[LuganoPirate]

Interestingly there’s a lot more calls on IAG than puts, indicating that the share will most likely rise.

Also in December, there are 500 (representing 500,000 shares) open contracts on the December 320 calls and 220 puts. I don’t know if they are long or short but they could have bought the calls and sold the puts to pay for them.

If what you say VK pans out, then they could be a good buy and maybe worth a small punt.

PS. This is not meant as investment advice, just commenting on the way it looks.

[FormerlyDoS]

“EasyJet has done well, but then one would expect a Low Cost Carrier to profit during a downturn.”

Except that easyJet has been moving towards a more traditional product during these hard times and also their pricing has firmed up, as you pointed out on the LCA thread.

Two things, IMHO

1 – current trading conditions in the UK are the new reality, there is not going to be a major recovery in the sense of the 1990s

2 – Agility and velocity will be the hallmarks of successful companies in this brave new world

easyJet appears to have agility and velocity, we will see with IAG.

[SimonS1]

So Easyjet shares up another 6% today then as Q1 losses halved.

And they are now closing in in business travellers by offering access to the Fasttrack facility at Gatwick and 26 other airports, as well as allocated seating and flexible return timings.

[BigDog.]

FDOS 13/05/2013 16:13 GMT is spot on.

The near future – 5 years will show sluggish improvement at best with interest rates predicted to stay around the current levels until 2015-2016 at least. (Good for those with high levels of debt)

The elephants – the traditional, legacy large carriers, I expect to mirror the above.
The new world will be the domain of the Gazelles. Gazelle companies will drive the economic recovery – in the airline industry imo they are Easyjet; Vueling; Jet Blue etc.

FDOS will be a great loss to the forum. A true, highly experienced business traveller with an in-depth personal knowledge across a vast array of carriers and destinations.

[AllOverTheGaff]

BigDog. – 15/05/2013 17:22 GMT
FDOS will be a great loss to the forum. A true, highly experienced business traveller with an in-depth personal knowledge across a vast array of carriers and destinations.

Agreed.

Rgds.
AOTG.

[transtraxman]

It is good news to see that IAG´s profit is up (including Iberia´s).

FT..

http://announce.ft.com/Detail/?DocKey=1323-11767870-7OH181UNQE34E8CVE2RQSS76MJ

IAG..

http://www.iairgroup.com/phoenix.zhtml?c=240949&p=irol-newsArticle_Print&ID=1874231&highlight=

and the easy version….

http://www.bbc.co.uk/news/business-24863321

This is particularly good news for an IAG shareholder when Air France/KLM and the Lufthansa Group are not so boyant at the moment.

[JohnHarper]

They are far from out of the woods yet and there are many things to be addressed like declining standards of service and demoralised staff not to mention the food hygiene in the T5 south lounge.

It will all cost money and the longer it’s left the more it will cost. Then we move on to Iberia….

[IanFromHKG]

Going back to the original message. Although I am not a great fan of BA’s current service offering, I hope this news will provide some reassurance to HonestCrew and his colleagues that BA can prosper. I firmly believe that their business model needs to change, and very soon, but clearly progress is being made and perhaps this will help to persuade the good BA crew that it is worth hanging in there

[SimonS1]

It will be interesting to see how the balance changes as the economy recovers. In the last week we have had decent results from IAG and a profits warning from Ryanair….

[Author]

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