International Consolidat... Share Discussion Threads

[neilrich] 04/10/2018 12:46

The prospective P/E is now 6.1, or 5.9 when you factor in the buyback.

[nedhammers1] 04/10/2018 11:35

Judging by today's continued downtrend, I don't think there's much confidence in IAG through these choppy times Monty, cometh the update I fear the Market will not like it, I have bad memories of the last one.....

[montyhedge] 04/10/2018 08:21

Figures in a couple of weeks I'm looking for dividend increase from 12.5c to 14.5c P.e 6.75 and record revenue.These now are now the bargain of the year. Would be nice If buybacks continue then I see back to 700p if the oil price drops.All these misses by Norwegian airlines today is good news IAG won't bid. EasyJet misses, perhaps passengers turning to IAG.

[nedhammers1] 03/10/2018 20:34

I meant to say the high oil price as Saudia Arabia and co. Are not playing ball with Trump will hopefully bring Trump and Iran round the negotiating table and oil will drop back ....

[nedhammers1] 03/10/2018 20:23

Can't agree more .....

[neilrich] 03/10/2018 20:17

Iran have said Today that they wish to talk with Trump, sense shall prevail.

Rewind 12 months and markets were concerned about global tensions with North Korea.

IAG is a very well run business with the best brands in the industry, some excellent numbers to come. IAG shall continue to generate cash despite the spike in the oil price.

[nedhammers1] 03/10/2018 19:59

Thanks Neil, I think the profit will be important that are attached to those figures. Walsh might surprise us as he is adding new routes all the time ..... Oil price is hammering all the airlines at present, but we are hedged. Think Trumps sanctions on Iran may bite hard or will try and force Trump back around the negotiating table ...

[neilrich] 03/10/2018 19:53

Ned, Today's traffic and capacity stats? Some very healthy increases for Iberia and Aer Lingus, although BA a little disappointing.

Q3 results 3 weeks on Friday, hopefully the best ever for Q3, I think the numbers shall be good, my only concern being their forward looking statement, should they decide to air any future concerns.

[nedhammers1] 03/10/2018 19:13

Just over 300,000 share buy backs today

[nedhammers1] 03/10/2018 18:58

Oil 86.5 a barrel.....

[nedhammers1] 03/10/2018 18:50

What do you make of the results today Neil?

[neilrich] 03/10/2018 18:30

Looking like the buyback on the LSE has completed.

[nedhammers1] 03/10/2018 17:04

So what do peeps think of the results?

[toon1966] 03/10/2018 17:00

Complete and utter wind-up merchant......

[montyhedge] 03/10/2018 16:27

I think it all bodes well for the figures in a couple of weeks time.

[m1k3y1] 03/10/2018 16:16

Thanks neil.
IAG TRaffic stats
hxxp://www.iairgroup.com/phoenix.zhtml?c=240949&p=irol-traffic

[neilrich] 03/10/2018 16:08

Group traffic in September, measured in Revenue Passenger Kilometres, increased by 5.9 per cent versus September 2017; Group capacity measured in Available Seat Kilometres rose by 7.2 per cent.

Passengers carried for the group up 7.1%, or 7.7% year to date.

Revenue passenger km Iberia and Aer Lingus particularly strong >10%, BA only 1.4%, although 3.5% year to date.

[neilrich] 03/10/2018 16:03

On 12 September, Aer Lingus announced two new North American routes that will start next summer. Its flights between Dublin and Minneapolis-St. Paul commence on 8 July 2019 while services to Montreal start on 8 August 2019. Both routes will operate daily, all year round. From summer 2019, Aer Lingus will fly direct from Ireland to 15 North American destinations serving 17 transatlantic routes.

This month, British Airways announced new routes between Heathrow and Osaka, Gatwick and Kos and London City and Munich. In addition, the airline will make a multi-million-pound investment in its short haul business class cabin, Club Europe. The spend is part of British Airways' current £4.5bn investment plan and will focus on enhanced food and drink.

[m1k3y1] 03/10/2018 15:36

RYA up almost 3%, EZJ up 1.8%, IAG barely moving ?

[montyhedge] 02/10/2018 16:05

If Brent Crude goes back under 80 dollars IAG will be 655p.

[montyhedge] 02/10/2018 16:02

Oh what a shame, they will find other jobs, Walsh doing his best for shareholders.

[toon1966] 02/10/2018 16:01

So from 'big short' to 'big long' in a matter of days, unbelievable!

[applepieinthesky] 02/10/2018 15:59

Hong Kong based international cabin crew based in the city terminated with bare minimal notice what a way to treat loyal staff and yes from a very profitable company disgraceful. Walsh and Cruz hang your heads in shame .

[montyhedge] 02/10/2018 12:55

These will bounce, with Ryanair strikes, another budget airline bust. IAG will clean up. If oil price falls, 650p in a flash, bullish again from the No.1 trader. Lol

[montyhedge] 02/10/2018 08:18

With the competition falling by the wayside, IAG should benefit,I would have thought.