AerSale: Something Needs To Change

With AerSale (ASLE) stock back toward the lows, it's not hard to be tempted for one key reason: the downside seems protected. At Friday's close of $6.46, AerSale has a market capitalization just over $300 million; net debt is $108 million. AerSale: Something Needs To Change Summary - AerSale trades near all-time lows, with a market cap at just 0.8x tangible book value. - Asset-based calculations suggest significant downside protection, as inventory and MRO business nearly cover enterprise value. - Liquidation value is not far below the current price, supporting investor interest near the mid-$

With AerSale (ASLE) stock back toward the lows, it's not hard to be tempted for one key reason: the downside seems protected. At Friday's close of $6.46, AerSale has a market capitalization just over $300 million; net debt is $108 million. AerSale: Something Needs To Change Summary - AerSale trades near all-time lows, with a market cap at just 0.8x tangible book value. - Asset-based calculations suggest significant downside protection, as inventory and MRO business nearly cover enterprise value. - Liquidation value is not far below the current price, supporting investor interest near the mid-$