International Consolidat... Share Discussion Threads

[montyhedge] 28/1/2020 10:31

Should have waited, this Coronavirus really going to hit airlines like IAG, Easyjet and Ryanair will be ok.510p my target if it spreads.

[elpirata] 28/1/2020 09:42

just bought back in, 650 target, stop set at 559

[nw99] 28/1/2020 09:33

550 is my target

[montyhedge] 28/1/2020 09:23

510p is my target.

[nw99] 28/1/2020 09:16

Not a buy yet

[montyhedge] 28/1/2020 08:26

Looks like a dead cat bounce, down trend is still there.

[cyberian] 27/1/2020 14:06

monty...that was confirmed by Citi the US bank as correct a few days ago from my recollection. Let's hope the virus issue will be resolved asap.

[montyhedge] 27/1/2020 11:58

I think IAG exposure to Far East was 8% with sars, it may be more now. Not sure.

[wilc42] 27/1/2020 11:41

Wow. Big hit. What was the % drop on SARS. Could apply same rule of Thumb here.

[fjgooner] 27/1/2020 11:41

montyhedge yaps: "Oil, travel, airlines, mining, avoid, tech ok."

So how are your tech stocks then, you genius expert, you?

Let's have a quick check on the stocks that you're currently ramping, shall we?

Micro Focus - MCRO - 1073.60 DOWN 3.75%

Cambridge - COG - 30.36 DOWN 8.02%

[montyhedge] 27/1/2020 11:36

Dow looking ugly implied open down 400 points.

[younasm] 27/1/2020 11:10

I have started buying call options at these levels - 582-585p. As long as we get another 50-80p move within 3-6 weeks, I can add/close my positions

[montyhedge] 27/1/2020 10:39

I know everyone thinks 550p buy, but if things get ugly 510p.

[montyhedge] 27/1/2020 09:59

Would not touch until news being contained, remember 2003 SARS airlines got massacre.

[wilc42] 27/1/2020 09:45

Good report. Thank you. Our man on the ground. Back in 5:50. I think it may go a smidge lower but I reckon that about ball park.

[ny boy] 27/1/2020 09:34

Supports Support1: 264.74 Support2: 5.58
Resistances Resistance1: 684.00 Resistance2: 798.91


Virus ok, if they contain the deaths inside China, no mass deaths in other Countries, plenty of hysterical reporting though!

2-3 months, all back to normal, i’m In Asia, no signs of panic here, stay focused for market sell off opportunities. 550p support looks a potential buy area.

Supports Support1: 264.74 Support2: 5.58
Resistances Resistance1: 684.00 Resistance2: 798.91

[nw99] 27/1/2020 08:57

Avoid Banks in HK or China anything manufacturing there

[montyhedge] 27/1/2020 08:55

Oil, travel, airlines, mining, avoid, tech ok.

[nw99] 27/1/2020 08:52

Out of all airlines

[montyhedge] 27/1/2020 08:05

550p if they don't get a grip on virus. Easyjet and Ryanair should be ok.

[montyhedge] 26/1/2020 08:53

Travel, hotels, airlines, oil, will be hit, tech is the place to be in my opinion, until this Corona dealt with. Sars 2003 hit these stocks. Is this worst no one knows, if the WTO changed their mind, then more of a sell off.

[chiefbrody] 25/1/2020 17:11

Checking in. Kind of expected to see a hammering over the past few days.Hey ho.Gonna have to get a hell of a lot worse to see it impact on numbers materially.So its down on sentiment. Easy target for shorters etc. F/Y numbers end of Feb. Another big div increase please.

[watfordhornet] 25/1/2020 16:56

Not sure it will be worse than others. Just think airlines will struggle with the negative press. We will see

[m1k3y1] 25/1/2020 16:25

Watford...why more than others ?
IAG only has 2 routes to China and none to Wuhan.

[watfordhornet] 25/1/2020 15:45

Sounds like the news around this virus is pretty bad over weekend. Guessing that will impact all shares but IAG more than others come Monday.