Member Info for Ian1970

back in at 274

Basically just saying what we already know, and no significant impact on SP as far as I can tell.

https://www.msn.com/en-gb/news/uknews/uk-coronavirus-live-vaccine-could-be-available-at-end-of-year-as-chris-whitty-hints-at-social-curbs-to-prevent-exponential-rise-in-deaths/ar-BB19fDF2?ocid=msedgntp

The game changer is a working vaccine and all the evidence seems to be pointing towards this being a reality. Standard flu jabs contain the swine flu vaccine too and have done for years. Remember swine flu? (I'm not a doctor/scientist/virologist).

Agree with all of that. This is a great buying opp. Nearly bought in a few minutes ago as target is 270, but I'm thinking maybe 250 now later in week. Who knows. I can't imagine it will go lower than that.

Today's 9% fall it what I feared and why I sold out at a small loss. Not meant to sound gloating - I'm usually wrong. Will be monitoring closely to buy back in at some stage.

Because I think it will fall further TBH, and I can make even more money if I buy lower. But I am usually wrong. I don't usually sell at a loss but I am nervous about the second wave. I have a hunch we (and europe) will be going into a lockdown. Matt Han**** on Andrew Marr seemed to suggest this betweem the lines, however, he also said words to the effect of "The Calvary will be out next year to defeat this once and for all - referring to a vaccine). I still have a small amount of shares and will top up if it falls again. But as I always say - I am usually wrong - it is a guessing game. But I will say these shares will rocket at some point so I don't want to miss out.

Might have an impact on SP on Monday, (I bought back in at 320p and sold out mostly again at 309, small loss but more than covered by a tidy profit the previous fortnight). I have an uneasy feeling (and I'm not trying to deramp the shares at all) that we are going into a damaging widespread second lockdown across Europe and this is really going to overshadow snippets of good news. However, I see this as a buying opp as I think TUI will be one of the survivors though it is likely to be smaller with asset sales and saddled with debt. A working vaccine distributed would IMO see the share price double within weeks. I can see this happening Q1 or Q2 next year. In the meantime it's going to be a rocky road. My target price for buying back in is 270p. Good luck to all. (holding about £2Ks worth at moment (at one point it was 90K).

Thanks Parsley, but ANAPA is the fountain of all wisdom.

What you doing ANAPA so I can copy?

Tempted to top up, seems to have bottomed out just above 300p

Article in today's Times states that they are looking to raise 1 billion Euros through asset sales.

If they fall again tomorrow I will buy more, but I have a feeling they will recover some of the gains sharply. Re: Rights issues, it has been commented that this is unlikely to happen with share price so low, though nothing is impossible. I think today is more about cashflow as they've been told to sort refunds out.

I am thinking/hoping today's fall is another overreaction and we will see a sharp rebound tomorrow. Like you say, DYOR.

Any opinions on further impact on SP ANAPA?

It is a tricky one, I personally don't think they will go below 300p but who knows. I know there will be jitters as COVID accelerates again across the world, as what seems to be happening. It's risky but it's potentially a huge opportunity. I note since I've bough in they've fallen further, and I thought i was getting a bargain lol. That's trading for you.

Just bought back in at a tad over my target price of 320. Hear all the opinions over debt, but I still think this is a good medium-long term investment. Could fall further as lockdown realities set in, but I don't think by much, and hope to see good rises in a few months from now. But that is only my opinion and I am more often wrong than right.

My prediction is that a working vaccine will be announced a couple of days before the US election date, which means shares will soar though unfortunately Trump will win. In the meantime....

https://www.dailymail.co.uk/news/article-8725721/Oxford-coronavirus-vaccine-trials-RESUME-clear-regulators.html

I have just sold some but looking to buy back in. While I don't see the SP going to the heady days of 1200 last year, which at the time seemed low compared to the 1800s it has achieved, I think it could well double in next 12 months (Which is historically very low). Yes there is a big debt - and that will weigh on share price for some time, but they are not paying dividends which will help service/repay. They have huge assets which could be sold to pay off debt, the German government will likely bail out if further problems. A lot of competition will fold leaving more market share for the survivors. It will take time for air travel to return to normal and we are heading for a deep recession which will dampen demand, but if there is a working vaccine some time next year, it will be a gamechanger, (and it is looking promising), there is huge pent-up demand for those who've not been able to have their week of sun abroad. Hence the huge interest in this and other airline shares, yes they are risky, but the gains are potentially huge. Good poster to follow on here is ANAPA, quite often calls it right.