International Consolidat... Share Discussion Threads

[m1k3y1] 18/6/2018 11:10

I think he will have to offer more than the 1.52B that the press have been reporting BUT everything has it's price Monty and he didn't increase his bid for Niki Air .

Norwegian is a bigger target though and walsh needs aircraft.

[montyhedge] 18/6/2018 11:00

I think Walsh will enter a bidding war. Thats not good news, fear of overpaying.

[m1k3y1] 18/6/2018 10:15

I guess now we'll find out whether Walsh wants a bidding war , or not.
Although, either way IAG will gain, as they hold almost 5% of Norwegian.
Think I would be buying more .

[m1k3y1] 18/6/2018 09:50

Norwegian Air Gains as Lufthansa CEO Says He's Mulling Bid

[m1k3y1] 18/6/2018 09:46

Big rise , wonder why ?

[montyhedge] 18/6/2018 09:35

I see Norwegian airline were up 9%.

[montyhedge] 18/6/2018 08:21

750p my target before ex div 28th June. At the moment can't see what's not to like. Value investors it's on a low p.e. Income investors growing dividend, traders no stamp duty to pay on trading this. Only my thoughts of course.

[montyhedge] 18/6/2018 07:28

Buybacks of course increase eps, on a p.e of around 8.43 even now.Looks good value to me.

[neilrich] 17/6/2018 12:16

Restricted to 25% of daily volume, most days the buyback is well below the 25%.

The volumes Thursday and Friday well above average and the buyback relatively low.

[m1k3y1] 17/6/2018 11:40

750 would be good Monty. Not sure if they are able to increase the buy backs up to divi date, as they are restricted in how many shares can be purchased in any one day. Last year they were consistent in buy backs , going to the market almost every day .

[montyhedge] 17/6/2018 11:09

Looking for a push up the 750p level, before the 28th June when ex dividend, income investors interested, Surely buybacks also will intensify before then, so IAG get the dividend in the bag.

[football] 15/6/2018 20:30

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[neilrich] 15/6/2018 19:07

Brent futures contract for next month delivery shedding 3.475% to $73.99 per barrel.

[neilrich] 15/6/2018 16:48

Strong finish for IAG in comparison to FTSE 100.

[montyhedge] 15/6/2018 16:46

neil
Of course No.1 trader lol, IAG I was bearish, on oil hitting highs, but they have hedge quite well into the future, shares buyback underpin price, p.e 8.43, divi ex 28th June. I think they will step up buyback before then to get the dividend in the bag. With trading you have to be flexible, another bonus no stamp duty on IAG.
I think we could push on towards 750p before 28th June. Only my view of course.

Caveat as long Dow and FTSE 100 does not bomb and its risk off everything.

[neilrich] 15/6/2018 16:06

Monty...Few weeks ago you suggested that we short the stock?!!

You called BT correctly...predicting 215p this week.

[m1k3y1] 15/6/2018 15:21

Thanks Monty. let's hope so

[montyhedge] 15/6/2018 15:11

Buys v Sells 2 to 1 should finish in the blue today.

[montyhedge] 15/6/2018 15:07

Like I said they will buy as many has they can before 28th June, to get the dividend.
£15.57 thats a doubler, 1000p my short term target.

[m1k3y1] 15/6/2018 13:26

I still think it is underpriced neil.

[m1k3y1] 15/6/2018 13:26

Well chief, if the share price keeps improving , the buyback should not last the year

[neilrich] 15/6/2018 13:19

Simply Wall Street rates IAG on just about every measure and has a target price of £15.57.

[chiefbrody] 15/6/2018 13:19

Not sure how long this years buyback will run for.

The 2017 buyback cancelled 3.5% of shares. A number Lloyds could only dream of lol.

[m1k3y1] 15/6/2018 13:07

continual buybacks this year Monty, check the RNS
hxxp://www.iagshares.com/phoenix.zhtml?c=240949&p=irol-rns&nyo=0

[chiefbrody] 15/6/2018 13:04

1000p has been my target for some time.With a US style valuation, we'd already there.Still expecting/hoping for significant div increases in the years to come (assuming no $100+ oil/jihadist nutjobs).