International Consolidat... Share Discussion Threads

[qantas] 25/2/2017 09:37

BA Carried 100 million passengers in 2016


‘Consumers value what they get from BA. If they didn’t, you wouldn’t have customers or see the numbers growing. Sales on board have been well in excess of what we expected.

[juluman] 24/2/2017 10:48

Warren Buffet still interested in airlines. Analysts at Morgan Stanley say that: "based on historical precedent and the state of the airline] industry a full-scale acquisition of an airline by Mr Buffett’s Berkshire Hathaway investment firm is a possibility, particularly if the stocks weaken”.

[chiefbrody] 24/2/2017 07:53

EPS up. Div up. Buyback announced. 600p again soon.

[rhatton] 22/2/2017 11:05

Must say was expecting better price action in the lead up to Friday.

[rhatton] 16/2/2017 11:10

A chap on the EZJ thread said the CEO of Air France spoke of better industry conditions in Europe this morning?
EZJ spiked up too.

[juluman] 16/2/2017 10:44

Is today price move north the result of W. Buffett effect? Look what City AM said:
US AIRLINE shares took off after renowned investor Warren Buffett’s firm Berkshire Hathaway considerably upped its stake in the sector. American Airlines rose 2.1 per cent, Delta Air Lines flew up 2.6 per cent, Southwest Airlines added 3.6 per cent and United Continental Holidays added 2.7 per cent at the close of trading last night.

On Tuesday, Berkshire disclosed a $9.3bn (£7.5bn) holding in the industry and has spent more than $2.1bn each on shares of four carriers. Berkshire spent $2.15bn on 43.2m shares of Southwest, upped its stake in Delta by 60m shares and increased its position in American Airlines too. Alaska Airlines received a bump too, though Berkshire did not reveal shares in the carrier, as its shares increased 1.3 per cent

[juluman] 14/2/2017 21:24

Deutsche Bank has acquired 5% of AIG but Qatar Airways is still de main shareholder with 20%.

[chiefbrody] 14/2/2017 19:40

600p later this year again should easily be attainable given no monster oil spike/nutters blowing up planes.

[rhatton] 14/2/2017 16:23

Azure, thanks mate. So pretty cheap and room for a move to 550+ over the coming weeks.

[azure8269] 14/2/2017 16:19

Davy 73.3, Goodbody 79.1, Investec 99.3, SG Sec 70.6. Concensus = 73.7. All EPS figures in Pence, Divi concensus 19.1P

[rhatton] 14/2/2017 15:56

500 proving tough.

Just looking at digital look for EPS forecasts. Are they normally pretty accurate?
Showing as 82 cents for next week.

[philanderer] 10/2/2017 16:46

British Airways cabin crew will stage a fresh four-day strike from 17 February in their dispute over pay, the Unite union has said.

The announcement comes one day before BA staff finish their most recent strike action.

[applepieinthesky] 02/2/2017 10:59

Go on IAG pay mixes fleet a decent wage rather lining your own back pockets corporate greed seen so often in this world.

[younasm] 31/1/2017 16:27

Partially closed short positions at 479p. Looking to go long later this week.

[juluman] 31/1/2017 13:00

What? No Warren Buffett effect here? WB has invested $797 million in American Airlines, $249.3 million in Delta, and $237.8 million in United Airlines.

[chiefbrody] 27/1/2017 10:51

Not surprised. Still cheap.

[philanderer] 27/1/2017 10:20

upgraded

+++++ GOLDMAN SACHS RAISES INTERNATIONAL CONSOLIDATED AIRLINES GROUP TO 'BUY' (NEUTRAL) - PRICE TARGET 580 (490) PENCE +++++

[younasm] 27/1/2017 09:11

I couldn't find much news -- went short at 509p using March options. Hopefully, it will stay in 520-490 range for couple of weeks.

[bookbroker] 27/1/2017 08:25

Very strong, something brewing, maybe the May effect!

[alphorn] 26/1/2017 17:27

Katla once again very active today; plenty of rumbles.

[philanderer] 17/1/2017 14:21

British Airways seems to be planning to unveil a major business class food revamp when it announces its new Club World seats in the next few months, with an on-demand dining option expected

[philanderer] 11/1/2017 13:38

DAY 1

'British Airways new 'buy on board' scheme: No thanks, say passengers'

[philanderer] 06/1/2017 10:15

'Strike will not stop BA passenger trips'

[younasm] 05/1/2017 09:52

Gone short at 461p, closed couple of long positions.Just need another 10p drop followed by 15p rise later this month :-)

[alphorn] 05/1/2017 08:59

Katla and Iceland generally showing several quakes this morning. Very active area.