Member Info for Shengis_Khan

Shareholder, keep in mind im some random on the internet with zero credentials.

If we all listened to IAGlongterm nobody would hold the stock and if we all listened to Sund it would be the opposite.

Feach, agreed.

shareholder; 50% buy in at 320 then DCA down if it kept falling. Full sell at 498 if before 2027 otherwise probably leave it alone.

I have suffered a bit of an ego death in the last couple of months/weeks watching this share price do basically the opposite of what I thought it was going to (though I was disinvested thankfully).

It was the last specific company I was investing in because it was actually pretty easy to track the fundamentals which affected the price action. I no longer think that is the case. I think it had such a good year last year that the gammons have piled in to "buy the dip" in the same way that the US market is affected nowadays. It seems "buy the dip" doesnt really care about why there was a dip in the first place nowadays.

I am still watching the price but now only to invest long term rather than trade.

One of Rolls Royce main revenue streams is jet engine maintenance. If the turbines aren't spinning then maintenance isn't necessary.

Market sentiment is completely detached from reality.

I think this is a case of capital with nowhere to go. Real estate is a bit crap at the moment. Gold had a monumental rally and is overbought. Cash is not appealing due to inflationary risk, bonds aren't much better.

So you slap the money into a giant circle jerk of US-centric madness. What will happen (not what "might"), is massive crash where the smart money absolutely demolishes retail investors. But if an oil crisis doesn't seem to be able to stimulate that, then what will?

i just do not understand why people are buying iag at the moment. there seems to be zero resolution to the fuel crisis, european airlines are cutting flights and cheap long haul carriers are cancelling them. i accept that iag are better hedged than others, but if a rising tide lifts all boats then the inverse must also be true.

but this phenomenon isn't just applying to iag. it's market wide. the sp500 is at all time highs and carrying decent trading patterns (at least for the last two weeks). one could argue the sp500 is better shielded than manufacturing indices but these (dow etc) are also basically at ath.

what is going on!? i can't wait until i remortgage so that i can just be as insane as the rest of the market because it would actually be less painful. michael burrys hedge fund went to **** because he was trying to apply logic to market stupidity, but the last month takes the cake. it is nuts.

IAGLongterm I have you muted but i'm fairly sure its you that just replied. I find it deeply amusing that even GPT has indexed your shenanigans. What a time to be alive. This bit is especially funny:

"“called it” style posting after moves, repeated “buying more” claims without verifiable entries, and inconsistent positioning"

Athens81 is this ok?

Based on the search results, IAGLongterm appears to be a poster on the LSE IAG share chat, not a formal analyst, company source, or verified financial-data provider. I would ignore them, or at least heavily discount them, for these reasons:

Why ignore IAGLongterm

1. No verifiable authority

There is no evidence from the results that IAGLongterm is a regulated analyst, company insider, fund manager, or published research source. The name appears as a forum user with thousands of posts, not as an accountable market source.

2. Forum posts are not evidence

LSE share-chat posts can be useful for gauging sentiment, but they are not reliable investment research. For IAG, better sources are company filings, official investor materials, broker notes, and financial statements. IAG’s own investor page and annual report provide actual investment-case and capital-allocation information.

3. The tone looks confrontational

One retrieved LSE thread shows another user saying “IAG Long term” is “v different” and “comes to provoke and be rude.” That is not proof by itself, but it is a warning sign that the account may be more about argument than useful analysis.

4. Claims may be hindsight-heavy or unverifiable

A recent LSE snippet about the account highlights concerns such as “called it” style posting after moves, repeated “buying more” claims without verifiable entries, and inconsistent positioning. Those are classic reasons to discount anonymous market commentary.

Its just a case of time optimisation, I don't come on here to read the two of them bickering. It has calmed down a lot but it used to be much worse; in fact I made this account specifically to ask them to stop.

They didn't stop, so I muted them both. Perhaps the fact that certain people think the majority of the public want to read their inane rantings is indicative of the level of "main character syndrome" knocking around society today.

Its a master stroke in getting your navy destroyed. If they really think its a good idea to sit of the coast of Iran for extended periods of blockade then they are nuts. They will be sitting ducks, F15s cant suppress the entire coastline; it takes two guys behind a couple of rocks these days. The Ukranians have proven that with their handling of Russian naval assets.

Mute them both. IAGLongterm does not seem able to show respect to other people on this board by not wasting their time reading his nonsense, so he stays in the bin with Sund.

On the SP, frankly I have been whiplashed keeping an eye on the price of IAG recently. I have 100% missed amazing buying opportunities (congrats to those that made money), but all of this posturing by the Trump administration seems completely unhinged and utterly unpredictable. I have seen this play out before; the price action will respond less and less to his idiocy and eventually it will basically ignore him and find its natural floor and ceiling based on the reality on the ground: aviation fuel is struggling to move and uncertainty in it's passage remains high.

I do not believe this is anywhere near a conclusion and will remain extremely volatile. While that is the case it is a great time to make money but also a very easy time to lose it.

Gloating/goading is just something that people seem to do on these boards and its not limited to IAG. It says more about them than anyone else. Fortunately there is a mute option.

320 was certainly not outside of a realistic price distribution and remains so for the foreseeable (even though I think it will not get that low if everything continues as-is). Would I care enough to make satisfied comments if it hit it? No.

Good luck lazy life plan.

You asked a previous question about whether it had bottomed. As I mentioned before, I think that could be the case (missed my own entry point by a few percent). Despite a possible signal, I am still reluctant to buy until it's clear whether the despotic mango will be landing troops.

I have been aware of it for years, I think since at least 2022. It's absolutely hilarious how often she has managed to batter even the best professional funds. They are laughing at us, it even manages to be a bipartisan conscencus :).

Would love to see this for one of his kids:

https://pelositracker.app/portfolios/nancy-pelosi

Call it a hunch, but looking at the trading pattern I think we could be close to the bottom. Like Smiffy, I called 320 which is only another 5% drop but I'm not sure it will hit that.

Still doesn't feel like the right time to buy for me however. Apparently the US Marines are heading towards the Strait.

Bit of a sidebar, but I'm seriously considering a Solar PV and battery system with some of my newfound liquidity rather than IAG. So sick of being ripped off for power in this country, it's a rigged game and I'm considering buying my way out of it with a battery.

My investment window is 1.5 years so I am being very skittish. I moved fully into MMFs/short term bonds September last year due to the sabre rattling by the numpty. Could see the writing on the wall with the FTSE but didn't want to take the risk. Missed out on big gains as a result.

Been scooping up the odd win here and there with IAG but need to be extremely disciplined. Tbh I probably shouldn't be taking the risk at all. Coming off a ~1.5% on the mortgage mid next year with a young family and rates not looking great moving forward. I never would have thought that an American child molester would be the reason why I ended up needing to cash out investments, but here we are.

The money has nowhere else to go. Gold is way too high, property has peaked, inflation is rearing its head so cash is not appealing.

Bonds may be the next place of refuge but nobody will go into bonds until a BIG squeeze starts.

If the money had somewhere to go, it would have already left.

.... Jesus Christ

If I could put money on anything happening today it's that IAGlongerm is going to come on here and make a dig at Sund.

He's probably just woken up, poured his water on his cornflakes and gleefully loaded up this page.

Cost averaging into a share you like is always a good way of mitigating risk but still getting reward. However.

Investing in this company is definitely on the side of gambling versus value investing. Three years ago it was so low that despite volatility, it couldn't sink much lower; it was clearly a value investment. That isn't the case now. You could very easily cost average and lose a lot of money doing it.