International Consolidat... Share Discussion Threads

[montyhedge] 23/7/2018 13:28

Monarch went, we got some of there routes, who could be next?

[chiefbrody] 23/7/2018 13:09

Read a piece on Ryanair.They say (again!) that given the oil price rises, some European airlines could be in trouble this winter, leading to more consolidation (everyone knows this is inevitable) in the sector.Nobody will be taking over RYN (or IAG) as it'll inevitably be the big boys hoovering up.If the price of oil continues to rise then the Norwegian issue will soon be back to the fore.

[m1k3y1] 23/7/2018 12:27

Meanwhile almost no drop in the Norwegian share price
Walsh needs to buy it, or offload it. Holding isn't helping.

[m1k3y1] 23/7/2018 12:07

The MM's are using the RYA opportunity to drive down airline shares. No doubt they will then go long , before they reverse the 2% drop ! Having taken advantage of the short first of course !
Monday mornings, always down. you can hang your hat on it

[montyhedge] 23/7/2018 11:58

Ryanair hit by pilot strikes, seems unfair IAG been tarred with the same brush as that airline. All IAG can do is let the figures do the talking, 3rd August we will know.

[m1k3y1] 23/7/2018 11:29

I must say that I am finding it difficult to see how shares in general will find a reason to improve, the closer we get to March 29th .
Until there is certainty over what is going to happen, there appears to be more of an argument for shares to sit and wait, or to slowly tick lower.
Companies will be unable to proceed with growth strategies , until they have certainty around what is, or is not going to happen on march 29th.

The closer we get to the decision date, with no decision, the less risk companies and investors will be prepared to tale.

Having said that, I am long on IAG and see positive returns going forwards, I just do not see any argument for big improvements in the share price until we have certainty around Brexit. One way or the other.

[montyhedge] 23/7/2018 09:50

All baked in the price forecast p.e now 5.6. Friday 3rd Aug hopefully take off.

[chiefbrody] 23/7/2018 09:46

Indeed.Oil. Brexit. Strikes. Hot weather. All doom and gloom for airlines at the moment.

[montyhedge] 23/7/2018 09:01

Great trading share, moves one way or another, lol

[nedhammers1] 23/7/2018 08:40

Reasons to be cheerful 1 2 3, maybe by the 3rd some sense will come back to this share price ....

[montyhedge] 23/7/2018 08:34

Seems Airlines one of the most hated sectors, can't understand why IAG on a p.e less than half of what EasyJet and Ryanair are trading at. Hopefully re-rating on the 3rd August.

[montyhedge] 23/7/2018 07:36

IAG figures next week, I'm expecting record profits and revenue.Buybacks to continue as well, perhaps I'm expecting to much, lol.

[montyhedge] 23/7/2018 07:34

Ryanair figures good, the Ryanair pilot strike good for other carriers, as customers re-book. Must admit I would not fly with them even if they paid me.

[m1k3y1] 22/7/2018 21:07

BA making more redundancies on eurofleet apparently.

[nedhammers1] 22/7/2018 20:43

Let's do a Lewis Hamilton come back from the lows of 650 to 730 and beyond, up up and far awsy, away I say, away with the fairies .....

[nedhammers1] 21/7/2018 15:58

Lots of Apple pie please not bloody Humble pie ....

[nedhammers1] 21/7/2018 13:34

Need this to be 720 or above early August pretty please. Let's fly fly high in the sky, and put lots of money in my home made pie....

[nedhammers1] 21/7/2018 13:33

Need this to be 720 or above early August pretty please. Let's fly fly high in the sky, and put lots of money in my home made pie....

[neilrich] 20/7/2018 17:58

I'd be interested to hear the UBS target price.

[montyhedge] 20/7/2018 15:34

UBS had IAG as a BUY on their list, this morning on CNBC.

[m1k3y1] 20/7/2018 12:22

Yup....you can never plan for the Chump Effect !

[toon1966] 20/7/2018 12:06

Suggest Trump has has something to do with sudden fall today....

[nedhammers1] 20/7/2018 11:54

Poop day so far :-(,Brexit fears ....