International Consolidat... Share Discussion Threads

[m1k3y1] 03/11/2018 11:21

Not sure how holding a reducing stake in Norwegian actually helps though ?

[montyhedge] 03/11/2018 10:40

The major shareholder and owner of Norwegian is 73 years old, Walsh just waiting for the guy to retire and sell up. No rush boys.

[neilrich] 03/11/2018 10:16

Brent crude (Oil) is down at $72 a barrel.

There's a good argument not to hedge, many airlines have lost massive amounts of money due to hedging, therefore many airlines don't do it, the likes of American Airlines do not hedge.

I think Norwegian are right not to hedge.

With regards to IAG, I'd imagine that as a group we employ our own market analysts who are experts in their field.

[chiefbrody] 03/11/2018 09:57

Maybe they'll go back to Nor. They can't be doing the well with oil at $80 odd and next to no hedging. If it's a decent price then I can see it happening.

[chiefbrody] 03/11/2018 09:55

IAG too big to be taken out Monty. They take others out lol. Merger (like the Iberia one) maybe. Decent Middle East/Asian airline will do. Hopefully the Xmas rally next month will be decent and IAG will make new highs. After div shares have been repurchased of course lol.

[montyhedge] 03/11/2018 08:46

Yes disappointing, great rns yesterday. Daily Mail saying Qatar have 21% of IAG, I never knew that. Perhaps one day they could merge or bid. 850p would do it for me. Perhaps market thinks we will bid for Norwegian, Walsh would never ever pay to much.

[neilrich] 02/11/2018 19:54

Today's price movement is disappointing....yet TCG is up by nearly 20% in two days, a company that has some serious headwinds to contend with, some might argue a basket case, however trades at a higher multiple.

[philanderer] 02/11/2018 17:19

Market report..

IAG lost 0.61%. The British Airways parent projected EBITDAR of about 7.2 billion euros average per annum for 2019-2023, compared to 6.5 billion euros average per annum for 2018-2022 previously.

Alliance News

[philanderer] 02/11/2018 17:19

Far from full plane on the early Heathrow to Nice flight this morning. Enjoyed a very comfy 3 seat stretch out 😄👍🏼

[m1k3y1] 02/11/2018 16:26

agreed Monty, the RNS was positive , can only hope for upwards movement going forwards
RYA up 2.47% !!!

[montyhedge] 02/11/2018 16:09

IAG profit taking before weekend, Monday back up on its way to 650p. Thats why I just filled my boots. RNS was superb today, ex divi 29th Nov. Paid a couple of days later.

[m1k3y1] 02/11/2018 15:57

EZJ up, RYA up IAG ?

[montyhedge] 02/11/2018 15:29

Filling my boots for the Santa rally starting early this November before and just after US mid term elections. Great rns today. 655p a given in my view, touch 650p briefly this morning.

[knowing] 02/11/2018 12:55

Aye and then I also took some ITV with the TS next week. Still hate the coffins though

[montyhedge] 02/11/2018 12:51

knowing
Your'e make a 100p a share plus the dividend.

[knowing] 02/11/2018 12:41

My buy at 5.80 is looking good today.

[montyhedge] 02/11/2018 12:28

I think the Santa rally really gets under way next week.

[m1k3y1] 02/11/2018 12:26

Neil...
hxxp://www.iairgroup.com/phoenix.zhtml?c=240949&p=irol-webcasts

[neilrich] 02/11/2018 12:14

Anyone seen the webcast? Could not find the link when I looked earlier.

[montyhedge] 02/11/2018 11:55

655p on Monday my prediction, if Dow behaves tonight.

[montyhedge] 02/11/2018 07:07

Wow great rns and with the Santa starting in November we are going a lot higher, bonus is the dividend ex 29th Nov.

[montyhedge] 01/11/2018 15:37

655p short term is a given, in my view, with the Santa rally starting early November, ex div 29th Nov get that dividend chaps, nice.

[montyhedge] 01/11/2018 09:29

P.e 5.5 dividend covered 5 times, 7 billion euros cash. Should be a lot lot higher.