IAG Capital Markets Day 2018

Old Nov 2, 18, 2:58 am
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IAG Capital Markets Day 2018

I think someone recently asked if there would be a CMD this year - well it's today, now.

A promising highlight: o Average net capex of Ä2.6bn per annum (compared to an average of Ä2.1bn per annum for 2018-2022 previously).

IAG Printer Friendly Version - News Release
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Old Nov 2, 18, 3:01 am
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Webcast (and presentation linked within): IAG - International Airlines Group - Event Details
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Old Nov 2, 18, 3:11 am
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Listening now and TY
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Old Nov 2, 18, 3:15 am
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The one we care about and the one that will be interesting "ummmm yeah, so IT security apparently IS a thing, who knew eh"
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Old Nov 2, 18, 3:22 am
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Old Nov 2, 18, 3:32 am
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Is this in the slides? was fighting the urge to rush down through the PDF lol.
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Old Nov 2, 18, 3:38 am
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I wonder what First improvements entail?
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Old Nov 2, 18, 3:43 am
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Originally Posted by TWCLAM View Post
Is this in the slides? was fighting the urge to rush down through the PDF lol.
Yes - I donít have time to listen to the whole thing. And to your other point I donít think there is much on IT Security in the digital section.

Donít think there are many revealations announced today - quite a lot of stepping back to explain IAGís raison díetre, which makes sense when they are upping capex - increasing investment through the platform.

Some interesting detail on LEVELís market positioning, which is perhaps why it isnít a direct clash with Vueling shorthaul. Modern value-led, not cheap. Zara not Primark, though not a perfect analogy.
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Old Nov 2, 18, 3:44 am
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Originally Posted by GodAtum View Post
I wonder what First improvements entail?
Food and amenities according to the slide !
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Old Nov 2, 18, 3:46 am
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Originally Posted by GodAtum View Post
I wonder what First improvements entail?
I wonder how long they'll take to roll out? Looks like it will just be soft enhancements rather than a change to the seat.
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Old Nov 2, 18, 3:49 am
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Wouldn't it be nice if the 2 777's scheduled for the new CW seat were LGW based so pax there could experience the product #thingsthatwonthappen
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Old Nov 2, 18, 3:51 am
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I cannot believe that they are showing a chart to investors that in all consumer need segments IAG airlines underperform vs the leading competitor.
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Old Nov 2, 18, 3:56 am
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Interesting point on Slide 115 about "Increased flexibility for top tier customers"

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Old Nov 2, 18, 3:57 am
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Originally Posted by LHRagain View Post
I cannot believe that they are showing a chart to investors that in all consumer need segments IAG airlines underperform vs the leading competitor.
Nothing like emphasising the fact that youíve underinvested for x years and now need a step change and a truck load of money to keep up.
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Old Nov 2, 18, 4:03 am
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Increased flexibility simply means not saying No. ANY Ritz-Carlton employee, for eg, can spend $2000 on helping a guest with no authorisation and a guarantee of no push back later.

Meanwhile, see what happens on BA if you are in CE and want to buy something from the M&S menu in your seat pocket ....

Similarly I had a big fight with BA recently to get the cancellation fee waived on a flight which BA was no longer operating itself. We could all go on ...
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