International Consolidat... Share Discussion Threads

[hamhamham1] 24/3/2020 12:22

A falling knife is when a share price is heading south with no sign of stopping at the point which you invest in my books. Before it bottoms out. And repeat investing on the way down.

[dround87] 24/3/2020 12:18

Catching a falling knife means something different ham. When you catch a falling knife you're betting that a badly managed or failing company will turn itself around. Investing in intu would be an example of catching a falling knife. Buying corrections/recessions is good practice.

[hamhamham1] 24/3/2020 11:40

Trump is toast in the November elections. There is no real incentive for the democrats to agree to go over the top to pump the market, that's what Trump wants, if they do then they help his re-election chances.
But the democrats can't be seen to not be helping tackle the virus.

[sr2day] 24/3/2020 11:36

careful,don,t be careless, you do not know what you are talking about.this virus has the potential to kill hundred of thousands.we have to eradicate it ,everything has to stop except for essential services.this is going to test the patience of many.in this moment Trump is not a role model that we should follow.

[hamhamham1] 24/3/2020 11:19

With a lot of companies withdrawing guidance. That means for me that when quarterly updates out then they could shock, markets like to know what is coming, even if it's bad, and they like the result to match the guidance, the latter of which may be lacking.

[nw99] 24/3/2020 11:06

Agreed just guessing unless a long term investor

[hamhamham1] 24/3/2020 10:43

Until there is clarity about gov loans or shares taken, the skies open again and consumer confidence returns, it's hard to tell where this is going.
Although there are other shares which have been dragged down but still are having good revenues during this period I guess. But then these are lower due to the risk/reward.

[pratt2] 24/3/2020 09:14

Italy is past inflection point, declines day on day in new cases . UK is 2 weeks behind Italy but hopefully won't be as bad with the lockdown now. If all things go well, we should hopefully be back up and running in a few months. IAG didn't even want a govt bailout, so plenty of reserved to outlast this . Big director buys 3 weeks ago here. I think this is a conviction long term buy

[careful] 24/3/2020 08:39

I think this lockdown will be abandoned within a fortnight or so.
Irrespective of numbers.

The world has gone crazy, financial self destruct because of a flu type epidemic.
And that is all it is, lets us cut out the bullsh*t.


In future the health service will have the equipment to cope with this sort of thing at its peak.
And the public will have to act sensibly and get on with their work.

Never again will this shutdown happen. again
A stupid hype that went viral.

[smithys2019] 24/3/2020 07:26

Ham ham you are completely right on this occasion, for one reason. The black swan event that turned out has been one of the worst of our lives. If the situation had been resolved and the outbreak hadn’t taken hold, the recovery would have been very quick and you would have missed your opportunity. As it turns out now, you will have the buying opportunity of the century, so well done. A lot of value across industry, VW, RR, Airbus, siemens, alphabet and IAG will rise from the ashes and wouldn’t be surprised to see 300%+ gains in the next few years due to the vast stimulus, the likes of which haven’t been seen since the40’s, are pumped in to the global economy.

I think the likelihood was that we would have recovered as per bird flu, SARS etc. I got the call wrong. Other point, this has still only killed around 30k globally. Last year 650,000 died of flu. It seems hysteria has taken over. That was almost impossible to predict

[hamhamham1] 24/3/2020 05:36

I am not against investing but trying to catch a falling knife is a different thing altogether. Look at the charts decline angle when you were saying buy now, at various points during a very steep decline. Fair enough if you personally want to buy during that steep drop but saying it's a buying opportunity for others here at say 400p is wrong IMO. You can't just look at your last buy post, look at the ones a month or two ago which may have got investors involved.
I guess it's just different ways of investing, you invest on the way down, I will invest when it flattens out. Who's average price is lower, time will tell.

[ny boy] 23/3/2020 23:25

Hamham, this is not about what the price will be in a few hours of days, it’s about accumulating and holding for 2-5 years for starters, it’s called investing when markets present fabulous opportunities, each to his own I guess GL

[dtaliadoros] 23/3/2020 22:39

How long can IAG survive before needing a bailout?

[loganair] 23/3/2020 22:07

German airline Lufthansa Group has declared force majeure on its jet fuel supply contacts.

Lufthansa has had to invoke force majeure on the supply contracts as it has grounded 700 out of its fleet of 763 aircraft.

[nw99] 23/3/2020 21:54

Not seeing that anywhere

[smithys2019] 23/3/2020 21:48

Cool. More capacity for IAG.

[goblin99] 23/3/2020 21:30

Lufthansa grounding 100% of flights until September

[smithys2019] 23/3/2020 20:05

Looks like there will be a big surge in flights from rest of world, non-bucket and spade destinations over the next week. Then total lockdown.

[hamhamham1] 23/3/2020 19:59

Boris on at 8.30pm

[m1k3y1] 23/3/2020 19:19

It's probaly some of both ham...

[hamhamham1] 23/3/2020 18:50

Levered positions and lack of liquidity, if you ask me, we can agree to disagree.
This article agrees with me...

[m1k3y1] 23/3/2020 18:48

ham...shares are at this level because people have been scared into selling and shorters and MM's have been chasing the stock down.

[hamhamham1] 23/3/2020 18:48

Yeah, tourists