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Stock impact report

AerSale: Something Needs To Change [Seeking Alpha]

AerSale Corporation (ASLE) 
Company Research Source: Seeking Alpha
Asset-based calculations suggest significant downside protection, as inventory and MRO business nearly cover enterprise value. Liquidation value is not far below the current price, supporting investor interest near the mid-$5 range. Despite tempting fundamentals, a clear path to business inflection and upside remains elusive. AVZimovskoy/iStock Editorial via Getty Images With AerSale ( ASLE ) stock back toward the lows, it's not hard to be tempted for one key reason: the downside seems protected. At Friday's close of $6.46, AerSale has a market capitalization just over $300 million; net debt is $108 million. This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business rel Show less Read more
Impact Snapshot
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