Utilico Insights - Jacqueline Broers assesses why Vietnam could be the darling of Asia for investors. Watch the full video here.
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Dusty - Mark is the BB contributor that I respect.........So............. what he just said below : )
The thought within the industry is that if ( big if I know ) they did take this approach then they would like a well know name within the uk.
From trade article.
Is IAG going to launch a new low cost carrier?
British Airways has, of course, a substantial portfolio of slots at London Gatwick. It is only a year or so ago that it bulked up via the acquisition of the Monarch slots. Is it going to let them go?
easyJet, Wizz and Ryanair would be desperately keen to get their hands on these slots. Whilst British Airways seems to have decided that ‘point to point’ flying, without any connecting traffic, is no longer profitable, this has never worried the low cost carriers.
There is another option.
IAG could use this opportunity to launch its own low cost carrier from Gatwick. Branding is an issue, of course. LEVEL has been mostly shut down in recent months, apart from the Barcelona operation. Vueling is an option but the brand has a tarnished reputation. The Air Europa name will be available if IAG’s acquisition completes but the name doesn’t mean anything to travellers in the UK.
IAG could launch a new brand, but the middle of a pandemic is never a good time to do that. This leads to me think ….. how about Aer Lingus? The airline has a good reputation in the UK and is already a low cost operator in all but name on short-haul. I don’t think that UK customers would necessarily find it weird to book Aer Lingus to fly them from London to Palma.
Let’s see. Much will rest on how long the EU allows airlines to keep hold of their slots without operating any aircraft. There is an outside chance that the ‘use it or lose it’ rule will restart from the Winter season, launching in late October. Realistically it is more likely to be Summer 2021, which runs from the last week of March.
Would IAG be able to launch a new low cost carrier from scratch, ready to fly from March 2021? Does it even want to? Let’s see.
Dusty - plus you should know that this is a hold for the future anyway no matter what is said. It's not rocket science. Until Covid is sorted any stock that relies on people mingling is not going to fly anytime soon!!!!!!!
Dusty - you talking to me??? If so address me and expand on your opinion so I can shoot you down in "shytte" : )
So it's not a rumour is it you fool, its one person's opinion on a board
Stop talking shytte
Exodus - Hee Hee - you 2 - have a look at AMGO seriously. Do your own but this will go and when it goes...............
Much better exodus. Post recommended :)
Alright Leas - calm yourself down!!! I'm on AMGO mainly - as should you be - and a knowledgeable individual whose posts I respect told me that DTG might be an attractive take over prospect as it fits their business model and criteria.
I am of the opinion that DTG won't be taken over and - as I have said before - I think Jet 2 will go from strength to strength AND will pinch flight slots from other airlines who are struggling.
I'm in this for the long haul - forgive the pun - and I realise it will take at least a year and a half to get back to normal BUT the sale of Fowler Welch and £176m raised on top of the £98m sale means this is a strong business with cash in the bank to ride out the storm.
Do you feel better now Leas??? Come on AMGO - you would love the aggression here : )
T/O rumour my backside. Some punter on LSE knows more than 'the city' or even the BoD's. Share price down over 10% since that comment. I would be embarrassed to post it unless I would be able to substantiate it.
Shame on you if any private investor takes you seriously and influenced a buy. DTG will come back into a sector with fewer players. Even IAG think a minimum of 5 yrs for passenger numbers to be back at pre covid levels.
IAG T O OF DART
Where did you here that??
JmcJ -I haven't been over TUI report but thanks for summary. I think everyone who can afford to will want away next year - habits die hard!!! Only those with no jobs will stay home - just got to get through next 6 months or so and get flying to full capacity, sell package hols and maximise the "club" holidays they market!!! Also rumours that IAG may try to take over DTG so HOLD this for a bit n see what happens!!!!
Has anyone gone over the TUI rns today? Some positive forward looking news, as they're showing 145% increase in summer 21 bookings, which is encouraging as Dart have previously reported they have liquidity to get through to April 21.