Member Info for smiffyBlok85

Ill be buying in to any dip on poor results.

Response from Iran showing a softening of position.

Can you post here for those cheapskates sans FT membership please?

Going to be a bit of a bloodbath today.

So, there is going to be Trumpian intervention here.... Just checking the thirty year and Treasury yields just hit 5.117%. Even if they have to eat humble pie, the Americans are going to either have to flatten Tehran, electrical, water and oil/gas infrastructure in massive strikes (that will need congress to approve), or they have to cut a massive deal with Iran.

Sunz, can you show us where the "Up" Is and what are the market fundamentals that will drive "up"?

So, mistakenly started to add in last night. Only a small chunk, with a how that China could see some ground breaking announcement. Something is going to need to be fixed and quickly, because if the strait isn’t re-opened fully by the 1st week of July, refinement production is going to get shut down and that will make 1929 look like a tea party. Really in disbelief at how this has been handled - I’ve done well out of this, pot is around 15% up on trading but I’m starting to get Concerned that this is now getting out of control.

I’ll be adding back here at around 370, 350 and if we end up in the aviation fuel equivalent zombie apocalypse, going all in at the 320 support level.

Sunz, I don’t think you realise what is happening here. Trump is going to China and Is going to be told to sort his mess out in Iran. China are not going to sort out his mess which will depreciate the USA on the global stage. The only options now are a very embarrassing wind down and concessions to Iran (won’t happen) a messy war in the gulf that will need to wipe out the IRGC and install a new democratic government, or the straits stay shut. Absolutely none of those options point the trend arrow up.

Just closed all iag positions at 410. I can see this re- testing 350-360 in the next 6 months sadly. More down than upside risk

IAG TAP'd out sadly.

https://www.flightglobal.com/strategy/2026/05/europes-big-three-keep-consolidation-in-mind-but-iag-opts-out-of-tap-race/

Again though, Id want that powder dry for us to vulture in and grab up bargains... Portuguese Government may decide to sell 100% of tap now, which was the previous sticking point, as they previously were only interested in selling a non-controlling stake. Ezy is Silly cheap at the moment; we should be looking at consolidation, not silly statements about how much moolah we can throw around.

dont get why the board are ******* away gold on bonds that have amazing rates. why pay down debt that has been taken at such a low interest rate?

id prefer they bullied up and put an offer in on ezy to be honest.

IAG have huge IAG group storage at all their main bases and key destinations. I hope Easy have the same

Good news is IACGY is about to close at roughly the same price as it was at UK close, meaning a great trumpian mouth counfetti burp hasnt (yet) impacted.

Curious to see what gets announced in around an hours time; Trump has had form for big bold not so beautiful announcements once the desks close, causing rubbish sleepless nights for retail investors globally.

Oh, factor in the risk of ginger B00bs getting in as PM once two tier Kier gets the Jai Ho in local election results. It’s gonna be crap!

suspect iag results and news from iran will deal the ****ty end of the stick for tomorrow’s market open. i’m not going to add here, but will be adding ezy if iag pull down there. already 25% of pot in iag so probably over-extended somewhat.

someone is making a lot of money from the current stock market casino and it’s not me!

Tbh I’m expecting a poor set of results, particularly forwards outlook. Best to under promise and over deliver in q3/4 than spin a yarn now. Particularly as there are geopolitical reasons that can be blamed

Best positioned imo to benefit from the disruption. Report due on the 8th. I’m quietly confident the underlying business strength with shine through. Middle Eastern uncertainty is going to screw mid term recover of Qatar and Emirates; quite a big gap in the market there to fill as people will be reticent to transit on premium seats through a potential hotpot war zone. Personally, got our October holidays booked to Dubai already.

Sunz, if you regularly fly business with BA you would know the product is Club and not Business...