International Consolidat... Share Discussion Threads

[jimboyce] 28/2/2019 10:25

This share needs to be rerated, a price closer to £12 per share would be reasonable, compared to the other competitors in the sector. OK brexit is having an impact, but surely the institutions can see past that.

[m1k3y1] 28/2/2019 10:22

Agreed chief. a 35p divi return at these prices, with a similar profit forecast for 2019, is ridiculous.
I'll be buying more myself if it stays at this level for much longer and no stamp duty on the trade !

[winsome] 28/2/2019 10:11

I'd like to buy some of these but how are UK investors affected by the fact IAG say they are restricting the number of non-EU investors?

[m1k3y1] 28/2/2019 10:02

Thanks chief, hadn't noticed that.

[chiefbrody] 28/2/2019 10:00

PS EZJ x div today so thats the reason for the sharp fall.

[m1k3y1] 28/2/2019 09:52

toon....you make your decision based on the information you have in front of you (as we all do) BUT the 'what if's and maybe's' determine what happens to the share price in the future, which you , or I , can do little about.
That is why both you and I , sometimes get it right and sometimes get it wrong.

[toon1966] 28/2/2019 09:44

m1k3y1 - you need to take a closer look at Monty's posts. In the last 24 hours Monty has called MSCI 'Mickey Mouse' and 'Idiots' and has stated that 'if' it were not for MSCI the IAG share price would be over 700p.

I for one do not deal in 'what ifs' and 'maybes', I make my decision's based on information I have at that moment in time. Sometimes I get it right, sometimes I get it wrong.

[dandu69] 28/2/2019 09:27

Hi guys, how do you rate IAG as a good long term hold? 20+ years? I`m currently building my income / retirement portfolio and like IAG for it`s high dividend cover but concerned a little about the cyclability of it (if such a word exists!). Any thoughts and views would be appreciated.

[m1k3y1] 28/2/2019 09:26

toon.....if I could access the FT article, I would. This isn't a blame game scenario, just trying to understand the situation. Surely the whole stock market, share buying / selling game is all about 'what if's' and maybe's.

[toon1966] 28/2/2019 09:12

The fact here is the share price is where it is, no amount of 'what ifs' is going to help....

[toon1966] 28/2/2019 09:09

m1k3y1 - suggest you read the FT article I posted yesterday on why MSCI removed IAG from their indices. If people want to lay blames here you may want to look no further than the EU.....

[m1k3y1] 28/2/2019 09:01

No doubt about that Monty

[montyhedge] 28/2/2019 08:55

IAG taken some of their market. But shareprice at the moment technically kept low until 1st March MSCI idiots creating forced sellers. Before then 4 days ago IAG was 662p, would have been over 700p on these figures. But MSCI spoiled the party.

[m1k3y1] 28/2/2019 08:51

EZJ down 4.2% , no idea why.

[montyhedge] 28/2/2019 08:44

1st March, so sellers now, otherwise shareprice would easily be a lot higher.

[m1k3y1] 28/2/2019 08:42

Has the MSCI given any timeframe for removing IAG, or even confirmed that they will be ?

[montyhedge] 28/2/2019 08:41

Re-rating due. P.e 5 2019 outlook that analyst said they are being conservative.Main thing get these MSCI force sellers out the way. Then onwards and upwards.

[m1k3y1] 28/2/2019 08:40

The Telegraph
British Airways owner IAG declares €700m special dividend as profits soar

[m1k3y1] 28/2/2019 08:31

Figures look net positive to me . 2019 forecasting to be flat .

[montyhedge] 28/2/2019 08:28

MSCI funds who have to sell IAG nearly finished, so once the forced sellers out the way, must be on our way to 700p+Superb figures boys.

[m1k3y1] 28/2/2019 08:24

Think the buybacks have stopped Chief. makes sense with the share restriction and I prefer the special Divi personally. FTSE starting down.

[montyhedge] 28/2/2019 08:24

Analyst from Bernstein Research, said on CNBC, IAG really good figures. IAG and Lufthansa the ones to have next 3 to 5 years.Let's hope analysts sharpening their pencils for higher target price and buy recommendations.

[chiefbrody] 28/2/2019 08:14

Sometimes the markets just don't like a stock.Not read through the results yet but assume with a special div, buybacks have ceased?