International Consolidat... Share Discussion Threads

[jailbird] 21/2/2019 07:43

https://www.irishtimes.com/business/transport-and-tourism/aer-lingus-given-six-months-to-fix-eu-ownership-issue-in-event-of-no-deal-brexit-1.3800724?mode=amp

[montyhedge] 20/2/2019 22:14

Lol, have you seen the revenue and profits last 4 years. Another bumper set expected next Thursday.

[chiefbrody] 20/2/2019 20:18

Aye crazy with the mixed ratings. Guess EZJ is still a growth story and IAG is a boring old utility in comparison.Though, even utilities get rated higher than IAG.

[chiefbrody] 20/2/2019 16:25

Indeed.It's not really gonna change now though.All they can do is keep churning out good numbers and increasing the div (easy) and buybacks.Should keep us on the right side of 5/600p.Oh and add a few more airlines to the group here and there ;-)Norwegian will probably be available for peanuts sooner or later lol.

[montyhedge] 20/2/2019 16:18

Yes 715p p.e is 7.94 forecast. if they went to 1430p p.e 16 thats not to stupid even. IAG cheapest stock in then FTSE 100 on fundamentals.
If we were on the same rating has EasyJet, IAG would be over 1400p.

[chiefbrody] 20/2/2019 16:08

715p. Isn't that about the all time high?

[montyhedge] 20/2/2019 16:04

650p is the support level, if those figures are good 715p my target next week.

[montyhedge] 19/2/2019 08:31

Hopefully next Thursday 28th Feb, shows record revenue and profit. 10% dividend increase. My forecast p.e 6.5.

[montyhedge] 19/2/2019 08:01

Lol roll on next Thursday, Finals.

[montyhedge] 18/2/2019 21:04

Biggest percentage loser on the FTSE 100 today.

[montyhedge] 18/2/2019 15:59

Bears had a feast today, on no rns.

[toon1966] 18/2/2019 15:49

Norwegian Air Shares Plunge During Bid to Raise Cash -

[montyhedge] 18/2/2019 10:51

Hammered today, way overdone, ah well 28th Feb, all can change.

[montyhedge] 18/2/2019 08:36

Strange IAG hit so much today. It seems investors will never give IAG a proper rating, on fundamentals one of cheapest stocks in FTSE 100.

[montyhedge] 18/2/2019 07:18

Looks like the big boys getting stronger, smaller airlines going bust can't compete. Looking at IAG traffic and capacity figures for January, booming.Figures 9 trading days time, hopefully record revenue and profits, surely can't get any cheaper p.e now around 7. The cargo side looking very interesting. Fingers crossed boys for the 28th Feb.

[montyhedge] 16/2/2019 22:46

I would say up on Monday, another competitor gone bust.

[montyhedge] 16/2/2019 22:42

More business for IAG now flybm gone bust, 29,000 flights.

[watfordhornet] 16/2/2019 21:22

Surely better for the larger stronger airlines. Flybmi customers need to go somewhere.Also maybe some assets to pick up cheap.SP for all airlines may react negatively Monday morning but less competition surely positive

[devilliers] 16/2/2019 20:52

Will IAG shares go down Monday? No doubt there will be some reaction in the share price.

[alphorn] 16/2/2019 19:20

FlyBMI administration: Britain's regional airline CANCELS all flights after collapse.
The airline, which offered services from various UK airports, has suspended all operations with immediate effect.

[montyhedge] 16/2/2019 14:02

I'm forecasting record revenue and profit for the Finals 28th Feb, I expect dividend up 10%. But I want share buybacks to resume then price coming months 750p easily in my opinion.

[m1k3y1] 15/2/2019 21:23

I agree about the buybacks Monty but only in the case of IAG because we lose so much in the withholding tax.

[montyhedge] 15/2/2019 20:52

They are on a ridiculously low p.e 6.88 historic. Should be even lower on the 28th Feb. Buybacks reduced the number of shares in issue. Buybacks will push this to 775p if they resume.All we know cheapest stock in the ftse100 on fundamentals.Give me buybacks over dividends any day. Dividends you pay tax, buybacks you don't but will increase the shareprice.675p Monday, if the indexes behave.

[chiefbrody] 15/2/2019 19:50

Had a look at my FT100 holdings and IAG comes in last for div yield. Granted, share price wise its been a sterling performer compared to many another 100 stock.Next to last if you add back the pesky Spanish tax.The div is covered nearly 4 times, when most are around 2.Clearly scope for a large div increase/special div.Hard to see their growth numbers continuing their enormous climb of the last few years.I'd like to see a 25-50% div increase and/or a special div please Willie.