Member Info for big-blue

repyyrrr imo yes, the US was the key green lister for IAG. I think most of the travel sector will take a big hit on Monday. I hope i can get an Easy Jet trade in quick enough to keep my gain.

https://www.gov.uk/foreign-travel-advice/australia/entry-requirements#entry-rules-in-response-to-coronavirus-covid-19

Australia is closed at the moment. I suppose the travel list is really about potential destinations if they will allow us in. Almost to the point of why did they bother. This is all looking a bit over the top to be honest.

TP, sold at 204, marginal loss to dump everything in Easy Jet as I was convincing myself US would not be on green list. In Easy jet 1062 so more than covered loss and already making plenty of gain. Because Spain and Greek islands are not on the travel list, especially the Canaries which is a very difficult one to defend if a mainland country Portugal can be included and the same for many Greek islands, I think the Easy Jet boost might be more muted on Monday - if there is one now. I suspect given the border force were at the press briefing that the reason the islands have not been included is because the border control is now going to be so massively over complicated and quite unnecessary and will simply not be able to handle the traffic. All that goodwill and votes in Hartlepool - that'll turn on a sixpence! Whilst hedging my bets correctly, the overall gain is going to be much lower than it could be because of more very poor mucking up on the travel by government. Will probably sell Easy J on market opening Monday.

So, Monday Easy Jet to peak, cash in. Then time the slump in IAG due to no US possibly Tuesday or Wednesday. Then day trade between the two on rumours hoping they keep out of sync as they are now.

Does BA fly to the Falklands, lol. I'd like to go there and feed the penguins.

So where can I travel abroad to from May 17?

Australia

Iceland

Israel

Gibraltar

New Zealand

Portugal including Madeira and Azores

Singapore

The green travel list is due to be reviewed every few weeks, so it is anticipated other popular holiday destinations such as Spain, France and mainland Greece could make the list by the end of June.

So US not on list. My call, I'm right, bark away filter list.

https://www.youtube.com/watch?v=NTXQkI8ZgZY

Wrong one! lol

https://www.youtube.com/watch?v=xTl0UYy-dUM

Seems market is favouring EJ to have the better outcome from the travel news, IAG stuck but Easy taking off, I went all in, already have a respectful profit from 1060ish. Next week if lucky, EJ and IAG will start swinging about out of sync - what I was hoping for last week or the week before. The very important news is going to be good day trading if you can get on the right side of the wave. Yes, sundezena, was sitting on hands and holding a few shares so no opportunity to buy sub 200, however more than made up for with EJ, and I will expect to see 190- to plough everything in ahead of US moving to green list [and PCR being withdrawn I hope].

Other rationale, if the US was to be on the green list I would have expected echoes around the corridors on both side of the pond and certainly open talk from the US and the sp a few percent up at least.

So all in Easy Jet to Monday morning, then quick sell and jump into IAG as it bottoms out [if US amber] early next week.
World domination from the wicker chair continues apace......

I understand Portland. I am actually thinking of all in Easy Jet for a couple of days as I don't expect the PCR to be withdrawn but there maybe a price reduction initiative such as VAT zero rating on cost plus price capping introduced. Might even be reduced to just one PCR. That will get a few more travellers to the islands which are being heavily trailed as the first on the green list. And if US is on amber list then the full drop in IAG sp should lag a quick spike in Easy Jet. If US on green list then I will at least have a spike from Easy Jet.

"The PC Agency
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mmmmm.... I'm not sure how much weight I will put on this. At first sight it almost makes one reach for the buy button. But then checking out who this is, they are not an insider in Washington or London so I am not sure. All the Downing Street press conferences are at 5pm so I don't see any special circumstance here.

Whether I am right or wrong, I don't really care. I will make more money another time to add to the obscene amounts already banked. Green or Amber? Oooohhhhhhhh the wait in so exciting.

Big buyer pushes sp up a tick or two

07-May-21 12:47:57 206.80 1 Buy* 206.75 206.80 2.07

I think with the market sensitive data on this one a full embargo on all those in the meeting will be applied. Not a single utterance ahead of the transport minister statement. Even a very minor leak would be a sack-able offence and would certainly trigger an FCC investigation. Markets are hanging on the travel list news.

I don't think the markets were in any way bothered by the Q1 results as there is no secret about number of flights, the cash burn reduction was pre-announced as a plan previously (but good to see achieved) and the cargo is good but the revenue net quite small for converted aircraft.

The market is waiting for one piece of news only. Where will green flights be going and will the PCR be removed from green routes. All the CEOs of all the airlines operating with significant assets out of the UK have been screaming louder and louder about it. The fact IAG chairman is still making pointed comments in Q1 results that they have no idea what to prepare for tells me the opening up of travel will be very limited, but I suspect there maybe an interim review date before June 17th . I can not see how the US will be listed Green initially now.

So if the sp can get down to the 180s after the news is known, probably first 5 mins Monday, then I will be all in.

of note, RR holding up well, in advance of travel list.

oh dear, a troll that thinks it has a bearing on others. Such trolls always retreat into fantasy land where their actual words are miraculously transformed into bulls eye hitting witty quips. It was amusing, but I do not see any interesting, new or thought provoking angles to consider coming from you. So goodbye Fugazi1, permanent filter.

"When will the green list be announced?

It is unlikely that the green list will be announced today (Thursday May 6), since it is polling day in the UK local elections.

It is understood Government ministers are meeting today to discuss the traffic light system, and will have a further meeting tomorrow morning to finalise the list. It is likely that the list will be announced at a Downing Street press conference, which typically take place at 5pm."

https://www.telegraph.co.uk/travel/advice/will-holiday-green-list-announced/

Now the wait - will the US be green or amber.

All ready and waiting with a mountain of dry powder.