what do you know ? you expect companies in biotech to hit on every indication ? must be new to the game. if this was such a big deal why is the stock down 1% ? riddle me that answer mr. smarty
Jet fuel is currently @ $1.70/gal on the spot market & compares to $1.87/gal last week. This is down 42% year over year. Investment firms like Morgan Stanley are carrying $2.50/gal in their baseline financial models for forward periods so continue to see incremental bumps in earnings estimates going forward. For those looking at airlines as the #$%$ investments of prior cycles be aware that managements are not rushing anytime soon to lower airline prices to attract market share (as idiots like Bob Crandall of AMR & other clowns used to do). Rather there is a consistent message that current managements are more shareholder friendly & passing along record profits to shareholders in the form of debt paydown, dividend increases & stock buybacks.
Parker is also showing Wall Street that he is cognizant of employees and is doing all that he can to integrate the airlines -- one of the primary concerns of the merger. By providing some love to the FAs & hopefully wrapping up the pilots deal shortly he can have a nice happy discussion on January 9th when AAL gives guidance & an update.
The current jet fuel spot market price is $2/gal & heading lower. This compares to the prior week's $2.18 spot price. Look for wall street estimates to climb across the board over the next month. Stock should conservatively see $60/share without too much concern over the next 6 months.
you must have been dropped on your head at birth----that offering was paid for and closed LAST WEEK. Do you have any idea how all this works ???
The market makers are going to take down a $150 Billion cap company sitting on tons of cash & buying back shares ? Does somebody help you figure this out ??? very funneee !
this is total nonsense---the stock pulled back significantly from the highs of the day. The stock will likely be choppy but trading upward. You hardly know what's going on behind the scenes.
DAL made important comments yesterday that are important for the group & can shine specifically on AAL. DAL made disciplined comments that they are flowing fuel savings to shareholders and NOT lowering prices for consumers. This will continue to break down the OLD thinking that airlines will shoot themselves in the foot making bonehead decisions like they did in the past. Look for AAL CEO Parker to echo similar remarks----pay down debt, modernize fleet, stock buybacks et al. Still a good bit of room for AAL & the group to run.
AAL will keep their dividend in line with DAL & will more likely repurchase shares (as opposed to big dividend increases) to provide shareholder support. Most investors are not invested in AAL or the sector for income.
AMR is a small & difficult area to penetrate market opportunity ($300 mil) & the reason it was not included in smart people's estimates and financial models. As far as 2015 there is plenty coming starting with financial guidance on he 4Q earnings call. CHMP opinion (Jan/Feb) on astofase alfa MAA is upcoming. FDA decision on astofase alfa BLA submission in seen in first half '15 with potential launch of astofase alfa in US & Europe this year. Also possible data from ALXN's next gen complement inhibitors in '15. The list goes on & on. ALXN is one of biotech's cleanest growth stories & I'd look for upside revisions to consensus revenues & earning, driving the stock higher.
Look for January 9th to be an interesting day as AAL management is scheduled to provide updated guidance. It will be interesting to see how they spin the outlook---hard to see it being less than positive. Management has stated that they look to be shareholder-friendly with their good fortune.
The airline industry lost $ 16 of past 25 years because of poor management (Bob Crandall the AMR CEO poster boy !) poor discipline which resulted in an unfriendly investment environment. Nowdays Parker & others have learned from this history & the sector is on its way to investor friendly----with dividends, rational pricing, financial metrics in place. This leads to a greater institutional presence and likely increasing earnings multiples (comparable to other transports) ---- first time in 25-30 years that I've followed the sector.
Clearly you are an idiot & don't have any clue as to what's going on at ALXN. Wow the stock is down 1% --- you really nailed it.