Member Info for DB2014

Based on todays events - I think an SP drop to 86 is highly unlikely unless IAG itself stuffs up. This is because of todays BoE intervention - essentially motivated to save pension funds. For the SP to drop to 86 the FTSE would need to drop significantly as well and as said the drop in the FTSE to well below 6800 aligning to the drop in IAG to around 96 was enough for the BoE to step in. Should events repeat then both the Govt and BoE would step in again no doubt with policy changes of energy/tax cuts etc well before IAG reaches 86.

Just thinking about that 31 Oct table predicting the SP value - the top 3rd are out of the game unfort….

What I like about this forum is we are all in this SP together and it’s good we share our wins and looses. Propose a beer when the SP gets to 150….?

Classic!

ACC - off a small trade this morning get a 0.5% return = result.
The bigger picture is Im sitting on 16% losses.
The S&P500 has opened on a stable footing I note
If this SP gets to 1.02 Im selling out to break even on 2nd tranch leaving a balance that wont recover until 2023 if certain people on this chat are to be believed. My hope is that at some point the SP gets to 120 before Xmas.....
The uncertainty is f&cking up my day job!

A pop is imminent - stand by…..

Its reassuring that BA is in bed with Qatar - more good news on a micro level with new routes/shared destinations/ lower prices based on economies of scale but not to be reflected in the SP in the near future.

Guys, ACCs predictions are based on an overvalued SP 500. Institutional investors are already out and private investors making up $1.5 trillion will follow. When the SP 500 goes down so will everything else. For many of us its damage limitation, selling on the Q3 and Q4 bounces. 2022 objective for me is to now limit loss and start again 2023. Its admirable that the exec of IAG are sending out all the right messages - the airplane acquisition is an expression of confidence from the business but IAG like some many other good business are subject to macro dynamics stemming chiefly from the US and there isnt much one can do if correction events are occurring to an overvalued US equity market. Sund, having said all that - keep up with the good news tid bits - they will translate into value later in 2023.

Switch to Transact buddy!

Interesting uptick at end of day to 1.02. I sold at tranch I’d bought at 1.12 incurring a loss but with intention to buy back in ( work got in the way unfort) anyway question is why the late rally?

At this level I wonder if Qatar Airlines might be thinking of taking a bigger stake.... Cant help but think something in the M&A space is brewing - maybe a third party or perhaps an American Airline given the strong USD. The IAG CEO is coming out with some big talk..... Outside of this pilots dispute the business itself is shaping itself into a more efficient machine...

Jtan, FYI my numbers strongly suggest I will be using BA SP proceeds to pay for BA flights to NZ Christmas next year when the seats are bought in January - barring a nuclear war.....

ACC - question, based on your analysis what are my chances of breaking even year end (31 Dec) with an ave SP of 1.19?

Emerald, like Sund enjoy your chats!

A bit like Arsenal has been these past 10 years....

Interesting chats today - most informative both on IAG analysis and the temperaments of certain contributors. Fordm you are an oddity - sometimes you make sense and other times not so much. You definitely get the volatility award for today. To all have faith in the IAG SP!

Barring a nuclear war - Id back this assertion.

Just to echo sentiment here - Fordm as an ex serviceman you are oddly very disparaging of your Govt.

Tomsky7 that is a ridiculous punt - in any event the poll is closed. Join for Q4

That's it .

Final prediction in descending order:

The IAG SP by 31 Oct will be:

Banker 2 - 148
Sund- 1.45
DB - 1.34
Kays92 1.30
Casio-Kid 1.29
Tricky125
Defroster66 1.25
ForeverNever 1.24
Redbeast 1.22
Landuhh 1.22
Jtan - 1.20
Jason 1969 1.20
LloydsActuary 1.20
Livestock 1.19
Scotty 1.17
D9Ber1 - 1.15
Bobbins2 -1.14
Get Rich Quick 1.13
ACC 1.00
Cd345 - 0.93

If Bobbins2 wins we shout him a cruise (on something).