Member Info for EmeraldCarrots

today, although the entire market has taken a battering as we all know. It will of course stabilise eventually and no-one can say exactly when. Waiting for some days of small gains still.........

The sp has (at long, long last) showed signs of bottoming out so hopefully todays 4.8% gain continues tomorrow.
All IMHO.

several days in a row. Only worth getting on board when the sp is trending North.......

Pretty obvious anyone who liked cruises before covid has missed a couple of years and this RNS does refer to "pent up demand" happening now. About time. Extremely likely a positive trading statent will be out soon and if so the sp will ROCKET I'd guess 15% in one day considering this share does move a lot.
https://www.investegate.co.uk/carnival-plc--ccl-/prn/carnival-cruise-line-acquiring-ship-from-sister-line/20220615070000P30C3/

Will be interesting to see what happens over the next few days.

Logically the airlines/airports etc.. are/will be taking on new staff until they reach the point where they have the right amount to suit the number of passengers. In fact the fact they don't have enough staff will help if we have a downturn. They will just take on sufficient staff to suit the amount of customers. At the moment they seem to have far to many customers which can only be good.
Happy with my investment and waiting for more good news from the airlines and airports.
All IMHO.

Brent is at $122, and gas 156p a therm but the market does not care when it comes to HBR! How daft!

the sp to stabise for a few days or maybe more.

our sp loses 4.5%. Overdone. Actually rather silly IMHO.
Too many passengers. Terminal 4 Heathrow to open. No test required to visit the USA etc, etc, ............
Massive buying opportunity IMHO.
How could it even be possible for airlines to be losing money when they are innundated with fare paying passengers for heavens sake! LOL!!!!
Massive, massive 8% bounce here expected.
All IMHO.

fordm.
Any business that is turning away customers has got to be in a good position. You up your prices until enough people are put off by the price and you only turn a few away. This is kid's stuff. The staff that IMG employ no doubt are working long hours to help the situation out so that is good for all. On the down side maybe the amout of flights is far off what it was before covid, but then again IAG has no-where near the amount if staff it had before covid, so the wage bill will be massively lower. On the down side too I doubt that, with a much lower turnover the Company can make anywhere nead the money it did before covid. Having said that I do not see how it is even possible for IAG not to be making a profit at the moment, all be it at a lower level than pre-vovid. Things will only improve as more staff are slowly found, more planes are in the air and the profit level increases.
How the market can view the current situation in a bad light is totally baffling and IMHO completely and utterly wrong.
Once the market regains some logic I expect the so to ROCKET uo to £1.70 like it did the last time.
Look out for a trading update...........
All IMHO.

really wonder if the major investors have a clue what they are doing. Sound big headed I know but really, for heavens sake what on Earth is going on. This is my view of things as thay stand>>>
We have **** TOO MANY CUSTOMERS ****.
We do not have enough staff!!!!! I see. Hmm. You mean those people we pay WAGES TO. Call me MAD but is it not the case that we have a slimmed down Company that have so many customers we are turning them away? Could this be called a highly efficient slimmed down Company by any chance? Now, from this lower capacity point we can ramp up capacity until we reach a point that is the most profitable one might think????? FFS!
I see this as one of the biggest oportunities I have ever seen to make a huge amount of money over the next 4 months.
All IMHO.

Q3 results 26th July.
The war in Ukraine has obviously turned inti a complete blood bath.
I see it like this.
From most Ukrainian people's point of view something like 10,000 plus people have lost their lives defending their Country.
From the Russian peoples point of view they have lost something like 15,000 troops fighting a completely unnecessary war with the people of Ukraine, and to top that many have relations who live in Ukraine! It's amazing to me that the Russian Government have thus far managed to, at least it seems, keep the Russian people on-side. I don't see how it is even possible to maintain this. Therefore at least in my opinion there is going to me major, major trouble in Russia sooner or later.
As far as the war goes I can't see any way it will end this year or even next year. There is no end to it at all as far as I can see.
All IMHO.

and Brent is currently $1.21........
Raking it in.
Will be interesting when we hear about the dividend.

Looking back at my post it does seem somewhat optomistic:-
"over the next few weeks. In fact I expect big gains, £2.00 a share in say 4 weeks.".
!!!! I appologise.
A more realistic view would be a return to £1.60 or so. I say again PFC can hardly be in a better business sector can they??? No doubt prices for their services will be up with I would have thought massive demand over and above the market norms.
All IMHO.

requirment for flights from TOMORROW!!!!
"The US will no longer require air travellers to have proof of a negative Covid-19 test before entering the country from abroad." "The change comes into effect on Sunday.".
Just what the doctor ordered as they say!!!
I guess we will at least back to the simple moving average price of £1.26 by close of play Monday.
I'm hoping for a positive trading update soon, and no, I'm not mad (I hope!).
This "Airport chaos" has been all over the news recently.
What the market has totally and utterly failed to take in board is one of the main reasons behind it.
It's so blatantly obvious. THE AIRLINE INDUSTRY HAS LOADS OF DEMAND FROM FARE PAYING PASSENGERS. Do you remember them?? Well they are back BIG TIME so much so we have the "Airport chaos".
So someone tell me why the likes of IAG and EZJ CANT put out an RNS to say demand for their flights has returned in a massive way??????
Shorters beware.................................... Many are about to get a very nasty financial shock.

All IMHO.

has now caught a lot of people's eyes. As from tomorrow the USA will drop covid test requirements for air travellers but I'm not sure what restrictions, if any are on cruise ships in the USA now. If there are any maybe they will be dropped too?
Other news that might increase bookings is the chaos at airports due to more passengers than capacity. Some will be put off flying and maybe will go on a cruise instead?
https://www.bbc.co.uk/news/business-61762137

out for at least af few days or maybe a week before getting on board. I would not expect the sp to go roaring back up to the dizzy heights of £1.60 though anytime soon. I got £1.58 so my experience helped me out , along with some luck I must admit. I thought it would have gone higher but you could see the bigger players in the market were selling around the £1.60 mark preventing that.
No-one can say for sure but my best guess is the sp will level out in the 90p's. Then there will be RNS's every so often that should slowly increase the sp over the coming years.
I'll probably buy a small amount when I think they have levelled off and wait to see how the sp moves after that before possibly making a bigger investment.
All IMHO.

IMHO the big players that (apparently?) look after our pensions, at least here in the UK only act on the information in official RNS's, and especially accounts figures in black and white. So the fact that it is plastered all over the news that the airlines are innundated with passengers (clients) is not something they can respond to. To me at least it is inconceivable that airlines are filling all the seats in their planes with fare paying passengers is, well, bad????????? Yes, it is totally nuts.
I already have a load of IAG shares and I recki=on I am on a massive winner, give it 2 months. Seems obvious to me.
All IMHO.

Jtan.
It's ok to have short position but if you are lying about it then it's not good, is it.
I think I may put you on the filter thing actually.....

Jtan.
My word you do really really **** IAG down a lot considering you claim to be long here!
Hmm....