International Consolidat... Share Discussion Threads

[m1k3y1] 20/6/2018 20:36

Hmmmm I wonder why ?

[neilrich] 20/6/2018 19:36

Buyback Today less than 350k shares, technically IAG could have purchased closer to 1 million.

[m1k3y1] 20/6/2018 16:15

RYA up over 3.5% since yesterday ?

[montyhedge] 20/6/2018 08:16

Buybacks I would expect to increase before next Thursday ex div 14.50€IAG might as well get the dividend in the bag.

[m1k3y1] 19/6/2018 20:41

EZJ has done well also Chief.
Good holdings if you favour airlines.
I tend to notice that IAG kind of tracks EZJ up and down by about 50% of the movement.
So if EZJ ticks up by 2%, IAG will tend to do the same by circa 1%.
It's not always accurate but not bad as a broader guide.

[m1k3y1] 19/6/2018 17:07

Interesting info mayzerg, thank you for posting it.
Can't disagree with the information and looking for circa 800p this year.
GLA

[mayzerg] 19/6/2018 16:41

Could $IAG (LSE: IAG) Be Ready For Takeoff? One of the cheapest companies in the FTSE with huge dividend growth!

hxxps://helpingthelittleguy.com/could-iag-be-ready-for-takeoff/

[m1k3y1] 19/6/2018 15:25

The market is currently reacting to Chumps tariff threats.
The guy really needs replacing. The damage he is causing is untenable.

[montyhedge] 19/6/2018 15:22

If Walsh wants it he will get Norwegian. But he won't pay up. If Lufthansa buy it great IAG make money on their stake in Norwegian.

[neilrich] 19/6/2018 15:04

I find the following interesting, the fact that Lufthansa trades on a very low forward multiple, similar to IAG.

Lufthansa has only recently fought its way back to financial health, thanks in part to favorable pay and pension deals with its crew. Its capacity for servicing its debt has improved, freeing up cash for acquisitions. But Lufthansa’s shares trade on just five times estimated earnings. That shows investors are still fearful about the industry wasting invested capital.

[montyhedge] 19/6/2018 14:01

Momentum traders love IAG with no stamp duty to pay 825p my target.

[m1k3y1] 19/6/2018 13:45

Still a few days to go and a positive end to the week would be welcome.
I am afraid that the markets are reacting to Chump at the moment , which means chaos theory abounds !
Let's hope this trade war nonsense is sorted out sooner rather than later.

Dow futures negative at the moment

[montyhedge] 19/6/2018 13:33

It's a shame FTSE 100 down today and it's a risk off day. Otherwise I really think you would have seen 730p today.

[m1k3y1] 19/6/2018 13:30

Fingers crossed Monty.
We all rely on Chumps chaos theory and tweets at the moment !!!

[montyhedge] 19/6/2018 13:11

Buyers really coming in now. Even the bears know it's good value, 825p target. Buybacks should speed up before next Thursday ex div date.

[montyhedge] 19/6/2018 10:25

Buyers 2 to 1 sellers on L2, fasten seat belts and get ready for share price take off, as they say. lol

[montyhedge] 19/6/2018 08:31

Good to stick with stocks such as IAG etc, not effected by sanctions. Really this stock should be nearer 825p easily on fundamentals. p.e 8.43, nice dividend, bonus for traders no stamp duty. Ex div next Thursday. Buybacks continue. 750p my target before next Thursday, whatever happens to the FTSE 100 in the meantime.

[m1k3y1] 19/6/2018 08:11

The Chump effect strikes again !!!
Trump fires back at Beijing with threat of new tariffs on $200 billion in Chinese goods.

[montyhedge] 19/6/2018 07:14

One thing Walsh won't pay over the top, his pretty shrewd. Ex div next Thursday.

[m1k3y1] 18/6/2018 19:57

Agreed neil.
Walsh can now either wait and see if other bids materialise, (if he can afford to) , or put his best foot forwards.........

[neilrich] 18/6/2018 19:23

Certainly looks as if Norwegian shall be SOLD....the question being to who?

'Mulling over' is not the same as taking a 4% stake.

[m1k3y1] 18/6/2018 18:01

The Times, calls it 'dithering' by Walsh, over a bid for Norwegian.
hxxps://www.thetimes.co.uk/article/lufthansa-crashes-iag-wooing-of-norwegian-air-96zsz7hhg

They might be right of course but even a higher offer by IAG, would not have prevented Kjos seeking other bids.

[montyhedge] 18/6/2018 15:11

m1
Good Point. The good thing is guys, IAG already have 5% of Norwegian so if Lufhansa win, IAG make a nice profit on their stake lol. ex div next week 28th June, of e14.50, with buybacks etc, I still say 750p before next Thursday.