[Stocks] Aimia (Aeroplan parent) reports earnings and -9%
Feb 27, 2015, 7:57 am
#1
Original Poster
Join Date: Mar 2007
Posts: 4,784
[Stocks] Aimia (Aeroplan parent) reports earnings and -9%
Stocks down 9% at the moment. Day Range $12.72-13.27
Not sure if we should be happy as Aeroplan USER, if they doing bad = we doing better?
http://www.theglobeandmail.com/globe...mmary/?q=AIM-T
http://www.aimia.com/en/investors.html
Not sure if we should be happy as Aeroplan USER, if they doing bad = we doing better?
2014 A YEAR OF EXCEPTIONAL PROGRESS FOR AIMIA
Data-driven marketing and loyalty analytics company Aimia Inc. (TSX: AIM) today reported its financial results for the quarter and year ended December 31, 2014. All financial information is in Canadian dollars unless otherwise noted.
2014 Highlights: Aimia met or exceeded its guidance on all key financial metrics. Solid fourth quarter performance enabled Aimia to deliver Gross Billings growth of 9.3% on a constant currency basis, Adjusted EBITDA margin of 11.8% and Free Cash Flow of $287 million.
-- The transition of Aeroplan with its new card partnership
agreements and launch of Distinction exceeded all expectations
and drove strong member engagement.
-- Aimia expanded its coalition business into Spain through Travel
Club and in Asia Pacific with an investment in Air Asia's Think
Big.
-- Aimia's Intelligent Shopper Solutions business doubled its
client base in 2014, with five new retailers, including Sonae
in Portugal.
Data-driven marketing and loyalty analytics company Aimia Inc. (TSX: AIM) today reported its financial results for the quarter and year ended December 31, 2014. All financial information is in Canadian dollars unless otherwise noted.
2014 Highlights: Aimia met or exceeded its guidance on all key financial metrics. Solid fourth quarter performance enabled Aimia to deliver Gross Billings growth of 9.3% on a constant currency basis, Adjusted EBITDA margin of 11.8% and Free Cash Flow of $287 million.
-- The transition of Aeroplan with its new card partnership
agreements and launch of Distinction exceeded all expectations
and drove strong member engagement.
-- Aimia expanded its coalition business into Spain through Travel
Club and in Asia Pacific with an investment in Air Asia's Think
Big.
-- Aimia's Intelligent Shopper Solutions business doubled its
client base in 2014, with five new retailers, including Sonae
in Portugal.
http://www.aimia.com/en/investors.html
Feb 27, 2015, 8:27 am
#2
Original Member
Join Date: May 1998
Location: Canada
Programs: AC SE 2MM, HH Dd, SPG; IC Pl/A; AA; DL
Posts: 14,321
Unfortunately (or fortunately depending on your perspective) this is not because people are leaving AC in droves--this is due to a deflation impact in UK/Europe, ie. lower prices/sales = less revenue for Aimia.
Feb 27, 2015, 2:33 pm
#3
Join Date: Jan 2014
Location: yyz
Posts: 1,611
AIMIA (Aeroplan) stock crushed. Bad news for us ahead?
The stock was down over 10% on some bad numbers and poor guidance for 2015.
I hear the poor guidance is due in part to more people using their points for flights (which costs them more than toasters) and also getting hit by USD (I guess for redemptions on UA or AC flying south?)
Since companies tend to improve the situation by growing revenues or cutting costs...I wonder if we should expect another AP devaluation sooner rather than later.
I hear the poor guidance is due in part to more people using their points for flights (which costs them more than toasters) and also getting hit by USD (I guess for redemptions on UA or AC flying south?)
Since companies tend to improve the situation by growing revenues or cutting costs...I wonder if we should expect another AP devaluation sooner rather than later.
Feb 28, 2015, 9:15 am
#4
Join Date: Dec 2011
Location: West
Posts: 3,357
The stock was down over 10% on some bad numbers and poor guidance for 2015.
I hear the poor guidance is due in part to more people using their points for flights (which costs them more than toasters) and also getting hit by USD (I guess for redemptions on UA or AC flying south?)
Since companies tend to improve the situation by growing revenues or cutting costs...I wonder if we should expect another AP devaluation sooner rather than later.
I hear the poor guidance is due in part to more people using their points for flights (which costs them more than toasters) and also getting hit by USD (I guess for redemptions on UA or AC flying south?)
Since companies tend to improve the situation by growing revenues or cutting costs...I wonder if we should expect another AP devaluation sooner rather than later.
-- The transition of Aeroplan with its new card partnership
agreements and launch of Distinction exceeded all expectations
and drove strong member engagement.
Feb 28, 2015, 2:54 pm
#5
Join Date: Aug 2008
Location: トロント
Programs: IHG Gold
Posts: 4,818
Feb 28, 2015, 3:51 pm
#7
Join Date: Jul 2008
Location: YVR
Programs: OZ Diamond, Jiffypark Manhattan Gold
Posts: 4,485
The stock was down over 10% on some bad numbers and poor guidance for 2015.
I hear the poor guidance is due in part to more people using their points for flights (which costs them more than toasters) and also getting hit by USD (I guess for redemptions on UA or AC flying south?)
Since companies tend to improve the situation by growing revenues or cutting costs...I wonder if we should expect another AP devaluation sooner rather than later.
I hear the poor guidance is due in part to more people using their points for flights (which costs them more than toasters) and also getting hit by USD (I guess for redemptions on UA or AC flying south?)
Since companies tend to improve the situation by growing revenues or cutting costs...I wonder if we should expect another AP devaluation sooner rather than later.
Mar 2, 2015, 11:03 am
#9
Join Date: Apr 2011
Location: YEG
Posts: 3,717
An instant replay of the AC stock; huge gains leading up to the fiscal announcement, big drop ~-10% hit when the announcement came out followed by moderate gains the next day. Easy Money.
I am now wondering about Bombardier; stock is pretty much at an all time low, no issues released on the C300 test... one has to figure it can only go up from there...
I am now wondering about Bombardier; stock is pretty much at an all time low, no issues released on the C300 test... one has to figure it can only go up from there...
Mar 2, 2015, 11:26 am
#10
Join Date: Jan 2013
Location: YYZ
Posts: 379
Net new cards acquired with TD, CIBC, and AMEX >450,000
Distinction members more engaged with average accumulation up
+17% and earning rewards at 15% more partners on average than
a year ago
a joke to us but a success in their eyes
Mar 2, 2015, 11:30 am
#11
Join Date: Apr 2011
Location: YEG
Posts: 3,717
in their financial presentation it states:
Net new cards acquired with TD, CIBC, and AMEX >450,000
Distinction members more engaged with average accumulation up
+17% and earning rewards at 15% more partners on average than
a year ago
a joke to us but a success in their eyes
Net new cards acquired with TD, CIBC, and AMEX >450,000
Distinction members more engaged with average accumulation up
+17% and earning rewards at 15% more partners on average than
a year ago
a joke to us but a success in their eyes
Mar 2, 2015, 12:07 pm
#14
Join Date: Jan 2014
Location: yyz
Posts: 1,611
CIBC probably didn't lose many because they kep customers that had a card + another product (like a chequing account) with CIBC. Stickier customers.
Mar 2, 2015, 12:21 pm
#15
Join Date: Dec 2011
Location: West
Posts: 3,357
They sold 500 000 to TD including bunch of my closed accounts. You telling me CIBC gained that back in a year and more?