External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

Equity Bottom-Up

Key points (machine generated)<ul><li>AAR is transforming to capitalize on the aging airplane fleet and increased maintenance demand, positioning itself as an undervalued player.</li><li>The acquisition of Triumph Product Support in 2024 has enhanced AAR's growth and profit margins by improving component repair capabilities.</li><li>With projected 20% annual EPS growth and a favorable valuation, AAR is set for continued growth, reducing debt and enabling share buybacks.</li></ul>This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Key points (machine generated)AAR is transforming to capitalize on the aging airplane fleet and increased maintenance demand, positioning itself as an undervalued player.The acquisition of Triumph Product Support in 2024 has enhanced AAR's growth and profit margins by improving component repair capabilities.With projected 20% annual EPS growth and a favorable valuation, AAR is set for continued growth, reducing debt and enabling share buybacks.This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

IPOs and Catalysts/Events, Global Equity Research Ltd

Arun George

IPOs and Catalysts/Events

Uncompromised, Independent, Conflict-Free Research

Global Equity Research Ltd

Global Equity Research was started in 2017 by a group of experienced research professionals. It was founded on a passionate belief in the importance and the need for uncompromised, independent, conflict-free research. We aim to provide differentiated and actionable primary and bottom up fundamental research.

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/ptb-group-ltd" target="_blank" data-smartkarma-citation="entities:19198:1" rel="noopener">PTB Group Ltd (PTB AU)</a>'s scheme meeting is on 16 November. The IE considers the offer of A$1.595 + dividend up to A$0.03 per share (total of A$1.625) fair.  </li>
<li>The key condition is approval from shareholders - headcount test and approval by at least 75% of the votes cast on the resolution. The two largest shareholders will vote YES.</li>
<li>We continue to think that offer is attractive. At the last close price and for the 9 December payment, the gross and annualised spread is 2.2% and 13.8%, respectively.</li>
</ul>



PTB Group Ltd (PTB AU)'s scheme meeting is on 16 November. The IE considers the offer of A$1.595 + dividend up to A$0.03 per share (total of A$1.625) fair.  
The key condition is approval from shareholders - headcount test and approval by at least 75% of the votes cast on the resolution. The two largest shareholders will vote YES.
We continue to think that offer is attractive. At the last close price and for the 9 December payment, the gross and annualised spread is 2.2% and 13.8%, respectively.


United States

AAR CORP. supplies aftermarket products and services to the global aviation/ aerospace industry.  The Company purchases, sells, and leases new and used commercial jet aircraft, as well as purchases, sells, and leases a variety of new, overhauled, and repaired engines and engine products for the aviation aftermarket.  AAR overhauls, repairs, and exchanges a variety of engine parts.

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Aar Corp (AIR US)

Aar Corp (AIR) - Thursday, Aug 7, 2025

AAR is transforming into a key player in the aviation maintenance sector, bolstered by strategic acquisitions and projected 20% EPS growth, making...

Value Investors Club (VIC)

PTB Scheme Meeting on 16 November

This is a done deal but not a particularly liquid merger arb situation. At the last close price and for the 9 December payment, the annualised...

Arun George

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