Member Info for SEA7

stronger into the close - wants to move up

https://www.ft.com/content/f3b9ca2f-1a61-4eeb-9251-5a0a69c407f5

dated seven hours ago...

The low-cost carrier on Tuesday said it expected to operate 60 per cent of its 2019 schedule between July and September, up from just 17 per cent in the previous quarter.

not the hospital clampit - the office of national statistics state that 47% of those testing positive have had the jab, which was up 40% on the previous week, however, those unjabbed were down 20% against last week - please read the difference in the posts - this is not about the hospitalisation rates - in that regard the jabs are achieving the desired effect.

as the vaccine is clearly showing that it doesn't prevent you getting covid, as 47% of cases in the UK are in those that are jabbed, then preventing someone from flying who hasn't been jabbed is pointless - just as much chance of catching it on a plane from anyone, jabbed or unjabbed.

the jab only reduces the likelyhood of severe symptoms or worse and that is not guaranteed.

https://twitter.com/BlockEnergyplc?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor

dated 5th July 2021

https://translate.google.com/translate?hl=en&sl=es&u=https://www.eleconomista.es/empresas-finanzas/noticias/11307507/07/21/El-Gobierno-retrasa-la-venta-de-ITP-Aero-al-poner-condiciones-a-los-fondos.html&prev=search&pto=aue

Rolls-Royce runs aground in the sale of the Basque manufacturer ITP Aero. After choosing the Cinven and Bain funds as finalists in the process, the British group met a few days ago with government representatives to present the offers, which valued the aircraft manufacturer at around 1,600 million euros, according to financial sources indicated to el Economista . However, said meeting did not follow the expected directions, since the Executive did not agree with the proposals of the funds and has put several conditions to give approval to the sale of ITP Aero: 40% of the company's capital must be in Spanish hands, buyers should not over-leverage the company and should be able to provide around 600 million so that the airline manufacturer can invest in continuing to grow .

stockcity- to be prepared for that - i have a limit order in at 85p

https://www.rte.ie/news/business/2021/0718/1235888-travel-rules-changes/

dublin expects around 151k pax this week, up from 100k last week

whole market is selling off - not specific to lvcg

https://twitter.com/lvcgplc?lang=en

knowlsely safari and capron park zoo

slim - 47% of all covid cases are being reported as those that have had the vaccine - so jabs aren't affecting cases, just the likelyhood of serious illness, hospitalisation and death. This is good news in one sense, as society will just live with it soon ..on the other hand, it proves the jabs aren't really slowing up the transmission - so no point in preventing non jabbed doing things, such as travelling.

looks like a bit of a market wide sell off underway - lots of red everywhere -FT100 down 0.8%

https://www.moneyweb.co.za/moneyweb-podcasts/moneyweb-now/blue-skies-and-blueberries-for-pan-african-resources/

Pan-African has been the sector-leading dividend payer pretty much over the last decade, and the intention is to remain there.

https://www.marketbeat.com/stocks/LON/PAF/price-target/

7/7/2021 Berenberg Bank Buy GBX 27 ? GBX 29

Gold miner Pan African Resources nearly halved its net debt as cash poured into the company, which pushed annual gold output to the highest level in five years

https://www.businesslive.co.za/bd/companies/mining/2021-07-13-pan-african-revels-in-higher-annual-gold-output/

to trade at 9x on those figs the share price needs to move to 29p - that would take into consideration the current state of play, rather than as at last accounts.

from a poster on another board...

PE now 5x. Calculation: (1825 gold - 1165 AISC = $660 margin per oz *200k = $132m - $2m int - $15m other and royalties = $115 * 75% post tax = $87m income / 1.38GBP = £62m vs £320m Market Cap (i.e. 1.9m shares ex held by treasury) = 5x PE on unlevered balance sheet! Historically traded on 9x. And that's before some excellent growth projects (Egoli, Mintails e.t.c).

five fold sounds worse than it is - up from single digits only a few weeks ago. Flu and Pneumonia are killing far more at the moment and we aren't worrying about that.

The days of cash burn are behind us," Delta Chief Executive Officer Ed Bastian said.

"Domestic leisure travel has fully recovered to 2019 levels, and there are encouraging signs of improvement in business and international travel
......

They are confident - even if the doom mongers on this BB aren't

yep - fare bit of red in the Precious metals sector.