Chris Heminway, Exec-Chair at Time To ACT, explains why now is the right time for the Group to IPO. Watch the video here.
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Honestly i'm starting to think it might be priced in now seeing how IAG managed to be up 5% one point today despite reporting a major loss and like almost all investors know their earnings wont be great already but if i'm wrong rip my 3x granite shares (1.4 lol). However if it does dip, just creates the perfect opportunity to buy more :) RR recovery will be inevitable as long as there are no new major issues with covid imo.
Anyway hope everyone has nice weekend.
Ok thanks, Arsenal, I'll take your comments on board, night night.
Bilston it doesn’t wind people up,it just shows your approach to investing ,your not thinking l9ng term only for a quick buck so people who understand the business can see w righ5 through your approach good luck to your short approach but I’m sure in a year you will reflect on woul£ could of been !
billston I never get wound up :-)
Interesting conversations, now with both China and Isreal onboard in 1st row in terms of the 'last in/first out' principle the flying hours should start to churn up so a matter of time lack before we all get that last boarding call and we are off to the blue skies and looking at a fresh new moon in the 'Mars Bar' for a wee dram.
Thanks for the constructive discussions, a refreshing change! Off for a whiskey or 3, Enjoy the weekend!
55% factored in.
Borrowing factored in
Shut down factored in
Good news after close today was that Pfizer results are confirmed that after one dose it cuts TRANSMISSION by 75%, as well as protects.
As holidays get booked, airlines ramp up, US vaccination trying to catch up with the UK, and will probably over take us, give it 3 months and this will be a steal.
Only problem will be IF the results are worse than expected, depending on what they write-off as bad debt, etc. etc.
Of course, if they say that the 55% is now going to be 45% then that may be another problem...
but note. Cargo is massively up. Transatlantic will be open by May.
New awards of MOD/US Defence imminent, so the amount of downsides are easily outweighed by the upsides.
Of course, if this does tank, I'm going to cry....... alot.!
I have also worked in engineering and have previously worked on both Rolls Royce projects and Aston martin. Had my own business since 2015 closely linked to engineering and construction.
I work at RR in Civil, the workload just isn't there at the minute. Not many Turbine blades going out the door..
Personally it's a long term hold, topping up when possible.
Good luck everyone
I really sincerely hope the longer terms holders who have no doubt been through hell, get some positive news on the day. I don't really invest all that often, but when I do I commit to it 110% hence why I'm glued to the board all-day. I have had 5 investments since I started: BHR - disappeared off the face of the earth - sold 2 weeks before it happened after reading a report about the infrastructure around the site not being adequate for scaling, got a gut feeling and bailed lost a bit....ECR minerals - made 80% got out too soon. Greggs - bought in at £4,65 made an absolute killing around 400% over the past ten years or so, buying and selling, should have got back in at around £11.00 but had funds tied up in business. Aml made 80% in a matter of week s last year and now rr 17-18% up approx so far looking to hit 50% before I go back to running my business. Good luck all and don't take it too personally I'm only trying to retire early!
The MMs will definitely be about on the 11th so it will be a case of being on standby. Investors won’t be surprise if it’s not that good as they know they’ve already doctored that in but it won’t stop the MMS driving it down for 10minutes
In that case, it will hinge entirely on what happens between now and results day. So in theory, if we monitor the news and determine whether or not the news is positive or negative, we should have a very good indication on what will happen come results day. If the news is already fully factored in then it's logical to assume that only news from today onwards will really affect us. This should certainly help us to make a better buying/selling decision. I'm not going to comment on my trading strategy as it winds people up haha.
Do you think they had a heads up over the slow progress in Europe? and decided to shut down to save cash, or is the European news completely new to them as of the 26th? Is it possible that this is additional news or already factored in?
One massive positive is that the cargo industry is through the roof.
The shutdown is immaterial as that is already priced in
Am hoping for 125-135 before results
My opinion is that flying hours will be less than projected, they predicted 55% of 2019's levels instead of 70% last time which sent the share price down.
They are planning a 2 week shutdown in summer in what should be a time of all hands on deck. It is unavoidable to announce this as they need to consult with the unions and put things in place in good time, and get an agreement on it.
Holiday bookings were down 50% already, the slow progress of Europe in my opinion is additional news since the jan 26th announcement and will push those flying hours down further and result in a slightly higher cash burn. If this is the case the market will respond accordingly.
This is just my opinion so don't get angry, if you don't believe that this is the case then tell me why. Have a reasonable debate based on your own research. After all we all need to make decisions and if we do not pool our resources we will not make the best decision to suit our own plan.
Crazy isn’t it. Since their rights issue they’ve gone from strength to strength. I do understand that the will see revenue before we do in terms of people booking ahead etc. But yeh most travel stocks were blue today too.
Happy Monday I say
Next week will be a bit jittery/nervy I think. Would be nice to see a spike upwards again. I find it strange that the spike happened Thursday rather than Monday. Usually the spike would be the beginning of the week after the good news then duo through the week. Hopefully fresh investments as beginning of the month, the outlook is still more positive than it was before anyway.
Results days always cause larger movements up or down, it's impossible to know.
Personally not in profit yet so I will hold. Unless I read where it’s going to be really bad then I would offload. I think it’s baked in and surprises happen....
Before results?