Member Info for AndItsGone

Huge fan of rolls royce.
Know plenty that work there. Not a single post where I criticise them or management, its been a really tough time.
But this SP now is just starting to get a little concerning, starting to test my belief.
Its at significant odds with its peers.

Well done all who bought the dip here over the last couple months.
Equifax 15% today day with their results, and we have followed them up
I'd assume experian will be back over £30 relatively soon.

There's a few very harsh judge's on here.
It's global pandemic, with governments closing travel. The cards have been stacked against the board and the workers. Ive been relatively impressed with the measures they have taken.
I believe them to be World class. They make some of the most complicated technology on earth. There are not many that can match them. I am as confident as I can be in 12 month's 1 pound will be a distant memory.
This was 1.28 only a couple weeks ago, and will probably be back there in a couple months time. This really is only a question of patience until people fly again.

If it stays mid 13s for months on end, if I was Stryker or J&J, id take it out.

This is mostly suppressed due to covid. I think there is value here.

Nearly at 1st lockdown price now.

Very suprised. Seems overly pessimistic. Must be huge backed up demand.

Considering they allowed travel corridors last year with no vaccine and limited testing, it would be completely mystifying to deny it this summer with multiple vaccines and a hundred fold increase in tests
Surely they will have a traffic light system involving tests, vaccines and infection rates. Otherwise shapps should abolish the travel taskforce now and say we give up in case of variants.

The virus will always mutate. There are millions of variants and will be a million more. So far not one has escaped the vaccines.
Pfizer can adjust within 6 weeks.
You don't go from 96% protection to none. There are multiple immunogenic sites to the virus.
The only logical conclusion to the hypothetical possible potential nightmare variant arguement, is to lockdown forever.
I would have to concede that is the safest for ultimate covid protection, but I doubt many people would vote for that.

The BBC deciding to run their lead news story of one opinion of a second rate epdimeolgist speaking in a personal capacity is appaling. He knows he is soon to go back to obscurity, and was looking for his last moment in the sun.
The BBC loves to run this because they know it frightens and angers.
The reality is he does not set UK, European or US travel policy. Half of UK adults have been vaccinated. His hysterical thirst for lockdown will become untenable soon, the vaccines work and every day the picture gets better.
We will be back within a week talking about vaccine passports and green light travel corridors. Many european contries have actaully confirmed they are opening to UK travel this summer.
Biden has said he wants American freedoms back by July 4th.
Probably for one last time, I think holders need to hold their nerve, and be further rewarded with 50% within 12 months, maybe sooner.

Nice good posts. I should have kept in mind that one random epidemiologist from Warwick, desperate for his last minute in the spotlight before permanently going back to obscurity, doesnt set global travel policy.

Yes. I use barclays and they send you a message requiring a corporate action. It's here you decide to take up your rights, sell them or a combination of both.

Small drop Monday, then slowly rising through the week as people realise all thats really happened here is EU leaders are being shown up. Vaccines will resume and they will have to stop trashing astra zeneca.
Transatlantic resumption commercially will be a great day. The UK and US may well sign a travel corridor as they are doing so well in vaccinations and virus control, it makes little sense to ban travel.
The only thing that makes me twitchy is the reaction to variants. This will occur. I thought we would learn to just live with this fact. But im starting to consider what actually may happen is countries panic and shut everything down then we will stop start for all of time.

Big fan of the EU but such a shame they seem hell bent on trashing astra zeneca to the detriment of their own economy and health.
And by doubling down on their hate they are making the US and UK administrations into superstars, and may increase anti vax sentiment.
Once they get back to giving out vaccines it should lift Tui.
Vaccines are the only way people will have confidence to travel again.

Similar scenarios over the last few months makes me think there will be a decent bounce off a pound.
With this amount of potential upside you have to accept the huge risk. Trying to figure out if I have the metal for it or not...

Well the SP dropping on that news is not what I expected

Well judging by today, it really is a nonsense story

Experian collect data from sources such as ...the electoral roll...help create a credit profile...and sell to banks...
Shock.
Very much doubt if there's anything in this. All I can find is the back pages of the sun and mail. Motive, maybe sell a few copies by tricking people into thinking they can get 750 quid for free?
We will know tomorrow if the markets take this at all seriously.
I suppose the spectre of what things like PPI did for bank shares may cause a bit of nervousness. Maybe a buying opportunity?

This price is really twitchy on whether to sell hold or buy.
There's undoubtedly value at this level. I've a lot of time for the company and want to buy. The problem is, and which swayed my thinking on getting out, is its far easier to make money everywhere else. We have to wait now until june for EW to correct her mistake and retake the agenda on value creation.
I've been guilty of having too much pride in a trade in the past , far better to suck it up, admit a mistake and move on. At the minute gsk would need 6% dividened a week to make up for capital loss.
My speculative punts which i have made and have had next to no income, have a rocket up them bringing in sacks (iag,RR,tui)
Yet companies that actually make money (unlvr, gsk) are being sucked into the abyss. I can't explain it.
A sentence i never thought id say; Im sleeping far easier with my airlines than i did with my pharmaceuticals, during a global pandemic!
The trick is i think is to work out when fundamentals are ever going to come back into fashion?

Good grief it's just breezed through 12.
Sold a little while ago at a reasonable loss. Whislt I don't have the talent of others, I too made some of that back on cyclicals over the last couple weeks, it's almost impossible not to make money on those at the minute, everyone's at it.
But I'm nothing if not a sad old man and I can't help looking at this and seeing value. So very tempted back. Peculiar wanting to join a car crash but surely this can't just keep going down???

Whilst toff and DMP may not have agreed on much, the both agreed on selling and they have abo****ely nailed it with their calls.
The SP is now taken so low, its like an attractive ex ringing to see if things can be worked out...
It's tempting, but you know deep down that nothing could can come from it

Ahh shame to hear that. May be a couple more big swings in SP, but I think Tui is trending up now long term. Not sure you'll get a better price than 3 pounds, but I'm often wrong. 10% for a few days work certainly not bad!