Member Info for boselecta

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.

Interesting development...UK planning this too.

https://www.swissinfo.ch/eng/ireland-to-ease-quarantine-from-covid-19-hot-spots-from-nov--29/46154112

Agree with your sentiment. I mentioned similar months ago.

I have been giving some thought to the DM article below.

https://www.thisismoney.co.uk/money/markets/article-8850339/British-Airways-cut-flights-Gatwick-shift-Heathrow.html

I think IAG might have got their strategy right if this article is correct.

I have two european economy, with paid for exit seats, credit notes for future use (up to Apr 22). With next years holidays in mind I have been giving serious consideration to using the vouchers to book business class (club europe) seats and just pay any upgrade difference with cash. Of course I have this years unspent holiday funds to use to against 2021 holidays.

With easyJet and Ryanair not having business (club europe offering) or premium econony cabins (typically longer haul) or business class lounges I believe IAG now have niche offering here. No wonder then they want to expand this area going forward. Exciting.

Serious, thoughtful, on topic, replies most welcome.

I note the share price has risen for the past 7 trading days (12%). Normally a bullish sign, for me, that a share has reached its bottom.

So interesting to see how this goes over next couple of weeks and if anybody out there shares my thought, particularly chartists or otherwise, please share.

Arrive at airport 4 hours before european flight. Spend £5/£50? Take test. Negative. PCR certificate in hand. Board plane, enjoy holiday. Same in reverse. Game changer.

That's why aviation stocks et al are well up over the past two days.

There's decent chance that FR will be added to the list today or tomorrow and sadly for us that are long, unless the fr.gov come out with some postive news on declining numbers soon.

I am out of excuses for airlines now, except for the very major players. A vaccine is the only way out now.

Very significant development.

Very significant development.

Most of the comments on here regarding restrictions in other euro countries are well out of date. DYR!

They have been stuck in the low 8's for getting on for a month now. The latest results helped the share price just before that by the dividend being maintained.

A few ugly industries are in the portfolio at present, automotive, travel, gyms and airport support services. So this is a slow burner for the time being unless there is a near term significant take out premium offered to take Action out of the portfolio.

Most of the unknown unknowns are out and so are the shorts. From a notifiable cummulative disclosure of 8.5% at the height to Fridays 3.2%.

£/€3 billion now in hand keeps the propellors turning of course with bookings naturally increasing to support a decreasing cash burn. So upward momentum you would think should start to be the new normal.

Easyjet is subject to a lot of day trading, so too is IAG (you know this for sure when there is loads of chat comments on this and other sites), and swings larger than normal can only be expected. Clearly there is more positive news than negative now so slow progress should be made and the current price will find longer term buyers, like me. But you will never buy at the bottom.

Easyjet, IAG and Ryanair will just dominate the european airspace for the next few years just like when we came out of the financial crisis and with new entrees being few and far between.

Looking around for the holy grail of growth stocks and even better coupled with future dividend payers in the FTSE 100.

Struggling badly until I realised IAG and EZJ were the only two and staring at me right in the face and better still I already owned them! Zero revenue now but previously £25.5b & £6.5b respectively and chunky dividends. These stocks are a major buy. What more growth do you want!

There is further upside here. IFA's and the like will likely be steering clients in to this and any remaining FTSE 100 divi payers. The results today add further weight.

On an aside, I look forward to 3i Group's results Thursday particularly on the dividend. The Directors were loading up just before the close period at the end of March.

Quarantine. Turned out to only be a speculative rumour with Johnson softening and coming out with 'soon be the time' comment then France dodging the his potential rule! Vague and more likely not to happen altogether now (or only for very high risk countries) as we move through the rapid unlockdown phases.

The conference call this morning with the aviation industry hierarchy must have put the boot in for this condition. Thankfully.

A number of countries are already doing the quarintine inward rule and this was first touted for the UK about 10 days ago. Not ideal and hard to police but it will put tourists and business travellers off of course. The devil will be in the detail if the rumour turns out to be true.

We are getting to the end point on negative news thankfully and it becomes all about the airline and its partners to implement strategies and procedures that get people to the airport and planes in the air. Same as 9-11, SARS etc...

When he sold in April it affected the US airlines by about 10%. The UK stocks were down 3/4% with the market. He is doing what investors do in effectively applying his stop loss and moving on.

Remember that he would still be in had it not been for the pandemic and he has had to explain a $50 billion loss to shareholders and what he is doing about it.

As someone earlier stated he has sold at a loss on a large number of companies that he did not call right but some of those companies are now doing well (pre pandemic).

There is subliminal messages in every statement.

Saying also that LGW might not be for them in future gets the ball rolling with LGW's owners regarding fees and all the other operators suppying to IAG at that airport plus all the internal/external airport staff start getting worried...

Frequent traveller I note that IAG have significantly raised their prices for Aug and Sept for travel to France in the last day or two. Not sure about other routes. Must be expecting the pent up demand to be released around this time.

Easyjet have scrapped their promotion of £0.99 per hold bag and increased the charges significantly for a return trip 23kg hold bag which to Malaga is a whopping £60.00.