International Consolidat... Share Discussion Threads

[notimpressed] 25/8/2021 13:17

dow futures looking flaky, could be a good time to sell

[notimpressed] 25/8/2021 13:17

dow futures looking flaky, could be a good time to sell

[notimpressed] 25/8/2021 13:01

ny boy post 22657
"You sound like an ex disgruntled bitter employee"

are you implying danvandan was previously gruntled

[knowing] 25/8/2021 11:33

The recent promotion that they ran with Avios will have generated a significant amount of new business for them and given them pot's of cash.

[dipa11] 25/8/2021 11:17

Buy signal https://www.britishbulls.com/m/SignalPage.aspx?lang=en&Ticker=IAG.LWorth to check out

[danvandan] 25/8/2021 10:34

I'm exploring the potential peter. If there are genuinely informed investors on a thread, they can be enlightening. As for the analysts - yep, they're always right, aren't they? Which part of my discussion do you disagree with?

[peteret] 25/8/2021 10:32

I do disagree and so do teams of analysts 12 Wall Street analysts have issued ratings and price targets for International Consolidated Airlines Group in the last 12 months. Their average twelve-month price target is GBX 219.55 The high price target for IAG is GBX 256 and the low price target for IAG is GBX 150. There are currently 3 hold ratings and 9 buy ratings for the stock, resulting in a consensus rating of "Buy." If you have no shares or shorts why do you bother posting here ?

[danvandan] 25/8/2021 10:30

Yeah, plenty of buying going on, but no one is buying a massively indebted airline with a huge pension shortfall and no customers. You're the one who'll be crying boy, buying '£10k chunks'. As for dyor - you've obviously done no research at all because you can't argue against anything that I've said. Maybe you should try a little 'lol' - I'm sure that will help your 'investment' boy. I will open a position when I judge the moment to be right, but you are already screwed here, it seems. I hope everyone else is a bit more sensible.

[ny boy] 25/8/2021 10:21

DVD best put your money where your mouth is and get short, obviously you won’t because you know the share price is receiving, see you crying at 250p next year

Plenty of investors buying up lots of under valued U.K. equities dyor as usual

[younasm] 25/8/2021 10:03

I am aware of idle aircrafts but I am yet to see significant price drops - I am sure we see that early 2022.The additional 12-month delay to recovery plans is negative item - it's the difference between survival or collapse.Let's see what happens by end of 2022.

[nallen1] 25/8/2021 10:00

All depends on appetite for travel. Just read staycation costs up 40% on average, some places 70%. Might soon make people think twice about staycation. I know lots of people who have booked for long haul leisure next year. The uncertainty around IAG is business travel and future lockdowns.

[danvandan] 25/8/2021 09:30

I haven't opened one yet peter. I think the brokers are pumping this to their clients so that the brokers can exit their own positions. If it gets to £2, I will probably short. Do you think my argument is wrong? IAG has €12bn in debt and will never get out from under that without more cash calls on investors. Dividends will never be paid again. No buyer will come forward for the business because of the massive debts and the pension liabilities, which are growing continuously now because the pension trustees have had to accept that the business can't pay money in right now. Starting with a clean sheet would be cheaper for anyone who wants to be in the airline business. Long-haul passenger volume is crushed for the next decade. Do you disagree with anything that I'm saying here?

[peteret] 25/8/2021 09:02

Better close your short now van dam

[bluedaycoming] 25/8/2021 08:23

Nice to see at least one articulate and informed poster on here. I agree with the prognosis. Timing on a short might be tricky while the market is in denial. I can imagine it getting to £2 but the market can turn quickly. Keep an eye on the news...

Maybe scale in a short slowly.

[ny boy] 24/8/2021 23:43

Lol, maybe out your money where your mouth is, then…

Currently I have no position here but this is looking like a massive shorting opportunity.


You sound like an ex disgruntled bitter employee.


I will let the market decide and will continue to stay long

[davethehorse] 24/8/2021 23:39

Well put and spot on

[danvandan] 24/8/2021 22:42

lol ny boy. You don't actually tackle any of the points I raise, but it's good to see that you care, so let me give it to you straight. I'm very happy to see you invested here and talking absolute sh1te about 250p-350p and M&A activity, because you are going to get wiped out here, and from your attitude, it looks like you deserve it.

IAG will NEVER see 250p. This business is fundamentally broken. The liquidity that the ceo is boasting of will not even see them through the next year. As recovery moves further and further into the future, the debt holders will become more and more nervous. Covenants will be broken. Shareholders here will be diluted with cash calls and ultimately be wiped out by debt-for-equity restructures. In just one year 80% of shareholder equity in this business has been destroyed. How long do you think the remaining 20% will last?

BA and many others are long-haul earners and if you look at all of the long-haul destinations, they are massively behind on vaccination, deaths are rising hugely on a third wave globally, and quarantine restrictions will likely be in place for a year or more. IAG will be lucky to see business return to 60% in the middle of next year. It will not be nearly enough for a business model built on high load factors. We have lived through a golden age of cheap air travel but it has come to an end. Incredibly, IAG has actually proudly followed through on buying 7 aircraft, when the entire industry is going to go through a long-term contraction.

International travel will not reach 2019 volumes again, perhaps for more than a decade because:
- Everyone is video-conferencing.
- The cost of airfares will go up massively because of covid costs, debt financing, loss of passengers, loss of carriers - it will become a smaller market.
- Staycations will become a habit for many people who would have otherwise gone abroad; the cheap foreign holiday will be a thing of the past especially for families.
- New Covid variant outbreaks will be a perpetual regional crisis, creating snap lockdowns and quarantine rules, deterring many people from travelling.
- The fear factor of catching disease from close proximity to people (ie in an aeroplane's cabin or crowded airport queue) will have a long-lasting impact on people's willingness to travel. Many will think twice and say no, where previously they would have jumped on a plane, without a worry.

There is now massive over-capacity in aviation. IAG is going to have to restructure AND recapitalise. Pension obligations built up over the 'golden era' are a massive millstone around the firm's neck. All companies go bust eventually, sometimes after a century or two, sometimes after a few years and sometimes after a few months. IAG's demise is, I think, just around the corner. Currently I have no position here but this is looking like a massive shorting opportunity.

You ny boy, are very light on detail and fundamentals, because you think like a boy. Get real boy or lose your money. The rest of you, good luck; I think you're going to need a lot of it.

[dipa11] 24/8/2021 22:37

Buy signal https://www.britishbulls.com/m/SignalPage.aspx?lang=en&Ticker=IAG.L

[ny boy] 24/8/2021 21:47

Dan, stop talking dribble and get back to your Van driving, if you play your cards right you might get a golden handshake signing on for Amazon..


Another one with multiple aliases, get yourself validated man

DanVanDan
Member since: 06 Jan 2021


Tks Younasm GL, pays to stay patient with these bigger plays and ignore the short term noise on these threads

[younasm] 24/8/2021 18:17

IAG share price is showing weakness, but that's not unexpected.NY Boy is known to have invested / shown interest in stocks like BP/BT/IAG etc - good strategy to buy cheap shares on a 2-3 year investing horizon I have quite a few IAG/RR/TSCO/BT/BP/LLOY and other stocks picked up since March 2020. There are some good dividend payers too (LGEN etc )DYOR

[peteret] 24/8/2021 17:00

What's amusing about your post is after all your doom and gloom you wish us good luck.This share bottomed out at 155 last week now its reached 166 today it will be 200 shortly. This is the start of the rise back up.See the broker ratings I posted earlier.Surely they have many analysts studying this and they don't share your opinions