Easyjet Share Discussion Threads

[andy pipkin] 06/12/2016 10:20

But of course.

[suffersnofools] 06/12/2016 09:57

I'm in resort for 5 weeks Andy - so need to worry about my work/life balance - touching as it is ;)

[andy pipkin] 06/12/2016 09:51

are you actually doing any skiing, or just glued to your phone on a mountain?

[suffersnofools] 06/12/2016 09:33

A 6% increase in passenger numbers YoY is pretty spectacular though isn't it.

This company is going to be a bigger and bigger cash machine in future years. Even more so for investors since the increase in divi from 40% to 50%.

[suffersnofools] 06/12/2016 09:26

Grandad Andy - No but in most mountain restaurants and I have 4G - This is 2016 you know.

Glad to know you care though :)

[quepassa] 06/12/2016 09:21

The question is the following.

Why would you REDUCE the executive pay performance TARGET from 20% to 13% for RETURN ON CAPITAL SPENDING?

In my guess, it may or may not be that a 20% Return on Capital Spending is no longer a realistic target.

Interesting Bloomberg article from yesterday:




ALL IMO. DYOR.
QP

[andy pipkin] 06/12/2016 08:45

Do they wifi in the chair lifts, snf?

[quepassa] 06/12/2016 08:19

Good morning BigChablis

QP

[suffersnofools] 06/12/2016 08:09

Morning my biatch!Clutching at straws I see. Numbers look pretty encouraging and nowhere near the 'collapse' the over dramatic posts by some on here were claiming to justify the current share price weakness. A BALANCED view is what is required. Not everyone is capable of that :)The window for shorts to close out is closing rapidly.

[quepassa] 06/12/2016 08:00

The November Passenger stats issued today are in my opinion really not encouraging:-

1. The LOAD FACTOR for November is DOWN by 0.6%

2. The rolling twelve LOAD FACTOR is DOWN by 0.5%



Yes, undoubtedly there will be attestations that the airlines are flying significantly more passengers which is true. But the big question is where are these new passengers coming from as this industry-wide growth in passenger numbers is quite large.

In my strong view, these additional passenger growth numbers are for a good majority, bargain-hunting passengers who are attracted by the really cheap flights driven by cut-throat discounting within the sector.

If this proves to be the case as I suspect, not only are LOAD FACTORS under pressure across the sector but there is a growing percentage of seats being sold at heavily discounted levels.

In my opinion, this is not positive for Revenue within the sector.

The problem with monthly stats is that they just show raw passenger numbers. THEY DO NOT SHOW the increase/decrease in REVENUE PER PASSENGER. - And THAT IS WHERE THE RUB LIES in my opinion.

I maintain my view, in the face of surging seat capacity in the sector and fierce competition, that the sector is being forced to sell increasing numbers of seats at big discounts in order to fill their planes - and even then, not all airlines are able to maintain their previous load factor levels.


ALL IMO. DYOR.
QP

[suffersnofools] 05/12/2016 08:56

Morning all from the slopes :)

Mastey - the market is going to have adjust the projected numbers up strongly as cable moves - 1.275 is next key level.

[mastey] 02/12/2016 22:45

Cable up around 4% post this in easy accounts . Oil just up a bit !!!

Sensitivities

· A $10 movement in fuel price per metric tonne impacts the FY'17 fuel bill by $2.8 million.

· A one cent movement in £/$ impacts the FY'17 profit before tax by £2.0 million.

· A one cent movement in £/€ impacts the FY'17 profit before tax by £0.4 million.

· A one cent movement in £/CHF impacts the FY'17 profit before tax by £0.3 million.

[quepassa] 02/12/2016 15:59

"A plunge to 740p a share is possible, if the problems facing the airline remain unresolved, RBC added." according to an article in The Telegraph this afternoon.


Herewith link to detailed Telegraph article headed:

"EasyJet dividend at risk as low airfares drag on"


hXXp://www.telegraph.co.uk/business/2016/12/02/easyjet-dividend-risk-low-airfares-drag/


ALL IMO. DYOR.
QP

[andy pipkin] 02/12/2016 11:00

Their analyst, Damian Brewer, is extremely highly regarded, though I think he's being too optimistic in only expecting 900p.

[quepassa] 02/12/2016 10:55

RBC Capital Markets cuts its stance on EZJ today from sector perform and DOWNGRADES to UNDERPERFORM with a PRICE TARGET of 900p.

Read the article in Sharecast:-

hXXp://sharecast.com/news/easyjet-flies-lower-on-rbc-capital-downgrade/25284567.html


ALL IMO. DYOR.
QP

[quepassa] 02/12/2016 07:14

Only a few days before we get the November passenger stats.

ALL IMO. DYOR.
QP

[quepassa] 01/12/2016 14:45

yes you are.

by LittleChablis.

quite right.

enjoy

QP

[suffersnofools] 01/12/2016 14:42

Owned ;)

xx

[quepassa] 01/12/2016 14:41

LittleChablis riding you every day.

But you probably enjoy that.

QP

[suffersnofools] 01/12/2016 14:35

QP My biatch :)

xx

[quepassa] 01/12/2016 14:28

oh , so a liar as well.

tut tut tut.

your owner won't be very happy for you to be back here.

LITTLECHABLIS can you please keep your biatch under better control.


QP

[suffersnofools] 01/12/2016 14:20

You misunderstand Biatch - I'm still here :)

'By whom, one wonders......' - umm, by Largechablis about 5 posts ago - lol. As were you but you're too dim to realise.

I'll jump in to the debate if you step out of line - I own you after all.

STILL waiting for you to answer the question? I answer direct questions - you don't.

[quepassa] 01/12/2016 14:09

Seems that the real "biatch" is Fool himself. His owner has called him off.

Appears that Fool has "been asked not to engage with personal posts anymore".

By whom, one wonders.......

Fool was obviously just a paid stooge put in place on this bulletin board simply to try and promulgate rumours and pump the stock.

Our Resident Fool has bailed out. Bye-bye. Good riddance. Don't bother to return.


About time too. Now the bulletin board can at last return to some normality now that this scumbag has been seen off.


ALL IMO. DYOR.
QP