International Consolidat... Share Discussion Threads

[notimpressed] 12/2/2018 19:41

ramp up ""to"" the results

[m1k3y1] 12/2/2018 19:01

notimpressed

What should ramp up the results ?

[notimpressed] 12/2/2018 18:58

this will ramp up to the results, which should be benign at worst
but more likely positive, with the possibility of a 1 off special divi

[cashandcard] 09/2/2018 16:05

Have to agree with you guys, looks the leanest in valuation from the pack and that Divi at current price looks more sustainable than others. Results out on 23rd, I look forward to them.


Cash

[m1k3y1] 09/2/2018 12:51

Results should be positive, regardless of this 'correction'.
At the end of the day, IAG is making a lot of profit with more to come, so stick with it !

[alphorn] 09/2/2018 12:13

Opened a small bullish position ahead of the results (remain net short which may not be my smartest move).

[m1k3y1] 07/2/2018 18:32

agreed again !
Substantially undervalued IMO FWIW.
The divi is bound to be increased , buybacks would be welcome but I anticipate an up tick with the announcement that the new pension scheme has been agreed, in March, which should present substantial savings to IAG in the long term.

[chiefbrody] 07/2/2018 18:01

Indeed. Plenty of scope to increase the Div or another round of share buybacks.Markets pricing IAG like $100 oil or another round of nut jobs brining down planes is just around the corner.Is there a cheaper FTSE 100 stock on P/E valuations?

[m1k3y1] 07/2/2018 16:52

We will see Chief !

[chiefbrody] 07/2/2018 16:28

IAG do the taking over. Not the other way around guys.

[m1k3y1] 07/2/2018 15:56

Agreed neilritch. In addition, let's not forget that Qatar own 21% and they haven't done that for nothing.
Post Brexit this could present a tasty target for Qatar, or someone else !

[neilrich] 07/2/2018 15:21

No idea, don't understand Today's share price movement. P/E less 6, dividend >4.5%, with cover at 3.74. Excellent brands, solid base, EPS growth forecast 2018 and 2019(10% in 2019) and with "the best yet to come" quote from Wille Walsh. Surly a potential take over target at this level? Should the market crash where is this price going? PE <4 and dividend >7?

IAG has global reach unlike EZJ and the global economy is booming.

If we apply the same valuation as Easyjet, the share price would be £12+.

[m1k3y1] 07/2/2018 10:47

snow ? Cancelled flights ?
No other reason I can think of.

[alphorn] 07/2/2018 09:09

What is putting pressure on IAG? Oil price???

[chiefbrody] 06/2/2018 14:39

Have to kick start those share buy backs again at this rate. Wouldn't say no to a special div either.

[neilrich] 06/2/2018 13:58

Crunching the numbers for IAG, so this year 2018 with the price at 614p the PE is 5.74 and 4.65% yield, the dividend cover is 3.74.

[jailbird] 30/1/2018 08:42

Good question.

The scheme will still have costs to pay out, however the pension debt should start reducing over the years...will it ever to be eradicated?..i doubt it

[ccr1958] 30/1/2018 07:34

BA in process of reducing pension liabilities,closing NAPS ... Will the share price benefit from this ?

[alphorn] 23/1/2018 10:17

Formula One champion Niki Lauda scuppers IAG bid for airline.

[neilrich] 15/1/2018 18:39

IAG is a company with global reach, unlike other UK listed airlines which have a PE of 15 and a lower dividend and less dividend cover. The global economic recovery is strengthening, according to the IMF, therefore more likely to benefit the likes of IAG.

[m1k3y1] 15/1/2018 18:02

Agreed neilrich, no idea why this share price is not much higher.