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Atlas Air Worldwide Holdings, Inc. (AAWW)

NasdaqGS - NasdaqGS Real Time Price. Currency in USD
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69.72+1.22 (+1.78%)
At close: 04:00PM EDT
69.75 +0.03 (+0.04%)
After hours: 04:51PM EDT
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  • a
    ahmer
    Are you guys still in AAWW? They just got featured on the watchlist at (http://market-engross.club)
  • M
    Michael
    Question to any knowledgeable AAWW investor here....
    In the conference call, they stated they completed 100 million worth of share repurchase. Yet, when i look at the income statement, here are the shares from Q2 2021 through Q1 2022 ....
    Q2 2021: 30 million
    Q3 2021: 31 million
    Q4 2021: 32 million
    Q1 2022: 35 million

    So, they bought back 100 million worth of stock, however, shares outstanding have increased from about 30 million shares to 35 million shares in 4 quarters? What am i missing? again, this is taken from the income statement. So if they bought back 100 million worth, they are diluting at the same time over that amount. That is a huge red flag IMO.
  • Y
    Yo Dawg Investin
    $NIO conversation
    Well folks, it's that time of month again to pick my top longs and shorts for the month ahead.
    My top longs: $GRIN $MGY $TRIN $LPG $AAWW
    Short plays for this month: $TSLA $NIO $FATE $DASH and $COIN
    GLTA and see you on the other side.
  • x
    xthestockguy
    the analyst who downgraded recently got it all wrong. the result was very good and the outlook for the rest of the year is even better - and much much better in the second half when new planes enter the fleet (747-8F) and the cost goes down from owning planes that used to be leased. inexpensive stock.

    the analyst did help - he made it cheaper for AAWW to buy back a bunch of the shares they spent $100 million on! hahaha in your face wolfe research!
  • B
    Bruh
    No justification for this huge drop, especially when a company is this undervalued, BUY BUY BUY
  • e
    eastriverbridge
    At the previous conference call (4Q) the CEO said that 1Q earnings would be flatish because the pilots were going to eat the profits. At the latest conference call (1Q) he confirmed that the pilots did indeed eat the profits. which along with anemic block hours resulted in a flatish quarter. He gets high marks for honesty.
  • B
    Bob
    Lots of Program selling in transport sector..but $$$ to be made buying selling shares that are of no cost😂
  • e
    eastriverbridge
    Let me see. The executive insiders declared a big stock buyback program. Next, they started selling their insider shares at very fancy prices. Are investors OK with that? Just asking.
  • Z
    Zach
    18% short float as of 3/14 this could be a short squeeze in the making with fundamentals!!
  • i
    ivan2842
    $HYMC conversation
  • K
    Ken
    AAWW has a blank check contract to deliver to Ukraine. No questions asked! Duh! Hi
  • Y
    Yama
    Why down this week!
  • J
    Jeff
    I bought my initial shares several months ago as the number of container ships anchored outside of Los Angeles and Long Beach Ports began to increase in mass. Added to those shares as the number of ships grew and the Administration in D.C. pronounced 7 X 24 operations in these two ports. ( The ports are merely the landlords in this case. It is private companies running the operations and paying the union represented employees who are key to unloading ships. ) Bought more shares. Last week, Zacks provided their assessment rating AAWW as a SELL in their wisdom. I didn't sell and today's earnings validate what would appear to be rationale for applying "common sense" within the decision making process used to invest hard earned dollars.
  • V
    Vandelay industries
    Hey question for aaww longs. I have an average share price of 73 dollars a share. But, I didn't buy a big enough position imo. I want to buy more shares but I'm worried I'm too late at this price. (Around 84-85 bucks) should I be buying here and disregarding the fact that I'll be increasing my average share price? Is this still a steal at 85 dollars? Or should I wait and see if I can buy closer to my average share price?
  • C
    Calvin
    Record air cargo rates = record profits. The newer jets carry more cargo for less fuel cost too
  • D
    David
    would not want to be part of the 15% shorted float - business is strong
  • x
    xthestockguy
    Sell on the news I guess. Analysts all got it wrong and also too low for 3Q, 4Q and next year. No problem with a little consolidation after the rise over last few months. Worth $80+, minimum
  • M
    Michael
    This is an extremely undervalued investment. Almost matches DQ to a tee. Someone else find me 2 companies that are growing/expanding with PE's lower than AAWW and DQ. Wonder if they will ever announce a dividend, or if they will simply use their income to pay down debt.
  • M
    Michael
    So the PE ratio on this is 4.89, the company has grown the last 4 quarters, quarter over quarter by 67%, 19%, and 44% respectively (37% year over year), has a short interest of 16.63, and will be buying back 100 million in 90 days? This very well could be a perfect storm. Ill be honest, i bought a small starter position and was going to jump out after a 15% gain - i am absolutely retracting that. Instead i will be at minimum doubling my position (probably triple) and still have to decide, but will look for somewhere between a 30% to 50% exit. This is one of the bigger no-brainer investments (DQ is my other).
  • C
    Chatchapon
    Hey guys my understanding is ACMI segment is under contract with long term customers. Given I have never seen T&C and legal details to their contracts, I am unsure who will gain from pricing hike. For example is it DHL or AAWW who will gain from higher freighter pricing?

    That said, multiple sources from supply chain or AirCargo publications have nonetheless observed literally doubling in charter rates so AAWW will benefit there.

    I think what I wonder about as well is flexibility of planes tied to pre existing contracts. Everything also about utilization and deploying right planes at right prices (maximize revenue / block hour). AAWW pulled B737 off the shelves for Project Airbridge in sending PPE... these were not in prior contracts so they are immediately beneficial. But I think it might be correct to assume the other planes previously under contract will have muted gains.