That's why thousands protested in Málaga last June right? City centres, that are also on the coast |
1224 - they are restricted shares as opposed to performance shares - some companies have moved away from performance shares - however to reflect the increased expected value grants of restricted shares are halved. They are subject to performance underpins (over the next three years) but these are to ward against poor performance rather than reward good performance. |
The problem is in the city centres. The new Airbnb were for domestic tourists mainly. The foreigners like the coast.
We added 8% more rooms last year. This year we add 5%. |
You're right. Packages from:Jet2TUI BAVirgin Airlines not mentioned above:Ryanair WizzNorseNorwegian Sunexpress Accomodation platforms Booking.comAirBnBTrivago EZY are a tremendous airline. It's worrying to see how many are easily caught up and think that it seamlessly transmit into the package holiday market. |
haha noramping - there are a lot of places where tourists can go if they are not wanted in one place! |
She’s trying so hard, what about other places in Spain where tourist are being told they are no longer welcome and locals want tourist bans? |
Exactly how it's been for Costa hotels |
Seem sapphire has gone into full ramp mode again, with promises of £6, it didn’t work a year ago when she was doing the same.
She will roll out £1bn profits , even though the company itself states it’s a medium term target (ie. Not this year)
As ever DYOR |
Indeed. The holiday market can't expand indefinitely but there will be winners and losers. Easyjet are expanding by location rapidly now and squeezing the other providers. It's a fact that given booming domestic markets especially Spain, Italy and Portugal that hotels are reluctant to block book at discount. Easyjet are providing the solution and I can see them rapidly increasing market share.
It takes a season for the offering to mature. The winter work this year in Egypt and across the winter sun region will deliver big returns next year. Q1 end of this year could deliver a profit which previously I thought impossible.
The current Quarter Q2 will always be a loser and this year it's an uphill slog.
This time next year the landscape will look very different |
Someone earlier posted about a saturated holiday market, missing the simple logic that if you enter a new market and take market share profitably, it doesn’t matter whether its saturated or not. |
Good news for Easyjet |
After that Q1 update it's just a matter of time |
Good luck holders |
It's a fact that the journey contains all the risk. Look at the risks. Strikes, weather, mechanical issues, Aircraft type risks, crew hours, ATC, delays and disruption.
The holiday business is a online dating platform for hotels, clients and the airline. Few costs, few risks.
Easyjet have been and remain extremely focused on rapidly building this side of the business. Easyjet has capacity to double, triple or much more the current seat saturation without investing a penny, just reaping 10x the reward.
Still the market values easyJet below the exclusively high risk providers
It's absolutely clear that these are not first time holidaymakers, many we see were direct bookings with us previously. It's also clear that other providers like Ryanair are losing customers to easyJet.
We'll see it in the commercial performance |
do people in here realise the magnitude of the growth of the easyJet holidays division? It has grown 25% year on year! It is one area where easyJet has an edge over other airlines - it is no longer a one-tick pony and is basically taking ownership of the full leisure holiday sector instead of just a part of it. You want a holiday? You go to Easyjet and select one from their package including the booking accommodation and they arrange everything for you at a competitive price - for a fee of course! |
Where will it go ... ultimately beyond £6 in the near term but there will be plenty of nonsense on the way. |
Next week Tuesday or Wednesday the share price will start to take onboard the Q1 information. We need a couple of quiet days to let the speculative traders pass. |
They're all jumping ship while raising price targets for noobie investors like Sheedy. |
UBS RAISES EASYJET PRICE TARGET TO 855 (845) PENCE - 'BUY' |
Fall in oil prices is good news |
Thank you Sapph |
You think a 90% full 321 uses the same fuel as a full 319 ? Sending that 321 to Tenerife in the summer when you've battled with all the holiday operators etc is going to change the share price to be like IAGs?. Be prepared to be underwhelmed like the market were. |
Chump who hasn't followed sapphire into loss after loss ?? |
UK Airport expansion is going to give further opportunities for expansion. |
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