Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Easyjet is now up 3.05 % and Ryanair up 3.85 %. They are moving up fast.
Keep your eyes on SSP. They have a significant exposure to the footfall in the airports. If the market is seeing increased passenger activity then that feeds through to increased cash income to SSP and hence higher valuation - SSP is the sort of take-over target the lucky ones are holding when the news drops!!!!!!!!!!!!!!!!!!!!!!!!!!!!! With the covid depressed price with a lot to recover, any prospect of increased sustainable business makes it a target again and the iis will interest will move the sp. I've noticed SSP to be a very good indicator of the airlines sp movement a day or so in advance.
BIG Blue the new world order lol
As I postulated earlier, is there something else influencing this inexplicable resistance to allow travel to resume as before. More and more are trying to give explanation but the facts just don't fit the policies. Perhaps all those negative comments about my suspicions are not appropriate after all. It has felt to me since spring time that there is a big something getting in the way of allowing things to go back to where they were pre-pandemic. Based on my worldly experience I've speculated on some likely causes. Certainly the blocking behaviour of the EU and especially the commission is a truism. I am coming round to the view that the environmentalists have bee throwing spanners in the works via the 'scientific' community to a greater degree than first thought. Certainly keeping the world population under a sort of regulated living using the pandemic with impositions such as mask wearing keeps large sections of the populations subdued and accepting of 'big change'. Such suppression doesn't last forever - fall of the Berlin wall, end of Soviet communism, Arab spring, Mandela, Trump and so on. There is a mind control at work, and it is mucking up my get rich quick scheme to rule the world form my wicker chair as I gaze out over the fields. Time to stop this nonsense and take action. I will start writing strongly worded letters to the UN and WHO. I'll sort this mess out. lol, that old saying, if you want something doing....
Easyjet is now up 2.32 % and Ryanair up 3.64 % . IAG will head up as well.
Easyjet is now up 1.8 % and Ryanair up 3.60 % .
Looks like to me the usa are behind in vaccines compared to uk strange there not letting in uk as we seem to have the covid infections going down bud . Maybe usa playing a game
mararab: "JULY 26 – THE U.S. WILL NOT RESUME INTERNATIONAL TRAVEL “AT THIS POINT”, SAID A WHITE HOUSE OFFICIAL ON JULY 26"
I don't see this causing drop in share price. Of course they will say the same line unless they decide to change it in few days/ few weeks.
Easyjet is up 1.5 % and Ryanair up 3.30 % today.
US & UK TRAVEL CORRIDOR: LATEST UPDATES https://www.travelinglifestyle.net/biden-and-johnson-pledge-to-work-together-to-reopen-u-s-u-k-travel-corridor/
JULY 26 – THE U.S. WILL NOT RESUME INTERNATIONAL TRAVEL “AT THIS POINT”, SAID A WHITE HOUSE OFFICIAL ON JULY 26
A White House official whose name has not been revealed told Reuters in an exclusive interview today, the U.S. is not modifying international travel restrictions “at this point” citing the highly transmissible Delta variant that’s now present in 124 countries.
“Given where we are today with the Delta variant, the United States will maintain existing travel restrictions at this point,” he said. “Driven by the Delta variant, cases are rising here at home, particularly among those who are unvaccinated and appear likely to continue to increase in the weeks ahead.”
The official also mentioned the travel alert on UK-bound travel issued by the CDC requesting Americans not to travel to the United Kingdom following a spike in COVID-19 cases.
No, that's objectively incorrect. What makes you say that?
The UK potentially removing restrictions for US travellers is good news, but completely different from Biden "opening US/UK travel corridor this week." Unless you are party to information which directly contradicts that of the White House statement from yesterday?
but referenced news livestock is reporting no change in policy, working groups still figuring out mechanisms to facilitate covid passports into the the fractured US state systems. Even if the political policy were to change today, the technical solution is a many weeks off.
EagleBlue1
''''Biden to avoid the summer and then open up the Atlantic corridor for September/October''''
Biden is opening US/UK travel corridor this week
I can smell a rotation into travel related shares here!!! FTSE down 50 and travel positive. DYOR.
