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Member Info for lemmink

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Member Since: Sun, 20th Sep 2009

Number of Share Chat Posts (all time): 1,504
Number of Share Chat Posts (last 30 days): 22

Last Posted: Sat 17:16

Post Distribution over the last 30 days

Sat 17:16

Possibly 2-3 years away from meaningful dividends being paid as Kaz has a debt pile to reduce and possible further investment opportunities in the other propect k-thingy?
Fri 00:15

Nice to see it rise this far! ... I would have liked to de-risk a tad at this level, but I can't justify it having sold so many at �7.20 ish in fear of who knows what, previously!! .... north of �10 would be useful! GLA
Fri 00:01

I haven't paid much attention to Cruz (assuming he's CEO) I thought the front man for the strategy was the chairman (W Walsh) I had a scan through the the last few years annual reports some while ago ... understood very little, but from the titles and intros it feels like there has been a consistent strategy and that it was aimed at dealing with the competitive threats posed by the low cost offerings. I think the low cost strategies attacked mainly the short haul market? ... not got a firm handle on the eps numbers but I read from another poster that Iag was cheap by Benjamin graham metrics i.e. PE ratio sub 10 and I think they are about 7-8 with revenue growth hopefully translating to further profit growth? ... Ryan air and easyJet I think are trading off higher multiples and are favoured by most as a matter of tradition now but perhaps there strategic edge is blunted as Iag has adapted? .... lol hope this waffle makes some sort of sense!
8 Jan '18

There was a thing on radio 2 some months ago about arguments between passengers over reclining seats getting rather out of hand from time to time, so setting them at a fixed position for economy class on short haul may make a fair bit of sense... thanks for the other links; will try to make some use of them eventually... the CTK measure 5 thing seems to be as I guessed, thanks.
6 Jan '18

That was very helpful, I probably should have realised the (m) in "2:- "Revenue Passenger Km (m)" " stands for million. So for example it means that in 2017 IAG customers flew over 250 billion kilometres in total.

Not convinced ive managed to interpret measure 5 correctly ... "Cargo Tonne Km (m)" ... possibly it means IAG did the equivalent of carrying one tonne of cargo for over 5.7 billion kilometres in 2017?

5 Jan '18

Sold 150k @ 13.1p ish ... very much exceeded my expectations, but I have no idea what the real value should be given the tax cuts, which seem to be the driver of the price rise today ... or more pricisely the company's statement about these tax cuts to improve revenues in due course. ... I thought the tax cut was already known ? ... although no attempt to factor it in was made by me. ... the machine took em off me in one lump ... which is unusual!
4 Jan '18


The report on Traffic & Capacity stats basically appears to give five performance measures only one of which I understand!

1:- "Passengers Carried ('000s)" ... I understand this ... IAG had nearly 105 million passengers in 2017 (up 4% ish)

2:- "Revenue Passenger Km (m)" ... I do not understand this ... but there were over 19 thousand of them in December taking the 2017 total to over a quarter of a million and that was nearly 4% more than in 2016 ... oooh!

3:- "Available Seat Km (m)" ... I do not understand this either ...but there were nearly 24k of them in December taking the 2017 total to over 306k which was 2.6% more than 2016

4:- "Passenger Load Factor (%)" ... I might actually understand this one after all ... it is measure 2 divided by measure 3 expressed as a percentage ...for 2017 the value was 82.6% and in 2016 it was 81.6% ...actually I think I don't understand this ... does it mean they had more passengers on each plane or that they had some passengers on some planes for longer or ... or ... whatever?

5:- "Cargo Tonne Km (m)" ... I DONT UNDERSTAND THIS !! ... but there were 308 more of the buggers in 2017 than the year before.

*** COMMENT ***
irritatingly interesting!
2 Jan '18

Bought 2.5k @ £6.56 ish holding 5k
29 Dec '17

Tempted to add, but umm that could get a bit stressful? ... happy new year to you and all.
29 Dec '17

For comparison trinity mirror (TNI) has a pension deficit from 2016 accounts of over 4 times annual earnings.

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