Thanks for the interesting post. I've held AA4 for about a year now and the divis have been very nice, while the SP has held up too. I hold an equal stake in a similar aircraft leasing fund, DNA2. After a year spend watching these I've come to learn that a key factor in their SP is the possibility of Emirates renewing/extending leases and/or possibly buying the aircraft. DNA2 recently surged on news that DNA2 agreed the sale of two A380s to Emirates.
Thanks for the interesting post. I've held AA4 for about a year now and the divis have been very nice, while the SP has held up too. I hold an equal stake in a similar aircraft leasing fund, DNA2. After a year spend watching these I've come to learn that a key factor in their SP is the possibility of Emirates renewing/extending leases and/or possibly buying the aircraft. DNA2 recently surged on news that DNA2 agreed the sale of two A380s to Emirates.