Galwayboy, can you give us a link to the info you have?? That would be great. Do you know the arrival flights too??And number of people? Cheers. Sunde.
Hopefully today we can see a continuation of the rise in airlines share prices. All is pointing to a rise through friday and then we should see a return to £2.00 which is overdue after RYAN reported the possibility of a small profit this year. IAG should hopefully achieve that given the fact they are a lean company now and the level of flying has increased 6X since a month ago. Gla and lets rocket higher!!! Sorry to those that wanted a cheap entry point, we can't wait for you!!! DYOR.
Morning Mararab,there are over 198 departure today carrying just over 24k passengers I hope this helps with you question from yesterday.
Do not candles diminish in size the longer they burn? Valid news story and of no surprise. Kick in the teeth for Merkel. A lot of political coinage was spent trying to get access for EU into US. Ha, EU thought it was special, now it has a reality check.
However, forget the airlines and travel, individual States will be kicking off more loudly and more violently. Thr country is deeply divided and the tinder just needs a spark - the president imposed diktats are causing problems. September continues to be the most probably open time, bit which end of the month?
Or
Big Blue has a comment
Todays closing candle confirms tomorrow is an up day. Unless something crazy occurs over night, such as Big foot seen getting a piggy back on Nessie or maybe gaddafi has resurrected and triggered off invisible WMD's
Marab - that news was broken by BBC journalist Jon Sopel at 3.27pm UK time, and made no difference to the share price - in fact, it actually rose a little into the close. Everyone knows the opening up of the USA will be a longer process than Europe, and it's far more of a political than a health decision - if thousands of Europeans bring delta into the USA (even though it's already there in numbers) it gives the Republicans ample firepower with midterms no too far into the distance.
My guess would be for Biden to avoid the summer and then open up the Atlantic corridor for September/October, stressing the economic necessity (hard to make that argument over the normally business quiet summer anyway). It's the market in Europe and hopefully Canada and a few select other global destinations that will drive revenues over August, and then hopefully we ramp up into Normality 2.0 from September.
Let’s see what the score is Friday… we know it’s not going to be pretty however that alone won’t impact the SP, the deciding factors will be -
1. Is it as bad as expected or worse
2. What is the forecast for q2
Results are funny things.. part of me would like to see BA restructure, downsize and become leaner, except that would mean thousands of job cuts. Maybe that’s what they need to do - maybe that would be a wake up call to the government, except it would also mirror
Utter devastation for families up and down the country no sane individual would like to see that. But from a purely non emotive business perspective maybe that’s what is needed. Either way by 4pm Friday we
Will have an idea where this is going + or -
I have read with intrigue on this bb and there are many that are just pure speculation to stupidly . I just can not see this rising high on the back of the USA news and may i add no two bit news . i can not and will not either ramp or de ramp . i just choose to put a argument or discussion against flagrant ramping and de ramping with out facts . you see they all say ohhhh thousands of flights going from here and there but no one actually finds out the there iag flights and how many pax per kite see my point
Mararab, that’s fine and I respect your honesty with it. However the danger on a board is that one promotes ones own narrative endlessly with a view to a sp returning to a certain price + or - and then one loses any objectivity or reason with a wider audience as it’s perceived that one is only pursuing a single agenda regardless of the overall picture.
The harsh reality of the situation is that currently there is as much uncertainty to take it back to £1 as there is to £2… however the joy with any Discussion Board is a reasoned debate covering both sides of the equation rather than a dogged approach to just one.
The only people currently dictating this SP are the government with their travel policies. Until that changes none of us can accurately predict what will be.
However I also thank you for replying and stating your position.
Inferno Premium Member ok i have shares in this but im not investing more until i get a clear picture ,all my comments have factual back up dyor . So at the moment there is no good news regarding Ba for 1 year , we shall see the burn rate this year. Im still holding out for 150 and i think it will come i think there's a big shock coming , if im wrong ok i have lost a gain but like i say i have some shares in this not many just waiting for the big hammer to come down .