International Consolidat... Share Discussion Threads

[chiefbrody] 28/2/2019 21:17

Just checked some numbers. If you count the interim, final and spec div for this last year, thats about a 7.5% yield at current levels. Thats after the pesky 19% tax too.Nearly 14% yield for myself with my average.Lovely Jubbly :-)

[montyhedge] 28/2/2019 18:13

Walsh on Sky news, excellent. Get these MSCI tracker funds forced sellers out the way and take off excuse the pun.

[watfordhornet] 28/2/2019 17:11

Wish I had some cash - must be a good time to buy.

[chiefbrody] 28/2/2019 16:43

Yup. Not worried at all.Thinking about a top up but might wait till Mar 12-14 in case the market has a fit and presents a better top up opportunity.Many many FTSE100 stocks are so cheap though so gotta be selective.

[montyhedge] 28/2/2019 16:40

Share price going nowhere until these force MSCI index trackers have sold.
I reckon by next Wednesday. But superb results guys.

[montyhedge] 28/2/2019 16:05

Very nice. Get these forced sellers out the way, then we can go higher.

Get Spanish form 210 your accountant could do it. Reclaim it.

But at 725p p.e 6 seems good value, get brexit out the way MSCI probable ask IAG to come back. lol

[chiefbrody] 28/2/2019 15:22

44p less the tax Monty so around 35p for us mortals.Still a very tasty 5-6%.Or a respectable 3-4% if the share price can hit 800p over next few months.

[montyhedge] 28/2/2019 15:18

They pay special and final dividend so quick goes ex div 4.7.19 pays 4 days later 8.7.19 I worked out around 44p per share.

[montyhedge] 28/2/2019 14:44

Get these force sellers out the way, then take off to 725p p.e will still only be 6 at 725p.

[m1k3y1] 28/2/2019 14:43

Never going to happen Apple.

[applepieinthesky] 28/2/2019 14:30

Watch out for the May strikes and a shutdown of the airline

[chiefbrody] 28/2/2019 14:28

If it were rerated then defo.Still might not be finished adding to the group (though i wonder if the special div happened if NOR is now off the cards) so im guessing theres still a chance of further growth.Still too many airlines out there (even if growth in air travel is huge).

[m1k3y1] 28/2/2019 14:22

Have to agree with you Watford

[watfordhornet] 28/2/2019 14:20

The market is pants at moment. This was the one ray of sunshine a few hours back and look nowI do think this is one you may look back in a few years and think "I wish I had added more"

[toon1966] 28/2/2019 14:18

... he has a broker....? Poor sod....

[neilrich] 28/2/2019 14:14

Monty's broker says....lol.

[montyhedge] 28/2/2019 14:10

My broker thinks the MSCI index funds have 10 days to sell from date of announcement about leaving 1st March, should be done by next week. Then we are going higher.

[skinny] 28/2/2019 14:07

The last time I bought these was in 2011 - the dividend barren years.

I've been waiting to buy back for a while - 580 would be nice - still watching.

[m1k3y1] 28/2/2019 14:03

sounds good to me chief.

[chiefbrody] 28/2/2019 13:57

Even if profits are flat for the next 5 years, the share price is still too low.Unfashionable sector (mature airlines) subject to occasional big shocks = unloved.Massive divs/yield for peeps that have been holding a while though.Looks like its time to add soon.

[m1k3y1] 28/2/2019 13:27

good luck with the withholding tax Monty. Let us know if you are successful please.
Can I ask if your shares are held in a nominee account or not , as mine are and the broker says that is why the WT cannot be claimed back.

[montyhedge] 28/2/2019 13:23

Figures beat everyones expectation. But shareprice going nowhere until after 1st March. When tracker funds following the MSCI Spanish index have to sell before that date. I spoke to my broker, he reckons tracker funds nearly finished but of course only a guess. Glad 44p dividend on its way. Going to try and claim withholding tax back, tax form 210.

[knowing] 28/2/2019 13:13

It's good to have a consensus of opinion. It's quite the opposite at PFC after their results which is a breath of fresh air

[toon1966] 28/2/2019 13:03

"Is it dropping because they are not anticipating further growth next year" - I would say you have answered your own question.

[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.