International Consolidat... Share Discussion Threads

[essentialinvestor] 15/10/2020 00:51

Marshall Wace usually the cleverest guys in the room.

[buywell3] 14/10/2020 20:44

Covid-19 cases now spreading out of control across the whole of Europe

Winter is coming

buywell believes what we are witnessing is the result of lax quarantine measures

Can't see how International travel can start with over 1M new cases worldwide every 3 days and trending towards 1M cases every 2.5 days before this xmas

[sbb1x] 14/10/2020 19:47

Marshall wace taken 3% .Will they drip feed those shares into the market to crash the price?Or are they serious inv3stor and its time to buy....

[sunshine today] 14/10/2020 12:35

From just a month or so ago :

There has also been no change to the Group's downside planning scenario, which was used to determine the size of the Capital Increase. The downside scenario includes a reduction in capacity in terms of ASKs of 66% in 2020 and 35% in 2021 relative to 2019. IAG considers that further downside to the latest planning scenario is more likely to be in the form of delays or extensions to the recovery trajectory, for example as a result of partial travel restrictions, rather than a return to full lockdown.

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2021 off just 35% is clearly nuts.

Look for around twice that reduction, next year.

[montyhedge] 14/10/2020 11:19

I can see this being 77p.

[boix] 14/10/2020 06:58

That was just one possible pre-pandemic plan but never confirmed.Fake news? - perhaps

[loganair] 13/10/2020 22:42

Apparently some time in 2021 Jetblue are due to start flying New York and Boston to London in brand new A321XLR's specially purchased for the route and supposedly offering a far better Business class then either BA or Virgin and at a far cheaper price.

[qantas] 13/10/2020 11:14

Please do your own research as follows.

[montyhedge] 13/10/2020 09:32

Anyone who flies must be insane, until a vaccine.

[buywell3] 12/10/2020 21:38

================ Catching Covid-19 on a plane ================

It has been established that like cruise liners people can catch Covid-19 on a flight that has symptomatic Covid-19 passengers aboard.


Now it has been established by a clinical paper from tests carried out on an Italian flight that you can catch Covid-19 on a plane from another Asymptomatic passenger

------ Asymptomatic Transmission of SARS-CoV-2 on Evacuation Flight -------



Governments must IMO mandate the use of Far-UVC lights and air sanitizing units are used on new planes and retro-fitted on existing planes

Grants should be made to get this done ASAP

This is the ONLY way safe flying can start up worldwide to get Covid-19 under some form of control

[jailbird] 12/10/2020 18:57

hear BA HDQ waterside has been mothballed now .If things to do pick up within 12 months , I can see it will be closed and IAG senior management will be based in Spain post Brexit Thinking about next 2-3 years +Main routes will be to western democracies All others and third world routes will be vastly reduced .Vaccine rollout globally will take many years . We will still do not know whether this will be a single shot or require repeat vaccines like flu jab ( which will not be good )

[m1k3y1] 12/10/2020 10:52

JD....BALPA are a different animal. The Pilots have always looked after themselves when it comes to negotiating agreements. You only have to look at the latest situation.

However, UNITE have been and continue to be abysmally bad when it comes to protecting BA members. Just heard that 44 crew have been sacked on the spot for registering a protest over the latest agreements !
UNITE are washing their hands of them apparently .

The reason that BA have been able to weaponise the removal of staff travel is because Unions did not challenge the changes to staff travel agreements when BA introduced them years ago. As a result, their members have been placed in a very weak position.

BA has adapted, learnt from historical confrontations and spent years preparing for this moment. During the same period, the Unions have done very little, other than collect members subscriptions.

I am now hearing that Doyle has been "called to appear before a Dail Committee again to explain his “open contempt” for staff."

Not a great start for the new CEO but indicates more of the same at BA.

[montyhedge] 12/10/2020 10:52

I reckon IAG best short in the FTSE 100, market cap 5 Billion, can't see a profit or dividend for 3 years. Now Cruz stepped down, unions will have it easy.
Please tell me a bull case ?

[jd 1965] 12/10/2020 10:30

Strutton is a very smart guy for BALPA believe me

[m1k3y1] 12/10/2020 10:20

Monty the Unions have been out smarted and out paced. They are behind the times and have not used their time to plan how to battle against modern corporate entities such as BA and IAG.
They are still living in the past and need to have a major re-think if they are to represent their members effectively.
McCluskey is finished.

[montyhedge] 12/10/2020 10:08

Unions will walk all over them now, Cruz was good and tough, fighting for shareholders.

[m1k3y1] 12/10/2020 09:58

It was all very predictable. Now they bring in new management to sell a brave new era to the employees they have just shafted.

Cruz is staying on as non exec Chairman.

[montyhedge] 12/10/2020 09:24

They waited until after the rights issue to get rid of him. They knew market would not like it.

[hamhamham1] 12/10/2020 08:25

And of course, there are those who like to associate themselves to bad news stories ;)

[montyhedge] 12/10/2020 08:16

I think it's a bad move to get rid of CEO, he was good for profits before Covid, record profits, special dividend also. Tough with unions. If they think this will change things when no one flying their crazy. I reckon another fund raising in three years time.

[hamhamham1] 12/10/2020 07:54

Yeah, people who latch onto good news stories and associate themselves with it, hmmmm.

[bookbroker] 12/10/2020 07:50

And talk about lining his own pockets, self-promoting own book alongside Tom Bower’s biography of Johnson, TB’s I will read, but hope that Morgan will donate a proportion of his proceeds to all those causes he extols.

[hamhamham1] 12/10/2020 07:48

Piers Morgan is as bad as Trump, I just flicked over and he said 25k sent from hospital to old peoples homes, someone he is interviewing, corrected him saying less than a thousand went there, the other 24k went home.
Piers them added - oh yeah, they were sent to old peoples homes and their own homes, a typical example of getting facts wrong and shouting them around.