International Consolidat... Share Discussion Threads

[tornado12] 08/3/2020 13:56

Sub 400p again tomorrow! This will consolidate the airline competition for sure and AIG will be a big benefactor of that. Russia just announced all passengers arriving from UK in auto-quarantine for 2 weeks upon arrival. News adds us to near all other main EU countries to this list. BA makes at least 4 flights a day from LHR T5 to Moscow, so that’s going to hurt for a while

[1 nhs] 08/3/2020 12:43

Here we go ( as predicted)

Stocks on the Tel Aviv Stock Exchange went into freefall Sunday with energy and infrastructure conglomerate Delek Group leading the rout, dropping by 35 percent at one point before recovering to -29% as the oil and gas sector took a pounding on weak demand as a result of coronavirus fears.

Israel’s national air carrier El Al was down 8% after reporting that it expected losses of $140-160 million in the period from January to April 2020 as a result of having had to close several routes due to the virus outbreak and reduced demand on other lines

[careful] 08/3/2020 10:14

GC you say;

'I have a £700k portfolio giving me a £50k a year income'...
that is a 7.1% yield.
respect.
Better than the 0.2% HMG 10 year gilt return.

love to know the details.

[m1k3y1] 08/3/2020 09:55

fj.....Thank you for the info.

[garycook] 08/3/2020 02:22

montyhedge7 Mar '20 - 11:29 - 6035 of 6036
0 1 0
GARYCOOK
You can't go around threatening posters, knock on door from the police, next. We all have banter on here, of course bulls and bears always disagree.
But your a 77 year old pensioner who should know better, your post was a total disgrace.
By the way I have the most followers on ADVFN,
GARYCOOK8 Mar '20 - 02:00 - 6036 of 6036 Edit
0 0 0
Montyhedge,You are a laughing stock,and a total disgrace to the ADVFN community.Nobody takes you seriously,because they know you are one sad old individual,that as nothing else better to do than post lies,and repeat the same old rubbish,time and time again.You have only 4 followers ?.If the Police want to waste there time and fly to Asia to see me,no problem.I have a £700k Portfolio giving me £50k a year income. Living the dream mate at 51,Single and fit as a fiddle.Have a 10 handicap at Golf,and have more woman than I need..Keep writing rubbish,coz you have nothing else better to do. fjgooner also loves you,and many others Ha Ha Ha.I will not be wasting anymore of my time replying to your garbage sad old man.Your Filtered forever. RIP.

[heialex1] 08/3/2020 02:11

The good news is airlines can put some good fuel hedges in so when traffic improved they will recover strongly

[fjgooner] 08/3/2020 01:33

Hi m1k3y1,

With all due respect to those who have suffered or who have yet to do so ...

I've been following this in detail and find these websites quite useful to obtain clarity without the media hysteria:



On the left you can clearly see the Total Confirmed numbers - currently showing as 105,860.

On the right you can clearly see the Total Recovered numbers - currently showing as 58,382.

The bottom right dialogue box can be tabbed to show Daily Cases and can be expanded.

If you are a Bloomberg subscriber, this is a worthwhile page as it presents a decently balanced view that equally shows new cases against those that have (thankfully) recovered.



It currently shows in China about 55,000 patients who have recovered and left hospital against about 22,000 patients still being treated. A huge improvement in the last 2 weeks.

With the trend strongly going in the right direction. Sadly it also shows 3070 victims, but this toll has slowed to around 30 per day.

And here is a more case-based tracking site:



And the WHO situation reports link.



I hope this helps in your tracking and to provide a balanced view.

Wishing all a safe and healthy few months ahead.

As for the secondary issue of our investments ... I'm quite sure that all will look great in a year from now - for healthy companies like this one.

All the best, FJ.

[dround87] 07/3/2020 22:53

Suk it 2 me

[dround87] 07/3/2020 20:15

Then you have trouble putting yourself in other people's shoes I would guess.

[m1k3y1] 07/3/2020 20:08

Smithy....the figures are not realistic. They are only publishing those who have caught the virus. They aren't saying anything about those who have recovered from it.
So we only hear about increasing numbers. i.e 100,000 worldwide but nothing about any of the 100,000 who have recovered.

[smithys2019] 07/3/2020 20:05

One thing I don’t get. Why will people not travel when the Virus is now literally everywhere? I understood why people would not want to go to China or Italy when it hit hard. But there are outbreaks everywhere.

And it’s not exactly lethal to the majority of business aged travellers. It’s only seeing off Gods Waiting room.

[hamhamham1] 07/3/2020 19:56

Fair enough.

[m1k3y1] 07/3/2020 19:54

Thanks, I will be buying more in my ISA , come April.

[jailbird] 07/3/2020 19:49

I think drip buying is good strategy now..esp if stocks have fallen over 20%+

[dround87] 07/3/2020 19:45

Yeah fair play. But that's why I keep banging on about a diverse portfolio. Losing my entire IAG investment at this stage will cost me less than 1 percent rising to perhaps 3 once I have my full allocation in. Losing another third off the share price would therefore have a maximum impact of 1pc if fully committed. I can cope with that given that I think the chances of the company going under as a result of this are extraordinarily low.

[dround87] 07/3/2020 19:40

Then wait, wait, wait some more and end up buying back at these levels when it takes off again. Or buy some here, buy some at 350 and again at 300 and come out with a nice low average. As a PI it's unlikely you'll nail the bottom. Both the trip to the bottom and the recovery are going to be full of traps. Hedge against falls with inverse trackers or by shorting if you have to. But get money into the market consistently during these dips and assuming this isn't the apocalypse, which it isn't, you will become richer. Go google a chart for any crash or correction in history. Where would you rather invest? Right at the end when everything's looking nice and safe or in chunks through the event itself?

[jailbird] 07/3/2020 19:37

Droud,

No need for sarcasm..I was just to point out to some who get excited when it goes up a little

[hamhamham1] 07/3/2020 19:37

No probs. Whilst we disagree on where the share price is going in the near future, we still should agree that both views are valid.

[m1k3y1] 07/3/2020 19:35

dround.....I've sold at a loss before and also hung on (with RBoS) and lost the lot.
It is difficult in markets like this to decide what to do for the best but I guess all anyone can do, is to make a decision and live with the outcome.

I have held BARC since before the Financial crisis and I am still waiting for the share price to reach a level were I can break even. To be honest BARC has been a dire Investment.

On the contrary, IAG has been excellent and I am long IAG (you no doubt guessed) and believe they will benefit substantially from the chaos that currently exists.

[m1k3y1] 07/3/2020 19:24

ham....re-read it...apologies.

[hamhamham1] 07/3/2020 19:11

M1. I said I wouldnt sell at a loss if you take your time to read it!!!!!

[milliecusto] 07/3/2020 19:00

Problem is still haven't reached peak virus, so these fake rally's like friday, are locking people in, anything sub £3 looks buyable, however what will the landscape look like them, £3 might be considered expensive