International Consolidat... Share Discussion Threads

[lyqwyd] 03/7/2024 09:18

And 'Muppet forecaster of the Year' goes to ....

[andybe4] 02/7/2024 19:33

Another bad day here. Doesn’t want to head back to the 170’s any time soon so 150’s likely.

[covid 19 deal] 02/7/2024 13:23

Any time it will turn into RR,

[covid 19 deal] 02/7/2024 13:20

Replacement of expensive elderly one with neck pain, back pain , leg pain with relatively young energetic 3 at same cost

[covid 19 deal] 02/7/2024 12:57

This is a steal at these price range

[1spitfire] 02/7/2024 11:59

As a piece of comfort any pilot dispute re pay are virtually always resolved. Quite rare for them not to be. Latest be Boing investigation :https://trtafrika.com/africa/boeing-737-max-crash-victims-families-reject-plea-deal-18178756

[philmac56] 02/7/2024 07:20

Expect the share price to be held back, whilst the sharebuy back is under way.

Gla

[cyberian] 02/7/2024 07:14

After over 8 hours hours of talks yesterday (concluded at 11.00pm) between Aer Lingus and the Pilots Union at the Labour Court the latter is to make a formal decision or recommendation tomorrow after written submissions from both parties by the end of today. They ruled that neither party escalate matters and that their role is now to be undertaken under an Irish Government LAW to enforce matters. So it appears that the Labour Court will be the determining party and I guess their recommendation will be critical. Therefore on balance this development is encouraging insofar as the Labour Court had previously suggested a settlement of less than what the Pilots had wanted which I believe was about 10%. Both parties will be under immense pressure to agree a settlement although that would be definitive only after their have consulted their respective management bodies.

[trying2trade] 02/7/2024 06:58

You'll not find many people who will accept a pay cut just to work for a more prestigious brand. In the case of the Irish and Dublin specifically, Ryanair pay well. But you are correct, 25 30 year captains are very expensive.

[1spitfire] 01/7/2024 12:30

If a dividend gets declared we shall def see this jump and if it happens I have a feeling could be near Q2. Good article on dividends that some may find worthwhile. GLA https://www.motilaloswal.com/blog-details/5-ways-company-dividends-affect-share-prices/1132

[covid 19 deal] 01/7/2024 11:49

They can deploy 3 pilots for the price of higher band ones or global requirements with even cheaper prices..let them be shelf stalker at Londis...plenty of them in Ireland

[covid 19 deal] 01/7/2024 11:46

Iag should replace expensive pilots with higher band with lower band pilots...job done..show them the door

[covid 19 deal] 01/7/2024 11:40

Time to go long in bulk

[trying2trade] 01/7/2024 08:05

Please go talk about that share on that board.

[cyberian] 01/7/2024 07:51

I believe that it is a reasonable guess on my part as I indicated. Another poster suggested that they could retire more debt and that is certainly a possibility. However, after a challenging period caused by Covid 19 and Ukraine the Board may wish to reward investors albeit modestly.

[zicopele] 01/7/2024 07:36

Did you pluck those dividend numbers out of your hole Cyberian?

[blackhorse23] 01/7/2024 07:21

Money moved to rank group [RNK]

[1spitfire] 01/7/2024 07:01

Thank you Cyber for that post and the research needed. I for one appreciated it and should that come to fruition will add extra bounce north for the share price imo as always seen as a very positive sign. GLA

[action] 30/6/2024 21:41

Pe is 3. Sure making money to pay off debt.

[trying2trade] 30/6/2024 19:12

I think the market would rather hear the debt level has been chopped than a token divi.

[cyberian] 30/6/2024 15:07

I have been doing a little research which may be of interest to a few posters on IAG. The former is taking a look at Delta Airlines in the US the World's largest airline with revenues about 25% higher than IAG. The company is assessed by main line brokers at being selling at a discount of 34% and like IAG seeing a credible recovery post Covid19, and also seeing further growth ahead. Last year they started paying a dividend and in their last quarter increased that by 50%, still low and quite conservative and well covered.

My own thoughts are that IAG is likely to be in a position to paying a dividend this year quite comfortably. I have calculated (or more correctly speculated) that IAG could afford to pay a dividend of 12p which would yield a return to shareholders of 7.27% on the current share price It would cost IAG just under £600 million, and should be well covered from recent forecasts. Another possibility is the company paying a smaller dividend and buying back a number of shares. The global airline industry is looking quite robust going through the rest of the year despite a number of recent hiccups. However, like Delta, IAG has embarked on a revised path to improve its business profile and value with sound revenue growing from Business and First Class travel. Delta has recently along with a number of other main line US Operators opened up flights to Israel, and meeting increased demand from the Far East. The Aer Lingus issue will get sorted although I am half expecting some escallation in strikes with the Pilots Union. This is an irritant but can be managed as the Irish Government will be leaning on the Union to keep the future interests and reputation of the airline and the Irish Economy to heart. He says hopefully!!!

All other inputs welcome but views expressed here are simply my own....I have NO crystal ball!

PS. Delta sells on a P/E of about 8.

[cyberian] 29/6/2024 08:55

Both parties in the Aer Lingus saga have agreed to a meeting at the initiative of the Irish Labour Court on Monday at 2.30pm to try and resolve matters. The pilot union decided not to take further strike action and the Irish Government is basically saying that the door to the meeting on Monday should remain closed until a formulae or settlement is agreed. They are right in saying that like in all disputes a compromise is reached ultimately and the damage to the Irish economy is critical. So fingers crossed as a successful deal may help improve sentiment in the IAG share price.

[1spitfire] 28/6/2024 14:14

Thats your 6th attempt to get it right lol. If it doesn't yet again do you think you may reflect a little .