International Consolidat... Share Discussion Threads

[applepieinthesky] 28/2/2019 14:30

Watch out for the May strikes and a shutdown of the airline

[chiefbrody] 28/2/2019 14:28

If it were rerated then defo.Still might not be finished adding to the group (though i wonder if the special div happened if NOR is now off the cards) so im guessing theres still a chance of further growth.Still too many airlines out there (even if growth in air travel is huge).

[m1k3y1] 28/2/2019 14:22

Have to agree with you Watford

[watfordhornet] 28/2/2019 14:20

The market is pants at moment. This was the one ray of sunshine a few hours back and look nowI do think this is one you may look back in a few years and think "I wish I had added more"

[toon1966] 28/2/2019 14:18

... he has a broker....? Poor sod....

[neilrich] 28/2/2019 14:14

Monty's broker says....lol.

[montyhedge] 28/2/2019 14:10

My broker thinks the MSCI index funds have 10 days to sell from date of announcement about leaving 1st March, should be done by next week. Then we are going higher.

[skinny] 28/2/2019 14:07

The last time I bought these was in 2011 - the dividend barren years.

I've been waiting to buy back for a while - 580 would be nice - still watching.

[m1k3y1] 28/2/2019 14:03

sounds good to me chief.

[chiefbrody] 28/2/2019 13:57

Even if profits are flat for the next 5 years, the share price is still too low.Unfashionable sector (mature airlines) subject to occasional big shocks = unloved.Massive divs/yield for peeps that have been holding a while though.Looks like its time to add soon.

[m1k3y1] 28/2/2019 13:27

good luck with the withholding tax Monty. Let us know if you are successful please.
Can I ask if your shares are held in a nominee account or not , as mine are and the broker says that is why the WT cannot be claimed back.

[montyhedge] 28/2/2019 13:23

Figures beat everyones expectation. But shareprice going nowhere until after 1st March. When tracker funds following the MSCI Spanish index have to sell before that date. I spoke to my broker, he reckons tracker funds nearly finished but of course only a guess. Glad 44p dividend on its way. Going to try and claim withholding tax back, tax form 210.

[knowing] 28/2/2019 13:13

It's good to have a consensus of opinion. It's quite the opposite at PFC after their results which is a breath of fresh air

[toon1966] 28/2/2019 13:03

"Is it dropping because they are not anticipating further growth next year" - I would say you have answered your own question.

[m1k3y1] 28/2/2019 13:03

kmowing, not sure why you would sell with so much income potential AND the promise of the same next year .
All with no stamp duty ........the percentage return is substantial for a FTSE stock
I can only guess that Monty has it about right, with the trackers having to sell.
The MSCI must be kicking themselves at losing the special divi returns to their funds.

[montyhedge] 28/2/2019 12:59

Looks like those MSCI tracker funds, are selling, they are reluctant force sellers.

[knowing] 28/2/2019 12:51

So my question is thus - Is it dropping because they are not anticipating further growth next year. We all know the markets basically forward price.

[m1k3y1] 28/2/2019 11:52

LOL Skinny

[toon1966] 28/2/2019 11:31

If MSCI is Mickey Mouse, then who is Donald Duck..... any thoughts Monty?

[montyhedge] 28/2/2019 10:56

Share price was 662p 5 days ago, then Mickey Mouse MSCI, Spanish Index came out with the news on dropping IAG before Brexit news. Figures beat everyone forecasts.
Should have been 675p easily, but its now technical, forced fund selling from the MSCI before 1st March when IAG leave. After that IAG will start going higher to 695p. Collect special and higher dividend on the way, win, win, lol.

[m1k3y1] 28/2/2019 10:53

Apple...it ain't going to happen.
Unite, GMB etc will agree a deal that tries to make them look good and will ultimately be net negative for employees . As for the pilots....when did they last strike !!!)

They will not stand with the other bargaining groups (despite their initial indications) and will agree a deal that is best for them. It's what they always do.

The LH pilots ought to try doing a days work for a change.

[applepieinthesky] 28/2/2019 10:37

Strikes could go ahead during May even the pilots are unhappy this time around Tut Tut

[chiefbrody] 28/2/2019 10:35

Nice to see that all the brands are profitable too.

[chiefbrody] 28/2/2019 10:32

Reckon the buyback last year took around 3% of the share off the table.What did that do? Add a couple of pence to the EPS?