International Consolidat... Share Discussion Threads

[zam1] 11/5/2024 15:29

I have taken a position in EZJ and OBT recently, IAG a bit boring I wonder if it will ever fully recovery back to pre Covid days.Bit pricy to buy now just watching for an opportunity to buy.

[chiefbrody] 11/5/2024 09:05

450p lol. Nearly 10 squid in old money. What they been smoking.

[cyberian] 10/5/2024 19:57

A couple of Broker opinions/comments on 1Q results today from Liberum with a target price of 450p REPEAT 450P!!! and Peel Hunt 230p which is quite depressing! Seriously their comments were very positive and encouraging with a good summer to further boost revenues and shareholder value. We will see.

[covid 19 deal] 10/5/2024 15:34

Opened another 2k a point

[covid 19 deal] 10/5/2024 15:33

Short the fvuk out of ukplc

[covid 19 deal] 10/5/2024 15:32

Just short

[covid 19 deal] 10/5/2024 15:29

Sell sell sell

[covid 19 deal] 10/5/2024 15:27

Easy profit fvuking western ahares from ahort

[covid 19 deal] 10/5/2024 14:04

Fvuk western..European and ukplc shares

[covid 19 deal] 10/5/2024 13:58

Shorted from 185

[covid 19 deal] 10/5/2024 13:57

Shorted 2k a point

[covid 19 deal] 10/5/2024 13:56

Fvuk ukplc shares

[1spitfire] 10/5/2024 13:19

https://www.iag.com.au/sites/default/files/Documents/Results%20%26%20reports/IAG-announces-1H23-financial-results.pdfI found this but if honest little confused by the dates. Maybe they reported over diff months that year.

[cyberian] 10/5/2024 12:39

Thanks, but I can still not find the RNS of last year to cover the 1H figures unless I am blind..

[hutchmeister] 10/5/2024 12:27

August 2nd is when half year results are announced

[cyberian] 10/5/2024 12:15

Maybe a poster can help me on when or IF 2Q are announced? I trailed back last year and saw nothing for 2Q but 3Q announced on 27th October. The latter were really greta and if repeated will help the improvement in sentiment. I am still awaiting some Broker comments as some will always find fault or concern. However, the 1Q "Outlook" comments seemed realistic and measured. The projected growth is very encouraging and would be based on forward bookings. We continue to use BA and pay a premium for time slots which suit our needs. Pricing for the more acceptable timetable is always going to attract many as getting to an airport for a very early flight results in extra costs with road travel/parking fees or nearby hotels a real pain.

[chiefbrody] 10/5/2024 11:47

Yeh i think 5 years 3 squid share price target is realistic.Providing no war. Oil price shock. Next pandemic etc etc.

[daemonfunds] 10/5/2024 11:36

@1spitfire: they say themselves net debt is only down to well known seasonal factor (of buying summer holidays ahead of time). Still very indebted, still need to show sustained growth in LatAm and low cost brand as well as market share growth in main brands, and still need to manage the messaging to the market to get them to accept that sustained profitability is here to stay. Probably looking at another 5 years of delivery before cannget back to the P/E and P/S of yesteryear. If they do deliver in brand growth and sustained profitability though, by that time debt should be very much in hand.

[ttny2004] 10/5/2024 10:22

On 5 year basis was at 6 gbp at one pre 2020 covid, before dropping off a cliff. Then bounced to 3 gbp shortly after, and we know the rest. Eventually think we will see that 2.5 to 3 gbp again over the next 12 to 18 months as long as no nasty surprises

[1spitfire] 10/5/2024 09:26

One stat that is worth noting is net debt down nearly a billion just from Dec to March. That's impressive for 3 months and on that basis we can be hopeful to see it eradicated in late 2025 early 26 .

[1spitfire] 10/5/2024 09:18

Still here Cyber lol.All going to plan imo. The rate of profit will naturally reduce on previous results due last year differential after Covid being the largest. Weakest quarter as pointed out in results statement but still 22m up which is great to see as we approach strongest quarters. Im LTH and have every confidence we will see 200 broken by mid summer and quietly confident we will see 250 by end of year. I genuinely believe this is one of the best stocks to be in for LTH without doubt. GLA

[cyberian] 10/5/2024 08:47

Expect some positive reviews over the weekend. However, there maybe some profit taking by some investors who have taken a very short term view. Hopefully the share price will hold at current levels and improve although global incidents may influence some caution.

Not sure where our friend 1spitfire has disappeared to recently?

[philmac56] 10/5/2024 08:31

Debt down to 7.4.

Loss for Q1 down substantially.

We are currently trading at a high for over 2-3 yrs.

Gla

[johnkidd1] 10/5/2024 08:09

It's the debt being paid off that is key. Profit figure is secondary consideration as it can be manipulated. Cash generation is good and can't be argued with.