Member Info for woody2002

As an investor I'm going to play devils advocate here. The demand is irrelevant if we can't meet it with supply. We're at 65% capacity of 2019 atm and we're unable to accommodate travellers, however it is going up towards year end.

Also stamps have no relevance to the conversation, poor analogy.

At present we're being punished because the company can't take advantage of demand and is only now getting profitable after 2 years. Im hopeful things are turning around but I thought that was happening then omicron hit, then it looked good and Putin hit. If we get anything else the SP might just capitulate.

This is all with the impending recession and inflation headwinds.

180 in August would be great but it would require great numbers and probably iis to come on board otherwise it'll just bounce around with a 180 ceiling AGAIN

Paying salaries in gold. Basically that's what's happening here... keep up the pretence of progress and re-listing. Nobody is seeing any money bar CP. Crypto is now full of viable projects that completely swamp this pish.

AIM lol

Looking at the chart without being technical you can see the amount of time we spend below 130 is minimal. Rarely does it sit at these levels, My last buy was at 112 but unfortunately not a large buy.

Markets will need to find a bottom, at some point soon hopefully

I'd be buying if I wasn't accumulating elsewhere (crypto)

Need to consider the possibility of it going lower is precisely the goal of certain players in the market. Its not selling off because retail investors are panicking. If you had the opportunity to buy IAG at 120 in 2018 you'd have jumped.

Long term investors will want to grab this as low as possible and when dividends come back they'll be hoarding bags of shares. Ftse 100 stock almost never come at an 80% discount.

We're in a recession guys that's basically where we are. It's not in the technical sense but that's only because we've not had the time yet. The inflation is killing people, they've battoned down the hatches and savings cash. That doesn't mean global financial collapse (yet)

However...

The passenger numbers are very good considering all this and there might be a tapering off in demand into 2023 but tbh. as it goes we're fairing ok atm. heading towards 2019 levels. Cash flow for us is key and its going upwards not down like other businesses. We need to weather the macro effects on the market then the fundamentals of low multiples and good cash flow will hopefully drive us higher, its what money managers are ultimately looking for atm. Oil won't sustain these levels indefinitely and the headwind will be normal business issues.

The SP is not moving down because of IAG. I'm glancing at the SP once a day then ignoring it or trying to.

Roll on dividends please. It'll attract iis that we need to get back to a normal SP

Worst AIM experience I had was selling greatland gold at 2.8p

My average was about 1p ...It peaked from memory about 35p

Would have retired had I not sold ........feck

This is why I'm expecting more pain mate. Its constant atm. Actually feel like I'm invested in an AIM share.

Guys in the current market I'd be expecting it to go lower tbh shirt term. Doesn't change the company direction but the market atm is a dog. Expect more pain... hopefully by year end it'll be another hurdle cleared though.

I'm shocked were still all playing this game of wearing a cloth mask over our coupons pretending it stops viruses spreading. Hence mid flight everyone takes it off for an hour to eat and drink, sometimes twice lol.

Anyway Hopefully nobody sold out here, time will move us upwards, just need to let traders have their fun atm.

Current passenger capacity plans for remainder of 2022 are for around 80% of 2019 capacity in quarter 2, 85% in quarter 3 and 90% in quarter 4, resulting in full-year capacity of around 80% of 2019, with North Atlantic close to full capacity by quarter 3

"Significant working capital" quoted from recent results.

Cash position is £8Billion+ cash position was by the timing of aircraft financing.

Very doubtful the company needs to raise as they say they have significant working capital and plenty cash.

Expecting more shorts to appear... probably won't go anywhere while these games are being played.

Target 195...

Issue atm seems to be inability to meet demand with staff numbers. Read about another 120 flight cancellations from schedule.

If they can sort out staffing issues we'll hopefully be valued appropriately.

Jtan the C suite positions are all incentivised by SP performance which exercises options etc. I haven't looked at IAGs positions specifically but these guys make a fortune in options usually. Can guarantee they'll be trying to push things higher but likely know we're just weathering a storm in markets short term. If inflation comes down slightly we'll get less selling pressure in the markets and companies will move less on overall market sentiment and more fundamentals.

I do think what I like but thanks for the advice though. Why do you think the markets have sold off? You were spoutin yesterday about the markets being forward looking take your own advice. Quantitative tightening has been on the cards for months. If you're the trader you keep claiming to be you'd know the markets aren't going to be surprised in June. You're sitting on knowledge telling us on a public forum and you think markets haven't moved to price it in?

Public knowledge is priced in...

for actual IAG inestors - eventually money managers will be looking for low multiples and positioning themselves in stocks with positive cash flow. Something IAG is rapidly moving towards. FYI when I said go away in May I wasn't saying sell up I was implying stop looking for the rebound to 150. It ain't happening in May.

In a couple years this will be paying a dividend and probably double the SP and 99% of people wont = those returns day trading. oil won't stay high because its cyclical in nature and high prices destroys demand.

Hold your shares and ignore the noise...

AC the fed has been doing what it's doing deliberately since leaked minutes in December. Where have you been? Your advice last week was for a reversal to the upside "according to your chart" remember that, you said it more than once? You'll excuse me for thinking you're talking pish 8 days a week...

Just to be clear my comment was tongue and cheek, hinting at a terrible month for markets. Of course Billy big baws needs to stroke his ego every few days. Lol

My advice for May, come back in June. I reckon this month was going to be hellish before results anyway. The markets are going to get mullered.

IAG will recover eventually, nothing tragic is happening, its just a waiting game.

Anyone who thinks this is to do with Russia is kidding themselves, inflation was through the roof starting last year. Gas prices were rocketing around October I believe. Mate of mine is an energy trader and he was panicking about it before Anyone mentioned inflation.

This is COVID restrictions and govt policy doing this... and Russia is a convenient talking point for the likes of Biden, Bojo and the EU throwing everyone especially the lower paid workers under the bus.

They were warned about this but they blocked drilling licences and banned drilling on federal land etc.

Then came covid and they destroyed the supply chain.

Western governments and their broken moral compass is what's fecked us. Following china's lead because they knew this was potentially made in a lab and they panicked.

High prices are killing demand. Some macro investors are highlighting charts showing inventory is higher than demand and soon inflation will turn around. Oil slipping would help but we just need to hope with slowing economic output we don't see a significant fall in holidaymakers.

This market is depressing...

And People still think lockdowns were a good idea lol

Apparently there's a wave of institutional buys set at 30k for Bitcoin. According to nexo I believe it was. I'd hold for 30-32 and buy then ;) Im considering it...