Dart Share Discussion Threads

[snorkelparker] 05/2/2018 11:12

Yep.. Getting a bit tiresome, nothing wrong with constructive criticism of a company, something that is useful when very bullish, but reasons for a small cap stock to tire out isn't based on overall market moves or macro events.. Presuming that something specific to the industry doesn't play out.. Like access to European skies.. If negative commentary was based on well thought out arguments then could be given some credence. But just Mr market this and that and tied bull just doesn't carry much sense. I'm concerned that rising interest rates might effect debt assuming its floating, oil price increases and the euro to gbp.. So far they are contained and manageable so the increase revenue should be a pleasant surprise..

[wilddcw] 05/2/2018 11:02

How many did Monarch fly - they need to be picked up by someone ?

[snorkelparker] 05/2/2018 10:52

Where did you get those numbers from?
I believe that this year's numbers are around 9.2million which puts them just outside the top 20 carriers.. So 12mil passangers for next year would be very good growth.

[tongosti] 05/2/2018 10:29

Bla bla blaOver last 24 months cash in the bank has been a better investment than this "unappreciated growth story". Any chance of going through 700 today?

[castleford tiger] 05/2/2018 09:56

hxxps://www.jet2.com/News/Jet2_com___Jet2holidays__Our_Size_and_Success/

The above link carries the following very important information.

This summer 2018 and in the financial year which STARTS 01.04.18 we expect to fly
12 MILLION passengers. on a fleet of 90 aircraft.

The last reported numbers were 6 m and 7.10 m

Of course we are still missing the current year ending march ( last summer)
This is the one that I expect to see a big jump in numbers as I think holidays will jump from 1.7 to about 2.45m.

So in just THREE years we will have doubled the operation.

Of course growth comes with a cost .
there are new bases to set up and the 45 new aircraft.
However many of these are up front costs and the profit curve will follow.

The forecasts in the market do not show updated figures. How do we know?
Just look at the t/o

Tiger





2018-03-31
2,361.50 94.90 52.65p 12.6 7.7 2% 5.90p 0.9%

2019-03-31
2,735.00 80.25 44.50p 15.0 -1.0 -15% 6.59p 1.0%

2020-03-31
3,104.00 89.60 50.40p 13.2 1.0 13% 7.02p 1.1%

[tongosti] 01/2/2018 12:20

It's all about gut feel then innit?!

[albanyvillas] 31/1/2018 14:59

i gotta feeling this is going to £10 by end of year

[snorkelparker] 31/1/2018 14:21

It's why we need to be patient with this stock, great for those that bought in the mid 650's a week ago, it's hopefully starting to move in reflection to most of the facts covered by CT... Bookings and yields are strong which should be reflected in the next announcement, strengthening against Thomas Cook and just outside the top 20 European Carriers.. and still just a 1bil GBP company.

[albanyvillas] 31/1/2018 08:25

Why this flying



Update soon

[tongosti] 29/1/2018 22:13

Ah dear -tiger the wise was lost for arguments. Guess supporting the club is the mantra here. Wahey:)

[tresham] 29/1/2018 20:43

A few reasons why I might have sold my shares in Dart Group since April 2016:
1. The shares had increased seven fold over five years. Possibly unbalancing my portfolio.
2. Capital Gains Tax reduced to 20% that April.,
Many sellers 16-17 and 17-18 tax year
3. Massive expansion causing some consternation, (+30 planes and 3 new bases).
4. Brexit induced irrational selling in 2016
5. Seeing share price dive in 2016 to £3.50 was a gut wrenching ordeal and not pleasant.
6. Very high growth: 40% increase in sales, low current PE = 8.5. Too good to be true?
7. Logic goes someone knows something I don’t know; therefore suspicious.
8. Some people including Mr Market say Sell or Hold; IC?
9. What goes up must come down. Mean reversion
10. No legacy issues, pensions and worthless intangibles. Now I’m getting illogical!
I am a buyer. I have no doubt they will remain volatile and I would only like to see the share price drop in order to buy more. The shares are a bargain.
Tresham

[shaker44] 29/1/2018 14:53

From your last post Tiger, it seems you are feeding the troll, filtered ages ago.
Why bother? You won't learn anything useful.

