International Consolidat... Share Discussion Threads

[kickingking] 24/2/2020 10:49

The flu doesn't kill young doctors. No city has ever been in lock down over flu. So yes I think this is more serious. Less people will be flying. Do you want to be in a confined enclosure like a plane with people sneezing all over the place.

[spacedust] 24/2/2020 10:44

We haven't seen anything yet. Come Friday most ftse 100 n 250 will be severely in red.

Long gold silver and pharma

[spacedust] 24/2/2020 10:42

spacedust

13 Feb '20 - 14:07 - 12948 of 12992

She knows Jack Schmitt Lord knows how she even got to be an MP. She'll be gone before Xmas.

elpirata

14 Feb '20 - 10:01 - 12951 of 12992

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spacedust13 Feb '20 - 10:46 - 12938 of 12950
What a call yesterday. The markets will severely tank for the foreseeable future. Especially big comoanies.
Banks miners and airlines to clear the brunt of it.

Going immensely short on IAG.

Another one getting toasted, this is a shorters graveyard pre results

[daveboy1] 24/2/2020 10:38

Why such market panic...

The CDC estimates that as many as 56,000 people die every year from the flu. When did the window of opportunity go to contain that.

That has been going on for some time, even when the price was £6.40 ! Usual OTT media, as per foot and mouth, SARS etc. Still have the redundant Tamiflu vaccine in my 'medicine' cupboard.

GLA - keep smiling.

[montyhedge] 24/2/2020 10:07

Held well thought 550p today.

[m1k3y1] 24/2/2020 09:46

It depends if the shorters continue to scaremonger people.

[uhound] 24/2/2020 09:38

With the scale of the issue "Virus" and markets tendency to overreact, surley this could fall 20%?

[nw99] 24/2/2020 08:26

Ok agreed and thanks

[nw99] 24/2/2020 08:15

I know it will go lower no price target

[montyhedge] 24/2/2020 08:10

I won't touch with a 10ft barge pole, they will be a time, but not yet. Lower to go.

[nw99] 24/2/2020 08:07

Where should we look to buy ?

[nw99] 24/2/2020 08:07

No surprise it's sold off

[montyhedge] 24/2/2020 08:03

Amazed this held above 600p.

[tornado12] 24/2/2020 07:09

I’m out of IAG , the virus is main reason and last weeks new spread has put me off travel companies. I’m a weekly flyer on BA and for sure like the company , but I believe there is a real issue with this virus until at least spring and if I’m investing in companies with better divi returns in case it’s longer term drop. Will be back at some point

[m1k3y1] 21/2/2020 13:55

Qataris have done well so far, almost doubled initial investment.
Heathrow IT problems will have a small impact but IAG will no doubt, reclaim losses from HAL, as it was not an IAG problem.
So, minimal financial impact.

Any concerns are all short term . Long term this is a great stock to hold, with good divi returns and growing share price

[montyhedge] 21/2/2020 11:54

Yes told them already, could have saved themselves a few bob. LolI think figures will be ok next week, but traders don't look in the rear view mirror, it's what they say going forward.

[cyberian] 21/2/2020 10:06

Shame momentum has stalled, and therefore difficult to know how to play...hold and trade some with results next week. Suspect forward guidance maybe more guarded than I had hoped in view of global impact related to virus issues now more concerned outside of China. However, once clear of worries over virus issues, a recovery in confidence/sentiment maybe quiet strong.

[elpirata] 21/2/2020 10:05

better let the Qataris know monters ;-)))

[montyhedge] 21/2/2020 10:04

This will below 600p next week.

[milliecusto] 21/2/2020 08:25

True, but Asia carriers predominantly

[nw99] 21/2/2020 07:23

Airlines stand to lose $29.3bn (£23.7bn) of revenue this year due to the coronavirus outbreak, the global airline industry body has warned.

[fjgooner] 20/2/2020 22:01

To make some extra money, I'm re-shorting the suffering stock MCRO. Apparently montyhedge has been losing mega bucks on this - so it's a win, win.

I made a fortune on it earlier this month.

All brokers have been massively cutting share price target forecasts this month.

A note today from UBS says "Revenue Growth Continues To Thwart Micro Focus".

Micro Focus downgraded to ‘neutral’; as UBS predicts ‘long and difficult road ahead’

The bank said it saw “no near-term catalyst” for the share price as the troubled software group continued its restructuring efforts

Credit Suisse cut its price target to 630p and put an underperform investment rating on Micro Focus. That seems generous given the recent dire results and this week's downgrades by Moody's and S&P as above.

Jefferies International, Barclays Capital and JP Morgan Cazenove have all also slashed their price targets during the last fortnight.

Current price around 800p. My next target for MCRO is 500p.

Ultimately, 0p is possible in my view.

A massive short opportunity.

[younasm] 20/2/2020 14:37

A 5-7p move would be good - options expiry Friday 21st Feb