In this investment note, I will discuss the fundamentals and revenue upside triggers for Era Group (ERA). Based on the thesis discussed below, I am of the opinion that the stock holds significant upside potential in the medium to long term. Besides the fundamental factors discussed for revenue growth and hence stock price upside, I would like to mention that the stock is currently trading at a discount of nearly 33% from its fair market value of assets. As the spin-off unlocks value, the stock upside can be significant.
Era Group, which is a spin-off entity of Seacor Holdings (CKH), is among the largest helicopter operators in the world and the...
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