Member Info for Takayama

PastyC - The rising IAG share Price is the result of there being a very low share price. This happened because of uncertainty around how the IAG debt issue would be resolved. Now it has been resolved, people are piling back in. It isn’t the result of general positive sentiment around the airline market. We may overshoot to 600 pence, and trace back, but certainly the majority of people feel confident the fundamentals around IAG are so strong, that with the debt issue resolved, and Covid over, we can go back to a more realistic share price. also, IAG are expanding from the high margin high price travellers to the low margin high volume low price passengers where is easyJet are going the other way around. If you have money who would you trust to fly you? EasyJet or British Airways? Again, when it comes to margins, IAG are well placed in this particular area too.

I’d offer that the fundamentals, together with the buy back, are too strong to allow a little retail profit taking affect the ultimate direction this is going: towards £3.50 and beyond.

Garonne- oil isn’t expensive now and price changes are cyclical. The current rise is having almost zero impact on IAG SP. Once we move senough away from 300p, this will easily hit 350, and likely 500p by year end. Sentiment and underlying factors are really strong here.

Yoikes! I mean Jan 20th!

IAG Longterm - Yep, cash is good in times of uncertainty. Trump inauguration on Monday. I'm no Trump fan. He'll make a speech on Monday I believe. The speech will be riddled with positive messages this time. Fixing the things Biden broke. Peace between Ukraine and Russia is one of those things. I'm a gambler, I admit. On balance, I'd say there's a 65% chance he'll talk about Ukraine and peace. Peace in Ukraine is certainly a good thing for airlines. A whole chunk of airspace becomes flyable again. Sentiment shifts to the positive. And we'll be off again. I was going to sell today, I admit, but I think the inauguration on Monday will have a positive effect and we've a decent chance of an upswing. LT anyway, the trend is up. So I may as well stay seated here. There could be a dip which will annoy the f out of me, but I need to learn to sit on my hands occasionally!!!! Have a great weekend buddy!

It's a risky time to sell if you do. The upside (both for the company as well as geo-politics) is bigger than the downside. You may win a few bucks on the margins, but ultimately the play here is long term and you could be caught out.

Not sure if anyone followed the cellular goods (cannabis beauty products sponsored by Beckham!, ? Ticker used to be CBX? Now CEL AI. Cash burn with no rerun led to invest in crypto and now flipping to investing in AI. Interesting, parallel circumstances perhaps

Longlad. LoL! Anyway, more interesting is that someone is taking a position to get ready to do some trading!

Make some money - It's quite a different company to the time pre-rights issue. The covid period was used to effect some necessary long term restructuring which everyone saw as necessary but painful. The rights issue is a factor to consider, but it doesn't translate to a straight calculation given the restructuring.

I don't think there is anything to stop it for at least another six weeks with the regular buy back. Everyone is expecting the same thing - so no one will be selling. That means we should hit £4 pretty sharpish. Around 10- 20p a week rise I'm guessing.... . It's a re rate back to how much is a profitable, well run company worth now the large debt question has been pushed out of peoples' minds.

Reefles - 'I think the market is starting to realise that Ed DOES know what he's doing after all.'.

I doubt it.

Fatman - I don't disagree with anything you say. Yes, the question is will the private investors benefit? Usually, a private buy out will be a compromise around the existing share price. I've no idea what price you've averaged at, but anyone buying now would likely do ok I would guess. It's a high risk strategy buying now though, and there are better shares out there with considerably less risk attached.

Dags - Fair enough. It's Sunday night and I went out with the lads this morning and hammered the Surrey hills on our carbon DI2 bikes. Followed by a boozy lunch/dinner, I'm absolutely knackered now, so can't write a concise, pithy response I regret. The bottom line is there's value here. i get there are issues here with the leadership. But there is value. It's a bit like having a girlfriend and then continuously complaining about her. I don't see the point. Best to just leave her.

You're right - I'm still invested - but only because there is value here given the tiny SP. £3M cash is peanuts btw. Ed? He's still a kid, but he wants to do well. I've seen companies elsewhere turnaround on the spin of a knife. I'm betting we're going to get that here. Just hope Ed can keep it in his pants rather than wave it around and get humiliated again. There're at least a couple of positive prospects here/. I;m guessing we go private. Let's face it - everyone here would be happay iwth 4p a share. And those buying out will likely realise 8p a share at least. GLA as always.

To be fair, it’s likely that something is afoot. Mellon wouldn’t buy unless he had some conviction that something was afoot. It could be that there is some vote coming up where his vote may make or break the resolution. Or that there is some sort of value play, in that there is some announcement that causes a rush on its way. The incredible silence from the board suggests they are working on something (if I were An optimist), rather than nothing at all…..

It’s the absence of any meaningful activity. Sure they are chasing leads but ultimately not delivering anything. Wind the fund up now with a special dividend and a massive share buy back, all directors sold bar one on a watching brief salary to manage sell off of other assets at the appropriate time. We’ve enough money to cover salaries for another four years and that’s going in a flash so let’s just wonder up now

Nm

Where do you live shy and retiring? Spain or th UK?

An alternative has come to the cess pit of hate aka X, called Blue Sky. Looking to see Ed shift his account like everyone else is doing. The pace of his shift will be a good indication of how on the technological zeitgeist he actually is. (Yeah, I know, queue the Ed digs…)

Morpheus.It came up during the AGM. You can find a recording of it online.

Oil and gas trading. You can make money anywhere if you understand the markets. It’s also important to Erika. I remain hopeful, even with dags who has sold up here but still comes back for more!