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LeeC7, the Airbus's, 747's and 737's of the skies and other airplanes on international flights and domestically only carry enough fuel onboard for the outward trip and then have to refuel with SAF at their destination for the return leg. IAG operate internationally and in many countries and that includes within and to and from Spain with Iberia.
This alliance will be to cover some of the SAF required for Spanish and international flights out of Spain.
Hopefully they crossflow information on VLS that leads to some business for us.
Suggest you read your article again. It is only the Shell comment that is at all negative and that is old (pre COVID) news. Given the potential requirement for SAF there should be plenty of room for all. What is interesting is this comment:
IAG had already pledged to spend $400m through to 2040 to develop SAF plants across the world. In the UK specifically, it is lobbying the Government to support up to 14 plants by 2030.
Given that Boris is looking for anything positive to counter his current difficulties, this might suggest itself as a good idea to promote!
Has anyone seen this? May explain some of the VLS drop if Iberia is likely to buy SAF from Cespa??
https://www.edie.net/news/8/Iberia-and-Cepsa-form-partnership-on-sustainable-aviation-fuels/
It has certainly weeded out the faint-hearted - latterly most of the sales were automated (ie stop loss) and were far outweighed by the buys. IMHO those with a decent holding and a modicum of nerve should sit tight and await developments. After all, those of us with an already long term holding have been here before. It seems to be generally accepted that Putin will not act before the end of the Winter Olympics as to do so would seriously offend the Chinese, and he hasn't got too many friends elsewhere, so we are looking at a couple of weeks of volatility across the markets. at the very least but at the end of it all SAF is still a huge requirement for the aviation industry's recovery. Doubtless XPB will have an alternative view!
Well that was a day and half. A bit of nervousness in the market takes VLS down 15% or 16% at one point.
You wouldn't mind so much if they were headquartered in Ukraine or Russia, but they are not. You wouldn't mind if they were actively doing business deals in either country. Not so either. You also wouldn't mind if they mine cryptocurrency but they don't and you also wouldn't mind if they had released a bad RNS, they haven't. Nor lastly if they were a true tech stock, but again they are not. They are an engineering stock planning for, designing and making Green power plants and selling lumpy Fischer Tropsch machinery and consultancy for the same purpose.
Probably about as insulated as you can get from today's wider market activity but that hasn't stopped somebody having some fun and turning over circa 17 million shares.
Or they are aiming for and easy 5-10% gain before selling.
Ya, I'm chewing them up at these prices: 5-10 year time horizon...
A chunky £28.6k buy at 11:19 so someone is confident they're getting a bargain.
theres going to be volatility when this is a global thing. correction of tech stocks which were booming last year and been over valued..so everythings coming down
Great buy in opportunity for the year ahead what with the Airline offtakes news now being given for free.
The sharpest drop happened around the time that the "UK embassy pulls staff from Ukraine" articles began appearing in the main UK papers. That was around 9:45 this morning.
I'm putting it down to that.
Inflation has been priced in for a while.... Doesn't help that VLS has been quiet since the placing..... Looks like an extremely long hold now
inflation..its accross the board (all markets are down) ..don't think anything is actually up
What is happening today????