International Consolidat... Share Discussion Threads

[m1k3y1] 05/11/2017 13:02

"No increase in ROIC target of 15 percent, which is disappointing and we expect today´s CMD to focus on how profit guidance is being raised but no lift to the return target," analysts at Goodbody said in a note.

[m1k3y1] 04/11/2017 15:54

It would of course be helpful if the share price could increase without the benefit of the buybacks.
A drop from 680 is ridiculous, even factoring in the dividend payment to come.
Compare this to EZJ and it should be much higher.

[chiefbrody] 03/11/2017 18:41

Hopefully the share buybacks will get this back on track again.

[m1k3y1] 03/11/2017 17:52

not reflected in the share price sadly
Ridiculous drop from circa 680

[chiefbrody] 03/11/2017 10:46

Nice. Going way higher as long as oil and the jihadi's behave themselves.

[broadwood] 03/11/2017 08:14

Positive stuff.

IAG targets increase in earnings
3 November 2017 | 08:08am
- International Consolidated Airlines Group will set out its aim to increase full-year earnings at capital markets day in today.

IAG's goal is to increase EBITDAR to around €6.5bn average per annum for 2018-2022 compared with €5.3bn average per annum for 2016-2020 previously.

Other long-term planning goals for 2018-2022 include:

- Return on invested capital (real terms) targeting sustainable 15% (no change)

- An operating profit margin of 12% to 15% (no change)

- Average EPS growth of 12%+ per annum (no change)

- Capex: average of €2.1bn per annum (compared to an average of €1.7bn per annum for 2016-2020 previously)

- Equity free-cash flow average of €2.5bn per annum (compared to an annual range of €1.5bn to €2.5bn for 2016-2020 previously)

- ASK growth of approximately 5% per annum (compared to approximately 3% per annum for 2016-2020 previously)

- Gearing to be in the investment grade zone (no change)

Presentations from the capital markets day can be accessed via www.iairgroup.com and a webcast of the event will be available today from 9 a.m.

[m1k3y1] 01/11/2017 17:54

Strange, I did thank you but the post has disappeared ?

[sponges] 01/11/2017 08:22

you're welcome

[sponges] 31/10/2017 18:38

From Unite Website - Cabin crew working for British Airways' mixed fleet have overwhelmingly voted to accept a pay deal that brings their long running dispute to an end Britain’s largest union, Unite announced today (Tuesday 31 October).
84 per cent backed the deal which was hammered out in talks between British Airways and their union Unite. As a result of the pay deal mixed fleet cabin crew are set to enjoy pay increases of at least £1,404 to £2,908 by March 2018 depending on experience and subject to inflation.
The dispute saw mixed fleet cabin crew operating on long and short haul flights out of Heathrow take 85 days of industrial action earlier in the year. The deal sees travel concessions and entitlements to fully participate in the airline’s 2017 bonus scheme returned to cabin crew who took industrial action, in addition to guarantees that deductions will not be made to any applicable bonuses.
Acceptance of the deal will see settlement in full for Unite’s legal action that it was pursuing on behalf of mixed fleet crew who had been sanctioned for taking industrial action by British Airways.

[m1k3y1] 31/10/2017 17:39

Which cabin crew ?

[sponges] 31/10/2017 15:52

Apparently Unite union have said cabin crew have overwhelmingly accepted wage deal with BA

[chiefbrody] 27/10/2017 12:31

At least they can buy back more shares now ?

[younasm] 27/10/2017 12:02

Yep, profit taking was expected after the move from 620 to 670 this month. I think 600-620 is solid support now, I expect IAG to end the year above 650p.700p is a decent target for 2018.

[chiefbrody] 27/10/2017 10:15

Bit of profit taking before resuming the march onwards.

[chiefbrody] 25/10/2017 13:00

No stopping it.Though, if i were a trader i'd bank before Friday.As it is, i'll wait for 1000p and some decent dividend increases.

[3rd eye] 25/10/2017 11:20

IAG International Airlines, 6 month high after B/Out in last 10 days. Fwd P/E to 2018 just 7.6 Credit Suisse go...... outperform 721p (from 686p).😎 results friday.

[chiefbrody] 20/10/2017 20:11

Aye still cheap. Hold them both. IAG would be 1000p if it had a US style valuation.

[3rd eye] 20/10/2017 14:59

IAG International Airlines looking strong after the breakout at 640p. Forward P/E just 6.6. By comparison EZJ forward p/E is 13.2. Dividend cover 3.96. Buying back shares to CANCEL as well.



5 year chart.....



Recent broker note.....

18 Oct 17 Credit Suisse Outperform 662.25 686.00 721.00 Reiterates

SP target 721p.

Hmmmmmmmmm looks tasty. Think Ill take a short term bite.

[sponges] 02/10/2017 13:28

ooh yea - frightening world we live in and as you suggest - it puts things into perspective

[ccr1958] 02/10/2017 12:42

Thx sponges ,could be worse ,I could have been at the Gig in Vegas !!

[sponges] 02/10/2017 11:31

Good luck ccr

[ccr1958] 02/10/2017 08:34

Yes I am a Monarch victim in Spain, might get a lift home with their new owner !!!

[sponges] 01/10/2017 14:42

IAG apparently "circling" on Monarch assets if no licence extension granted (Sky News)