International Consolidat... Share Discussion Threads

[97peter] 28/9/2019 15:05

Agree Monty, this should raise to 515 to 535, once we get the negotiations with pilots agreed and before the next divi, which I believe will be around 12p after exchange rate. Then onto 550p in 2020 onwards and upwards, as IAG I believe will have more slots at Gatwick and may even have bought Norwegian on the cheap?

[montyhedge] 28/9/2019 14:48

I knew something was wrong with Thomas Cook, the week before when they changed their advertising slogan.Don't just book it, take out insurance.

[montyhedge] 28/9/2019 11:52

Forget these bias articles for bears. I spoke to real BA ground staff at check in. I said your lucky 90% off flights. They said problem is we are on standby, with TC gone bust, we can't get a seat, due to planes being full. Rather believe them, then some writer. Believe who you want.

[fjgooner] 28/9/2019 11:40

Excellent article at post 11093, toon.

That's exactly the point that we were trying to make when the house ramper was trying to imply that BA would pick up trade lost by Thomas Cook. Of course that is not true - from that article:

-----------------

The Thomas Cook factor

Of course, for UK airlines at the moment, the collapse of Thomas Cook dominates. With an estimated 30% of the UK holiday market now up for grabs, one may expect all rivals to benefit. However, here BA’s old-fashioned, expensive image (and actual expensive flights) comes in to play.

BA does not traditionally have the same customer base that Thomas Cook did. It is unlikely that many of its customers will now be looking at BA as a real alternative, with rivals such as TUI much more likely to take the lion’s share.

International Consolidated Airlines seems to be at a difficult point – the British Airways brand and flights are simply not what they used to be, but the company is still charging its customers as though it were. The more BA die-hards fly with other airlines, the more they will realise this. I think we are going to see a lot more negative numbers coming from IAG over the next few years.

[montyhedge] 28/9/2019 11:40

Another airline goes bust, in the end probably only be 3 European main flyers, IAG, Easyjet and Ryanair at the end of the day.http://m.en.rfi.fr/economy/20190928-french-airline-aigle-azur-goes-bust-after-rescue-attempts-fail

[farrugia] 28/9/2019 11:26

Is it my impression or IAG is more profitable than Ryanair? Also, what happens in the case of hard brexit? Are IAG shares 50% owned by EU residents (apart from British) - do they have backup bases in the EU to ensure non-interruption of services?

[montyhedge] 28/9/2019 10:52

135m passengers can't be wrong, I flew first class New York return Heathrow, best service ever. The refurbished lounge at JFK is excellent.

[qantas] 28/9/2019 10:06

Please do your own research as it is your money.

[toon1966] 28/9/2019 09:45

Mum and toddler kicked off BA flight after crew thought mosquito bites were chicken pox -

[toon1966] 28/9/2019 09:31

Why British Airways strikes could have a long-term impact on IAG shares -

[toon1966] 28/9/2019 09:24

A short trip down memory lane:

"montyhedge said 20 Sep '19 - 08:43 - 10905 of 11091 - Shares never go up in a straight line 510p to 565p the next trading range, probably next week. Once the psychological level of 500p broken, at 675p everyone thought 850p."

[chiefbrody] 27/9/2019 21:15

Evening all. Just checking in. Had these at sub 400 given all the negatives but pleasantly surprised to see it holding up well.Only 2 months to go for another juicy div.Check back in after my trip to Denver (apols booked United, not BA lol) early next month.

[fjgooner] 27/9/2019 20:39

Oil rebounds after Trump denies Iran’s claim US offered to remove sanctions

Great for energy stocks, terrible for airlines. Short airlines, long oil - that's the trade.

[waldron] 27/9/2019 20:08

ENDS THE WEEK WELL

Holding up well

strong supports around 413p and 441p it seems with strong resistence at 487p approx

[cyberian] 27/9/2019 17:34

mh...I have looked at various feeds from the Sun, with some quotes and names...looks like the Union and Pilots are being rather silly and their loss of earnings and tax avoidance related to those living overseas and commuting to work are quite painful, and really not sustainable. Appears that this character Mark Keane (ex Ryan Air where he was somewhat of a trouble maker)is playing a key role trying to disrupt/influence more responsible Union negotiators. I doubt that any BA pilots will resign over the current stand-off, but interesting that one-fifth of pilots turned up for work on 7/9 strike day and if you are correct nearly 100% today when BA only had 50% of flights booked and ready to fly. I just hope that there can be some amicable mechanism for the two sides to strike a balance to return and save face...also to be a bit more inter-active as a team with the other 90% of BA staff. Heaven help us if BALPA play the RMT game of leverage...sure they don't want to go down that route...kinda obvious blackmail, although I accept that public safety etc. should be taken into consideration.

[montyhedge] 27/9/2019 14:55

I'm there. Already for 500p.

[ny boy] 27/9/2019 14:54

Monty..not long for (STX) US commercialization deal, decent buying today and yesterday, hope you are holding for the next leg up, also here as well, looking for 500p +this quarter.

[montyhedge] 27/9/2019 14:53

Cruz getting tough at last, most of the militant union rep pilots, don't live in the U.K. https://www.thesun.co.uk/travel/9903547/british-airways-strike-captains-pay-loss/

[montyhedge] 27/9/2019 14:40

Looks like Brent going to test $60 later. I know IAG 85% hedged but always nice to see Brent below $60.Oil 25% of airline costs.

[fjgooner] 27/9/2019 13:40

It'd be best to get the pilots paid off.

Further strikes will make a second and third profit warning inevitable in my view.

[montyhedge] 27/9/2019 13:35

Data breach analyst said not bothered its a one off payment.

[montyhedge] 27/9/2019 13:33

Looks like every pilot turned up today, 27th Sept was strike day but common sense prevailed. Cruz is to soft, stop travel perks for pilots and their families if they did strike.Nice 15% rise in November dividend my forecast.The cash cow goes on. Try and book a flight to Spain it's 100% full.I flew last week, club class all full.Or seat left in economy. TC going bust, sorry for staff and shareholders, boom time for IAG