The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
Just in case there's any tui holders left on this board heres some positive thoughts.
I think to hold, more or less, 4 pounds today is a sign of reasonable strength at this level. New strain, blanket travel bans, current no deal and a RI. Other than the 737 issues remerging not sure what else is left to thow at this share/company.
The new strain news I suspect will be an over reaction. This happens all the time with rna viruses. The RBD change potentially makes it bind ACE receptors with greater affinity, but that doesn't mean greater virulence. In fact most competitive advantage mutations cause less virulence(no good killing the host). There are several antigens on the S spike that generate neutralizing antibody generating. So far no strain can evade the vaccine, so the odds are overwhelmingly in favour of the vaccine and this not being more severe. I think this is just be cautious for a few days (correctly) from the government.
The blanket travel restrictions I think will be limited. If it's as infectious as they say it will be all over the continent in weeks anyway (already in Holland Italy etc). It will be as you were with the vaccines and travel corridors.
Tui was never geared to a high volume winter this year so this makes little difference. Timeline for vaccines not changed. Roll out will be gangbusters to save the economy. No reason why tui won't have a strong spring/summer as anticipated.
RI will add liquidity and resilience to this point.
Surely there's a brexit deal coming. Surely. Might even see a little 5-10% rise on that (Aware it could also work the other way).
Good luck to anyone still here holding. Really do believe in a couple years the mcap could double from here.
I've heard some similar stories, though admittedly not quite that dramatic. Not sure how id feel if all my years of study were taken from me like that, its something I've not had to endure. Could potentially be quite a dark place so gives perspective. I do hope it comes back, not least so these world class engineers, pilots and crew can start to piece back what they deserve.
Good points made.
Its difficult time for all, but certainly I feel for many in aviation sector. I have many good friends in RR and have seen what has happened. Ironically when I asked, they too felt it wasn't the ideal time, though that was some months ago and pre vaccine. I'm no great Oracle, but I really hope the worst is over, and tried to back that view with some savings. No deal brexit and a large third wave could yet make a fool of me. Thank you and good luck to you.
I work in the NHS if you really must know considering your concern for my employement status. Certainly not as glamourous as your life, which you have kindly shared. A little money set aside for recovery stocks. Mostly it's gone well, and have some confidence it will here to. January will tell who got it right, if it tanks I'll be back to congratulate you.
Haha whoops looks like I did get I right after all
Aspers that is a much more decent response than I was expecting. If I have misinterpreted what i felt was a boastful and way over the top negative posts, then apologies. I do feel like you said this will the SP and RI rates will merge because the did with IAG, which of course.gives you the 0.97p valuation. I of course still think your being overly negative leaving tui bordering insolvent, but we will of course all interpret things differently. Good luck to you.
Apsers said his opions carries more weight because hes a plane driver. That's the relevance. Careful masamira this guys a bully and will post with ranting rambling messages all day.
Good grief lets try. I tried to leave it amicably as possible despite your tidal wave of abuse. I simply said we clearly are miles apart. Yet back you are again today with aggression and jibes. Your clearly a very angry individual and are keen to repeat yesterday's performance. If you need 3.50 this badly, perhaps a soltuion would be to get off this chat board insulting us, calling us crazy and stating this going way down, and be a little more productive with your time
Rather than endure another rambling anting aggressive message i would gave to sunmmarise that we will not agree. You belive people are crazy to invest here and belive it's going to 3.50. I do not.
This is going nowhere. I've set the reasons why, as you have have for your point of view. Come january we will see who was closer. Good luck.
Well aspers that's me and you both doing very well on IAG. With you doing so well, its curious your so bitter about the RI. Sounds like you work very hard being a plane driver. We are lucky you have added to this infatile discussion with your boasts about how great your life is, and this is going to 0.97p, because your a plane driver so you would know.
