International Consolidat... Share Discussion Threads

[m1k3y1] 07/3/2019 16:07

85% hedged against fuel into summer 2019

[m1k3y1] 07/3/2019 16:05

Walsh on consolidation

[neilrich] 07/3/2019 15:58

Monty...getting his facts wrong yet again, the EPS was 117.7 cents pre exceptional items and therefore PE 5.48 lol

[knowing] 07/3/2019 15:50

Yeah but the lucky one's will get them at this price

[linton5] 07/3/2019 15:41

What do we actually get payed from divi monty is it 36p if your from uk

[m1k3y1] 07/3/2019 15:41

It's across the board Monty. I would think you could short anything today and make money. Not that I know to be honest.

[montyhedge] 07/3/2019 15:33

P.e 4.3 eps 142c approx 126p sterling. They will be giving shares away soon.

[m1k3y1] 07/3/2019 15:18

Can't disagree with that toon. The only fly in the ointment at the moment is the share ownership restriction.
EZJ must be looking tempting also.

[toon1966] 07/3/2019 15:14

I'm sure Lufthansa (or other) will be looking at this with keen interest.... at this price IAG are potential take-over target.....

[winsome] 07/3/2019 14:57

I'm watching with keen interest but can't quite hit the buy button. If Brexit terms don't work out for airlines then many UK shareholders will be forced to dump their holdings to meet EU ownership threshold. Surely that is why they are tanking? Maybe that ball has started rolling?

If this was not an issue I'd be piling in as they are cheap otherwise. Perhaps most other investors feel the same and are holding off or dumping now while the going is good.

[m1k3y1] 07/3/2019 13:59

EZJ down 4% now . Not just IAG

[m1k3y1] 07/3/2019 13:59

Morningstar ???
Load factor narrows BUT profits increase .....That should be the headline.

[linton5] 07/3/2019 13:24

Feels like concerted attack on all angles to take this down abit

[zicopele] 07/3/2019 13:14

Oil increasing.....bad for airline stocks

[toon1966] 07/3/2019 13:03

TOP NEWS: IAG February Passenger Numbers Rise But Load Factor Narrows - hxxp://www.morningstar.co.uk/uk/news/AN_1551961076541084100/top-news-iag-february-passenger-numbers-rise-but-load-factor-narrows.aspx

[m1k3y1] 07/3/2019 12:29

Complete madness .
EZJ down over 2.5% also.
No good reason other than the uncertainty over Brexit as far as I am concerned
IAG haven't even paid the special dividend as yet and the share price has dropped more than the value of the divi payment !

If you buy at these levels with the divi to come you'll be getting circa 8% return.

[m1k3y1] 07/3/2019 11:09

Crazy price at these levels.

[knowing] 07/3/2019 09:07

Bought a few down here and will pyramid into the rise.

[montyhedge] 06/3/2019 16:50

No not short, I really like IAG 725p my target, on a p.e 4.6, normalise p.e 6.3 at 580p. Brexit gets sorted up we go.Oil falling, pound will get stronger.We know the fall was technical, suddenly 45m has to go within 10 days.

[m1k3y1] 06/3/2019 10:05

I must say, I find it unhelpful that Walsh continues to say that IAG has contingency plans in place, without detailing what those plans are .
It doesn't provide any confidence and just adds to the uncertainty.
he needs to explain to the shareholders, what exactly IAG intend to do.

[m1k3y1] 06/3/2019 10:01

Makes little sense Monty. Good for you if you have shorted . I am and always have been long IAG , which has done well for me .

[montyhedge] 06/3/2019 09:47

Down 17% in 8 trading days bears paradise.

[m1k3y1] 06/3/2019 09:12

My sentiments exactly Monty.
it seems Walsh is unhappy with Brexit progress.
The FT

[montyhedge] 06/3/2019 08:22

I know IAG down on a lot of technicals, because of MSCI tracker funds.But EasyJet p.e 14, IAG p.e 6.3Oh well has Benjamin Graham said worlds best investor the market short term is a voting machine, but in the end it's a weighing machine, in other words fundamentals will come through.