International Consolidat... Share Discussion Threads

[applepieinthesky] 05/1/2020 09:02

And 10 times more Ladyboys

[montyhedge] 03/1/2020 22:21

Lol I have 10 times more followers than fjgooner says it all really.

[montyhedge] 03/1/2020 22:19

Got to go with market conditions, that's why your a loser.

[fjgooner] 03/1/2020 20:24

Who is the biggest turncoat in ADVFN history?

Any votes?

[montyhedge] 03/1/2020 10:58

Hi guys,
Sell airlines, buy oil and gold shares. IAG shareprice rolling over, even before this Iran news. Thats my view.
575p here we come.

[applepieinthesky] 03/1/2020 10:47

Do they allow Ladyboys into Blackpool at this time of year

[toon1966] 02/1/2020 13:45

I think you mean Blackpool don’t you NY Boy?

[ny boy] 02/1/2020 11:05

Monty get off the beach in Barbados and check out recently listed (TWD), should double this year, a well run company with a great product and strong management, also FOXT,an obvious p,ay for recovery this year, no debt is a major attraction imo dyor as usual.

With IAG , just a strong hold now through 2020

Happy New Year all

[ariane] 02/1/2020 09:21

Upcoming events on INTERNATIONAL CONSOLIDATED

JAN/09/20 December 2019 Sales and Revenue Release - Traffic Results

FEB/28/20 FY 2019 Earnings Release

MAY/07/20 Q1 2020 Earnings Release

JULY/31/20 Interim 2020 Earnings Release (Projected)

[ariane] 02/1/2020 09:18

HAPPY NEW YEAR

[m1k3y1] 24/12/2019 13:13

TY Chief.....Merry Christmas to all and let's hope for a successful 2020.

[chiefbrody] 24/12/2019 11:05

Merry Xmas IAG holders. Looking like a flat year share price wise (though most would have taken that after the dire first half).Here's to 1000p in 2020 :-)

[cyberian] 21/12/2019 14:23

Thanks...got it...a sorry tale..but trying to have some fun, and provoke,maybe. Good wishes...

[cyberian] 20/12/2019 15:45

Monty in Barbados,,,hope you are enjoying your break, and hope to see you back with your bullish posts....your absence is obviously causing some distress with the current slump and lack of direction. However, in the New Year I would hope to see a re-rating, after the BALPA settlement and the REALLY low P/E is recognized...the latter is unbelievable against a more positive outlook with huge demand for flights over the coming season. Then we have a strong Dividend policy in place to attract the Institutions and the likes of quite a few PI's....hopefully a good few months ahead at the very least. Good wishes to all posters here...pros and cons...and happy New Year.

[w1ndjammer] 19/12/2019 13:25

NY Boy

bigger gains to be had with CWD more diversified, and overlooked

at least by the ADVFN crowd. i am already 60% up and its only just

starting, still an easy 300% next year.

WJ.

[ny boy] 19/12/2019 13:03

Monty...best have a look at (FOXT) after The Queen’s Speech, nice play post GE, dips being bought!

[wilc42] 19/12/2019 09:12

Aurigney is National airline of Guernsey. These guys are great and run a service that keeps the Channel Island linked to the Uk and mainland Europe.

[demo trader] 19/12/2019 06:42

Survey by Which? Megazine , from best to worst.

Full list of short-haul airlines (from best to worst)

1 Aurigny Air Services (82%)
2 Jet2
3 SAS Scandinavian Airlines


Aer Lingus
Swiss
Norwegian
Lufthansa
Eurowings
EasyJet
KLM
TAP Portugal
Flybe
TUI Airways
Wizz Air
British Airways (55%)
Vueling Airlines
Ryanair (44%)



Full list of long-haul airlines

1 Singapore Airlines (88%) best overall
2 Qatar Airways
3 Emirates

Virgin Atlantic
KLM
Air Transat
Thai Airways
Delta Airlines
TUI Airways
Qantas
United Airlines
Air Canada
Etihad Airways
British Airways (55%)
American Airlines (worst overall)

[m1k3y1] 17/12/2019 20:25

fj....."I bet he's a bright ray of sunshine at parties. :)".......LOL

[fjgooner] 17/12/2019 20:11

So I guess Alexandre de Juniac seems to be saying that:

Initially, airlines will be adversely affected because capacity will be too low and will impact total passenger miles flown (partially offset by increased margins);

and when the 737 Max aircraft return to service and delayed deliveries arrive:

Airlines will be adversely affected because capacity will be too high with total capacity expanding too fast (exacerbated by declining margins).

I bet he's a bright ray of sunshine at parties. :)

Of course airlines with no 737 Max exposure will not be impacted by the former case's negative aspects and may see slightly higher yields for a few weeks until the 737 Max's return to service.

[m1k3y1] 17/12/2019 19:43

fj......I have no idea but I do know that the likes of BA etc rarely get it wrong.

Seems he also said "Alexandre de Juniac, director general of Iata, said the latest delays to the plane’s return to commercial service meant airlines are adversely affected because of cancelled flights but the reduction in capacity could help improve yields"

[fjgooner] 17/12/2019 19:32

m1k3y1,

But Alexandre de Juniac, the IATA Chief Executive Officer, is concerned about capacity.

I wonder what does he factor into his negative view that you do not?

[m1k3y1] 17/12/2019 17:55

Cyberian......agree with your points but doubt it will return as the 737 max...maybe in another guise.

fj......I am not overly concerned about capacity.
The larger carriers will not complete on orders that they don't need and generally have a good oversight on options for aircraft in relation to future capacity.

Of course, the numerous A/C sitting in the dessert will testify as to the problem manufacturers have, when they commit to making X number of A/C and then find themselves sitting with them on their order books because they are not wanted.

[fjgooner] 17/12/2019 17:28

@Carter633 re post 12551

There was commentary on Bloomberg on December 11th concerning this.

According to the article, the Boeing 737 Max issue may well result in a "glut of new aircraft that will expand airline capacity too fast" suggesting hard times may well be ahead for this sector.

That glut of supply may well meet a slump in demand as "global flight-shaming movement is another challenge".

Relevant Extract

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

.... Concern about carbon emissions is leading to tax proposals on airline fuel and may already be eating into demand for air travel in parts of Europe, and an uncertain return for the grounded Boeing Co. 737 Max further clouds the outlook.

"The big question for 2020 is how capacity will develop, particularly when, as expected, the grounded 737 Max aircraft return to service and delayed deliveries arrive," IATA Chief Executive Officer Alexandre de Juniac said.

While the narrow-body workhorse has been idled since March after two deadly crashes, Boeing has been busy making more. Hundreds of completed planes remain in storage while the U.S. manufacturer waits for regulators to clear the Max to fly again.

One worry is that a glut of new aircraft will expand airline capacity too fast, holding back fares and denting the forecasted rebound in earnings, which IATA now pegs at $29.3 billion for the coming year.

[cyberian] 17/12/2019 15:41

m1k3y1...one has to be careful with ones words on this issue but pretty apparent that there maybe some legal proceedings involved in time. We all have seen much reported evidence of what is more than simple oversight, and perhaps worse between the regulator and Boeing, however, nothing will now be left to chance and thank goodness a higher level of accountability will prevail. When all is sorted the 737-800 Max, will return as one of the safest models available...tried and tested at a level almost to the extreme, as all planes should be.