Member Info for DB2014

EC keep the faith..... Q4....

This SP will peak end of Oct. Stay in boys! £1.85 is now my guess.

I agree, I am pleasantly surprised by Fridays results - a lot better than expected.... So my money is on North not South this week and I think 1.75 a stronger possibility noting this is new ground for this year. £2 by Q4 as Ive always maintained. Bailey wont raise interest rates - you heard it first here!.... The need has gone.

GRR you cannot deny that these Q2 results were impressive - better than I was expecting. Should Q3 results reflect an excellent summer of flights and should forward looking winter bookings esp in business class suggest sustained demand then this SP will hit £2 minimum. Agree however that macros and the fact insurance funds and many of the big boys are still on the side line means this SP would hit £3.50 until change on these fronts occur and that wont happen until 2024 once Govt legislative forcing pension funds to invest into UK equities (Im sure the defn will include international equities owning UK businesses ie IAG) is passed....

Its all about colour on this board - Fordm's contributions are most welcome! Im a little disappointed in some of the Russian/Ukraine content he comes out with but hey its a free world.

Q4 boys is when this SP might pop = big boys arent interested because of macros. Simple

Sundz all cash in the bank for Q4.....

These SP fluctuations are a consequence of day trading and skittish private investors. The SP pop has'nt occurred because the big boys continue to shy away and as said last month, will continue to shy away until UK marcro's sort themselves out. On the front it is clear the worst is behind us, its a question of the rate of speed these marco indicators return to normality. Q4 perhaps is when we might see material change. Good news is BA and other airlines have been stream lining operations and getting logistical and operational costs down. Dont need to mention debt... but that too must come down. The key piece of news will be a dividend fillet but dont expect this on the 28th nor Q3.

Westcountrygirl - pour coincidence - I must be prophetic. Lets hope this SP touches 1.60, definitely an air of enthusiasm in the market today, that together with good results in a couple of weeks might see us reach 1.70 - the risk of taking a substantial long term punt has just become a little more appetizing for the big boys... Easyjet results (due tomorrow) will be a good indicator...

Westcountrygirl,

You are on the pulse - suggest you contribute more as sharp, articulate and informed contributors are greatly appreciated on this board.

CPI figures will be better than expected today - petrol/ energy costs continue to come down - groceries the sticking point. Consequence no significant market SP drop. Thats how I see it - basically BAU for this SP which will continue in its holding pattern.

Keep on ramping Sundz - you are an impt component that makes this board one of the best in the market!

Agree you do, but suspect the first club cabin bit is anecdotal.

Sundz I enjoy reading your ramps but how do you know the first class cabins are rather full? You have now moved to the back on the plane like me these days havent you?

Skindle - good reminder within this article that the big boys are not yet interested in this SP... Am not of the view a big boys % change is imminent unfort.

Maybe, was about write "maybe you have a point..." however our good friend Robbren has apologised and explained his error. Yep macros just look too uncertain for this SP to push much higher for now....

Maybe, if taking the high ground on content - then be a consistent leader on that front as opposed to venting on others on this board to fill the gaps.

This is a nervy time for airlines given Jet2 projections. Im staying in but have just sold a small tranche ( profit included here) to pay off a remaining tax liability. Better times ARE ahead just not right now. On the BoE actions - they have just applied standard doctrine in order to tame inflation. The war in Ukraine and consequential energy crisis is an unprecedented event in Europe. I also worry about the impact of those Russians blowing up that nuclear power plant. If they do - all hell will break loose in Eastern Europe unless the wind is blowing East in which case an own goal will be scored. Betters times are ahead but like LLoyds - IAG has become a long term hold not a quick win as many on this board hope it will be. APols for the negative post but just my view - DYOR

For me, todays Jet2 results upset the travel market today, their forward booking projections did not install confidence.

Bobbins, horse jokes in the investment world can only mean one thing to me.... My biggest regret with this SP was selling a large traunch at 95p. If only.... Course I rebought at 1.20 but the loss still sits there. IAG is a good SP to make your bones in this game. As for our horse - its a long term hold which as you say pays a decent divi.

Haha!!! That horse aint bankrupt - fundamentally a good business with a good loan book. iIs just unfortunate its performance is tied to the UK economy.....