying asset values. Period to 31 December 2025 AVAP $111MHANA $825MSIEVF $10B
East 72 Quarterly Report #14: Period to 30 June 2026 Dynasty Trust added Wise Group after its post-listing selloff, arguing that its cross-border payments model, customer-balance growth and bank-disintermediation potential are underappreciated. The portfolio retains travel exposures and presents EVT Limited as an asset-rich hotel, cinema, property and ski-resort business whose hotel platform is central to closing its valuation discount. PERIOD TO 30 JUNE 2026 AVOL $8.5BWSE $11B