Member Info for DB2014

I sometime think this board is a little dovish.

Hell almighty - I’ll say it - this SP will cruise past £170. Why? Because BA has been smashing it across the Atlantic.

Last week = a market correction. All based on a perceived overvaluation. View is the SP will return to 1.70 as we get closer to the 24th as results will be good - Heathrow figures are a good indicator. The SP appreciation might be slow as there is a huge amount of economic data due out this week both in the UK and the US including CPI figures. Not expecting any bomb shells coming out of these numbers however. … DYOR.

Let’s hope these people all flew BA business class across the Atlantic….

Just checking in and I see this board has self imploded around non IAG issues. It is a free world and one is free to discuss what one likes but there are political boards you could use to voice your politics opinions... Disappointing week for this SP as well however while Bobbins you and I took a pounding today it will bounce again leading towards results day. Im confident of this.

Agree results are already priced in and that actually it’s the q3 outlook that remains to be seen….

Good rant Fordm!

IAG results are not next week - they are the week after. Better double check your script with your boss.

Lets be sensible here - results day is the 24th of Feb. Messaging across the news in both the UK and Europe (Spain in particular) is that these results and more particularly forward projects will be good. I suspect the big boys have already set their SP expectations at £1.70 is where we are at. It makes sense given macro uncertainty at moment and the fact interest rises/gas price rising havent yet hit consumers. However Im expecting results to be better that the market has priced and so a week on week raise is on the cards here. Results day this SP could be circa 1.85. On results day it will drop temporarily but then recommence its rise as summer bookings and crucially business class travel across the atlantic bookings news becomes public. As said year end this SP will be circa 2.50 as a min. Crucially however, on results day. IAG need to show intent to pay down debt and throw in a dividend fillet....

It is true that the increased margins in higher interest rates won’t become evident until later in 2023 and so to a degree a higher SP ie above 60p is speculative…

Just to clarify - you mention contraction of shorts as a % of total holding in IAG?

I’d value the company at 60p minimum - but the company is a tractor so won’t get there in 3 weeks unfort.

Cant see this going much higher for now - an old tractor cant change its spots.

Lloyds - lots of respect for you and your reasoned views on this board. Well done selling. I personally am holding for a while yet - results due in a few weeks then Q2 capacity projections with China and Asia opening up likely to be excellent. Not saying there won’t be pumps but over a quarterly circle for this year they won’t be material. Ukraine will become a side show ( which is hope ends well for the Ukrainians) so nothing determinatal can occur there. Anyway just my thoughts DYOR

Wrong board Shipman ! Get your trolling antenna straightened.

= £ & more £ ….

For me inflation is the enemy of all business sectors of the economy and to set the BoE projecting this to decrease to 4% year end is greatly encouraging. Good news on the macro front spells good news for the travel industry. This SP could go beyond 1.90 in a couple of weeks … tough one to predict…

I bought a small tranch of RR last week - 1.08 - down right now but it’s a long term hold. Fortunes of RR will improve under the new management I predict. …like IAG the have to pay down debt.

Well said! And I voted remain. Brexit is a disaster because just under half the country and crucially most of the City did not buy in.

3 weeks to go - this SP will reach 1.90 by my reading… too much macro economic uncertainty exists for it to go higher. 2.50 by year end if outlook improves. Paying down debt with a divi fillet in 2024 would be good messaging…: