SKYH
✈️ Sky Harbour develops and operates hangars for private jets, securing long-term leases (40-50 years) at airports, effectively creating local monopolies.
📈 The company has ambitious growth plans, aiming to expand from 16 current/under-construction campuses to 50, serving high-profile clients.
💰 Current valuation may only reflect existing projects, potentially offering future expansion growth ‘for free’ to investors, despite recent analyst attention starting.
@adriarivero:
“And then we also have another example like Sky Harbor, which, as you can see, I have in my portfolio, a company dealing with hangars or parking for private jets, starting around €11. And this company tells you, ‘Hey, we are going to build up to 50 campuses,’ and now they have 16, okay? They are building 16. When they build a campus at an airport, since there is no more land and they already fix the airport for 40, 50 years and lease it to wealthy clients, clients like Jeff Bezos, Elon Musk, like rappers, like Rick Ross, well, in these cases, they have a local monopoly. It’s a company that is building very strong competitive advantages, but just with the 16 they already have signed now, if you calculate it, which we also do in the course, you have a justified price, meaning the price right now justifies the valuation. Therefore, you are paying zero for future growth. If they keep adding more campuses from 16 to 50, well, this is not yet implicit in the price. And as I say, it’s a company that is still not followed and that nobody is seeing well, so it could be a very good opportunity. As you can see, now brokers like Freedom are starting to cover it and they say a price of 14, which is a higher price, but there is still much lack of knowledge about this company.”
Watch the exact part of the video where @adriarivero talks about Sky Harbour Group Corporation here:
Watch the video on YouTube
Read more articles analyzing Sky Harbour Group Corporation (SKYH) at the provided link. SKYH stock.
