GAPFF News and Press, Aimia Inc From 04/12/18

I have written about Aimia (GAPFF) (AIM - Canada) a few times now ( article 1 , article 2 , article 3 ). For a summary, AIM operates loyalty programs which are highly cash generative. The shares have collapsed following Air Canada (ACDVF) notifying AIM that they will not continue their partn...

Guardian to Buffy : One way or another, it can only mean an end is truly near. Caleb : [grabs guardian's head from behind and snaps her neck] I'm sorry, I didn't quite catch that last part, on account of her neck snapping and all. Did she say the end is near, or here? Source: ...

The following slide deck was published by Aimia, Inc. in conjunction with their 2017 Q4 earnings Read more ...

In the first two parts of this series I examined how Aimia (GAPFF) can position Aeroplan in the reward points market to continue extracting value from the well-known brand. Clearly they have a lot of options even after the current Air Canada ( ACDVF ) contract runs out. What does that ...

The first part of this article examined how Aimia ( GAPFF ) could reposition Aeroplan once the partnership with Air Canada (ACDVF) ends in 2020. Now let's look at the impact this would have on customer value, which is a key factor in how much the program grows or shrinks after the split. W...

Aimia ( GAPFF ) (TSX: AIM, AIM.PR.A, AIM.PR.B, AIM.PR.C) As some background, we are intimately familiar with Aeroplan and Air Canada (ACDVF) not just as investors but as extraordinarily heavy consumers. As both an Air Canada top tier elite and Aeroplan top tier member I generate well in exce...

Following Aimia's (GAPFF) announcement that it would end its current partnership with Air Canada (ACDVF) in 2020, the big question was what will replace it. The initial stock market reaction was pretty close to "nothing". The share price dropped over 80%, as investors believed that Aimia w...

The following slide deck was published by Aimia, Inc. in conjunction with this Read more ...

AIMIA Inc. ( GAPFF ) is a stock we have covered extensively during our time at Seeking Alpha. Collectively the opinions on this are like that on an abstract painting. Some see the sum of parts being worth multiples higher than here while others see this headed for a bankruptcy. Our take was th...

I was completely committed to index investing for 10 years. Recently I started up a portfolio of stock picks and it's been doing well . Index investing is backed by a lot of well-researched principles. Now I'm challenging some of them by trying to beat the index. It's not easy to figure o...