International Consolidat... Share Discussion Threads

[philanderer] 21/6/2016 12:29

British Airways abandons Egypt’s Sharm el Sheikh resort in blow to country's tourist industry

[bookbroker] 15/6/2016 10:17

The valuation of this stock is simply crazy, it has to be one of the most profitable airlines in the world, even if global economies are stagnant at best, Brexit or not, the price here does not reflect the immense work done Willie Walsh in integrating Iberia into the alliance, and the likelihood of further deals with a Pan-Asian airline down the road! Sure he has already flagged a slowdown in traffic in the run up to this historic vote, however whatever the outcome it should still be noted that Britain is open for business, however the caveat is the fall in in sterling should the country vote out, how that affects the bottom line is possibly yet to be realised, and the repercussions for premium rate growth!

[bookbroker] 14/6/2016 13:15

Price becoming even more ridiculous, Brexit or not!

[bookbroker] 14/6/2016 13:15

Price becoming even more ridiculous, Brexit or not!

[alphorn] 14/6/2016 12:22

Closing my IAG bearish positions today. Closed.

[enturner] 13/6/2016 17:12

Just taken the plunge. Good company. Brexit influence giving limited downside from here IMHO. Div shortly. Looking for 630 long term and happy to hold until then.

[younasm] 13/6/2016 15:16

Trying to go long for July 480/500p call spread -- getting silly prices :-(

[redbaron10] 13/6/2016 14:21

Yep,keep looking at this for best entry point back in.This will pop post 23/6 on dividend alone.Will take the jump soon as 'Brexit' referendum priced in now.It's not as if you're catching a falling knife here.

[alphorn] 13/6/2016 14:20

Fall overdone as not really domestic? Tempted to take the gain this week on closing my call and reopening again later?

[enturner] 13/6/2016 09:38

Sub 500p! Market uncertainty providing a great opportunity to buy.

[younasm] 10/6/2016 13:01

Don't tell you think share price / markets are rational :-)

[alphorn] 10/6/2016 12:09

IAG shouldn't be overly impacted by the vote as it is an international player. It will impacted by any world slowdown though!

[younasm] 10/6/2016 11:45

Yes -- but losing value in my long positions. Added this morning around 501 level. Bought long put calendars : July/Aug 540p -- let's see if it can rise after the Brexit vote??

[alphorn] 10/6/2016 10:55

....your short calls at least should be safe next week!

[younasm] 08/6/2016 14:16

Not sure why IAG is struggling to rise -- must be the oil price ??I am short of lots of June 560/580/600 calls; will be glad to expire these at zero next Friday 17th June.My long term positions are mainly bullish 480-600 range until Dec-2016. A gradual rise to 600p or more by year-end would be perfect.

[alphorn] 06/6/2016 14:49

Hi younasm - my option positions sit in the 500-550 range at present.

[younasm] 25/5/2016 12:20

Looking better today -- expect some resistance around 550p

[younasm] 24/5/2016 17:12

Finally, a move back to 530p level. Still underperforming.

[rethemagic] 22/5/2016 09:31

There was a piece in this article that i did like amongst the backdrop.

It is thought to be considering bids for Wizz Air.

www.telegraph.co.uk/business/2016/05/21unease-mounts-over- qatars--stake-building-in-iag/

[skinny] 18/5/2016 07:18

Credit Suisse Outperform 495.00 721.00 721.00 Reiterates

[younasm] 17/5/2016 16:47

Hmmn...... Struggling to move up these days ??

[skinny] 17/5/2016 16:22

17 May 2016

Doha, Qatar - Qatar Airways has today increased its shareholding in IAG to 15.01%. Qatar Airways has decided to further deepen its relationship with IAG and the increased stake recognises the strengthening commercial and strategic ties between the companies‎.

Qatar Airways believes IAG is very well positioned in Europe on the back notably of its attractive exposure to the Transatlantic segment, its leading positions at the London and Madrid hubs and the future benefits from the acquisition ‎of Aer Lingus. Qatar Airways fully supports this ongoing strategy.

Non-EU shareholders of IAG including Qatar Airways are subject to an overall cap on non-EU ownership as a result of the requirement for EU airlines to be majority owned by EU shareholders. Qatar Airways may consider increasing its stake further over time within the allowable limits.

"We have been very happy with our investment in IAG, from a financial, commercial and strategic perspective. The relationship formed has helped to deliver on our westbound strategy. Furthermore, IAG's proven management and strategic direction have been the basis on which we will continue to forge a long-term relationship" said His Excellency Mr. Akbar Al Baker, Group Chief Executive of Qatar Airways.".