International Consolidat... Share Discussion Threads

[m1k3y1] 10/4/2020 11:52

Waikenchan....do you know the interest rate on credit facilities for other companies that you invest in ?

[truthfinder2020] 10/4/2020 10:30

nothing to add

[qantas] 10/4/2020 09:13

BA We love you.

[waikenchan] 10/4/2020 08:36

Carnival cruises had to raise debt at 11%.

Lets hope IAG don't have to raise any new debt. I wonder what the interest rate is on their revolving credit facility.

[hamhamham1] 10/4/2020 07:59

Qantas. Would it be a fair comment to say, you are already invested in bank shares and also would like to get in IAG at a low level?
Be honest ;)

[qantas] 10/4/2020 04:57

Please do your own research as always

[sr2day] 10/4/2020 04:54

Qantas,shouldn,t you be buying Qantas shares?this one will go down to 150p.it is just a matter of time.

[qantas] 10/4/2020 04:54

Please do your own research as always

[qantas] 10/4/2020 04:48

Please do your own research as always.

[qantas] 10/4/2020 04:42

Please do your own research as always

[carter633] 09/4/2020 19:46

BA debt just downgraded to "junk"

[hamhamham1] 09/4/2020 16:19

Sit on hands for 5-7 years for me.
Could get 20-25% YoY gains if lucky on a diverse portfolio.
I cannot predict the short term ups and downs though over next 12 months.

[dround87] 09/4/2020 15:57

US stimulus rumours came good. Oil deal just agreed. Buy the rumour sell the news? Or wait for 6000? Sitting on my hands...

[hamhamham1] 09/4/2020 15:48

Not a bad day.

[hamhamham1] 09/4/2020 11:19

I would say that any business which can continue to trade maybe at least at 60% sales levels will be able to ride this without heavy worries. They can make cost cuts and use furlows to help counter the lower sales.
Businesses with deep pockets and much lower sales may also get by.
I am looking mostly at companies that fall in the key workers sectors the gov published to be able to ride this not too badly.
Plus businesses where workers can work from home (or safely at premesis) and sales can continue without the need for physical customer interaction.

[ny boy] 09/4/2020 08:26

Onwards & upwards, lots of bargains around, be extremely greedy when others are very fearful but dyor as usual..see you at 400p

[dround87] 09/4/2020 08:24

Yeah we're pretty much where I want to short but I'm not pressing the button yet. Would be unwise with opec decision still to come and rumors of further stimulus from US doing the rounds. Although I have a sneaking suspicion UK lock down will increase in severity before Easter weekend going on rumours from military/police contacts.

[nw99] 09/4/2020 08:00

Uinions sorted bullish

[hamhamham1] 09/4/2020 07:06

If you are investing I think you need to be extra diligent in what you buy, as some are doing well, others are holding up ok but some are not doing well.
It's easy to invest when in a bull market as a rising tide floats all boats. Today you need to check under the boat before you get on board. GLA.

[hamhamham1] 09/4/2020 06:16

And from what I notice, regarding share prices falls and rises, they tend to be at the vanguard.
ie They fall before the economy falls, but equally they rise before the economy rises.
Regarding unemployment, in the UK, the gov financing the furlowing of companies staff, giving grants, loans and business rates holidays hasn't been seen before, so to a certain extent previous models aren't so relevant.
The world will end up jointly writing off a load of coronviris related debt IMO, else it will be such a chain around govs neck for the future.
Or a dose of rampant inflation would shrink the relative size of historic debt I guess.
I am not trying to talk shares up and have said here before that top to bottom historically is 12-18 months on average, But events my dear boy, events!

[hamhamham1] 09/4/2020 06:02

Dround. Yep, we have a couple of quarters reporting ahead of us which will be painful for many companies. Especially those which are over leveraged and have had their sales destroyed (note, not all companies have had their sales wiped out) That's why I have maxed out at 40% investment now. If stocks don't go down, that's good, but if they do, that's ok as well, I'll wait till they shed a decent amount and a new base forms, then go in again with the same.
No one knows which way it's going but a bit in and a bit out is cool for me.
We have a long way to go here but I don't trade shares, I don't have those skills, or nerves ;)

[sr2day] 09/4/2020 04:48

i agree another 20% fall to come.18600 on the Dow will be tested again.and all the ingredients are there for this to happen.profit warnings deluge. high debts and high unemployment.it will take at least a couple of years to recover from this slump.

[buywell3] 09/4/2020 03:44

Heads Up


World Trade Organisation (WTO) warns of a 2020 slump of a third

buywell thinks 25%



buywell has just looked at an interesting chart of this current Covid drop V 2008 financial crisis indicates very close chart shapes ( probably trading algorithms )

buywell is of the opinion following that pattern a market drop of another 20% is now imminent

then a bit of a rise again

then a further fall coming

IMO dyor

[ny boy] 08/4/2020 23:03

Double bottom 200p, add on all dips imo and ignore ham ham lol

[gooner1886] 08/4/2020 22:38

Dround i agree but i think the bottom was found around march 17/18 cant see us hitting them levels again. ImoThere will be another sizeable dip i think it cant sustain green day after green day across the board, maybe im just hopeful of a pullback on a few shares haha