Member Info for boselecta

Yawnnnnn....

Having studied IAG's forward booking prices on certain popular routes over the last couple of months the pricing is fairly static. Not sure how to read this but thought it worth a monitor. Hundreds of routes of course. You still need people to hit the buy button though.

Hard to say what they will come out with on Friday as Wizz and EZY stated a little better than expected but LHA and RYN did not. Lots of factors at play though and global aviation needs to be looked at too.

Can't see a bid for Norwegian now even if they are 75% cheaper. When they were last interested the sector was far better. Hang on until winter and they might get them 100% cheaper.

Not the awash with cash comment, again.

I think most contributors on IAG have short memories...

Norwegian back on the horizon.

https://www.bloomberg.com/news/articles/2019-07-05/iag-reported-to-plan-new-norwegian-air-bid-within-two-weeks

The ex div is TOMORROW. The price will drop accordingly then move in line with demand. Then its back to fundamentals.

Jokingly, there are some on here I would not want to be my IFA!

Agree. When you make your point (honestly, it will be read and digested) then your next comment should be fresh and it bringing readers further insight.

At the height of the crisis including 9/11, for airlines, (2011, I was in then like today) the sp was down to about £1.30. So at its high 10 months ago you would have had near 6 fold return in 8 years. Now your looking at half that. Easyjet is following this near mirror like. All excluding dividends.

They are both dominant players and seem to come through the many variables that is thrown at them and you are in turn rewarded acccordingly. If cut throat pricing IS the main reason for the sp fall (of both and others) then, I know it goes against everyones thinking, the price of oil has to rise.

The position of strength for those airlines has been when the oil price has been long term averaging $100 dollar plus. Once the forward buying had ended at that price and cheaper oil became available, as it is now and at nearly half the price and being like that for the past three years, everyone came back to the party and it postponed many a death.

Happy to be shot down as I note that US airlines have been moving their seat prices higher lately boosting their share prices.

Same old comments time after time! Bring something new to the forum... If could post your redacted contract notes then you might be taken seriously! Sell.

Agree that at 0% our market has suffered awfully during an 11 year worldwide bull market. Can't afford a recession now.

IAG will turn very quickly when sentiment improves particularly given its current yield and p/e. Assuming c.£4, after dividend, quickly becoming early £5's for a 25% gain when the right time arrives.

If the melaise continues then Norwegian breaks on to the IAG horizon again? Consolidation and taking capacity out of the market is sorely needed. Perversely so is a higher oil price not a softening one with the lower price only helping to keep the zombie airline heads just above water.

You have to be nuts to take on board what Motley Fool spouts out. DYOR.

Due Wednesday and Friday. This will nearly complete the european earnings. Wonder what they will tell us?

Norwegian due July.

The continued commentary on this just sounds like a Motley Fool comment. Worthless. And it just spoils the forum integrity.

Apart from Walsh's outlook, surprise special dividend and messy retraction by CFO on free cash flow, everthing else was a known known prior to final results.

Anybody any thoughts why this is regularly trading higher against an ever strenthening £? The reverse has nearly always been true.

Walsh's outlook for 19 is the softest I've heard from him over the last 5 years. 'Flat' is the most negative comment he's used though. Not worried about MSCI. Your either in or out and its revenue and profits that drive the share price not sad indexes. Whatever you think.

Looming data breach fine? Stronger oil. Gov looking at its arrangements with other airlines. Currency movements. Terrorism. Many more but thats why they say airlines are not for widows or orphans.

Not sure about the rationale behind the special dividend. Never mentioned in any forward statements and nice as it is it unsettles me a little with its timing.

So, its the outlook for me and whether IAG has reached a plateau, for now.

Long time buyer. Yield and increasing dividend are very attractive but not at the expense of a softening share price.

This was what Peel Hunt thought of Plus500 on 1st February. Ignore all brokers and DYOR.

Plus500 got a boost on Friday as Peel Hunt upped its stance on the stock to 'add' from 'hold' and lifted the price target to 1,650p from 1,500p as it took a look at trading platforms.
Commenting on the company's brief pre-close update on 27 December, the brokerage noted that strong trading momentum continued into December, underpinned by significant market volatility during the fourth quarter.

They have rarely been beyond 7. Investors don't hate the stock. Results normally as guided. DYOR.

Hold but under regular review given current european aviation climate. International reach, cargo op's, ongoing investment in product and dwindlng european competition which, leading to subtle but higher forward seat pricing, lends current support.

Dollar Tree...