International Consolidat... Share Discussion Threads

[philmac56] 16/5/2024 11:22

Well I'm out totally, taken my profit.

May revisit.

Gla

[cyberian] 16/5/2024 09:44

EZY on a PE of 11 whereas IAG is below 4.0. Interested in adding at these levels in view of clear guidance here and also at Easyjet for 2024.Added but my purchase showed as a SELL!!!

[trying2trade] 16/5/2024 09:03

EZY failed to mention the pilots rejected another pay deal, with the very final offer being on the table today. Allegedly.

[cyberian] 16/5/2024 08:33

Easyjet numbers were taken badly by the market although forward guidance reasonably positive. Sentiment has rubbed off on IAG, and hence the fall in share price

[cyberian] 15/5/2024 23:35

.....and the US market close tonight may help as well, hopefully.

[philmac56] 15/5/2024 16:06

So we now have more positive news.

Now for the reaction!!!

Fingers crossed.

Gla

[philmac56] 15/5/2024 16:05

From Lse posted by tombeef...

Moody’s on Wednesday upgraded the senior unsecured ratings of International Consolidated Airlines Group ($IAG), d/b/a IAG, to Baa3 from Ba2 and assigned it a Baa3 long-term issuer rating.

The rating agency said the British Airways owner’s investment grade ratings reflect its strong credit ratios, solid business quality and excellent liquidity, among other factors. Moody’s also expects that the group would be able to withstand potential external shocks inherent to the airline industry.

Concurrently, IAG’s Ba1 corporate family rating and Ba1-PD probability of default rating were withdrawn. The outlook is stable.

The rating actions conclude the review initiated by Moody’s on March 13.

Price (GBP): £182.30, Change: £-1.80, Percent Change: -0.98%

$IAG

Source: MT Newswires

[cyberian] 15/5/2024 14:05

Just got to try and be patient. A very brief gain immediately following the latest US inflation numbers which were received well showing further cooling of inflation aspects. However, the gain in the share price was very short and we have drifting back to prices seen earlier this morning. Agree that the Moody's re-rating data should help any doubters and encourage buyers in due course.

[philmac56] 15/5/2024 13:45

Moody's re-rate surely will be good news.

So shorters may want to get out before that data hits the markets.

Gla

[davethehorse] 15/5/2024 12:38

Take a look at SSPG too, they announce results on the 21st, as they are involved in the food, drink and catering at airports and railway stations worldwide, they will have done very well too and the shares have been unjustly depressed share price wise. Could be 10 to 20% increase on the cards imo....

[cyberian] 15/5/2024 12:36

I think that you are right that some shorters want to cover at better prices in view of the further positive value being added after last Thursday's 1Q update. I can't really see anything that negative to help the shorters cause and the prospect of a dividend later this year. Fundamentals look positive for growth but will not add on any modest falls until the share price stabilizes.

[covid 19 deal] 15/5/2024 12:34

Fvuk big fat crook Marshall wace

[covid 19 deal] 15/5/2024 12:15

Fvuk big fvuk short Marshall wace..fvuk that stupid

[covid 19 deal] 15/5/2024 12:12

Fvuk short

[cyberian] 14/5/2024 14:42

Good point! Seeing those two huge cross (portfolio) trades at 186.5p was hopefully quite encouraging. Maybe the floor has been set and we may see further interest at higher levels which seems justified.

[philmac56] 14/5/2024 14:30

Is it being held, to allow the shorters to exit, gracefully!!

Gla

[cyberian] 14/5/2024 14:13

Heck there was a 2 minute drop in the share price at about 1.30pm from 186p when the shares dropped to 184.5p and immediately rallied back to 186p and higher. I saw no reason and unfortunately was too slow to react and buy more as intended. Never mind!

[cyberian] 13/5/2024 13:09

Thanks Hutch...JP Morgan are clearly positive on IAG over the next year at least and will add confidence that investors will see the benefits being undertaken by IAG management.

I am thinking that with the recent positive write-ups etc. since last week's 1Q results and seeing the share price remaining strong others will want to jump on-board. The momentum is certainly in our favour so fortune favours the brave.

[hutchmeister] 13/5/2024 12:33

https://www.sharecast.com/amp/news/broker-recommendations/jpm-on-iag--16764095.html

[trying2trade] 13/5/2024 10:13

Emirates post record profits for a second straight year.

[1spitfire] 13/5/2024 10:06

As Hutch and Cyber posts demonstrate even further the positivity is growing as we go into a notoriously strong quarter. Just wish I could find more to top up with as never been so confident in a stock. Naturally no total guarantees but feel only a Geo politic event of pretty seismic proportions can get in the way now....

[hutchmeister] 13/5/2024 07:57

Heathrow passenger numbers up again in AprilHeathrow had its busiest day for flights since October 2019 last month with 1,337 aircraft landing or taking off from the airport.The total number of passengers using the airrport during the month rose 4.8% to 6.7 million, a slower rate seen than in previous months largely due to the timing of the Easter weekend which began in March.Just over 25.2 million passenger have traveled though Heathrow so far this year up 8.2%, while the rolling 12 month total is 81.1 million, up 15.5%.East Asian and Middle Eastern routes have seen double-digit percentage increases in passengers. A surge in passengers to Delhi and Mumbai has made these the 6th and 8th most popular destinations so far this year with New York, Dubai and Doha taking the top three slots. Heathrow CEO Thomas Woldbye said: "It takes an extraordinary team to deliver this strong performance and I'm proud of what everyone across the airport has achieved so far this year."As we continue to grow, our focus is on making Heathrow fit for the future, delivering reliable journeys for all our customers today and getting ready for the challenges and opportunities of tomorrow. But to unlock our full potential to help grow the country's economy, we need the Government to implement policies that support UK aviation's ability to compete globally, and thus make the UK more competitive overall."

[cyberian] 12/5/2024 17:36

Again a very positive write-up in today's Sunday Times Business section (Page 4) covers the story of the Avios scheme which now brings in over £1 billion a year. Originally a marketing scheme to fill unsold seats on BA Aircraft. We use this a lot over the last few years and glad it is a money spinner for BA and IAG. Obviously with all this rather positive coverage including those from various brokers the share price will probably fall tomorrow in which case I will add.

[1spitfire] 11/5/2024 17:38

They are right to be positive imo. Everything coming together for a very good year ahead