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I'm trying to understand why anyone who thinks that GDR is such a bad investment would spend time posting on this board. There's probably many companies I would choose not to invest in but I don't spend time on those boards banging on about it. Provided you've done your own research I guess you know why you're here. GLA
Just a thought, assuming we've done our research, digested the recent RNS and watched Lorna's video and believe the share price will be significantly higher in the not too distant future, why would we be concerned on the 'day to day'.
We could be printing $100 notes at zero cost and some would spout fear! DYOR, invest what allows you to sleep well.
Results just out, worth noting that Cargo revenue is down, volume (kg’s) is up. Rates (yield) is down around 37%. This will be reflected throughout the industry.
Should benefit companies using airfreight.
THG will be using IAG and others extensively.
Interesting watching people’s behaviour. It can look as though some are over exposed and/or insecure. Take a step back an you’ll see nothing has really changed. If you’ve done your research, you’ll know why you’re here. I always thought a retrace wasn’t a bad thing.
This may have been missed by most. Airfreight rates continue to fall as capacity increases post Covid (good article today on CNBC) on US carriers.
I recently retired from IAG Cargo in sales / commercial role. One of my freight customers looked after THG, all I will say is they were a ‘significant’ account to IAGC, taking lots of capacity to key gateways, all MP products. They will be benefiting from from current tailwinds on pricing.
Roll on September!
Lot of chat on here today, have I missed anything of substance?