International Consolidat... Share Discussion Threads

[m1k3y1] 28/2/2019 13:03

kmowing, not sure why you would sell with so much income potential AND the promise of the same next year .
All with no stamp duty ........the percentage return is substantial for a FTSE stock
I can only guess that Monty has it about right, with the trackers having to sell.
The MSCI must be kicking themselves at losing the special divi returns to their funds.

[montyhedge] 28/2/2019 12:59

Looks like those MSCI tracker funds, are selling, they are reluctant force sellers.

[knowing] 28/2/2019 12:51

So my question is thus - Is it dropping because they are not anticipating further growth next year. We all know the markets basically forward price.

[m1k3y1] 28/2/2019 11:52

LOL Skinny

[toon1966] 28/2/2019 11:31

If MSCI is Mickey Mouse, then who is Donald Duck..... any thoughts Monty?

[montyhedge] 28/2/2019 10:56

Share price was 662p 5 days ago, then Mickey Mouse MSCI, Spanish Index came out with the news on dropping IAG before Brexit news. Figures beat everyone forecasts.
Should have been 675p easily, but its now technical, forced fund selling from the MSCI before 1st March when IAG leave. After that IAG will start going higher to 695p. Collect special and higher dividend on the way, win, win, lol.

[m1k3y1] 28/2/2019 10:53

Apple...it ain't going to happen.
Unite, GMB etc will agree a deal that tries to make them look good and will ultimately be net negative for employees . As for the pilots....when did they last strike !!!)

They will not stand with the other bargaining groups (despite their initial indications) and will agree a deal that is best for them. It's what they always do.

The LH pilots ought to try doing a days work for a change.

[applepieinthesky] 28/2/2019 10:37

Strikes could go ahead during May even the pilots are unhappy this time around Tut Tut

[chiefbrody] 28/2/2019 10:35

Nice to see that all the brands are profitable too.

[chiefbrody] 28/2/2019 10:32

Reckon the buyback last year took around 3% of the share off the table.What did that do? Add a couple of pence to the EPS?

[dandu69] 28/2/2019 10:27

Thanks chief for the input and that makes a lot of sense. Will see how it goes over next week or so, a little bit tentative owing to brexit but looking for entry below 600p if it presents itself.

[jimboyce] 28/2/2019 10:25

This share needs to be rerated, a price closer to £12 per share would be reasonable, compared to the other competitors in the sector. OK brexit is having an impact, but surely the institutions can see past that.

[m1k3y1] 28/2/2019 10:22

Agreed chief. a 35p divi return at these prices, with a similar profit forecast for 2019, is ridiculous.
I'll be buying more myself if it stays at this level for much longer and no stamp duty on the trade !

[winsome] 28/2/2019 10:11

I'd like to buy some of these but how are UK investors affected by the fact IAG say they are restricting the number of non-EU investors?

[m1k3y1] 28/2/2019 10:02

Thanks chief, hadn't noticed that.

[chiefbrody] 28/2/2019 10:00

PS EZJ x div today so thats the reason for the sharp fall.

[m1k3y1] 28/2/2019 09:52

toon....you make your decision based on the information you have in front of you (as we all do) BUT the 'what if's and maybe's' determine what happens to the share price in the future, which you , or I , can do little about.
That is why both you and I , sometimes get it right and sometimes get it wrong.

[toon1966] 28/2/2019 09:44

m1k3y1 - you need to take a closer look at Monty's posts. In the last 24 hours Monty has called MSCI 'Mickey Mouse' and 'Idiots' and has stated that 'if' it were not for MSCI the IAG share price would be over 700p.

I for one do not deal in 'what ifs' and 'maybes', I make my decision's based on information I have at that moment in time. Sometimes I get it right, sometimes I get it wrong.

[dandu69] 28/2/2019 09:27

Hi guys, how do you rate IAG as a good long term hold? 20+ years? I`m currently building my income / retirement portfolio and like IAG for it`s high dividend cover but concerned a little about the cyclability of it (if such a word exists!). Any thoughts and views would be appreciated.

[m1k3y1] 28/2/2019 09:26

toon.....if I could access the FT article, I would. This isn't a blame game scenario, just trying to understand the situation. Surely the whole stock market, share buying / selling game is all about 'what if's' and maybe's.

[toon1966] 28/2/2019 09:12

The fact here is the share price is where it is, no amount of 'what ifs' is going to help....

[toon1966] 28/2/2019 09:09

m1k3y1 - suggest you read the FT article I posted yesterday on why MSCI removed IAG from their indices. If people want to lay blames here you may want to look no further than the EU.....