International Consolidat... Share Discussion Threads

[philanderer] 25/11/2013 12:12

Few details from that Jefferies note:

"IAG – Awaiting the next catalyst. IAG shares have almost doubled YTD as the group has shown meaningful, simultaneous, progress at BA, Iberia and Vueling. As a result, the upgrade of 2015 targets was not wholly surprising. We raise our 2015 operating profit/EPS estimates to €1.6bn/€50c respectively. The recent investor day was instructive, giving additional detail on the operational initiatives at each of the businesses.

"We expect the next catalyst to come from Iberia restructuring progress. In the meantime, the shares could pause for breath. Our PT moves up to 410p.

"Valuation/Risks: As the high growth rates at easyJet and Ryanair taper, so attention turns to self-help opportunities, and valuation, where we prefer to look at cash ROIC relative to EV/IC (lease-adjusted).

"Our analysis shows the market rewards higher returning companies with higher valuations, which is an important feature of all our Buy ratings. Risks: economic environment, aircraft funding, high & volatile fuel and FX, event shocks, increased industry capacity, industrial action, regulatory change, tax."

[philanderer] 25/11/2013 11:57

:-D


Monday November 25, 2013 M

"MAHB still in discussions with British Airways to resume flights to KLIA"

[nofool] 25/11/2013 11:11

Especially those that don't ice up!

[broadwood] 25/11/2013 07:51

Airline stocks set to get a bit of a boost from fall in oil price on back of Iran deal.

[skinny] 25/11/2013 07:42

Jefferies International Buy 362.80 362.80 - 410.00 Retains

[philanderer] 24/11/2013 23:53

Should be good for a few pence monday morning


Oil prices likely to drop after Iran nuclear deal - "Oil Is Tumbling: Brent crude futures fell as much as $2.50, about 2%"

[philanderer] 24/11/2013 16:47

Fifteen airlines have been warned about the risk of ice forming on Boeing's new 747-8 and 787 Dreamliner planes.

The Boeing 747-8 series and the new 787 Dreamliner are the only types of aircraft affected by the high-altitude icing issue.

The new warning was given to airlines including Lufthansa, United Airlines and Japan Airlines.

It says aircraft with the affected engines - GE's GEnx - must not be flown within 50 nautical miles of thunderstorms that may contain ice crystals.

As a result, Japan Airlines (JAL) has decided to withdraw Dreamliners from service on the Tokyo-Delhi and Tokyo-Singapore routes.

.....British Airways use Rolls Royce engines on their Dreamliners. They are not affected by the warning, says the BBC's Ben Geoghegan.

[philanderer] 22/11/2013 11:58

'British Airways calls for more female applicants for pilot training programme'

[nofool] 22/11/2013 11:49

I'm happy with the bounce.

[philanderer] 22/11/2013 10:04

Morning all. Different sized white candles :-)

[philanderer] 21/11/2013 22:26

British Airways Launches First Transatlantic Service from Austin Texas

[skinny] 21/11/2013 17:14

Ooops! -

A Boeing 747 Dreamlifter cargo plane will attempt to take off from a minor airport in Kansas after it landed there by mistake.

The giant cargo jet was heading for McConnell air force base in Wichita but instead touched down at nearby Colonel James Jabara airport.

Airport officials believe the plane will be able to depart despite the much shorter runway at Jabara.

An attempt is scheduled for noon local time (18:00 GMT) on Thursday.

The aircraft normally needs a runway of 2,780m (9,119ft) to get airborne at maximum weight; Jabara's runway is only 1,860m long.

[nofool] 21/11/2013 16:25

IAG on full thrust today..

[nofool] 21/11/2013 15:06

I wouldn't be surprised to see this at 370p+ pretty quickly.

[sr2day] 21/11/2013 13:42

directors taking a quick profit on their options.tells you where the share price is going.won,t be surprise to see it below 350p pretty quickly.

[leeson31] 21/11/2013 10:31

..or as I call... a Blue candle....
lol :-)

[philanderer] 21/11/2013 10:22

Come on you doji`s :-D

[nofool] 21/11/2013 09:11

Strong prospects here, stock posting a Bullish Morning Doji Star pattern at the moment..

Let's see if it can hold!

[skinny] 21/11/2013 06:51

There in lies the rub - there is now added uncertainty over tapering, which may well lead to a period of more volatility - with swings both ways, but mainly to the broader downside. BWTFDIK

[leeson31] 20/11/2013 21:18

Reversal up or down? I think this will drop just a tad lower yet.. Dow tapering prob start in march or april next yr, plenty of time for a bit of retrace now then a good bull run up into tapering...

Cheers

[skinny] 20/11/2013 21:06

It may well signal a reversal - DOW apart!

[nofool] 20/11/2013 17:40

..a doji (or more of an inverted hammer), and it was black, ie. price went down on the day, which is fine btw.

[philanderer] 20/11/2013 17:25

No black candle today, looks like an upside down sword ? ;-)

[nofool] 20/11/2013 17:09

I'm guessing, tomorrow - Bullish Morning Doji Star pattern?