Member Info for big-blue

https://www.ft.com/content/f9e5b8d8-8153-474a-bd57-97f5adbeb638

It makes no difference at all whether the vaccine is related to blood clots, this is the sort news story media, mass media, BBC just love to fan. They can point accusative fingers around and take the moral high ground, just in case mantra. Mix in the caustic attitude in the EU giving a nudge and wink that there is something bad about the UK vaccine [told you so didn't we] and we have here a recipe for one of those totally nonsense panics with very negative outcomes that has no foundation in the actual real world.

"Oh Lord, what fools these mortals be".

Of equal importance to IAG, if RR were to collapse then would planes with RR engines be able to fly? So the firm message from RR today that they have funds to see through an extension of lockdown is a big positive for airlines.

Looks like neutral response to RR, gives an indication how well accurately iis estimated results and priced in. Critically there were no surprises. On that basis I will estimate that the current recovery stocks are reasonably priced and with the stability, in general, then plateau 2 has been reached and set-in (road map announcement). With that, my expectation is that the iis are not ready to cash in and there will be a plateau 3 which will be April 12th positive announcements. Trick there will be reading the runes over the week leading to April 12th to gauge whether next stage of unlock is going ahead, or if lockdown is extended. Big issue will be varies ego scientists and committees all trying to hog the limelight with their agenda pro and anti-lockdown, as seen with the quarantine red list. The red list was the compromise to keep the political peace in Downing Street but the same pro-lockdown forces are still there and still fuming that people are travelling, introduction of right to travel letter. So we still have the EU political situation to keep an eye on and a reigniting of the political situation in Downing Street.

Heathrow had a 92% drop in traffic compared to Feb 2020.

Look on the bright side, there was 8% traffic. Come on, chin up, glass half full, ever onward, fields of gold, as you sow.... and all the rest of the psychosomatic bull **** that keeps the world turning, lol. Order you Successories on line, NOW!

Will be interesting to see what the reaction to RR results will be.

Robby, there are loads of recovery stocks in leisure, travel, tourism and so on to choose from. It will be pot luck picking the biggest recoveries, so just be happy to get any positive return during the recovery.

alebrije, you are confusing the free movement area and the council of Europe trade restrictions. We could not freely make whatever deals we wished independently from EU. The whole point of Brexit was to be free of EU to be able to do that. Schengen was simply to do with the free movement of people as if it was one country. All the rest of the dictates form EU we were obliged to incorporate into British law. Those directives imposed very significant restrictions on how countries were allowed to interact with other countries externally to EU. We are now free to do what we want.

Today it is illegal to travel before the 17th May. But if this pandemic has shown us anything, what is vogue today, may not be so tomorrow. New data on effect of vac and the efficacy of vacced people will be coming through all the time. Vacc passport schemes are being finalised and international agreements already being done, whatever the WHO thinks. G7 announcement on vacc passports due any time. Therefore, I will not be tooooooo surprised to hear that degrees of business travel are to be allowed - why do you think the declaration letter was introduced? I suspect if you have a letter of invite from an overseas company, a statement from the chairman that your attendance is critical to a negotiation and you have proof of vaccination, then with recipricol agreements with say, China, then I can see business travel being allowed FIRST and ahead of the May deadline. We are now, after all, a free international trading nation. We don't need permission from EU to do these kind of things now!!!!!!!!!

You heard it here first.

TR1 from GUN, Akers still loading up, long awaited jump must be due. He was looking to 10 bag GUN. hey are sharp but brief spikes. Coined it in the last two.

This time next week I might be very heavy in IAG if this all works out.

https://www.france24.com/en/asia-pacific/20210310-china-introduces-virus-passports-as-russia-signs-deal-to-produce-covid-vaccine-in-eu

Teddy,

After such a strong endorsement of IAG, wouldn't it be funny if .....

...naa perhaps it wouldn't be funny....

