Gary Rollo on Talk Ya Book – Alliance Aviation
Gary joined Chris Judd on Talk Ya Book to discuss Alliance Aviation (ASX:AQZ), a company that provides contract, charter and aviation services. The company has operational bases in five of Australia’s capital cities and a further three in the Queensland regional centres of Townsville, Rockhampton and Cairns. As the business grows its fleet, with the strategic acquisition of 14 aircraft in August 2020, we expect the share price should follow those additional earnings as its capacity increases. Over the last nine years Alliance Aviation has made on average 35 per cent EBITDA on its tangible operating assets. You can learn more about the company in this 22 minute interview.
If you would like more detail on this company, can you listen to Gary Rollo interview CEO Lee Schofield.
The Montgomery Small Companies Fund owns shares in Alliance Aviation. This video was prepared 02 December with the information we have today, and our view may change. It does not constitute formal advice or professional investment advice. If you wish to trade Alliance Aviation you should seek financial advice.
Gary Rollo is the Portfolio Manager of the Montgomery Small Companies Fund. Gary joined Montgomery in August 2019 after spending three years at MHOR Asset Management in Sydney as a Founder and Portfolio Manager. Prior to this, Gary was a Portfolio Manager at Renaissance Asset Manager in Sydney for six years. Before moving to Australia, Gary spent five years in London running Morgan Stanley’s Technology Sector Equity Research Team, as well as two years covering technology companies for JP Morgan.
This post was contributed by a representative of Montgomery Investment Management Pty Limited (AFSL No. 354564). The principal purpose of this post is to provide factual information and not provide financial product advice. Additionally, the information provided is not intended to provide any recommendation or opinion about any financial product. Any commentary and statements of opinion however may contain general advice only that is prepared without taking into account your personal objectives, financial circumstances or needs. Because of this, before acting on any of the information provided, you should always consider its appropriateness in light of your personal objectives, financial circumstances and needs and should consider seeking independent advice from a financial advisor if necessary before making any decisions. This post specifically excludes personal advice.
