Originally Posted by
Blue Skies
So far this Century a quick cursory count shows we've had 6 deadly pandemics/ epidemics, SARS, MERS, H1N1 (an epidemic in Asia) , H5N1, Ebola, and now Covid-19.
After Covid-19 we now know the devastating impact a Pandemic can have on Airlines.
Even after a vaccine is found or Covid-19 mutates into something less harmful, we now know to expect new epidemics in the near future.
From an investment point of view, many seem to overlook this.
My thoughts would be, even if there is eventually a Post Covid-19 return to normality, would you or any institution want to risk investing in an industry when at the slightest rumour of a new outbreak or dangerous new virus emerging somewhere on the planet (which undoubtedly will happen), there is likely to be an irrational panic response & a rush for the exits?
I completely sold out & always though of getting back in after SP dilution, but having second thoughts.