How many posts now after you annoucned no more? Shows your word, just like threats, insults calculations and scaremongering, are utterly meaningless
You felt a strong convitction to call people crazy to buy here today (please both look up the deifntion of insult and crazy). 1. Your deifntion of crazy is highly suspect particle as you both caim to pick up 10% profit at RI, and at 3.50 you are no longer crazy 2. Your constant need to throw insults in your subsequent long rambling posts (which i doubt anyone actually finishes) show you to be a highly emotional person, and investing is unlikely to be a good use of your time. I wonder if you when your not trolling boards you spent much of your time shouting at clouds
Masimara dont bother mate. He says he doesn't insult people, then rants over about 10 pages with 50 odd insults (ironically another inconsistency). Hes lost it and everyone who has the patience to read his nonsense can see it.
Another inconsistency. Was his last post now we get 3 more. Our resident doctor has diagnosed/insulted anyone buying in over 4 pounds as mentally unwell. But buying in at 3.50 you'll be cured. Buying in pre RI now will get you 10% profit at issue but that's not worth it for him , And carries the risk of you being called crazy. This can all be proven with his calculations, which he has spoken more slowly so we can all understand.
Just have to wait for lets try to spin his wheel of fortune tonight for tomorrow's predictions.
Your losing it because you've been found out. You said yesterday you coudlnt invest here for 10% profit pre RI (it's approx in a month). You followed it up with some numbers plucked from the sky. Most people would actually think 10% in a month is a great deal, its actually a lot more optimistic than even me. And now today you say only the crazies invest here. Your all over the place and can't string anything coherent together. Good riddance.
You and aspers were high fiving each other like a pair of future seeing wise sages about the risk investing here (oddly enough with the price rising). You spent yesterday trying to warn us that of you invest now you'll only make 10% in a month,coupled with some bizarre calculation. Today its going to 3.50 and we should stay away, only the crazies are investing. Your all over the place. It's demonstrably nonsense. Your correct in saying that being right in shares is transient, so far I am correct (check my post when the RI hit), and it is you who are miles out, i cant find anything youve said so far that looks remotely close to being correct. And aspers the plane drivers view would have tui on 0.97p. Regardless of who is right anyway I'm not looking to sell in January I see this going much further, so a small drop doesn't hurt. I bought these shares the same time as RR and IAG, so I'm actually in a very strong position, thanks for your concern.
Let's try i actually feel i was rather respectful saying you make reasonable points. It's you that said people investing in this share at this level are crazy. Perhaps you can reflect on why that may get under peoples skin who have invested here. And before you make fun of people claiming they have mental health issues for investing in tui,perhaps it's you repeatedly posting on boards that you have little interest in investing in have the issue. I belive that ocado is overpriced,yet I do not feel compelled to go into their board and tell them, and I respect their decision . I find people like you very very odd that enjoy doing that
tthough you all soon disappear when the money starts rolling in, just like you all did with RR and IAG. I look forward to that day so i don't have to listen to anymore nonsense from you and aspers.
Let's try despite being much more reasonable you are agreeing with a pretend pilot who said it's going to 0.97p. It's always lovely to have a range of opinions but 97p really is utter nonsense.
If it was as a dead cert to go down as you say, it's a wonder why billionaires and funds have agreed to participate in the RI.
With vaccines, balance sheet security and travel opening up,. Rather than registering your suprise day after day why it's going up Maybe it's worth considering other people's points who seem to be getting it more correct than you.
Aspers reminds me of all those "gps" who said the vaccine was killing the elderly on the novacyt board. He's in all likelhood just a child who got burned on IAG, although in reality IAG has actually worked out for most people.
Considering you only do dead certs with long history of rising prices, and have an encylopedic knowledge of aviation due to being a plane driver(I'd have never known what a pilot is), its strange your involvement with the IAG RI. And valuing Tui from 97p to 3 pounds in January is roughly anywhere from under a billion to 3.5 billion. Thank goodness you've lent us you insider knowledge there.
Shame that your strong conviction on 0.97p SP in January can't be actioned due to your morality.
Your strategy of only investing in dead certs must bring in giant returns, and evidenced with your jet set lifestyle.