The latest Investing Matters Podcast episode featuring financial educator and author Jared Dillian has been released. Listen here.
This is great news, it will pave the way for long haul destinations in the (nearish) future. But at least IAG can start generating revenue on short hauls. Confidence in the sector should start to increase from now on, SP rises ahead
This share will see £15+ again, it will just take time.
Shell is such a diverse company they will continue in the post-oil age - they will adapt to survive. But that is a long way off - i.e. circa 2050. There's no way in 2025 this price will remain down because of CVD implications.
Good numbers Chris, my av. is 300p - I'm considering topping up, but that will increase overall risk on my portfolio. Judging off the US (Dow currently down 3%) I may hold off for lower figures. I can't see us going below 200 again, but I'm no fortune teller!
Either way, in 12 months+ we'll be laughing
just gonna re-post this from earlier:
There's a lot of negativity floating around this morning. If you're not happy, sell, if you are buy or hold. Stop posting drivel please.
The long and short is that this large airline group is here to stay. 10bn of cash reserves as of about 2 months ago, with Qatar being able to back if needed. We've got bags of money and time.
Positives:
- Throughout the pandemic, daily flights have been utilised to various capital cities (inc. US (I know ppl going back and forth)) for people and freight = good.
- As short-distance routes open up we've got Iberia, Vueling and Aer Lingus to keep trade within the EU = very good.
- Medium to long term US/Intercontinental routes will open up with BA and bring the hard money back to the pot = very good.
- Restructuring and streamlining of the business following the ongoing discussions with the unions will be good for shareholders as running costs reduced.
- Airbridges (more likely to come into force within the next few weeks) will generate much more traffic.
- Hotels and tourism opening up over summer across Europe = very good.
Short Term Risks. (1-3 months)
- Trump. His poor handling of CVD in US may delay US-EU/UK flights.
- BJ. His poor handling of the UK economic factor may disrupt SP.
- Old people scared to fly and give us their money.
Long term risks. (6-12months+)
Nil. Good funding, multiple airlines, customer base.
Buy, hold, average down. This is a golden ticket IMO.
Matey boy, don't you worry. Give it till Monday 29th ... 139 days later and we'll be golden!
And as mentioned previously, I'll then gloriously take the golden (with inset palladium jewels) crown for Ian's sweepstake.
Defence is such a safe bet - humans love killing each other as history proves. Competition from Russia and China will only increase, tension in the Gulf from Iran maintained and ever greater western deployments to the Sahel will all be positives for the defence sector.
Lads what are you nattering on about? You need to start cracking better research - not everything revolves around CVD.
I imagine the SP drop has 'something to do' with the prospect that the US may increase tariffs on EU/UK goods, including aircraft parts.... PSB for a good starting point.
https://www.proactiveinvestors.co.uk/companies/news/922653/diageo-burberry-and-other-uk-firms-in-the-firing-line-as-us-mulls-more-transatlantic-tariffs-922653.html
Bricks you're absolutely right.
If you take a look at the 5 year charts the average is approx. 500p. So if you buy right now you're looking at 100%+ return for a LTH.
Looking at the pre-CVD SP in Jan of circa 600p, investing today would give you a return of 150%. On a blue chip stock!
Considering the fundamentals and financials, this is easy money IMO.
Well not really because the concept of an airbridge is between two countries with similar infection rates. Local lockdowns as we've seen in Germany (that UK HMG have said they will utilise too) should minimise that domestic effect.
As for re-opening, we have been gradually re-opening for weeks now, and the infection rate is still going down, not up. The gradual process enables that. The gov't must be feeling confident otherwise they wouldn't be canning the daily briefing
There's a lot of negativity floating around this morning. If you're not happy, sell, if you are buy or hold. Stop posting drivel please.
The long and short is that this large airline group is here to stay. 10bn of cash reserves as of about 2 months ago, with Qatar being able to back if needed. We've got bags of money and time.
Positives:
- Throughout the pandemic, daily flights have been utilised to various capital cities (inc. US (I know ppl going back and forth)) for people and freight = good.
- As short-distance routes open up we've got Iberia, Vueling and Aer Lingus to keep trade within the EU = very good.
- Medium to long term US/Intercontinental routes will open up with BA and bring the hard money back to the pot = very good.
- Restructuring and streamlining of the business following the ongoing discussions with the unions will be good for shareholders as running costs reduced.
- Airbridges (more likely to come into force within the next few weeks) will generate much more traffic.
- Hotels and tourism opening up over summer across Europe = very good.
Short Term Risks. (1-3 months)
- Trump. His poor handling of CVD in US may delay US-EU/UK flights.
- BJ. His poor handling of the UK economic factor may disrupt SP.
- Old people scared to fly and give us their money.
Long term risks. (6-12months+)
Nil. Good funding, multiple airlines, customer base.
Buy, hold, average down. This is a golden ticket IMO.
Yes mate, they're going up. In the (very) short term (i.e. the next few weeks) they may decrease and fluctuate a little more, but anything beyond that we're talking £3+. This is a FTSE 100 company so it's a got a little weight behind it - this is a safe bet.
Remember you only make a loss if you sell when you're down.
The below directly quoted of the BBC:
The second question, from Mandy in Salisbury, is about the potential opening of "travel corridors", enabling people to be able to travel abroad without having to go into a 14-day quarantine when they return.
Han**** says the government is working "intensively" on the issue, including over the past weekend, and points out that the quarantine plan will be reviewed for the first time next week.
He says this is "information" that people really want to know about, as their summer holiday plans depend on it, but he says any decisions on "air bridges" will be based on epidemiological advice.
Just topped up again here, this is such a steal at this price its unreal. Very realistic to look for a 100% return with 12-36 months to pre cvd trading levels. A strong engineering base in maritime and aviation, defence contracts, luxury items and British. What's not to like?!