International Consolidat... Share Discussion Threads

[nedhammers1] 18/7/2018 20:47

Like I said we are off and running to new dizzy heights ;-)

[waldron] 18/7/2018 20:41

received a private message from hamhamham1

Hi

I am sure that if you just send me a small reply to this message, then you will appear as one of my followers.

Maybe if you do reply, I can become the number one followed here on ADVFN, and topple Montyhedge?

It would be amusing :)

Just thought I'd ask

Cheers

Ham



ANYONE ELSE RECEIVED SUCH A MESSAGE

COME HOME ADVANCED FINANCIAL NEWS

[waldron] 18/7/2018 20:35

XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX

[montyhedge] 18/7/2018 15:33

The great thing no stamp duty, IAG saving 25 million on stamp duty on Buybacks that can go towards our dividend. Lol

[chiefbrody] 18/7/2018 15:20

Yup. Could be fairly quick.Must be a traders dream this share. The swings and speed of the rises/falls here (for a FTSE 100 share) are massive.

[montyhedge] 18/7/2018 14:55

Pivotal point of course 700p, once through and holds at close of business I see 735p quite quickly.

[montyhedge] 18/7/2018 13:09

United Cont Airlines, just had figures superb, bodes well for the rest of the industry.

[montyhedge] 18/7/2018 10:47

My forecast, buybacks continue, dividend increase 15%, record profits and revenue.
This price either a steal, or I'm missing something and completely wrong, can't believe this price. 840p my price target, forecast p.e 10

[chiefbrody] 18/7/2018 10:39

Double digit div increase is a given imo. Maybe a special div or further buybacks too.

[neilrich] 18/7/2018 10:06

Based upon the 2018 monthly traffic stats for IAG...we shall at least match, possibly better, the easyjet numbers released this morning.

[montyhedge] 18/7/2018 09:30

I'm expecting record profits and a bumper increase in the dividends with IAG. EPS increase with buybacks at 840p I have forecasted p.e 9. Unless I'm missing something IAG seems a steal to me.

[chiefbrody] 18/7/2018 09:24

Decent numbers from EZY. Expect the same here. Hopefully the combined efforts from all will do something about those pesky French ATCs!

[montyhedge] 18/7/2018 08:43

Yes your right, my forecast calculations put IAG p.e low single figures, but EasyJet mid teens. Now IAG is either a steal at this price, or investors think EasyJet looks a better proposition.

[montyhedge] 18/7/2018 08:09

Easy jet upgrades figures, IAG I reckon will knock the ball out the park on their figures.

[neilrich] 18/7/2018 08:01

EZJ opens up 4.5%

[neilrich] 17/7/2018 22:54

Airbus have announced an order for two A330-200 from IAG at the Farnborough Airshow.

Why don't we purchase the A330 NEO? The A330 CEO is twenty years old. Why do airbus still offer this option!

I guess it is cheaper....however the industry is moving to the new technology with the NEO being 20-30% more efficient.

[nedhammers1] 17/7/2018 22:08

Flying high, to the moon and back

[nedhammers1] 17/7/2018 22:07

We will fly now the fraudsters have been rumbled, fly my son fly 750 and beyond in 6 weeks time .....

[m1k3y1] 17/7/2018 20:09

Fingers crossed Neil.
It is odd when you look at the comparable PE ratios I have to admit.
hxxps://www.ii.co.uk/shares/international-consolidated-airlines-group-sa/LSE:IAG/

[neilrich] 17/7/2018 19:49

Decades of mistrust....yet EZJ is trusted to deliver and commands a p/e in the late-teens.

IAG is a very different beast to the carrier that was BA through the nineties....Walsh was recently quoted as saying that we're not a legacy carrier.

The IAG consensus is very conservative, in my opinion, I'd expect H1 to smash the consensus.

[m1k3y1] 17/7/2018 19:13

Consolidation is the way forwards and IAG will be at the front of the pack.
Well placed to improve moving forwards.

[chiefbrody] 17/7/2018 18:54

I'll take a look at those numbers later.FWIW, i don't think the market will ever afford IAG a generous P.E rating.Decades of mistrust and calamities within the airline industry (not all its own fault) suggests the sector will not be flavour of the month to many.Having said that:https://www.bbc.co.uk/news/business-44863180Air Travel is and will be booming for a while yet.

[montyhedge] 17/7/2018 18:46

My forecast is 3.2m Euro pre tax for 2018, converted to sterling would put IAG on a p.e 4.8 that's my forecast so I know sounds crazy but could see 1600p coming 18 months. My view only.

[m1k3y1] 17/7/2018 18:05

Just tracking EZJ and RYA Ned. same movement