Seems to be a lot of supposition from some posters that EZJ don’t know what they are doing, without any real evidence about that. |
Buyers flying over from Wizz today? |
Lyq, a few on here seem to think they have knowledge but the share price does not follow the ramps.
The RSI is the lowest it’s been for a while so would expect some upside short term, however I don’t see thus as an investment more a trade. |
IAG compete against what are essentially highly inefficient KLM, Air France, Lufthansa, Turkish in Europe and for traffic across to America their costs are significantly lower. IAG have strategic airlines working together on routes and strong brand loyalty. EZY have decided to enter a race to the bottom against Jet2, TUI and savvy travellers. There is less (but not zero) loyalty between ryanair, wizz or EZY travellers. IAG have also introduced BA euro flyer at Gatwick as a lower cost but premium rival. Wizz have battered EZY market share at Luton and Jet2 and also getting in on the act at Luton. EZY for me has great potential, but I'm not sure it knows what it is... |
Lyqwyd, im thinking the same. However the market does not agree. |
Difficult one this. Similar p/e ratio to IAG, but looking at the last 12 months, IAG is up 120% with easyJet down 10%. Somebody, not me (or possibly any others on here), will have absolute knowledge of why that is. So, either this is a dog, or seriously undervalued. I am leaning towards the latter, but suspect it won't happen quickly. |
No, mgmt ignore dividend at last update-on big pay rises themselves-so going nowhere in terms of share price Too many alternatives like insurers that actually reward investors. |
Certainly there's a huge gap in the market recognition of commercial success and potential. Easyjet is scandalously valued |
The current Ryanair buy back = approx 17% of the entire EZJ market cap.
The gap continues to widen between Ryanair and the rest. |
Volume down a bit today. This is a decent base to build some positive momentum.
Maybe some traders getting bored and moving on... |
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 |
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