A Different Perspective

A Different Perspective with Jeff Chatfield, CEO of Avation PLC — Inside the High-Flying World of Airline Leasing, ATR Fleets, Bond Markets and the Future of Aviation Stocks


Listen Later

This week Nick talks to Jeff Chatfield

Jeff Chatfield is the CEO of Avation, a publicly listed aircraft leasing company with a global portfolio of commercial and regional aircraft. He has over two decades of experience in the aviation finance industry, leading the company through multiple bond issues and strategic fleet expansions. Known for his pragmatic approach to capital management, Chatfield has built Aviation into one of the few small-scale lessors capable of issuing public bonds. Based between Singapore and London, he is recognised for his clear, data-driven insights into market trends and aircraft investment strategy.

In this episode Nick and Jeff discuss the company’s recent US$300 million bond issue and improved credit ratings from major agencies, marking a significant step forward since its earlier, lower-rated bonds. Jeff discusses how the refinancing provides long-term stability, enabling the company to continue its growth trajectory over the next five and a half years. He explains how the upgraded ratings reflect Aviation’s maturity and scale in a market where even US$20 billion is now considered small, while also noting the flexibility and strategic value of bonds for managing capital efficiently.

The discussion moves to fleet strategy, including the extended lease of a wide-body A330 to EVA Air and the company’s ongoing focus on narrow-body aircraft such as A320s and ATRs. Chatfield highlights the global demand for aircraft driven by replacement cycles and rising air travel in emerging economies such as India and China. He emphasises Aviation’s valuable order book and purchase rights, which position the company strongly amid limited aircraft supply.

Jeff's Book Choice was:
The Thursday Murder Club by Richard Osman

This content is issued by Zeus Capital Limited (“Zeus”) (Incorporated in England & Wales No. 4417845), which is authorised and regulated in the United Kingdom by the Financial Conduct Authority (“FCA”) for designated investment business, (Reg No. 224621) and is a member firm of the London Stock Exchange. This content is for information purposes only and neither the information contained, nor the opinions expressed within, constitute or are to be construed as an offer or a solicitation of an offer to buy or sell the securities or other instruments mentioned in it. Zeus shall not be liable for any direct or indirect damages, including lost profits arising in any way from the information contained in this material. This material is for the use of intended recipients only.

...more
View all episodesView all episodes
Download on the App Store

A Different PerspectiveBy zeus

  • 3
  • 3
  • 3
  • 3
  • 3

3

2 ratings


More shows like A Different Perspective

View all
Macro Voices by Hedge Fund Manager Erik Townsend

Macro Voices

3,068 Listeners

Odd Lots by Bloomberg

Odd Lots

1,933 Listeners

Investors' Chronicle by Investors' Chronicle

Investors' Chronicle

15 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

941 Listeners

Hidden Forces by Demetri Kofinas

Hidden Forces

1,435 Listeners

PIWORLD Investor Podcasts by piworld

PIWORLD Investor Podcasts

0 Listeners

AJ Bell Money & Markets by AJ Bell

AJ Bell Money & Markets

13 Listeners

The Acquirers Podcast by Tobias Carlisle

The Acquirers Podcast

303 Listeners

The Vox Markets Podcast by Vox Markets Podcast

The Vox Markets Podcast

1 Listeners

Behind the Balance Sheet by Stephen Clapham's Podcast on Value Investing | Stockmarket Analysis | Equities

Behind the Balance Sheet

44 Listeners

The Rest Is Politics by Goalhanger

The Rest Is Politics

3,023 Listeners

In Good Company with Nicolai Tangen by Norges Bank Investment Management

In Good Company with Nicolai Tangen

183 Listeners

Merryn Talks Money by Bloomberg

Merryn Talks Money

50 Listeners

Unhedged by Financial Times & Pushkin Industries

Unhedged

181 Listeners

Many Happy Returns by PensionCraft

Many Happy Returns

37 Listeners