Member Info for tricky752

That would make more sense. As I recall it’s a 4 for 1. Their previous guidance was for circa $6-$8.50 I think, which doesn’t correlate against today’s price. Somewhere around $12 much closer when looking at today’s price....no idea if I have that right! Being really honest, I never thought we would get this far without being bought out!

I wonder whether there will be large scale manufacturing going on behind then scenes.....ready to meet public demand as soon as results are ready. Just in case they are all good.....................

WOW....well done all. Just a few of us enjoying this journey it appears!

Yup, imagine if Amazon knew what your house looked like inside when you purchased it, and then could see what you were ordering. Then, using AI, imagine the accuracy with which it might predict the other items you might be needing to purchase. Maybe that’s a crazy thought....but Amazon and AI is scary. Not that different from clothes retail in the future - it will connect with your diary and know your sizes from your order history, and will send you suggestions matched to your wardrobe, your diary and your typical sizing. Welcome to AI and the future.

IMO opinion they will release an RNS when they have the news to share. They will certainly not hold onto it to influence a share price when we are talking about Covid19 and people’s lives.

That’s the point. Number 1 is keeping the balance sheet in a good place. Likelihood is that there will be opportunities to acquire quality distressed assets that provide a greater dividend return in the long term than short term. Right now nobody really expects a great dividend do they?? Why throw cash out there when there might be some great opportunities. Worst case scenario is that balance sheet is stronger. Not the time to be worrying about dividends IMO.......there will be a time for those.

Next 6 months will be needed to differentiate.......which ones under promise and over deliver, and which go the other way. AHO has learnt which way is better. I suspect they have been very prudent....but time will tell and nobody has a crystal ball. GLA.

Jack - surely you need to prove that non medical trained people can administer this in the right way following instructions. - I.e. people like me at home. Keeping patients out of hospital, as well as achieving better results earlier, is surely a win win. Why would you want hospital beds having to be taken if it can be avoided, both for the individual and for the NHS?

This feels like a very sensible approach, both for patients and the NHS. Instead of improving in hospital quicker, wouldn’t it be way, way better for the patient and the NHS if the need to visit hospital was removed for a certain % of patients. Considering there might be no vaccine ready for the next flu season, this would bring a huge human and NHS capacity benefit. Provide a supply to every GP surgery, chemist etc.......if it works clearly. All IMO. It’s about the speed of reducing the infection and the earlier the better has to make sense.

Yup. Have been watching CCL too, but In guess I am waiting until I feel there is a positive way out of this, whether that be an approved and widely available treatment or vaccine. I accept it will likely mean my profits, if any, are lower than others......but maybe my losses too. That’s each of our individual investing attitudes playing out. I am more news driven than number driven I guess.

Bhargav, I am not one saying those numbers, but would equally argue that your post could be seen as ramping without evidence. Listen to the Southwest CEO from CNBC interview. If travel does not make good improvements for the Summer season there will likely be further issues. Based on your comments, what evidence do you have that people are going to go ahead and feel comfortable getting on an aircraft within the next 3 months? To predict this one way or the other almost needs a crystal ball, it’s really down to individual opinions and risk appetite in my opinion. predicting numbers either way from airlines is almost impossible over the next couple of months. All IMO.

That’s a great average, congrats. Have posted here for a while, one of my favourites.....still a pretty quiet board all things considered......refreshingly peaceful.

US confirming today that a vaccine is very unlikely to be ready ahead of the Winter flu season.

All of your confidence for a 9p swing....maybe not too confident then, bit that’s the point, our risk strategies and investing needs are all different....or should I say trading because that’s not investing. As an aside, I already made my point - I am a holder and will likely add as and when I feel comfortable, which might even be at a higher price than now - but current matters don’t give me enough to add.

Even worse is that people actually went and did it......I know that people must be desperate but that did surprise me a bit. Not in any way playing down the severity of this horrific illness.....but it does show the trust in everything he says by some.

Yup...it was tongue in cheek -but MB seemed to suggest one would be available so I was waiting to hear about it!

That’s great news MB - when is the vaccine ready for global protection and who is making it?

You should remember why you invested and what price target you set. if you are a new investor my best advise is not to act based on what you read on these boards - you need to DYOR and act accordingly. It’s your money you are using not someone else’s.

It is a really touch question to answer. There are arguments on both sides. I have been a holder since this was last £2.50 and only sold some in the 6s. This is a bit of a Covid treatment hedge. There are a lot of variables and unknowns - for example, the airports, shops, security, etc will ALL need to have a decent plan for this to work in the short term as right now hardly anyone is flying. Even if you can persuade people to get back onboard, it will probably be because you have had to offer a really great price to entice them. There will have to be changes on-board too, which will come at a cost. In order to fund these issues it’s likely more routes will be cut and jobs lost. I like BA and in spite of what a lot of others report, have always enjoyed their service. My recent dealings with them over the last couple of weeks have been without fault, even with everything going on. So. In short I believe there are more challenging times still to come, but I both believe and want BA to come through this. I know it’s not the same, but the CEO of Southwest was interviewed on CNBC today and he was quite realistic about the challenges the industry has got to face in to in the months ahead (and they are dropping £35m a day right now). Sorry for the waffle but good luck with whatever you decide. I intend to hold and may well add....at some point, but not yet.

Thomas, agree. I can tell today that investors are becoming a little frustrated as they watch other shares rise. It’s never easy when that happens. I write from a different position having been here since Jan, having originally invested for non Covid19 reasons. Either way, this absolutely needs to follow the due process, however urgently the outcome is needed. This is putting a drug into a body, and nobody will be granted a license unless there is absolute and exact evidence as to the side effects and benefits/risks. We all like to know that when we take a pill or use medicine that it’s not going to have the opposite effect on us from the one we want! Much better to get it right now than encounter a horror story 6 months down the line. So, I am no expert, but I have absolute faith that the company are doing this as quickly as possible, they completely get the urgency and potential game changer for humans and the company, but it simply cannot be at the expense of the correct procedures for any new drug. They are going as quickly but as safely as they can and will update us once they have the story ready. All IMO.