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Atlas Air Worldwide Holdings, Inc. (AAWW)

NasdaqGS - NasdaqGS Real Time Price. Currency in USD
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61.42-0.29 (-0.47%)
At close: 04:00PM EDT
61.42 0.00 (0.00%)
After hours: 04:08PM EDT
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  • 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.
  • B
    Bob
    AAWW. ATSG both good long term holdings
  • 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.
  • a
    ahmer
    Are you guys still in AAWW? They just got featured on the watchlist at (http://market-engross.club)
  • 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!
  • 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.
  • 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?
  • 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.
  • e
    eastriverbridge
    On the surface the value here looks extraordinary.
    On the conference call the CEO stated that Q1 2022 will probably match Q1 2021 despite freight rates being up 30% , new customers, and the addition of a number of wide body money machine planes. When asked why the flattish forecast he explained that the new contract with the pilots union will eat the profits.
    I hope he was just sandbagging and that we will continue to see explosive growth into 2022 with the stock price following.
  • R
    Russell
    I'm up to 3100 shares now.......You can't go wrong buying them for Less than the warrants to Amazon.

    There is much Turbulence in AAWW shares Add when she falls, and you will be just Grrrrreat come August because it will be Flying High this fall, or Large mutual funds will FORCE this ceo out of this company!
  • J
    Jamie
    Arbritrator's award denies Atlas Air's pilots' request to negotiate a contract and instead imposes an arbitrated settlement on both sides
    Arbritrator's award denies Atlas Air's pilots' request to negotiate a contract and instead imposes an arbitrated settlement on both sides
    www.freightwaves.com
  • V
    Vandelay industries
    According to Benjamin Graham's evaluation method (Graham is the father of value investing and taught Buffett how to invest) Atlas air is worth 169 dollars a share. At 67 bucks a share this company is insanely undervalued.
  • P
    PeterP
    Any insight on AAWW? Shouldn't we see it in the 70's? I get as more civilian planes get in the air (737Max) the less cargo but as long as Amazon keeps growing and they need delivery for Covid, my understanding is that AAWW is basically "sold out" for the next 2 years? They are now dipping into the desert to convert more freighters so why is the stock dropping?? Thoughts here?
  • Y
    Yama
    Bullish how can this be only 2b cap! Worth 5-10b with such sales n income.
  • P
    Peter
    Why is this company's valuation so cheap compared to UPS and FDX?