International Consolidat... Share Discussion Threads

[hutchmeister] 24/10/2024 12:36

Cheers JK, well we both agree on the importance for IAG to reduce their debt.

[johnkidd1] 24/10/2024 11:30

Not really. Profit and loss accounts can be manipulated depending on many factors such as the levels of depreciation of assets which debts are prioritised, Wright offs, and many more factors written against revenue and when IAG decides to do this. The rate of debt reduction is a far better indication of cash generation and so improving credit rating.

[1spitfire] 21/10/2024 17:00

Good read . Thanks for posting

[bargainsniper] 21/10/2024 16:43

Great find Thanks

[bc789] 21/10/2024 16:40

https://www.telegraph.co.uk/travel/news/british-airways-betting-big-america-2025/

[hutchmeister] 21/10/2024 16:08

Hey JK1. Does a greater op profit not lead to the prospect of an increased level of debt repayment and therefore make it at least a little bit relevant? I hold many factors as important I was just asking for views on one specific aspect ahead of the Q3 update.

[johnkidd1] 21/10/2024 13:07

Totally irrelevant. Look at the debt repayment figure. It highlights the cash generation. It's the reduced gearing and associated improved credit rating that will drive a rerating.

[whatsup32] 20/10/2024 11:39

The Sunday Times.

BA and Easy fighting over Captains at Gatwick.
Easy offering c£191k
BA c£135k
Desperate for Pilots

[hutchmeister] 20/10/2024 02:36

Any forecast for Q3 operating profit? I'm thinking in the region of 1.6 to 1.7 million GBP, be interested to get other views ahead of Q3 results on the 8th Nov

[whatsup32] 19/10/2024 18:43

Boeing strike seems to be over . Good omens for Airlines

[1spitfire] 17/10/2024 14:51

Page 37 relates and I see your correct. Guess it's the standard 2 year policy I meant but interesting all the same.Re parts i would say whilst supply can has been an issue it's slightly unusual to see cancellations and ongoing as a result. The B787 design in particular has not been as successful as you would hope from Boeing in terms of reliability and offloading 17000 staff not the norm. That said as said few times this Covid recovery stock is the one to be in for me. Has now doubled my entry point and confident plenty more scope to carry on trending north over the coming weeks months but be happy to see the tic for tac threat in the ME over but it's sounding more positive now oil and nuclear sites off the menu. GLAhttps://www.iairgroup.com/media/oc1du3qg/interim-management-report-for-the-six-months-to-30-june-2024.pdf

[johnkidd1] 17/10/2024 13:00

IAG hedges 60 % of its fuel costs. So it's only the fuel it buys abroad that is subject to price swings. The parts issue has been around for a while and will get fixed over the next few years. Yes it will constrain some growth but not have a big impact on cash generation. Debt repayments continue unabated and as gearing comes down the stupid PE ratio that the shares are now on will be viewed as a rare buying oppertunity.Arch the shares double over the next 18 months.

[1spitfire] 15/10/2024 13:27

Andy I must say if you look at profiles of those that enjoy investing most are risk averse. You confuse me why you do lol. Any comments on your v negative forecasts in previous weeks months ? Just curious or do you do that just to hear reassurance.You will miss out imo if you continue to invest based on running at the first sign of media negativity. For balance of course this is a little tricky period re ME and RR production issues but despite them just look at the share price resilience. Quite superb and shows such strength in depth. GLA

[hutchmeister] 15/10/2024 10:50

Great news! I look forward to the rise in the share price leading up to Q3 results. All the best Andy

[1spitfire] 15/10/2024 08:37

The key line for me is Israel saying they are willing to not target Iranian oil targets. So much on a knife edge re ME and a little comment like that and we are on the up but I'm d be lot happier when the tic for tac is over but good news all the same. GLA

[andybe4] 15/10/2024 08:36

Not one to look a gift horse in the mouth. I am out again before Israel make their move against Iran.

[cerrosdelaguila] 15/10/2024 08:11

What's the reason IAG is rocketing today. Long may it continue

[cyberian] 14/10/2024 11:42

whatsup32. you are absolutely correct but I saw the despair relative to the dynamics pre-Covid when I exited at over 600p as soon as I saw the possible global implication of a China led meltdown. I never thought it would be so devastating but confidence evaporated almost overnight. The recovery still has a long way to go but management has adapted to this unforeseen event quite well in my opinion. However, BA still has to improve its service in business long haul where it lags behind some of the Middle East airlines. I bought into the recovery prospect at 142p and expect progress to continue despite some near term hiccups with respect to spares and the M/E disruption. The latter has to be seen in the context of numerous global dislocations that are always sadly happening. The next set of results should show how well management has coped with events.

[whatsup32] 14/10/2024 10:47

There must be underlying strength in IAG . Even after all the negative news over weekend " flight cancellation by the 100's Boeing issue share price has hardly moved.

[1spitfire] 12/10/2024 09:57

Just reading Boeing axing 17000 jobs due production issues caused by strikes and quality issues and whilst prob negative felt that was with sharing. As Cyber says delays out there in the domain already and share price holding up well in choppy waters which is inevitable no matter how strong a stock is. Naturally the big unknown one for me which I personally think is so key is the nature of Israel retaliation and any subsequent escalation. Putin cosying up to Iran more is classic Putin. Doing anything to try and worry the west but I suspect another pathetic bluff from such an irritating weak individual who craves power to make up for it. Interesting week ahead

[cyberian] 11/10/2024 23:12

When demand outpaces supply prices go up, it as simple as that. Looks like the FT is trailing last weekends leaked article for issues that are already in the public domain. BA and others are working with suppliers to try to mitigate the parts problem and leadership in such matters will clearly help, hopefully. Yet again the major US Airlines share prices continue to gain and that follows major disruptions with multiple airport closures in Florida and a few neighboring States.

[trying2trade] 11/10/2024 20:17

Not ideal but it will affect more than BA. Reduced availability should drive up some pricing to offset things.

[whatsup32] 11/10/2024 17:43

Don’t want to post bad news but holders should have all information good and bad.



Live News . British Airways to cancel hundreds of flights this winter due to parts shortages

Bad news seems to be released Fridays after market closes