It figures...MS upgrades this stock only to sell it off 15% in one week. Upgrades mean bad things, good news mean bad things, and bad news means bad things. Manipulation again by the GD J**s as usual. The market is BS. You truly cannot believe anything you read. How do you make a decision based on lies.
Cart boy Edmar has done well at his job alongside cmdr. Kakinoff - the GOL will now turn a profit due to capicit and strateg discipline.
This dip I view as final; the last very good chance to buy. I believe the stock will bottom around $5.60, which is an absurd 20% correction in very short time.
The GOL is carrying in excess of $2,500,000,000USD of cash an equivalents.
Anyone who knows this story knows that cart boy Edmar set the budget for a new economic reality and actually hedged for currency volatility such as what we've seen in last weeks.
The market of stocks is looking past the adjustments and giving you gift horse buying opportunity here at $5.70.
The next leg up will be violent and quick to a new high!
Sentiment: Strong Buy
Todays brazil economic headiline ...
Among the details:
"Airfares also drove inflation up, rising 17.6 percent from
Anyone has traffic data?
Nice change to the business model,when combined with lower rates on $325M bond swap just completed
Gol receives some recognition for its prolonged restructuring. Now the goal is profitability
CAPA Aviation Analysis Gol receives some recognition for its prolonged restructuring. Now the goal is profitability
18th September, 2014
Large Brazilian airline Gol is gaining some attention for the restructuring it has undertaken during the past three years as market conditions in its home country deteriorated driven by a weakening economy.
Despite a still tenuous economic environment Gol has worked to improve its financial situation through capacity reduction, the restructuring of debt, network changes and a heightened focus on the corporate customer.
The results are improved leverage, a shrinking of losses and increases in its margins. Gol is refraining from declaring any definitive targets of when it will return to profitability, but believes it could be on a clear path to positive net income by YE2015 as it braces for continued higher fuel costs and currency devaluation.
What the end of Q3 will look like for the GOL?!!
First of all, CEO Kakinoff and cart boy Edmar have said the GOL has been adjusted to the new economic reality of Brasil = high volatility and weak currency. They clearly stated at GOL day that they feel the are well position for Fx weakness. The analyst Samanthi #$%$ complained about currency strength and how it works against the GOL and perhaps they should not be hedge - well now how looks like the fool!
So we have much better load factor coupled with low Fx most of Q3 and stable fuel price. The GOL should show very good Q3. Most important we will see:
$R $570,000,000 cash add to balance sheet from the Smiles capital reduction
$USD $85,000,000 from Air France investment in Q3
Total cash in excess of $R 3,500,000,000!
Then come the debt swaps; note tender and replace with 8.875% new Christmas present for the cart boy Edmar!
Operate margin in 5-6% range IMO
So maybe they post small loss or breakeven - THE PATIENT IS HEALING! Soon come profits!
With all that is happening, forget Brasil macro environment - demand is strong and capacit is tight. This stock is absolute gift at $5.40!!!!
You must buy hand over fist ASAP as the move above $7 will soon start.
The Capitan knows!
THIS AIRLINE WILL SOON BE BUY ($7.50-7.80)
by capitan_voegol • Mar 18, 2014 9:39 PM Flag
In the meantime, buy GOL for earnings next week if you can (under $4.50). About to break out huge.
YOU ARE ALWAYS DREAMING !!!!!! wAKE UP this is going nowhere
you wrote this on march, we are in setember and what? only dreams
Nauta nauta nauta....
The capitan told you to buy the gol at $3,$4,$5.
It just hit $7 3 weeks ago you fool!!!!
The gol is down 24% in 3 weeks on what? Everything cmdr Kakinoff and cart boy Edmar promise they deliver on! Sure, the gol may go sideways as election sorts out, but back above $7 by Dec. 31st.
Do not think the traffic ofr the national election is in the numbers.
Big Surprise when the numbers are reported.
Plus the cost of fuel dropping in September is another factor,
offset by the Real.
One more comment: the national election will most likely go into a second round.
So the heated battle across the nation will createmore campaign travel.
Hey elahens, long time no see since the CZZ at $5...looks like we both were checking GOL as a way to profit from the flood of ethanol coming to market. It seems global warming is just for cities, since ag land (SGG, CORN, SOYB) is at record yields.
Too much debt and marginal profit at GOL, so I pass…I wonder, wouldn’t you be shorting CZZ then cover and go long at around $5?
CZZ is 1000% a different company since the early days. It is a 'gas stations' company selling gas, ethanol and convenient stores. It distributes natural gas.
The old sugar and ethanol business is only a component of the business.
Would not move on either sugar or ethanol as a single driver for the share price,
GOL has nothing to do with ethanol.. It is an airline company. They have a lot of debt but it looks they can right size their fleet as a way to pay down the debt and they can roll-over the rate bonds.
With the election, things are up in the air. Invest when the coast is clear.
and now mister captain of what? may be your are captain on a baloon, that is the only thing you can drive up!!!! remember al the kisses you send me? and the yoga .... ? see you next year