International Consolidat... Share Discussion Threads

[montyhedge] 31/10/2019 17:27

New trading range Monday 550p - 560p. IAG capital day, shortly, Walsh always bullish. Analyst must have sharpened their pencils today, buy notes surely on they way.

[applepieinthesky] 31/10/2019 16:50

Some talking have taken place I understand but pilots maybe far from satisfied with what's on offer news by the end of the week I understand.

[toon1966] 31/10/2019 16:13

HL Research update -

[susiebe] 31/10/2019 15:48

Maybe a deal is being done as didnt expect this rise today Could buy at just a little over 500p this am

[montyhedge] 31/10/2019 15:45

550p looks odds on short term. Over 600p if pilots do a deal.

[montyhedge] 31/10/2019 13:44

One thing that may boost shares, remember IAG kick out of the MSCI Global index, over EU rules about shareholdings, well if a brexit deal struck and everyone happy, surely they can go back in THE MSCI Index and those tracker funds who were forced sellers, will have to buy again, worth keeping an eye on.

[montyhedge] 31/10/2019 11:31

Capital market day for IAG next month, Walsh normally bullish on these days.
See what analyst make of it, perhaps Liberum is next, for a note they had a target of 820p in September.
P.e just over 4 seems good value. Shareprice could get to Liberum target of 820p and p.e still in single digits.

Its not rocket science if you think pilots strikes go short, if you think no strike deal will be struck, go long.
At least long, getting paid nicely to be long.

New trading range 550p - 575p on the cards. Come on Liberum another BUY and target 820p, just like the September note.

[badtime] 31/10/2019 11:03

And then of course there is the poster who is the flip side of Monty.....

[montyhedge] 31/10/2019 10:39

Sorry market cap 10.3 billion, full year looking for pre tax, 3.1 billion. Not expensive.

[montyhedge] 31/10/2019 10:38

So full year even after hit from pilot strike, oil, currency etc, looking for 3.1 billion pre tax. Not bad for a company mc under 11 billion.

[montyhedge] 31/10/2019 10:16

Actually looking at the figures, underlying pre tax look very encouraging, we all know what's strikes cost etc.

[montyhedge] 31/10/2019 10:07

One sniff of pilots settling massive rise coming.

[fjgooner] 31/10/2019 09:39

montyhedge
31 Oct '19 - 08:06 - 11812 of 11813

Like I thought when no increase in dividend, pilot strike and disruption, oil, currency, these 3rd quarter would disappoint.

-----------

Says the repetitive ramper who's been pushing these shares daily over the last two quarters.

No wonder its posts are held in such utter contempt by so many here.

[montyhedge] 31/10/2019 08:29

If they could settle with pilots, that's holding a lot of investors off from investing, then different ball game this would be 575p.

[montyhedge] 31/10/2019 08:06

Like I thought when no increase in dividend, pilot strike and disruption, oil, currency, these 3rd quarter would disappoint. The crystal ball and me told you yesterday.But get the forced sellers out the way, who went in for figures.Should bounce.

[waldron] 31/10/2019 08:04

Cash and leverage

The Group's cash position of EUR7,838 million was EUR915 million higher than September 30, 2018. Net debt at the end of the period, including the debt associated with right of use assets, was EUR6.2 billion and net debt to EBITDA was 1.2 times.

[nedhammers1] 30/10/2019 22:07

No and neither are BA management Monty my son......

[ariane] 30/10/2019 21:04

certainly not that much free cash splashing aroumd as you seem to imply monty

as you say tomorrow beckons

[montyhedge] 30/10/2019 20:58

All we can do is wait until tomorrow.See what the strike and disruption cost. Provision for data fine, 185m may be in I don't know, it's all speculation, that may be the reason no increase, but for sure they did not increase the dividend to keep pilots quiet and say we will settle dispute. Pilots may be greedy but not stupid.

[sarkasm] 30/10/2019 20:46

no dividend increase might well finance remuneration increases across the board

might even help top up pension pot

not so silly me thinks


besides free cash flow seems to be taking a hit

[nedhammers1] 30/10/2019 20:37

Monty you obviously have never been in any type of negotiation, you’re looking stupid now, use you’re brain before you type....

[montyhedge] 30/10/2019 20:27

So Neddy, you reckon no dividend increase because pilots would say, oh we want that ad your doing so well. So by no dividend increase pilots will back off. Get real.