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I thought that the strikes were abandoned.
pilots and cabin crew on books 4 strikes and move to new T5 will result in huge delays and bagge losses
That is correct and BA will be particularly hurt by being based at LHR & LGW. The sale of the duty-free is irrelevant though.
True, but, BAA has just announced increased take off/landing fees and that will make Heathrow appear less attractive from a market standpoint.
BAY does not equal BAA.
I've lowered my threshold to 210 on the basis of of the BAA sale of duty free and fuel costs - book value or not this one is going to go down.
in and out for me.
BA have only hedged 45% of their fuel costs for this year so no hope in sight for medium term improvement unless oil prices decline, unlikely. I'm in at 220.
@ 245.25 I had to buy and I don't even like the stock. (Like the airline tho)
...all i could do is flag up and point out the negatives , it did drop to 249 , from 250 to 265 was an unexpected 6% return so I cashed it in by nature. Other Airlines are comming out with results next week so , imo , buy in now or wait a while , either way , there is not alot of downside, but 5% to me is what I aim for on a quick trade. For the long term , tuck in if you do not want such returns as there is there is no downside long term as BAY has , to me , an off the book value that is worth this price alone.
...in on BAY at a sugested 250 , also EZJ at 400. I think the Cathay Pacific results , rescent buy of a few slots at heathrow by a few yank airlines at an absurd price , share buy backs and subsequent upgrades underlines that airlines have bottomed out. I still retain a little hesitation to dive in , so cashed in as I am not greedy and will look to buy in again.
This link says two things to me. Firstly increased competition against BAY , like it or not , through the Open Skies agreements that will play on margins and second , that BAY's slots are worth alot of monies which are not listed in the books. I still think it is too early to get into BAY for the up , but everybody is entitled to have their own opinion. http://business.timesonline.co.uk/tol/business/industry_sectors/transport/article3480029.ece
it looks very tempting as it has now reached the price of 250 whereby others have looked at this as a price to start thinking about buying into. EZJ had a little bounce on the back of a well published sharebuy back prog over the weekend , but for me , I still do not like the proposed strikes over the open skies agreements and see that as now the american pilots are lending support to negotiaitions , that more bad news will continue. Alot of sentiment also hangs over the successfull opening of T5 , passenger numbers , increasing airport charges and fuel , etc. I do not think that there be a huge risk on buying in at these levels , but for me , I am tempted to wait a little longer and see the world markets fair this week as it has not been a good opening session and u could see 240 this week more than 260 imo.. but either way , not a bad price to start adding if you feel such an urge.
This share is now less than 50% of the price it was this time 12 months ago. It features in a list of the most oversold shares, and some of the analysts are recommending buying for the medium term based on it being oversold. Terminal 5 at Heathrow opens 27th March, which should help the sp here. Have recently flown B.A. myself "long haul", and the overall service was no better or worse than many of the other "long haul" carriers I fly. This share is one to watch in my opinion.
think BA will rise next week this is undervalued and a lot of planes are quite full. with the 10% operating margin in touching distance, his should be a lot higher
THIS IS A WEAK BUY SO STRONG SELL, WILL SEE 250 BY END OF THE DAY OR MONDAY
257.5 to buy
257.75 dropping slowly
258.25 to buy
259 2 buy will drop more hold on
I like this stock as it has continual movement which is great for a day trader. I shorted again as there has been no good news and only drag associated with strikes, fuel , and less people seemingly wanting to fly due to less spending monies , etc. I do think though that as DonAce pointed out that 250 would be a time to start buying in for the up. With T5 comming on line soon , etc , I do not think that anyone buying in at todays SP will loose out short term but there is a 10% risk or so. There is consolodation within this sector and BA does have a several billion pound asset in its slots that is not written into its book value , so say , so I think that despite the gloom and doom , BA is set to rise...
Quite impressed with the performance this morning... fingers crossed it will clear back into the 290/300 region before the end of the week. any views ? im in for a huge wedge and will wait and see... ATB
as previously posted , I cashed in my long position at 300 and my short from 300 was cashed in just. With the news of strike action, high fuel costs and the bedding in of T5 to happen, I think that this stock could well fall towards 250 but for me I think that there will be more of a posibility of a lingering around session between 260-270 which is of no interest to me. Should the stock drop to sub 250 , then this could , as DonACE as pointed out , be the time to start looking at buying in again on the long.
possiable strike (90% piolets voted strike also delays and uncertanty of flights due to baggage problems