What smart money is saying about Avation PLC
2 funds in our archive have pitched Avation PLC — most recently East 72 Dynasty Trust in December 2025.
Avation PLC, together with its subsidiaries, leases commercial passenger aircraft to airlines worldwide. As of June 30, 2021, the company owned and managed a fleet of 44 aircraft. It is also involved in the financing business. The company was founded in 2006 and is headquartered in Singapore.
Fund coverage · 2 theses
- East 72 Dynasty TrustDecember 2025
Avation PLC is improving its balance sheet and visibility while trading at a discount to NAV, with clear fleet growth and cash flow optionality.
Read the full thesis - East 72 Dynasty TrustMarch 2025
Avation is poised for significant shareholder value enhancement at £1.44 per share due to its unique position as the sole publicly listed regional aircraft lessor, upcoming debt refinancing, growth potential in aircraft leasing, and favorable market conditions.
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