International Consolidat... Share Discussion Threads

[m1k3y1] 15/1/2019 20:21

There will be no general election Monty.
geees do you ever look on the positive side of anything ?

[montyhedge] 15/1/2019 20:03

What a defeat 230, general election my bet.

[m1k3y1] 15/1/2019 18:35

I am more interested in what the airlines themselves say Monty.

[montyhedge] 15/1/2019 18:28

Look on the gov website on a no deal regarding flights between UK and EU. I know you have buried your head in the sand over airspace.But if you hold airline stocks have a look, you may learn something.

[neilrich] 15/1/2019 17:08

'Uncertainty over airspace' what are you on about?! lol

[m1k3y1] 15/1/2019 17:02

May will win the vote of no confidence proposed by Corbyn, resulting in no general election.

[montyhedge] 15/1/2019 16:55

Tonight May will lose, Corbyn will ask for a vote of no confidence, general election is odds on, or no deal, in my view. 565p IAG on the uncertainty over airspace etc.
Defensives the place to be, been topping up with GSK.

[m1k3y1] 15/1/2019 16:46

Invesco increases its stake in IAG to 1.12%

[montyhedge] 15/1/2019 12:48

Banks and airlines the sectors for me biggest risks, on no deal. General election odds on. Could Corbyn get in lets hope not. But May and Tories have messed Brexit up bigtime.

[ariane] 15/1/2019 12:27

Proactive investors

British Airways owner IAG, Ryanair and easyJet shares descend as Deutsche Bank points to risks facing airlines
12:12 15 Jan 2019
Deutsche Bank said risks facing airlines include a slowing macroeconomic backdrop, weakening consumer confidence, trade wars, Brexit and oil price volatility.
IAG
Deutsche Bank raised its target price on IAG to 800p from 770p

European airlines, including British Airways owner International Consolidated Airlines Group PLC (LON:IAG), Ryanair Holdings PLC (LON:RYA) and easyJet PLC (LON:EZY) face a number of risks in 2019, according to Deutsche Bank.

The investment bank said risks this year potentially include a slowing macroeconomic backdrop, weakening consumer confidence, trade wars, Brexit and oil price volatility.

“After nine years of economic expansion we are likely near the end of the cycle and absolute returns may be hard to generate,” Deutsche Banks said.

“We favour those stocks that have an element of structural growth, pricing power, flexible cost structures, robust balance sheet, visible dividends and accretive M&A. Conversely we shy away from stocks that have high operating and financial leverage and little pricing power.”

Deutsche Bank maintained a ‘buy’ rating on IAG but raised its target price to 800p from 770p.

On Ryanair, the bank kept a ‘hold’ recommendation but cut its target price to 13.2p from 13.9p.

EasyJet was also left at ‘hold’ but the target price was lifted to 1485p from 1440p.

Around noon, IAG shares were down 0.9% to 598p, Ryanair shares fell 1.6% to 10.14p and easyJet shares dipped 0.9% to 1,167p.

[montyhedge] 15/1/2019 11:33

General election odds on.

[m1k3y1] 15/1/2019 10:24

Not a chance Monty.

[philanderer] 15/1/2019 10:24

Deutsche 'buy' tp 800p up from 770p

[montyhedge] 15/1/2019 08:47

MP Tory brexiteer just said on CNBC she will lose tonight.General election most likely. Could Corbin get in if they was.

[m1k3y1] 14/1/2019 17:11

Spain Says Iberia Meets EU Airline Rules In Case Of No-Deal Brexit
hxxps://www.hospitalityireland.com/spain-says-iberia-meets-eu-airline-rules-case-no-deal-brexit/69605

[toon1966] 14/1/2019 16:32

But those lovely Canadians are supplying their US 'friends' with pizza.....

[montyhedge] 14/1/2019 14:08

US airlines stocks all lower, wonder if because US air traffic controllers have not been paid, because of US shutdown. If they strike bring Trump to his senses.

[philanderer] 14/1/2019 13:45

YouGov poll out ... Tories with a 6 point lead .

[montyhedge] 14/1/2019 12:57

US traffic Air controllers in US not being paid, wonder if they will carry on with no pay? Trump got to do something.

[neilrich] 14/1/2019 11:47

Airspace won't be disrupted, working within the industry I can almost guarantee, the Chicago convention for one.

Anybody within the EU reporting otherwise doesn't have a clue.

[alphorn] 14/1/2019 11:42

Plus of course all the other possibilities - eg change of government.
Should know more this week.

[neilrich] 14/1/2019 11:39

Sleep walking into a no deal BREXIT? No deal is looking less and less likely with Parliament more likely to block BREXIT!

There are now two options on the table,

1) No BREXIT and remain within the EU.
2) BREXIT, but only with a deal.

[montyhedge] 14/1/2019 11:15

Investors sleeping walking into a no deal Brexit I reckon, everyone saying oh everything will be ok, really.

[montyhedge] 14/1/2019 08:50

That's great, let's hope airspace is not disrupted after the 29th March for U.K.

[m1k3y1] 13/1/2019 11:14

Nice move by Walsh
Vueling buys the slots of the ruined Flybe in Gatwick
hxxps://translate.googleusercontent.com/translate_c?depth=1&hl=en&prev=search&rurl=translate.google.com&sl=es&sp=nmt4&u=hxxps://www.preferente.com/noticias-de-turismo/vueling-compra-los-slots-de-la-arruinada-flybe-en-gatwick-284229.html&xid=17259,15700002,15700022,15700124,15700186,15700191,15700201,15700237,15700242,15700248&usg=ALkJrhj1EugiM75DR4lrob65HOZR2MMF1Q