Member Info for tomc1

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Good to see. This will move higher soon, it does seem to lag the movements of the bigger players in the sector. When it moves it does so very quickly.

Oil, those prices you refer to were the effect peak monetary and fiscal stimulus. Every sector and stock was overbought then, in this perfect economic situation of great growth in 21 and low inflation. Cant say that now can we.
Infact we have the opposite which WILL result in tighter financial conditions for companies and employees.
You bought the spike, average down and get over it.

You have failed to consider share dilution, a rise in debt levels and no dividends for some time given the size of the debt.

Investing post covid for me is about finding companies that didn't dilute with rights issues. IAG did so I take past years performance graphs as somewhat misleading.

To obtain the true picture of a fair future valuation I look at market cap history, the website below shows iag is 50% of its high in 2017. There are simply more shares in issue seeing as they did a rights issues/capital raise at what was it 90p.
Please ignore the graphs on lse.co.uk they do not consider dilution, Google finance is more accurate the top is circa 400p.

Market cap history below, see for yourself. Sadly the company is not in the same financial position as 2017 either, debt debt debt now oh and a whole host of global economic and political **** to contend with.

https://companiesmarketcap.com/international-consolidated-airlines/marketcap/

Looking through the previous years trading updates they havnt gone into details.
Trading updates are the opportunity to flag issues, lower guidance etc

Yep should have sold what felt like the top of a short term rally. Ohh well, i'll buy more closer to 300p instead.

I got a few top ups in around 280p and the strength since has been outstanding. However we are in a bear market rally of sorts.
50 moving average at 344 and top of the downward channel coming up fast.
Anyone looking to exit 340p??

Not going out of my way to bash the stock it is cheap, will recover, i'm just playing to short term swings.

Don't forget the net cash position of roughly half the current market cap.

Disagree as this comapny will resume its growth going forward. Pre covid it was at 40 ebita, im sure this can and will be achieved again ( granted not this year).
The market is forward looking, we will get passed this downturn. This is a growth stock, low overheads, digital proposition, better margins than competitors. Not saying it won't fall but it will turn around.

Not seen anything on a google search, did the search on the past hour. Something will come out for sure giving the divergence with he wider market today.

Current relating continuing at a greater pace or first groups potential buyer seen this is half the price of first group and others a better opportunity

Broke through the stubborn resistance at 1040p today!
https://www.marketscreener.com/quote/stock/THE-GO-AHEAD-GROUP-PLC-4001965/charts/

1450p next up maybe.

https://www.marketscreener.com/quote/stock/CARD-FACTORY-PLC-16490238/charts/
Breaking that downward channel and horizontal resistance line!

Fundamentals making the company look 50% underpriced when looking a 18 months into the future, is this the market closing the gap up this cheap multiple!?

Long way to rerate yet

£3.60 to £4 guess not in the southern half of the country.

I quite frankly need to get thus off my chest, went for drinks at harbour Hotel recently (tbf its was a premium bar with great views) pint of morreti or ashai was £6.75 and then they added 12.5% service! Get legless in spoons with that amount.

Sure was a bargin at 200p, I got in at 203p.

Really like the way the company is run. I'm seeing lots of adverts on the TV recently, their free tests last year and free lounge access this year are brilliant and most of all their monthly repayments free of interest I belive is the final part of the jigsaw.

Main reason for investing is growth and the fact they don't have massive overheads like the other holiday companies, tui, iag etc.

Expected it to rise personally we are nearly half way through winter. The market looks forward, omicron spreads extremely rapidly and doesn't appear to be as serve. All kf this makes it look like covid end game.
Pent up demand and a company that is growing with minimal overheads who has had its share price driven down to covid lows!!
It's a strong buy target 500

Buy back has been handled really well if you ask me. To see evidence of this check out September's small purchases then when the big dip to low 270s came in October they were buying half a million on average.
Very well played and good to see, many other companies just do an average amount over the period, great insight and balls of steel to keep some back for autumn dip given how far away ex div date is.

After our extremely cheap companies or do we think it's a competitor or bank?
Not sure competitor due to market competiton rules.

May find a home for some of my cash holding, been looking at moneysupermarket, oversold on previous support. Yes loss of revenue on energy switching but travel insurance coming back and energy crisis won't last forever.

Good old saga! Traded it to perfection. Would consider 300p again if it gets there.
Holding card, bp, tlw, mcro and costain. Had bought into sgc a few weeks back on hope of breakout of down channel, was also on last fib line and horizontal support, sold for 23% profit on takeover news. Now 33% cash on main off.
Trading 212 gambling account is in alibaba, baidu and jd.com 3x leverage about 15% down (5% in nom terms) America looks overbought and China looks oversold...