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01/17/2021
...MRO service provider. The duo sold the company to AerCap in 2006 and cofounded AerSale in 2008.
11/16/2020
...ed to its listed peers such as Air Lease (AL US), AerCap (AER US) or Fly Leasing (FLY US).
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...Aercap will try to delever quickly post transaction by selling assets. Did same type of asset disposals post ILFC deal. ... Did same type of asset disposals post ILFC deal. Aercap has a great trading relationship with FTAI and they have had several dealings in the past already....ral dealings in the past already.  Historically, Aercap has always sold the oldest aviation assets as it prefers keep age of fleet fairly young.
...season.Now for the other stuff: in rough numbers, AerCap took ~$1 billion of impairments to aircraft value this quarter, based on a plane-by-plane review of the entire fleet....ful impairment of any aircraft types in our fleet"AerCap management have historically tended to have a very good handle on their business and we see no reason to doubt them....alances may need to be written off; additionally, AerCap's equity stake in Norwegian is likely eventually worth zero....stomers whose cost of funding is much higher than AerCap's....s (about half of what we had modeled, if you take AerCap management at face value), there is a lot less uncertainty about the range of eventual outcomes - so even at a somewhat higher price, the stock seems like an equally attractive risk-reward and continues to be a large position for us.