Member Info for Teddy100

Not so sure, there may be a sweet point coming to the airlines, slowdown will impact the oil price which is hurting us and we still have high demand. The airlines would welcome some shrinkage to sort this mess out in the airports. The thought of travelling without the hassle will be high on everyone’s shopping list. Further to that, this and every other airline has a battered share price, a 25% uplift would still be only 140p.

Looks like they will try and take this down below 150p to fire off the stop losses, when they do I will be buying again.

@Mr Bond: It actually broke 200p this time last year, I know because I went to Portugal for a holiday and in the process the wife and I had to take 5 Covid tests each. Portugal had just been put on Amber, the whole of Europe and America was closed down and here we are with the world open and the price is nearly 50% less. As long as you don’t sell it will have little affect. Great times to be in cash.

It is a strange one, I read something this morning that due to changes in the USA Covid policy, the industry expects and additional 5.4 million visitors for the remainder of this year. IAG will be taking a slice of that, it will be interesting to see if they increase the schedule or even put a couple of A380’s on the route. I believe they still have 4 parked up and 5 x 777s also in storage. I don’t believe BA has ever put the A380 to New York but JFK takes them. Interesting times, and I feel more confident today than Friday morning.

My understanding is that a PCA is a “Person of close Acquaintance’. I don’t believe Beverley McGregor is on the board or in a Management position but is a close acquaintance of the chairman. It means nothing, the Chairman can’t stop a close acquaintance buying or selling shares. The timing is not good, but won’t mean a jot to the the SP. As a former holder, I am surprised you are down here but Nex historically always had a high % of II’s and if the PI’s are selling on thin volumes the Algo’s will be working against you.

I am surprised that we did not see a jump on the news this afternoon, definitely a risk-off environment. Inflation, Poo, staffing issues and impending interest rate hikes all
Making strong head-winds for airlines. This can’t go on much longer, Putin playing Europe like a fiddle.

Positive news for USA which is where they make the margin, averaging 10 flights a day from London to New York on BA metal, looking at the Business class rates they are averaging 9k return, what the change will do is ramp up the leisure traveller. Not so much of a hit with Business as all appendage costs covered by the employer. More bookings, greater yields. We might even finish blue today!

It is true, Just seen it on the CNN wire.

The positive thing about investing is that you you have a 50% chance of being a winner and for a gambler they are pretty good odds. That said we are not gamblers but investors, but what we really rely on is self-conviction and a good dollop of luck of buying/selling at the right time. TA and fundamentals are important but you have to remember that they all come down to
Perception and my perception will be different from yours. We are human beings and the emotional element will always play a part, the stock market cannot be read the most important virtue an investor can have is patience and ……a good dollop of luck. GLA.

Forget your charts and your gaps, if Putin drops down dead tomorrow, OPEC comes to Uncle Joes rescue, if inflation looks like it has peaked, this share will go North very quickly, we all know that this share is undervalued as is TUI, the narrative will change. Incidentally, I am sitting in Manchester airport, I entered the terminal exactly 2 hours before my flight and from entering the terminal to air side took me 18 minutes, including checking in 2 pieces of luggage. I was speaking to security and as he stated that due to Media hysteria everyone is turning up for their flights too early and clogging the system. I heard a couple in front of me say as we entered airside, “what are we going to do for 4 hours”. Be patient, The World wants to fly which we are seeing and the Airports and airlines will get their act together in the coming months.

A good day tomorrow chaps, moving back into a risk on environment. Jumped in deeper at 193p, fortune favours the brave , or stupid!

Tui was in a different situation from IAG, they were bailed out by the German Gov’t and following the positive update last week they have decided to accelerate the payment, hence the placement.

The only move that Putin can make that will further affect the Financial world is the Nuclear option , and in that case a sea of red in your trading account will be the last thing on your mind.

It is a ***** for existing holders, but a nice opportunity for newbies. Bought in on margin, can’t go wrong at this price.

No one knows Skindle, in the Grand scheme of things 2.3% shorts is not a cause for concern, there are quite a few organisations out there with stronger balance sheets than IAG who have more. It is part and parcel of investing, go long go short throw in a hedge. Patience is the key here, we are in a risk -off environment but give it a few months and it should push 150p maybe 160ish. Too many investors on this BB looking for a quick fix, it will go up when it’s ready. If you don’t need to sell, hold tight and be patient, it’s not as if you are a fund manager looking for monthly numbers. Also, be careful not to compare IAG with American carriers, AA domestic routes represent 75% of their turnover, it is a different business model.

All we need now is Macron to win tonight and we might just get a bounce tomorrow.

Jtan: It is not ego, it is comfort, tranquility and confidence.

Hi Sunsurfer, this was announced a few weeks ago. Once Russia closed their airspace this had massive ramifications for Finnair. Their business model is based on getting to Asia quicker than their European competitors as they hop over Russia. Not any more. They have WL 4 aircraft to BA from Heathrow to cover the summer schedule starting from May.

Lloyd you make a good point, but it has to be taken into account that the USA has a robust domestic market which is less volatile and more stable than International markets which also makes it easier to pass on rising costs. This was the primary reason why they performed much better than European carries mid/end Covid.

Friday the 6th of May at 7am, more volatility and suspense.