Member Info for shal1000

There has been far too many buys over the last two weeks. But price has also now stopped at the 190p mark, very flat. This is way undervalued, expect it should be 5p given the metrics of the company.

PARIS, Dec 8 (Reuters) - Airbus Chief Executive
Guillaume Faury said on Thursday that 2023 and 2024 would be
positive years for wide-body jet demand, but sounded a cautious
note on fragmented global supply chains.
Faury, who visited Washington last week with French
President Emmanuel Macron, also told reporters the competitive
impact of the U.S. Inflation Reduction Act, which includes
support for alternative fuel, was "a real subject of concern".

Faury was speaking to the AJPAE aerospace media association
in his role as head of France's aerospace industry asociation,
GIFAS.

The whole market went down between 4 and 430, can't find the reason, although ftse future is going back up as well as usa indices post 1630

The buys are double of sells today, why is the price down, it annoys me and happens on so many shares all the time.

So minvest when do you reckon we will hit 95p?

It's a major client, each airbus uses two rr engines that 1400 engines for airbus alone, major source of revenue.

** Airbus shares drop 2.2% after the planemaker, hit by supply chain disruptions, scrapped its 2022 forecast for aircraft deliveries and adjusted the speed of its interim production ramp-up plans
** The stock is among worst performers on France's blue-chip CAC 40 index

** Airbus said the target of "around 700" deliveries in 2022 was out of reach after November deliveries came short of expectations, but it doesn't expect to fall "materially short" of the estimate

** Jefferies' Chloe Lemarie says the comments may point to around 680 deliveries in 2022; Deutsche Bank now sees 681

** Airbus confirmed interim production goal of 65 A320neo-family jets a month, but withdrew its implementation date, saying it would adjust speed of the ramp-up during 2023 and 2024

** It keeps FY guidance for EBITA of 5.5 bln euros ($5.8 bln) and FCF of 4.5 bln; J.P.Morgan says "this means that the underlying profit and cash flow per aircraft is a little bit stronger than expected"

** "These issues will get resolved and the long term is unchanged," says Citi, pointing to supply rather than demand problems

** In a pre-opening note, JPM said the expected lower share price could provide entry point for long-term investors, as the broker still sees "significant earnings growth" for Airbus going forward ($1 = 0.9547 euros)

https://www.reuters.com/business/aerospace-defense/airbus-drops-2023-delivery-forecast-after-slow-november-2022-12-06/

Reason for today's fall, given airbus is rolls major client for its engines.

Can you explain the graph with pivots. It has labels of -51%, -58% etc but icant see the graph showing that much dropping more like 20% max. What are those labels showing? Plus the pivot is still far away by any stretch of an imagination more like after June 2023.

I think it's about time we take a stand and stop by their cheap low quality products as they are unwilling to buy very high quality vaccines from the west.

They give us tik tok, but they banned youtube, why do we accept their ****. I haven't bought knowingly anything made in China for a long time, I don't even have a apple product, always Samsung and Chinese free! Only thing I buy Chinese is those noodles and seaweeds from Chinese groceries lol

Warning my buy of 35k shares is showing as a sell. I know others have said that this happens, first time for my transaction showing incorrectly.

I just bought more at 1.909p funny thing is I can sell at 1.91p lol wtf is going on. Think mm have no clue what they are doing anymore, 2 days of prices stagnated, tiny bump up yesterday and followed by bid > ask.

How did we finish up? The weirdest day ever, the buy price remained at 190p and sell at 185p all day, google chart just flipped flopped between the two, but there was no change at all, and hardly any sells shown all day. I'm not sure what to make of it, with all those buys no price movement upwards, and if there are hidden sells how cone nothing changed on that front either. Question is what the hell happened today?

I'm also surprised at the price today, most days has been more buys then sells but still going down.

Been testing the waters, this morning couldn't get a quite for more than 600k shares, I guess no mm had that level of capacity to sell. Now can't get a quote more than 250k. The buy price is fully stuck at 1.90 since yesterday afternoon. Won't be surprised that we may have reached the bottom.

So I guess the main driver of the fall is ex ceo miles offloading his shares, so yesterday 22m prob was a sell. How much has he done out of 250m he had? 50m?

Oil and gas are up again, not sure why hbr is dropping from a good start this morning.

Annoyed

Did a bit more research in this, noting airbus is one if rr's largest customer.

"The market would most likely accept a narrow miss for 2022, down to about 690 deliveries, but the larger story is what this means for guidance on deliveries for 2023," said Sash Tusa, aerospace analyst at UK-based Agency Partners.

The second analyst, who asked not to be identified, said: "If it misses by 10 airplanes nobody will really react but if it is 20, then it shows things are not where they need to be."
Jefferies analyst Chloe Lemarie cautioned it was challenging to assess whether this meant additional delays on top of what Airbus has communicated, but said delays could help engine maker Safran (SAF.PA) due to additional maintenance on older models.

Investors are awaiting guidance from Airbus on how many aircraft it plans to deliver in 2023. Analysts on average expect 820 deliveries next year, Lemarie wrote, citing consensus data.

Airbus slid 5.7% after Reuters reported the
planemaker may delay planned delivery dates of some medium-haul
aircraft in 2023 even as it races to meet delivery targets for
2022 in the face of supply chain and labour problems.

China needs to buy our well made vaccines, boost the uk economy. But they have such ego, they happy to sell low quality **** in us, but never buy quality stuff from the rest if the world. I do hope china's economy collapses if they don't change their ways.

What happened to 89 resistance minvest or whoever you are. We just broke that, the handle is broken oops