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Omicron’s rapid spread shreds budding recovery in air travel

Sabre Corporation (SABR)

NasdaqGS - NasdaqGS Real-time price. Currency in USD
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9.16+0.39 (+4.45%)
As of 12:35PM EST. Market open.
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  • C
    Capitalism
    Omicron has similar symptoms to the common cold. Great news for the travel industry and SABR. On our way back to $15-20 range next year.
  • C
    Capitalism
    Great news today regarding the collaboration with American Express Global Business Travel
  • D
    Dodo Hunter
    now imagine once the Pfizer antiviral gets approved and rotation to cyclicals accelerates early next year
  • v
    vasilyeva
    They had some interesting insights about SABR on (http://financialdeals.tech). Definitely made me think twice about the company.
  • J
    Jimbo
    Sabre have terminated their ATM agreement that gave them an option to raise $300m in equity. Guessing that was the main reason for the pop yesterday.
  • G
    Garry
    SABR is now at a great entry point for all investors. Should provide a slow and steady increase in value back to $12 before year end and then my guess is $15+ mid 2022.
  • R
    Ricci
    Newly filed 8k says bookings for November were at 49% of 2019. Passengers booked were at 71%. Not a good as anticipated given Thanksgiving. Guessing it's being held up by international and business travel...
  • C
    Capitalism
    adding today…total overreaction to this new variant
  • C
    Capitalism
    Good day…but still undervalued if you consider the long term opportunity.
  • B
    Bob
    There is a huge disconnect between SABR stock price and reality.
    SABR is now priced at a comparable time when vaccines were unavailable, the US was still in lockdown and TSA passenger count was below 40% of 2019 levels.
    Now there are no lockdowns, free vaccines are easily available, everyone is flying, in fact today TSA passenger count is at 95% of 2019 levels!
    Since March, 2020, SABR is being sold off regardless of personal/business travel returning. It's just not a glam stock, market forces do not apply, all that matters is what the big funds are doing, and since March they just want to unload SABR.
  • I
    Iberian
    Yeahhhhhhhhhhh!!!!!
    Shorts loosing their shirts.
    I love it
  • C
    Capitalism
    I traveled this weekend and the airports were a mob scene! Travel this holiday season will increase to pre-pandemic levels. Sabre will have a great Q4 and will report excellent results in Feb. $15 by then
  • J
    Jimbo
    How can this share now be valued at less than when vaccines were announced! Travel has picked up, vaccines are relatively effective against Delta variant, we have anti-viral drugs in the pipeline, some many countries opening up their boarders.

    Yes infections are up in Europe and creeping up in the US btu we wont be back where we were 12 months ago before the vaccines started being distributed.
  • V
    Vladimir
    It is at the lowest levels...it reacts to everything related to covid which won't last forever. If it is a forward looking market,buy now and enjoy
  • B
    Bob
    This is being priced back when the States was in lock-down, vaccines weren't available and no one was flying. Today TSA numbers are at 80-90% of pre-pandemic travel 2019 levels.
    They have a burn rate of $100M, over $1B in cash, and more in January. The States has opened its borders and business travel appears to be returning.
    Are there no forward looking investors other than these giant hedge funds selling?
  • V
    Vladimir
    Someone just bought 5M shares after hours
  • J
    Jimbo
    Seems like all the haters and shorters have left for the day! Hmmmm cant wonder why. Hope we dont see them anytime soon!
  • R
    Ricci
    China had stated they would only reconsider reopening borders once they have met the 80-85% threshold for vaccination rates. Today they had reported 2.4B doses administered which is 85% of the population with at least one dose. Assuming the people who got their first shot still needs to wait the 2-4 weeks to get their second shot - they should meet this goal before the end of 2021. Outside of the Winter Olympics - the other canaries in the coal mine are reopening borders with the Mainland with HK and Macau. Also a top official had confirmed today that they would consider reopening after the Olympics (to avoid having issues beforehand). Crossing my fingers 2022 will be much better for SABR than 2021.
  • A
    Andrew
    Just hope I can hold on. It hurts. LOL