International Consolidat... Share Discussion Threads

[younasm] 27/11/2014 16:16

Share prices move to allow trading volumes - I am sure you can make profits going both long and short. It's just a matter of having good exit strategy to take profits and reduce losses.Good luck.

[skinny] 27/11/2014 16:12

Thanks Younasm - I've been out most of the day, so was a bit surprised.

[bookbroker] 27/11/2014 16:08

You're brave Younasm, what you need is bird flu to break out big time in the run-up to Xmas, then that short might perform!

[younasm] 27/11/2014 15:59

Lower oil prices for next year and outperform ratings

[skinny] 27/11/2014 15:57

7 year high @458.10p - any news that I've missed?.

[younasm] 27/11/2014 15:23

Back into this one - gone short at 452p

[applepieinthesky] 15/11/2014 07:56

Well from inside contact industrial action is on the way especially from the poorly paid new cabin crew recruits known as Mixed Fleet.

[mokhan2] 13/11/2014 09:07

What you are asking is Can it reach a market cap of £12B? Definetely, but It'll take a while and wont be in a straight line. The dividend once started, maintained and grown will, i think,take this eventually much higher than £6.

[shagos] 12/11/2014 11:00

Will iag realistically hit 600?

[skinny] 11/11/2014 16:07

Airlines are generally having a good day EZJ +1.93%, FLYB +2.4%, FJET +18.5%.

[mickeyb] 11/11/2014 16:05

Holding onto earlier gains today, whilst there is alot of red elsewhere.

[skinny] 11/11/2014 06:39

Liberum Capital Buy 413.90 413.90 550.00 600.00 Reiterates

[smicker] 10/11/2014 10:18

Thanks guys

[calvin1947] 10/11/2014 00:47

A quick calculation, Est profit 2015 - 1.3 billion, shares in issue approx.: 2,038 million, statement to pay 25% of profit in a dividend I make that about 16p div per share... At today's price that's about 3.8%.

[smicker] 09/11/2014 15:18

anyone have a forecast for 2015 for profit after tax to work out the prospective divi?

[skinny] 07/11/2014 07:09

OCTOBER 2014 - IAG GROUP TRAFFIC AND CAPACITY STATISTICS

§ In October 2014, Group traffic measured in Revenue Passenger Kilometres increased by 7.5 per cent versus October 2013; Group capacity measured in Available Seat Kilometres rose by 7.7 per cent.

§ Group premium traffic for the month of October increased by 6.9 per cent compared to the previous year.

[skinny] 07/11/2014 07:04

At its Capital Markets Day today (November 7, 2014) IAG will update the market with the following information:

· Long-term planning goals for 2016-2020 include:

o Return on Invested Capital (real terms) of 12%+
o An operating profit margin of 10% to 14%
o Average EPS growth of 10%+ per annum
o EBITDAR of approximately €5bn average per annum
o Capex of €2bn to €3bn per annum
o Equity free-cash flow of €1bn to €1.5bn per annum
o ASK growth of approximately 3% to 4% per annum
o Gearing to be in the investment grade zone

· Dividend policy statement:

o It has been the stated intention of IAG to distribute regular dividends to our shareholders in the medium and long term, in an amount appropriate to market conditions, depending on a number of factors, including but not limited to, the earnings of the company, financial conditions, cash requirements and prospects and legal requirements.

o The Company has made significant progress during 2014 and we remain confident in meeting our 2015 financial targets which we see as the trigger to introducing a dividend.

o Therefore we anticipate making a declaration in 2015 as the first step in our plan to introduce a sustainable dividend payment.

o The initial dividend would be based on a payout ratio of 25% of our underlying profit after tax.

The presentations from the Capital Markets Day can be accessed via www.iairgroup.com and a webcast of the event will be available today from 0830 GMT/0930 CET.

[younasm] 04/11/2014 10:27

I had closed off all my long positions over over the last 2-3 weeks, with 390p as my top price.

Averaging down in small quantities on the short positions -- already losing money on existing short positions from 360-390p levels - let's see if I can get out at break even.

Just need to be patient :-)

[phillis] 31/10/2014 08:06

steady as she goes

[skinny] 31/10/2014 07:02

IAG period highlights on results:

· Third quarter operating profit €900 million (2013: €690 million) before exceptional items, €210 million better than last year
· At constant currency, third quarter passenger unit revenue down 0.9 per cent and non-fuel unit costs down 4.5 per cent
· Revenue for the quarter up 8.5 per cent to €5,866 million, up 6.9 per cent at constant currency
· Fuel unit costs for the quarter down 7.5 per cent at constant currency
· Operating profit for the nine months €1,130 million (2013: €657 million) before exceptional items, €473 million better than last year
· Exceptional charge of €82 million for currency re-evaluation
· Cash of €5,064 million at September 30, 2014, up €1,431 million on 2013 year end
· Adjusted gearing down 4 points to 46 per cent

[younasm] 27/10/2014 20:57

25p move within a week as expected. Closed all longs, still have short positions showing losses for now.

[dope007] 21/10/2014 16:39

But there is no inflation because QE goes to the top 2% and ignores the rest. Companies are issuing debt to buy stock and not capital investment. The whole charade going on today is the worst I have ever seen