Member Info for DB2014

EC - depends if you follow candlesticks like our resident Professor Plum aka Maybe...

"results" due Friday

Maybe - disagree, S&P finished nicely, due Friday, summer momentum begun. Suggest you drop your candle stick theories buddy they are wrong this time.

EC - 4 weeks is up tho a little disappointed with the SP - I blane the US banking sector basically.

Q1 Results are published and speaking openly I could do with an uplift on Tues to meet month end expenses....

Stick to macro and micro analysis Maybe - charts are measures of statistical probability and diminish ones essentially purpose for investing in a company - ie your own assessment of its business performance. Also when contributing on a board, people can understand your reasoning - I get lost when some talk about candles.

Chaps last time I posted was 2 weeks ago. I hope you have kept your balls together and not sold. Two weeks to go. Sell the hype.... Sundz, ever the optimist is correct this time.....

Im watching the fortunes of Easyjet at mo. That SP remains strong and although a significantly different market for IAG it does act as a good barometer for flight demand in Europe... As for both airlines, give it four more weeks chaps....

Guys, hopefully we are all invested in this SP because the business fundamentals continue to look good. Stop all the squawking and be patient. Ive taken an additional tranch in Easyjet - same reasons. Lloyds is another SP im invested in - same reasons. Give all three 4 weeks.... and UP they will go.... DYOR. Integrafin is another tip. Why - same reasons!!!!

Looking ahead - Easyjet 1/4 results due 18th April and IAG 5th May. I think the big boys will be turning their minds to this SP pretty shortly.....

So to summarise - Constructive or speculative SP debate welcome. Ukraine war views irrelevant and therefore are not welcome. Sundz, Lloyds Actuary and myself aligned on this as are many others.

Lots of new names on this board I see - welcome to all up for contributing to constructive or speculative debate centred on the SP. Politics and in particular the Ukraine war are not subject for this board - entire on such subject just pis& people off.

Chaps be patient while the analysis digest the surprise Air Europa acquisition....Understand there are a few curve balls associated with Air Europa which create risk.

Lets be honest - we have no idea what the SP will be on Friday but the marco enviromnent is starting be appear mildly positive at least compared with projections from last year. Back to basics though for IAG - a credible debt repayment plan and a possible dividend in 2024 would be good and great passenger numbers across the Atlantic would send the SP up - possibly 1.80.

If 2.30p the predicted high why not buy now??

Is Red- Inky a troll? Or is he a shorter? It’s clearly in his interest to deramp.

Not expecting the SP to rise any higher than 1.20 by Thursday. For reasons already discussed on this board (which is very informative ) supply chain issues will create lag and delay deliveries which will hit the bottom line in terms of reduced or postponed revenue. RR needs another couple of big orders of the likes of Air India to drive the speculative element of this SP - the Air India deal does not yet = £ in the bank. These are just my views in the short term. Im expecting RR to be a winner in 12 months however which is why I intend to hold and buy in tranches as the year progresses....

The market reacted surprisingly badly to otherwise good results last week - Natwest being an example. This coming week is another bumper results packed week - IAG coming in last ie on the Friday. Its clear the markets have anticipated results already baked into the SP and so the question is are they better than anticipated.... Sticking my head out - I think they will be and crucially forward projections will be better than expected. £1.80 is where I see it by Friday....

Yes so here is what we know: 20% of Air Europa is already owed by IAG. Not sure I understand the Brexit bit….IAG is Spanish Head Quartered making it a European business. Completion Law does create hurdles for IAG which needs to evidence that their acquisition of Air aEuropa does not create a monopoly in any particular sector in Europe,

Given the relatively similar nature of Natwest and Lloyds, surely the close of play SP for lloyds tomorrow will reflect the markets view of the LLOYDS SP as at 22nd?