[tongosti] 29/1/2018 14:07

Not sure you grasp the subtlety of it all. With the best will in the world, you're being a literalist am afraid. Let me break it down further for you: if the market has acted "counterintuitively" (relative to what people like you expect AND for 2 years on end - not a day or two) then there MAY be something that's escaping you and the bull crowd. If you still have trouble getting this then ... whatever ...

[castleford tiger] 29/1/2018 12:29

tong

you say

Long story short, historical growth profiles of competitors have indeed been inferior to DTG’s and yet the market has put more trust in these other competitors to perform better in the future.

I give up with that kind of logic

Tiger

[tongosti] 29/1/2018 00:00

You are missing the point here V. Totally. It's not about the historical price performance in isolation (quite something most on here treat Mr Market extremely selectively - when they are ahead the market finally gets their logic/ when they're not advancing an inch the market is clueless and totally irrelevant). Go figure. I have now become totally aware that most on here do not think (funny as it is) the market is a future discounting machine (stranger things happen I guess)Translation: competitive performance analysis over the last two years is not exactly about what already happened only ( this is where you get it wrong I think) It ALSO tells you a story re how much trust the market has put constantly on future expectations about such fundamentals (held by both knowledgable investors and clueless shoe shiners alike). Long story short, historical growth profiles of competitors have indeed been inferior to DTG's and yet the market has put more trust in these other competitors to perform better in the future. What you are telling me that asking the question why is irrelevant!

[woozle1] 27/1/2018 19:33

Yawn, yawn. I urge you all to reclaim that lost time dealing with the Idiot Tongo and not engage.
w1

[valhamos] 27/1/2018 15:24

Happy to have a discussion of the merits or otherwise of EZJ,RYA and TUI compared with DTG, but looking at their comparative share price performance serves no useful purpose: it is backward looking and the share graphs do not reveal anything about the business or how it will perform in the future.

However if you spend time considering a company whether it has provided decent returns on equity and growth in profits along with the plausibility of its stated strategy in the context of the economics of the wider industry you MAY (as the economics of a company and managerial performance usually does not change over night) get some insight into future direction and performance. We should be forward looking with data that can help not looking backwards at share graphs that can't.

So a lot of the discussion here about share performance comparisons seems to completely miss the point.

[castleford tiger] 27/1/2018 09:40

I should add that having been here from 16p and only once for a short period have i not held.
I don't do daily stuff I buy I hold or if I am wrong I sell.
I am holding and this can fall 2 or 3 quid and I am still up
Upside is greater than down.
10.00 by 2020

Tiger

[castleford tiger] 27/1/2018 09:38

As I say do the 5 year comparison.

tiger

[tongosti] 26/1/2018 13:31

Tiger I thought you were interested in checking those fundamental metrics (so that you could place them in a 24 month performance context). That's what I would do if I were long. A lot of useful info vis-à-vis competition. Re your statementsYou don't like Dart- never said that! I like the business but not the price it's selling at. That is, the latter had run out of sight; bar is too high (on this board I am the only skeptic - that should make one think) and the market has a really tough job in catching up with existing expectations. You don't see growth- see point above (have been twice long on here as you may remember). You think they will fall- following from above, in my view it's the path of least resistance (I haven't opened another short yet but am looking for another chance to go back in). Enough for a day as time zone differences call for a break but wish you a good weekend!

[castleford tiger] 26/1/2018 12:54

a) At this point in time, would you/have you short/ed at 500p? (I don't mean "would you consider shorting it in the future"?)

I said so a few weeks ago. If you must know i went short at 548.73 (btw, I always state my entry and exit points - my historical posts on this board are a testament to that)

b) If so, what is the rationale for it and how much % would you expect to gain?

B.1 Rationale explained in my posts already.
B.2 The only thing I totally control is RISK. Mr Market is in control of Returns (i.e. I ride the wave until I am told it's probably best to get out).

I JUST REMEMBER THESE posts from July.

You don't like DART
you don't see growth
You think they will fall.

tiger

[tongosti] 26/1/2018 12:37

Shiner - one more thing sweetheart: not your fault arithmetic is not your forte but the distance from March 2016 amounts to 22 months not 1 month as you so cleverly state. Time to brighten up boy!

[tongosti] 26/1/2018 12:33

Shoe shiner:One can never argue with your 90% down argument champ! Told ya long time ago you should think more and write less but what's a shiner to do eh?! MWAH