Dart Share Discussion Threads

[sf5] 04/8/2020 09:10

EZJ today reporting strong demand with more routes re-pening and bookings above recent expectations.

[tongosti] 04/8/2020 08:57

OK - I get it but the larger point is that you can't speak - technically - about risk reward unless you know what those numbers are.

Risk and reward are always quantifiable (with a rough probability attached to them mind you)

Since you don't, your assessment is qualitative, not quantitative in nature.

[castleford tiger] 04/8/2020 08:54

Yes I have my estimates of financial performance
They are clearly massive guesstimates as I do not know the extent of what the company is claiming from the Gov or the extent of their cost cutting..

What I do know is that Summer 20 has been destroyed.
The lates market seeing bookings tail off and winter 20 will produce a loss.
Summer 21 is unknown and whilst the company has scaled back leased aircraft it still has some fixed costs that cannot be cut.
I am not prepared to invest into something with so many red flags.
The government might shut us all down next week or in the winter.
Outside the companies control and lots more costs to cut in my opinion

[suetballs] 04/8/2020 08:50

Nice one Scotty.
Suet

[senn1] 04/8/2020 08:43

Errrr here is my caution

Market cap over 1 billion but not making a penny now last winter tbis summer and the coming winter.

Liabities well over a billion.

Cutting back this winter next summer even before Spanish news

Winter lockdown could cone over Europe UK CASES going up also.

No idea when a Vaccine is going to cone or work.

Bookings are at a standstill

Strong buy?

[tongosti] 04/8/2020 08:30

Sure but if I understand you correctly you do not have numerical estimates of risk and reward, right?If so - how do you back your opinion? I mean - analytically?Cheers.

[castleford tiger] 04/8/2020 08:25

In my opinion there are too many unknowns
There are too many factors outside the control of the business to make this a long term buy

Short term trade by all means but that’s not me
Tiger

[tongosti] 04/8/2020 08:15

Yes OH. First time I trade this in months. LONG

[our haven] 04/8/2020 08:12

Reached 700, breakout?

[tongosti] 04/8/2020 07:35

Why risk reward is not good?Can you quantify them both?

[stevie wunderbar] 03/8/2020 23:23

Isaiah said, "God gives strength to the weary; He increases the power of the weak." You may be weary today, but the good news is strength is coming.

[castleford tiger] 03/8/2020 22:41

Bomb
I hold a very few in one of the children’s ISA
My money is on hold after my recent buys in
Lpa up 10% today
TND up 100+ since March low
MPAC up a touch today.

As I have said too many variables to buy heavy into DTG R v R is not good right now
Tiger

[stevie wunderbar] 03/8/2020 22:41

Awful news for the staff at Hays, many came from the Thomas Cook shops.

[tp6] 03/8/2020 22:28

I see hays travel have announced redundancies and have come out as very critical of the government over Spain. They cite the cancellation of hundreds of thousands of holidays as a result, but also mention decent bookings for 2021. Hays and Jet2 are very close, so worth a read.

[stevie wunderbar] 03/8/2020 21:37

If the 90 min test is rolled out it will be in very high demand with limited supply. There will be a very long list of people for testing in order of priority with key workers, teachers etc at the top. You can guess where holiday makers will be on the list.

[senn1] 03/8/2020 21:18

Mate 90 min test where the airports have no capacity to test on this scale

You can get a test result now on 24 hours so makes no odds it's not testing we need that's no cure so what.

we need a Vaccine asap

[scottish007] 03/8/2020 19:15

As l say, l’m content with where Dart is.
If we tread water then others have more to fear.
90 minute test (if successful) may support airbridge stance.
Vaccine and we fly, big time.

[hardm] 03/8/2020 18:31

We know that the money raised from the placement, the £300m Gov. funding (untouched) and £98m sale is all available and is in the bank. The company have confirmed this. The company have also confirmed that they are in a good place (i.e. prepared) until at least April'21. Reduction in planes and staff is in-hand and the furlough scheme is also still operating.

I would be amazed if the airline industry isn't speaking to the Government regarding compensation/help for refunds, whilst also seeking longer term air-bridges for Portugal and the Spanish Islands, with more time/notice provided for repatriation next time.

What I am saying is take a breath and stop adding to the hysteria. Let the useless media do that!!!!

[senn1] 03/8/2020 18:25

Scottish

Restart which one mate? we have had restarts this year and it was a damp squid planes over half empty.

Virus here it's a non starter virus gone happy days

I know where my money is going and it ain't on travel stocks anytime soon.

Job cuts are on the rise all round and it all be no different here come September sadly for some imho

[hardm] 03/8/2020 17:56

Guys. We've had everything from 80p to £20 in the last 2 weeks. Honestly, every day there is a massive swing in sentiment on here. No wonder the market is all over the place. Why not resist making predictions on an hourly basis and try 1 per week.

[scottish007] 03/8/2020 17:49

Once things restart demand will be massive.

[sux_2bu] 03/8/2020 17:29

You're not getting the point.Less and less ppl are going on holiday.