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Clearly, June 7th is a big day. The weekend before that will course be full of speculation if not the days before.
Come June 21, at current rates, 80% of UK adults will be double dosed and 65% first dosed. That must surely be classed as herd immunity with the vaccination programme then begining to be wound down. Even if you do then catch it you won't die or need hospitalisation.
Furthermore. There is the upcoming G7 meeting in the UK on 11 to 13 June. All those nations leader will be there. Travel not on the agenda. Might be an opportunity though for Boris and Joe to announce something and helping that 'special relationship'.
The UK and US govs will now be under pressure to open up just as the EU is about to agree this and probably by Friday. Individual govs have the final say though but they are all tourist trap countries.
The US will be first to reciprocate leaving the poor old UK looking like fumbling idiots and continuing to bang on about 'variants of concern' and conveniently scaring people in to getting vaccinated even when they know beforehand that any vaccine will take care of that variant.
They did say that travellers would be looking to upgrade were possible. Nearly two years of unspent travel savings to spend. Although, the CE middle seat is unoccupied so there may be an element of safe travelling at play and PR? Not for Ezj, Ryn or Wizz of course.
The Gov are keeping the people of the UK on their toes, once again, by ramping up the variant of concern spiel. The people of the UK have kept their side of the bargain - nearly eighteen months of lockdown, job losses, bankrupt businesses, severe mental health issues - in exchange for helping to bring the death rate to near zero and safeguarding the most vulnerable who are now well out of danger. Anyone who catches this now will now likely be in for a typical cold. What's with all the backtracking and the treating of us like idiots now?
We now need our side of the bargain given to us fully on June 21.
UK gov confirming all of what was already out there.
Knocking on the FTSE 100 door next shuffle and coinciding nicely with the next gov travel list in three weeks time. H1 21 on 20th May. Interesting next few weeks. See how it all pans out next week first.
Keep an eye out tonight as they have often released market sensitive stuff after the close. Arms them for the following morning.
Interesting day in any event with the Gov's first travel list out.
Anybody any decent insight ad to why this is soaring?
There is only 1 notifiable (over 0.5%) short postion in both EZJ and IAG. Nearly c.9%+/- at the height of the pandemic. So all the fluctuations can only be down to day traders and normal news flow and speculation. Bad news, as it stands, if you are expecting this to tank.
Hard to believe but 4M first doses given since mid December. The 15M by mid February begins to seem realistic now as more outlets for jabs are created. Great news for humankind. Can't wait for mine and proof that I can use to fly/travel more and safely again.
Had a look a this and others in this sector. Its had to fathom. Possible rights issue and dilution. JDW up too. Marstons up 7% Friday. National Express up 4% Friday and 10% after 4 days even after suspending all services until at least March 1st!
There is not a lot of short postions in any of these to boot.
Uncomfortable and a little worried.
Wizz just made a 52 wk high. FTSE 100 possibility. Triple its 52 week low.
EZJ possible candidate to re-enter FTSE 100. Double its 52 week low. Now charging for cabin locker baggage. Other revenue boosts to follow. Rivals sure to copy.
IAG double the RI price (well done if you took the oversubscribed rights up). Business travel being encouraged by gov today after market closed today.
Keep buying.
Looking at LGW to ALC for travel April/May or June a 23kg bag is averaging £40 per bag ONE WAY. A 15kg bag averaging £34 one way.
Never in 21 years have those charges been that high but it is a highly profitable income stream. Good times ahead...
This had found a floor around early £5's and then supported by the last TS
A couple of weeks a go it rose 7 trading days in a row.
Short % positions had been moving lower for a while supporting the SP
Short seller Marshall Wace took 3% LONG position in IAG very recently
Numerous pharmas were giving vaccine positive updates
More people catching the virus but less dying expressed as a %
Governments begining to get comfortable with thought of airport testing and lower quarantine periods the result of
Some airlines appearing to be knocking on deaths door but all seem to be still hanging in
Capital raising without much issue by most of the travel sector
Most contributors here were focussed on the bad news. Clouds judgement.
Just bums on seats now required. But thats actually the easy bit.