also some snippets from the august presentation
Allco Aviation
Portfolio continues to perform well
To date, equity invested in the 66 aircraft in Allco’s fleet have achieved an equity IRR in excess of 50% p.a. based on current market value
Allocean
Significant portfolio activity, having re-chartered 14 vessels and sold 12 vessels
To date, portfolio achieved an equity IRR in excess of 40% p.a. based on current market value
i challenge you to find me another business which can earn sustainable long run IRR of 40-50%
the shipping and aviation assets should fetch top dollar\
remember all they need to do is change the name and the goodwill is intact, but you can't get 30 years experience just overnight. there is a reason why these assets have held up so well in the global downturn.
also some snippets from the august presentationAllco...
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