International Consolidat... Share Discussion Threads

[m1k3y1] 07/4/2020 10:02

EasyJet secures £600m coronavirus loan from UK Treasury and Bank

[hamhamham1] 07/4/2020 09:40

Those 3 are my gambles with JD Sports to a certain extent, I have done a quarter the size investmemt for these 4 compared to the others

[dround87] 07/4/2020 09:38

Cool. IAG, Easyjet and carnival though? Heavy exposure! Good luck anyway. Got to admit I've stopped buying individuals and I'm just buying trackers because I'm too lazy to do the maths. Individuals giving me weighting towards certain sectors. Still at 40pc although that's propped up by my trading strategy. I just keep pumping a chunk of my profit in each leg. Thinking I might just go buy and hold soon. Bored of it! I'll see where we are once the effect of easing lock downs is clear.

[hamhamham1] 07/4/2020 09:23

Just for reference, these are the companies I have invested in over the past 2 weeks, I wouldn't recommend buying them, this is my risk and is maybe 40% of my pot, but it's just for the record.

Aviva
Barclays
BP
BT
Carnival (did today at 825p)
Coats Group
Easyjet
GVC Holdings
IAG
ITV
JD Sports
Just Eat
Legal & General
Lloyds
Meggitt
Melrose Holdings
Persimmon
RBS
Redrow
Rolls Royce
Royal Dutch Shell
SSE
Taylor Wimpey
Vodafone

[dround87] 07/4/2020 08:52

More than that Monty. Let's not be disingenuous. Cases coming down across lots of countries. Talk of exit strategies. Rumours of further stimulus in USA and Japan. Maybe reality needs to close back in on certain sectors but this rise has been well telegraphed.

[montyhedge] 07/4/2020 08:33

Amazing what one article in a Sunday paper can do. Good luck bulls.

[ny boy] 07/4/2020 08:25

Onwards and upwards to 350-400p before 3 quarter imo

Happy days are returning, glass half full job.

Praying for Boris to pull through 🙏🏻

[davethehorse] 07/4/2020 08:19

Looks like 200p was the bottom

[bookbroker] 07/4/2020 06:51

Looks like another short haul rival going down, Germanwings, Lufthansa considering pulling support!

[sr2day] 07/4/2020 04:16

NOpe.the bottom will be around 150p.and if the virus hangs around less to 100p.no travel, no revenue,fixed costs to be met until the cash runs out.not that difficult to
work out.

[nw99] 06/4/2020 20:20

39m buy this is the bottom

[hamhamham1] 06/4/2020 15:58

Spread recent investments across 24 companies. Happy where I am. Overal at break even currently (well 1% down) even with today's rise as a bit of recent loss over last week.

[hamhamham1] 06/4/2020 11:21

Yeah, the rail franchise, forgot about that one, was happy all the years it was making a profit, then when it stated making a loss for a year or so, wanted out, that's the kinda business I'd like to run :)

[bjlk] 06/4/2020 10:52

Ba was making billions in profit and 'those greedy pilots' were only looking for a share in the collective success after years of being fobbed off.. If the management were more inclusive in successful times you wouldn't have had a strike at all.. it's not rocket science if all the employees feel a part of the business you have a better business-period

[careful] 06/4/2020 10:43

He begged for a bale out as part owner of Fly Be and succeeded.
He did not provide funds himself.
Then Fly Be asked for another bale out.
The second time HMG refused.

He walked away from his rail franchise having received millions in subsidies.

HMG should let Virgin go, he is an opportunistic tax exile.

[hamhamham1] 06/4/2020 09:53

Branson already mortgaged his slots for 220m. He in it up to his Necker!
I hope the gov don't forget he sued them when he lost a bid on a health contract. Costing the NHS!!!

[careful] 06/4/2020 09:51

Branson and Philip Green.
their empires are struggling.
All smoke and mirrors.

Nothing to choose between these characters.

[hamhamham1] 06/4/2020 09:50

Ny Boy. You were accumulating at 400p level.
Don't forget to mention that ;)

[careful] 06/4/2020 09:09

It is a case of who will be the last man standing.
IAG seem to have the reserves to survive.

Branson will not survive if the lockdown is longer than 1 further month.
Then it is up to HMG.
Lots of moral hazard there, Branson charges the airline £75m p.a. for using the virgin brand name.

[ny boy] 06/4/2020 08:34

Onwards & upwards buy when others are very fearful, as if they about to see Piers Morgan on telly.

200p is your bottom here imo, I have been accumulating just above that level

[montyhedge] 06/4/2020 08:11

That's true, airlines to me are for trading long short, not investing.