Member Info for big-blue

Rinse and repeat, I am now firmly of the view iis are playing pis. Given the results date, expected statement (broadly speaking) it is now just a matter of time before the plug is pulled. For lth it will be a case of sitting it out until the April 12th announcement and decide to take profits or continue as a lth. For those of us who are currently spectators (rather a lot as it happens!) it is a matter of enter whenever but playing the game of maxing returns means gambling on a correction down due to results. If it doesn't drop on results, and I don't think it will (well not by any measurable respect with the spread on the day) then the entry point will be at the behest of the mm games at the momnet. The pis have been marched to the top of the hill twice now, but a thord time tomorrow? Watching again for a red close (or as near dam it).

No orders placed over night of significance dumping shares.

Low 180s looking like a new base??

Loackdown end acceleration. Unlikley because the assessmnet technique is on a 4 week rolling analysis. The intention is to return an activity then allow 4 weeks to measure rate of infection spread. 4 week due to incubation time. They can't do any less than that. They couldunlock more activities if the first few 4 week periods show low spreading but I wouldn't expect the road map to change.

EZJ + 1000%. TUI + 500% IAG ?

I always ask "of what"? 1000% of 10 bookings, or 1000 bookings? Without the context it means nothing. IAG could have a mere 10%, btu10% of what? Are there any BA forward bookings at all?

May 17 might be the return to international travel, Heathrow cheif says testing variable, low to medium risk no tests, higher risk with tests. Likelyhood for holidays in summer.

I'm callin this wobbely Wednesday, back in now, or stay out for results?

High long term sp? Do remember, very cash rich at the moment preparing for extended lockdown. If travels return better than expected and the cash burn has neen limited, then the company serves it's shareholders and so a series of large buy backs could ensue. Cash sitting in a business just devalues against inflation so it has to be used and the sp will be the beneficiary.

my cintact at RR was very coy about saying anything about moving of personnel to service engines, sounded like they have been warned about giving out information.

Sunsurfer, I don't know of anyone from December onward who ever talked about passports for pubs or the like. It has always been about international travel. This pub passport seems to be a distraction technique. Invented by the lockdown lobby perhaps to rule out vacc passports with the real intention to stop international travel altogether. There is a lobby that has been trying to stop international travel altoghether from the start. I am looking for a coordinated pan global scheme, I had said WHO central scheme would be good. If the BBC is correct, then a G7 scheme would be equally as good as those are the key long haul which is great for IAG, not so good for EU confined carriers. May have to jump back in whatever the price in advance of a G7 scheme being announced. Any such announcement will not have to be tied to UK road map so possibly could be announced well before 12th April. Need time to construct, test and put scheme in place. Think I may be talking myself into jumping back in this week and not leaving it to next week. If there are dips, ride them out, peaks, maybe cash in again depending on what had been announced [vacc passport form G7] or what is in the diary.

Linkop, 168, been there done that!

I think after 168 was hit I was looking at 200+ after the budget and 300+ by end of year. Since then, I have said I will need to revise, but havn't got round to it properly yet, April 12th getting in the way of the calender.

I do think there will be a retrace, possibly as far back as what I think is the priced in pre result base of 168. But we will see.

@9:42

SO, I predict closing price below 180.

That was when it was over 189.

Not tooooooo far off so I am happy with that (oh and it did go sub 180 a few times).

My predictions, I would disagree. Apart from the morning spike, I've been roughly on line, and not the only one following the same path. I was expecting some large dumps showing up after close but they don't seem to have happened. Only 3.5 up on the day, not a lot to write home about, and only 1.6 above the 170 zone. And I am staying out, for the moment!

I say red finish and then further decline to Friday. If the 'priced in' results were in the mid to upper 168 before the road map, then I expect to see 168 for Friday open.

That is unless it drops to 103.34 exactly in which case it would be rude not to buy in again. But only specifically and exactly at 103.34 [for the benefit of trolls who will delight in quoting back at me and waving their willys at me when I buy in at 180 or 174 0r 96 or whatever I chose or something else I don't care]

Problem with opening the web page before signing in is that the filtered posts are visible, let me remind you of my filter list
whatamess Davross1 foxbat107 Anapa69
so just don't bother referencing me. If I say I might hold until x but if y happens might trade as rude not to, that is my business. Beleive it or not, I - indeed nobody trading - is answerable to certain self-important and filtered individuals. I will react as I see fit to suit my circumstances with my investments influenced by my inner filter on the range of information I chose to look at.

Got it!

Now you've posted that Mrryat, it'll go 228 in next 5 min lol.

Levelled since tea break, esp jet2. No way of reading sentiment, but it would appear that it has reached a bottom level, ahh well that is what 'they' want you to think! Too much scope for funny business here.

Linkop, the lunch time crowd? Probably based on news reports of booking numbers, IAG may have a press release too on booking numbers, but then again if they can't match the same numbers may choose not to announce current booking rate. They don't have to. IAG is probably holding back waiting for the EU road map to be announced, when is that I wonder. It will be interesting to see how the UK, Scandinavian and EU, road maps differ. Some of the dates on overseas road maps maybe much more important than UK ones.

bbeettaa, sentiment share rather than rational share. people are buying to dump at a profit in the near term rather than any notional or rational value of the company. iis computers happy to buy and sell on the sentiment margin and I beleive some ii traders are playing the pis too, for the moment. Friday results might be a reset switch, then the get rich quick squad move on to oil or something.

Linkop, normaly when people say 'the mm are doing this or that' I ignore them as normally the mm do not waste their time trying to manage a share price to trick innocent pis into buying and selling. However, this situation is one where there maybe some behavioural factors playing into the iis trading stratergy. The 'dips' into the red for example, seeking trigger points. Not nec pis, but looking for automatic trade patterns at certain levels. 178 is low and may well be the new 168 [lol]. I am not convinced there ISN'T a hand on the tiller at the momnet. I am going to wait until the lunch time crowd have had a chance to log in and react to their position. If pis put in buy orders that went to negotiation then many will be sitting on losses, some quite large, 4-8%. If they decide to sit on it, then IF mm are playing it the price may get marked down harshly to spook pis into selling or triggering low stop losses. Again with negotiated orders, these spook sells could be way down in the low 170's, even below 170. I am keepin the powder dry, but if I see a drop to 168+ I think I will be back in. I am pretty sure mm are playing this one. Post budget though, the only thing that matters is having a much higher price than when buying in! New date in the calander, April 12th is a bit of a spanner in the works and I;m still trying to fit that in the big picture. I need to know exactly what it is they intend to be reporting on as a decisive answer to what questions.

https://www.cdc.gov/coronavirus/2019-ncov/daily-life-coping/animals.html

Can be spread to pets but little info on pets spreading to people. This subject, however, might become a big news story in the next month or so as more studies start reporting.

The last time this was more in the public domain the consensus was animal vacc maybe needed in the future
https://www.livescience.com/pets-covid-19-vaccine.html

So this is another variable to keep in mind. We may vacc the humans and have centraly organised vacc passports or whatever fudge name the UK government gives them, only to find we have big problem 2 to quickly sort out. Pet covid spreaders might end up putting back lockdown. Not deramping just putting it out there that there are lots of variables here and thinkning outside the main stream media is a useful excercise to be ahead of the game.

I may also be clutching at straws for my beloved Dechra to come up with the only vaccine for pets in the world and make me stupidly rich.

To consol yourself, at least you didn't take a short position.
Fund % Short Change Date Changed
Citadel Europe LLP 0.81 0.09% 18 Feb 2021

Stop laughing at Citadel. Very immature!