Member Info for ForeverNever

I think ryanair have made a few nervous so there will be a cautious approach for tomorrow's update.

I'm staying optimistic, I have dry powder for the top ups I have ear marked if tlwe get there.

GLA whatever your decision

I'd worry more about making money than a little autocorrect on the phone.

Looks like nice recovery after mornings drop.

After buying in high 300s a land selling last year for 510-520 I was kicking myself when I popped back to see the SP around 570ish only a few months back.

This is a temp blip so have brought 18k worth at 420 with more pencilled if it drops to 400.

Fully committed until we see around 550 again.

GLA

Ryn passengers increased, just the revenue per passenger fell. I don't agree a CEO needs to make a comment based on another airlines results.

RYN are targeting growth which is why it trades on many multiples to IAG and why this will be more of an impact to them and other budget airlines.

I wonder how many hundreds of millions they are going to make in profit during thr next announcement..

I frequently look at the values in travel stock and just keep coming back to iag.

The downside and where its being held back I feel is both growth expectations. Iag is forecast to have the lowest growth amongst the major airlines. Also as everyone knows the debt levels is another but its being paid down and manageable.

Therefore for me guidance from management on how they are going to capitalise on market share and continue debt payments will start to propel forwards

Downside incredibly low here, when this moves I'm targeting double its current SP. Its just when not if.

It's just patience, they are bring in dosh left right and center. Debts coming down, p/e is ridiculously low. Just as a reminder form the airlines report last year:

The report also notes that EasyJet's and British Airways' market share is the largest, but has not yet returned to pre-pandemic levels.

When these shares move they move quick. It's just a matter of timing.

I've been accumulating for a while now and is my biggest holding. 🫣🫣🫣

Can't see this as a massive issue. Are there really that many flights cancelled due to an ill pilot or crew?

It will effect all airlines. May increa

Sorry 'leaning towards offer'

Https://news.sky.com/story/ftse-100-housebuilder-persimmon-weighs-1631bn-bid-for-rival-cala-13142797

Https://www.bbc.co.uk/news/live/business-68986351?ns_mchannel=social&ns_source=twitter&ns_campaign=bbc_live&ns_linkname=663dac586a13b132383a37b1%26UK%20economy%20out%20of%20recession%262024-05-10T06%3A00%3A50.192Z&ns_fee=0&pinned_post_locator=urn:asset:2d40f25c-0b59-48f3-8d87-abd8a1412bdd&pinned_post_asset_id=663dac586a13b132383a37b1&pinned_post_type=share

Https://news.sky.com/story/uk-economy-grows-slightly-for-second-month-in-a-row-13113295

Https://www.proactiveinvestors.co.uk/companies/news/1044398/barclays-gets-50-target-hike-as-jefferies-sees-targets-as-achievable-1044398.html

We have risen in the region of 30% in a matter of weeks. Therefore we are not going to see a drastic increase every day when many shares are still sitting close to their lows.

Everything is moving in the right direction and when noises start being made that companies are spending on advertising again and more confidence returns we will just keep going up.

Im very relaxed about this position. Upside far outweighs downside and thats how I like it

Maybe I've missed something but these shares are being held in a treasury and not cancelled. Or will they be cancelled once the buy back complete?

Yea, in flight service is poor. I have to say though having been a regular flyer for years is how consistently busy T5 is. It's like summer holidays everytime I visit.

The app needs sorting out too. Crashed on me several times this last few weeks.

If it wasn't for the baggage allowance I wouldnt hesitate to change carriers to a budge airline. The onboard service has no real KSP. That and avios seems to be the only reason I stay. Though this year I have flown two budget airlines in replacement because the cost difference could not be justified.

Https://www.business-standard.com/companies/news/british-american-tobacco-to-sell-itc-stock-worth-2-3-bn-this-week-report-124031101168_1.html

Think from a share price perspective we have hit the bottom.

This year advertising revenues will start to come back.

Divi maintained is great, I will try to add with the yeild being so high

Not really.

It's going straight into share buy backs which at this rate is ten percent of the business.

It's a good move.

Taken from last finial report, given they stated they expect to grow the divi I cannot see a cut coming...

Dividend per share Reflecting ITV’s strong operational and financial performance in the year, and in line with previous guidance, the Board intends to propose a final dividend of 3.3p, giving a full year dividend of 5.0p per share (2021: 3.3p). The Board intends to pay a full year ordinary dividend of at least 5.0p for 2023 which it expects to grow over time whilst balancing further investment to support our strategy and our commitment to investment grade metrics over the medium term. Dividends are distributed based on the realised distributable reserves (within retained earnings) of ITV plc (the Company) and not based on the Group’s retained earnings. The 2022 final dividend will be paid on 25 May 2023.

It's been one large tree shake if that was what it was...

Just hope it's not relating to the latest news

https://www.arise.tv/nigeria-declares-war-on-fx-speculators-as-naira-drops-to-n1830/

I'll buy more that's for sure