focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
OK Fri 24th May you’re on the record 😂
Clown 🤡
Nice spot I missed that
Both posts had factual quotes links
Deary me
So quiet on the trading side …..
Ha Ha whenever Motel Fool say something's a buy it always goes down 😂
GBP USD 1.27 now as £ getting stronger over 1.25 rate at time of $7.75 offer
“Q4 FY24 luxury watches revenue +5% at constant currency, +3% at reported rates, with particularly strong performance in the US”
Good sign for what’s coming here as luxury still selling well 😉
Definitely in bargain land at the moment if you’re a patient holder 😁
“ Positive summer demand is expected to deliver strong FY24 earnings growth”
https://www.lse.co.uk/rns/EZJ/half-year-report-ulkq5zb170iy218.html
Consensus in airlines is rest of year is going to be strong - same as OTB reiterated:
“we are confident of delivering our biggest summer ever."
I’ve so far stuck a chunk on my DARK into recoveries at
AML, ASC, AVCT, AWE, BOO, CTEC, OTB, QQ., TERN
Up 2.99% from sell out at 620 here
At 598 here I’d be 3.5% down but am now 6.77% up on DARK
No brainer to make money work
AML is heavily tipped with a big recovery upside
I guess we have the answer to the go jump off a cliff question now 🤣
Summer 24 will be very healthy
Anybody not going to find ☀️ then?
Nobody I know isn’t going away June to Sept 🤷♂️
Alessandro I guess you know more than BoE Chief Economist - you must be good!
Bank of England chief economist Huw Pill today said it's "not unreasonable" to expect an interest rate cut this summer, as data showed that tightness in the UK labour market may be easing.
Agree but they’ve focused on “ The value market remains more challenging, reflecting ongoing cost of living pressures, with 1% TTV growth YOY.“
But I don’t see that from other data around other travel sites like ABTA, AMEX, value & mainstream airlines, hotels etc & coupled with the constant ☔️ I believe the “value market” will do better than downplayed
Airlines all seeing uptick in bookings due to bad UK weather ☔️
Analysts seem to have missed “expects to deliver a record summer in terms of bookings”
Who here isn’t getting away this year after so much 🌧️
Interest rates stabilising with potential to drop further? Inflation down stabilising, energy costs down and less demand in summer, euro decent rate - folks are finding cash to get away so I expect a great full year results here
“ The premium market continues to perform strongly”
“ Long Haul continues to outperform”
Anyone not going away to ☀️ this year 🤔
10-11 meeting should produce some new analyst re rates & news articles to push this up 8%+
Go grab some OTB at 148 as that’s going to bounce 10% this week 😁