International Consolidat... Share Discussion Threads

[hamhamham1] 25/3/2020 07:52

True, it's hard to argue that the share price wont be higher in the future at some point. Its just seeing what the near term price will do depends on how they solve the issue.

[smithys2019] 25/3/2020 07:47

Ham, the price will go up. IAG have been fighting government intervention since the
Start. They want to see others fail so they can take the biggest slice of the pie once life recovers. WW has not once said they want a deal. Only easy and VS. Seems UK government doesn’t want to step in now, instead will prefer to let market forces take over. Despite the extreme environment the market finds itself in.

[hamhamham1] 25/3/2020 07:41

France and Germany are the main players and decision makers in the EU, so I can see Air France and Lufthansa getting a nice deal, but that wouldn't be fair, so unlikely in theory.

Airline status stats:

[smithys2019] 25/3/2020 07:33

Jailbird, the money is not equally divisible amongst opco within IAG. Money BA make is BAs.

So could well see Iberia go to the wall and BA survive

[jailbird] 25/3/2020 07:23

Amt,Probably year after that ,2022

[jailbird] 25/3/2020 07:22

No bailout for airlines So any potential part or full breakup of IAG is by choice . So may not happen at all .Convertible bond or other debt arrangement Dilution will hit the share price more soThe 9b cash is supposed to keep all Cos within IAG alive not just BA

[hamhamham1] 25/3/2020 07:08

Its about how airlines raise the money to get through, if via loans then it's a buy, if via share dilution then it's not IMO. You need to hear direct from the companies, not rely on speculation elsewhere.

[amt] 25/3/2020 07:05

I cannot see airlines getting back to profitability until middle of next year. Countries are unlikely to lift most restrictions on flying to be lifted until a vaccine has been developed.

[hamhamham1] 25/3/2020 07:01

Will NY Boy poke his head out with a buy call again today?

[quiggers3112] 25/3/2020 06:57

This really is punts-ville. Buffett buying into Delta 3 weeks ago has put Berkshire down by $19m. He would no doubt talk about the long view and he is obviously right so bear that in mind when you buy into IAG and you see the share price dip. "This too will pass" as the wise men said. I think I'm in tomorrow. Wall St is talking about the bottom being reached so it is now or never. (They coud be wrong of course.)
The big ? is what kind of IAG will come out of the other side? Nobody but insiders know that and even they don`t probably know

[sr2day] 25/3/2020 06:54

so bye bye 200p.180p next.

[m1k3y1] 24/3/2020 23:33

So when BoJo and Sunak say to the British public, 'we will do what it takes', actually they won't when it comes to saving the jobs of airline employees.

I think they will regret this decision but we will see.

[m1k3y1] 24/3/2020 23:27

Guns......I take it that you have never used an aircraft or an airport then.

[qantas] 24/3/2020 23:11

Monte for you



Please do your own research as always.

[amaretto1] 24/3/2020 22:04

Good post !

[ny boy] 24/3/2020 20:33

Huge rise coming here, US closes.....American Airlines +35%, Delta 21%

Bears will be pummeled

hamham, no be listens to me anyway, everyone makes their own investment decisions, get up to speed man, you are either in, out or crying on the sidelines after the opportunity has passed you by. Be decisive man, these markets are not for ditherers dyor as usual and stay safe

[smithys2019] 24/3/2020 19:47

Over half the U.K. population could already have had the virus.

If this is true, there will be a lot of egg on face as to why there has been an extensive shutdown.

[bookbroker] 24/3/2020 19:15

Lady Boy always touting his stock picking ability, always in at the right and out at the right time, all bar NMC!

[m1k3y1] 24/3/2020 19:06

I don't think IAG will need it . The skies will be open again within 2 months, if not sooner.
Just my guess.

RYA closing down for 2 months, except for rescue flights, cargo etc.

[montyhedge] 24/3/2020 18:39

Would you, if they said a 1 for 1 rights issue at 100p would you do it?

[montyhedge] 24/3/2020 17:39

Rights issue in this market, they would be mad, to get it away would have to be at 55p.