Something is cooking at GUN, has been since Akers got back in. Whether he has recently dumped or it is the warrants, can't tell but there are a couple of IPOs due which GUN have fingers in the pie. I pulled out of GUN few weeks ago with a fifty quid loss, to put into IAG I think for a decent gain. If there is only a small blip in GUN, I'll take it. Doubling the £500 would be very nice and with that kind of very high risk penny stock it can go either way in a day. The gamble is to use the time between here and April 12th to get a bit extra for IAG or Wizz or Easy [back in] or RR [back in]. I pulled of a corker with RTN this morning pulling out almost at the top - hence a little free hand to take a punt with GUN. There are so many potential recovery stocks in the travel and leisure it is very difficult to choose.

IAG can do whatever it wants up to the 12th March - I believe the EU reports of it's vacc passport then. But I'm really looking for Jet2 to fly on that news as that is a targeted holiday carrier and there may be suggestions to get governments like UK to allow holiday's ahead of May date. Otherwise, locked in until the big one from Gove on 12th April [unless there is an obvious profit take along the way].

although Wizz is bouncing around a bit too...... perhaps Wizz instead of EJ, more volatile?

No change in policy. All opening up post lockdown is dependant on targets being met which have been set out in the road map.

OK so I have some skin back in the game, but also have some in a penny stock GUN which has been simmering for a while with some IPO on the cards. One of those very very high risk ones, I call it the new carpet fund - lol.

Thinking of Easy jet too ahead of 12th March EU vacc passport report.

C'mon, sell me IAG. Why should I jump back in now?

Cashed in RTN, just over 10% mark up - it might go higher, who knows. Good lesson in why tryingt o understand a share too much is a waste of time where sentiment is involved. RTN worse than expected losses, large rights issue announced and sp shoots up 10%! It is off my watch list now - on to the next target.

Cash released, possibly for IAG? Jet2 backtracked, most likely a sensitive response to the EU kicking off again, but hopefully that will blow over in a few days. So RTN profit pays for the bathroom cabinets instead, lol. Whatever next eh?

I've warned before that these people are a significant danger, that the inner core of EU is looking for a fight and there is an master - servant attitude with the EU which the UK is expected to bow to.

https://www.politico.eu/article/uk-hits-out-at-eu-over-claim-it-has-banned-vaccine-exports/

Never underestimate what these people will do to control what they believe is their property. The situation can kick off at any moment like in January. Keep your eye on the news all the time and don't be so in love with your shares such that you are not prepared to bail in full.

Looking at it on a one year chart, it does look like this is the second leg up, the first being on the vacc announcement, second on the road map and currently just treading water. Seems to have a bit of day trading range. I am expecting the next leg up will be if April 12th goes ahead, that is to say there is no delay placed on undoing lockdown.

So if the feed through on data is three weeks, between now and, say, 19th March is the time to put some skin in the game. If April 12th looks good, then I would expect positive vibes over the week before. It lockdown is not opening up a bit more on April 12th, I think there should be very obvious sounds and the game will be early exit minimizing losses or strapping down for a long lock to the middle of summer before being back to break even.

For me I hope to get RTN and Jet2 cashed in with a an acceptable profit before switching to possibly IAG, it will all depend which stocks back peddle between here and the week before April 12th. Might be an opportunity to snatch a in/out with vacc passport news.

I think overall, as long as you are in one of the recovery stocks, then the probability of every one of them heading north with April 12th positive news is very high. Some will pick the bigger risers and no doubt get their willys out and run around the playground showing everybody how much cleverer they are. Give me 20% per switch and I'll be ecstatic! If I keep getting that over the next 6 weeks, I might even join them out there - wehhheyyy...

Fine if you can lock funds up long enough to wait for an event that may never happen, or indeed go negative. Some of us need to pay plumbers and fitters. I'll ask the fitter on Friday if he wouldn't mind waiting for 2 or 3 months to be paid assuming the stock price goes up. Can you guess tge answer? There is no one trading strategy. Your strategy is relevant to your needs. I waited some 12 years before multi-bagging on JLP. Beat that!