International Consolidat... Share Discussion Threads

[montyhedge] 22/10/2018 08:22

On Friday looking for 2 billion sterling pre tax, 8% dividend increase. Dividend is paid quickly in November.Ridiculously undervalued.As Buffett says buy when they are scared, sell when they are greedy.

[montyhedge] 21/10/2018 10:18

IAG will probably pick them up from the administrator, surely can keep those prices going for much longer.

[nedhammers1] 21/10/2018 08:31

Is it possible IAG have already shed their stake in Norwegian? Can they do that without informing the market?

[nedhammers1] 21/10/2018 08:29

Is it possible IAG have already shed their stake in Norwegian? Can they do that without informing the market?

[jailbird] 21/10/2018 00:03

The Norwegian airline was one of Tuesday's biggest losers in Oslo, since Danske Bank downgraded the share to sell from purchase. According to TDN Direct more than half, Danske also halves the target price, to 150 Norwegian crowns from the previous 350.

NEWS AGENCY DIRECTLY Published: October 16, 2018, 11:52
According to Danske Bank, the radical revaluation is unlikely to be an airline's offer from IAG, but also to factors such as higher prices for aviation fuel and the risk of a new issue.

"Since six months ago, the news that IAG owns 4.6 percent of Norwegian and the unconfirmed rejected bids, we believe the probability of a bid is below 50 percent," Danske Bank Markets writes.

Mäklarhuset expects that Norway 's equity will fall to less than 1.5 billion Norwegian kronor during the first quarter of 2019, a level which represents a minimum requirement in relation to the company's existing borrowing terms.

Shortly after 11.30, Norwegian was down 2.6 percent to 196 Norwegian kronor in Oslo.

[m1k3y1] 20/10/2018 21:51

Danske Bank turns completely into sight in Norwegian
The brokerage downgrade the stock to sell and thinks an IAG bid is unlikely

[hamhamham1] 20/10/2018 18:37

Monty is a plank.
He maliciously posted on the BT board that BT shares are the best short in the FTSE100.
Many there challenged him on that (he was long there only a week or so before he sold up) at the same time he was spouting about his long on IAG at about 700p, I think he had a target of 1300p at the time.
It's easy to make money in a rising market, making money in a confused or downward market is way harder.
Good luck Monty, self proclaimed number one trader....

[nedhammers1] 20/10/2018 17:54

Yes Monty we all know that BUT all the other facts are trumping that in more ways than one, can anyone really see it bouncing back on Monday or anytime next week?

[montyhedge] 20/10/2018 09:46

Two billion profit, dividend increase 8% covered 4 times that will do.

[toon1966] 20/10/2018 09:23

neilrich you need to remember Monty has gone from 'superb' to 'decent' in terms of the upcoming results, the guy changes his tune at the drop of a hat...

[jailbird] 20/10/2018 02:01

Remember this is not BA that makes up the revenues numbers...it is the IAG consolidated group of Airlines as well as Avios

Number of things impacting IAG.

The BA.com GPDR cyber attack consequences

Transatlantic investigations into American Airlines and alliance airlines, remember USA is their bread and butter still.

Oil prices

Brexit

And as someone mentioned above the analyst article about how much can be saved on synergies within the group.


Fundamentally, I would have thought IAG are sound to ride out any downturn as well.

[neilrich] 20/10/2018 00:06

For once I agree with Monty, the numbers will be good, let's see what Walsh has to say, although don't expect too much, the sector is very much out of favour at present.

[montyhedge] 20/10/2018 00:01

NedI like IAG, figures will be decent on Friday, it's what Walsh says going forward. All I know business class to China packed.

[nedhammers1] 19/10/2018 19:03

hxxp://www.thebusinesstravelmag.com/index.php/news-pages/articles/boost-for-transatlantic-services-in-summer-2019

[nedhammers1] 19/10/2018 18:45

Not convinced BA is world class,but they certainly know how to make a profit!

[nedhammers1] 19/10/2018 18:44

Monty you've changed your tune my son,nothing wrong with that, you have to look at the causes ......

[neilrich] 19/10/2018 16:15

The share price has fallen due sentiment, no connection with next weeks results.

IAG dividend yield is approaching 5% with four times dividend cover, plenty scope for increasing the dividend.

[toon1966] 19/10/2018 15:37

Well, well, just a few days ago Monty was saying IAG's figures would be 'superb', now it's 'hopefully decent'!! What a difference a few days make eh?

[montyhedge] 19/10/2018 15:30

KnowingLike I said your investment strategy is only to invest in companies that report losses, Flybe and Thomas Cook, but you don't like IAG that reports 2 billion of profits p.e 5 dividend up 10% next week.Please don't write a book How to Invest, lol.

[montyhedge] 19/10/2018 15:13

Lol of course you are joking.

[knowing] 19/10/2018 15:11

You flew in a Coffin.........LOL. BA worst business product in the sky

[montyhedge] 19/10/2018 15:09

We are in Beijing at the moment, flew in Business class packed. Chinese travel is growing unbelievable. Business class is where the money is.My point EasyJet and Ryanair don't have this to fall back on.

[knowing] 19/10/2018 15:05

BA feeds their short haul through long haul. Prices are already dropping as well.