Easyjet Investors - EZJ

Easyjet Investors - EZJ

Stock Name Stock Symbol Market Stock Type
Easyjet Plc EZJ London Ordinary Share
  Price Change Price Change % Stock Price Last Trade
-3.50 -0.89% 387.60 16:35:25
Open Price Low Price High Price Close Price Previous Close
397.50 386.50 404.00 387.60 391.10
more quote information »
Industry Sector

Top Investor Posts

Top Posts
Posted at 30/11/2022 10:57 by trader465
JPMorgan Chase & Co. set a GBX 260 ($3.11) target price on easyJet (LON:EZJ – Get Rating) in a research note issued to investors on Tuesday morning, Borsen Zeitung reports.
Posted at 29/11/2022 08:14 by johnkidd1
Because the assets of the company are now generating real returns from quarter 4 and baring any major disruption this is normally a very lean and well run company. 2023 should yield great returns and a return to real growth and profits. Markets and investors look ahead not back.
Posted at 30/10/2022 13:13 by crazi
Motley Fool

Positive signs
Now Sunak is in office and it appears that stability is his core objective. While the budget will have to wait until mid-November, we know he’s intent on balancing the books and not creating debts for future generations. This means less international borrowing, and UK government bonds are already looking less risky.

We’ll have to see what’s in the budget but, let’s face it, it’s going to be better for markets than Kwarteng’s September statement.

But there is also the matter of natural gas prices. Commodities are at the centre of this global economic crisis, contributing both directly and indirectly to inflation. But natural gas prices have been falling over the past three months and, on Tuesday, dropped below €100 per megawatt hour for the first time since 14 June. Prices in the UK dropped to 180p per therm on Monday, down 72% from their peak. It’s also worth noting that gas storage facilities in Europe are almost full.

This is certainly good news. Firstly, sustained lower gas prices will reduce inflation both directly and indirectly. But, secondly, it could mean the government’s pledge (or new targeted pledge) for a household energy cap would cost a lot less. ING said that, if prices remained the same, keeping the energy cap in place for two years would cost around £50bn – significantly below estimates of £140bn in August when prices first spiked.

But with these positive signs, why isn’t the market soaring? Well, it may take some time for investor confidence to return.

What am I doing?
I’m not a perennial bull, but I see now as good time to buy. Despite recession concerns, I’m still looking at banks. Higher interest rates are pushing margins up. Banks, such as Lloyds, tanked under Truss. The Bank of England hiked rates in response to Kwarteng’s inflationary budget and this caused banks to remove lending products.

But with Sunak in charge, and what we expect to be a less inflationary fiscal policy, I’m expecting the banking sector to perform much better.

I’m also looking at air travel, like IAG. With demand remaining strong, and fuel prices falling, the outlook could be improving for the sector.

I already own shares in IAG and Lloyds, but I’m looking to purchase more.

Banks and Airlines ;-)

Posted at 04/10/2022 16:34 by blueball
Posted at 23/9/2022 04:18 by danvandan
The board did NOT 'walk away from 800p'. No bid has been made for EZJ and no bid will be made for this business since it is hemorrhaging cash in a tough market where there is lots of competition. A false rumour was encouraged by the management team about a 'bid' during the last rights issue, purely to ramp up the share price. If there HAD been a bid, it would have HAD to have been put before shareholders - those are the rules. The management don't own the company. Spin and dishonesty have unfortunately characterised much of EZJ's communication with customers and investors this year, especially concerning volumes and revenue, constantly claiming that volumes were at or near '2019 levels' only for the revenue to not appear when the accounts are due.

Another rights issue is more likely imv, to avoid EZJ falling into a debt trap.

Posted at 12/7/2022 08:17 by blackhorse23
Posted at 01/6/2022 10:36 by danvandan
This apparent surge will be quickly over because of the negative publicity and the huge squeeze on consumer spending which is building very quickly now. The compensation claims will put a big dent in the profits for Q3. Also, the pound is on the floor and likely to go even lower as we slide into stagflation, further discouraging foreign travel.

I'd like the optimists to tell me this; will the profits for Q3 exceed the half billion pound loss so far this year for Q1 & Q2? Personally, I think EZJ will be lucky to even make a profit in Q3.

One more thing; market cap for this business is almost £4bn. What kind of profits and price/earnings should a £4bn market cap transport company make? I would say at least £200m. But EZJ will not make a profit this year, and next year we will be in recession, so I reckon it might not even get to that level of profitability in 2023. Fundamentally, EZJ is already overvalued. When investors get their heads around this, the share price will drop fairly steeply.

Posted at 04/2/2022 12:36 by rolloway
There you go again, drifting off into that alternative reality. The real reality is that higher costs for easyjet mean higher airfares for consumers. The cost of living squeeze means less disposable spending for consumers. Put those two together and the reality is that some people will choose fewer holidays or cheaper holidays (eg staycations). How many and how much are the imponderables, but consumers are taking some big hits currently, even though many have saved money during the pandemic. That creates competitive pressure for all of the budget carriers and depresses profits.

Lundgren has promised investors a big increase in trade, but I question whether the profits will live up to the expectations which he has created. Ryanair have been a lot more sanguine about it.

All of that said, the shareprice is holding up remarkably well, so maybe there's a few more months to go before investors turn away from easyjet. I suspect the Q2 update could be a turning point, if Lundgren has to admit that things are not turning out as well as he suggested. If interest rates continue up to a mere 1.25%, still very low by historic standards and almost certain based on current trajectory, that will potentially add £30m to easyjet's financing costs at loan renewal. Just one more little thing ontop of rising fuel costs, wages, etc. I hope easyjet uses its cash on hand to pay down some of those loans pronto.

Posted at 27/1/2022 07:31 by 504
Some big numbers, some big improvements and some ducking and diving to make it work.
As a shareholder I am impressed by that.
I was expecting disaster and I think many were. Certainly looking forward now is a very different view to this time last year.
As expected people are booking closer to the departure date, it will take time for confidence to return. I believe that the whole of the UK will be in Southern Europe this year after suffering the UK holiday options.
Business travel should rebound very quickly.
Everyone likes a winner and they certainly seem to be that, they will recover strongly over the next few weeks and months.
I suspect that this story will grip retail investors. As for the city, they can see the debt. It's not pretty but it was never going to be and the road from here to profitability is a short one.

Posted at 12/1/2022 13:14 by stormcoming
Kudos to the easyjet management for managing to keep the share price up at these levels. Apart from the initial drop when covid landed, the share price has only dropped on the rights issues. Amazing amount of goodwill from investors. Could turn to bitter disappointment if the profits don't materialise in Q3 despite lundgren promising 200% increases in bookings. A crafty measure by any standard - We had 5 bookings, and it was a disaster, but now we have 15 bookings, so it's only a minor disaster...

But while the PIs are on board, it's all good. Looking a bit frothy today and RSI overbought but maybe there's yet more PIs to buy in...

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