At full year results I'm hoping for 12-15c in divis but a larger buyback of around 500-600m. Happy to get a small divi if they carry on the buybacks. Other views in preparation for the results? |
Good on anyone topping up yesterday. It's following a very consistent pattern for me. Expect this now to recommence sailing north. EOY just 16 days away and inevitably that starts to get gleaned by the lucky few. Lets not forget we are historically in the weakest quarter that speaks volumes again just how poised this is to fly much further north over the year. GLA |
Haha, just keep guessing until they get it right... |
Another small cut
BERNSTEIN CUTS IAG TO 'MARKET-PERFORM' (OUTPERFORM) - PRICE TARGET 350 (330) PENCE |
I've added
Recent IAG dips don't get much greater than this |
Not only GS but Chump.
It doesn't affect the fundamentals. |
GS seemed to have panicked a few |
Heathrow 'record breaking January' |
Wouldn't trust GS as far as I could throw them. Absolute shisters. They'd throw their kids on the Lions den to make a packet of money. |
Totally agree. My go to is always Morgan Stanley only as over the years I found them very reliable. That said Goldman must be pretty good too. So yep little odd.... |
Seems rather odd that Goldman are reported to be "UNSURE" IAG can materially top higher expectations. This vague comment runs contrary to the view of a few others including JP Morgan (550 price target). We will shortly find out especially when Etihad are poised to float 20% in Abu Dhabi. The latter may well give a clue as to the higher value current airline traffic are enjoying. |
Did they want to get in at a lower price point |
Do appreciate your updates re broker forecasts. Very helpful |
Thanks lkalifa |
Goldie after more shares then :o) |
Goldman cuts IAG to "neutral" (buy). Price target 375 Pence. That is why the drop this morning. |
Let the traders play. Won't be under 400p for long That would put this year's PE on 8 presuming 50p profits ps. Debt will continue falling and credit ratings upgraded leading to upgrades. |
Sorry chief i do feel bit misguided when comparing to Ryan Air. IAG is in a fantastic position and has the debt all budgeted to be paid off over the short term. They are a worldwide operation so don't feel comparable in any to Ryan. Most importantly just look at their profit figures for last year and consequentially share price rise. Imo minimum risk here for year ahead . GLA |
So at least 160p upside then. |
Simply Wall St: Estimates a fair value of £9.02 per share, suggesting that IAG is trading significantly below its intrinsic value.`
Yahoo Finance: Utilizing a 2-Stage Free Cash Flow to Equity model, estimates a fair value of £6.33 per share. |
Well for one. Look how much debt and mess IAG got into during the COVID debacle, compared to Ryanair. Huge fixed costs for IAG and nowhere near as nimble as Ryanair. |
Why is this more risky than Ryanair? |
Still single figure PE I think. Historically, it'll never go that much above 10. Too risky to be rated that high (imo). |
Ryanair trades with a PE of 15? What are IAG trading on at this price? |
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