Easyjet Share Discussion Threads

[chiefbrody] 12/3/2024 12:51

It'll need more than a British ISA to turn things around. The UK is basically the Titanic. And as the man who built it said (well in the film anyway lol) the ship will sink. It's a mathematical certainty!Not that it's all bad for Easy. On the contrary. History shows the Brits love their holidays and short breaks. If only just to get away from this hell hole. And we always have the Great British Weather, without which, all the budget airlines wouldn't be half as successful. So yeh the future's still Orange, ish.

[sapphireblue1] 12/3/2024 12:08

Yes look at the chart no evidence of a breakout.
You have some very strange terms. Why am I insisting just because I haven't changed my mind. Recently I was spouting just because I mentioned my opinion.
Why are you insisting that it will go down and spouting unsubstantiated opinion about why.
I find you toxic but I suspect that you have been told that before.
It's a beautiful day, truly spring but I guess that you will just tell me that it will rain soon. It must be horrible to be you

[noramping] 12/3/2024 10:26

You keeping speculating on what the share price will be, it will be what the market decides at the given time.

There’s no evidence of a breakout in the last few weeks, yet you keep insisting one is on the way.

The shares have had a fairly good recent run up, but you think the moon is in sight.

I’ve said it numerous times the U.K. has loads of undervalued companies based upon international comparisons, however people are exiting U.K. markets for others.

The U.K. investment isa is the governments way of trying to stop the outflows.

[sapphireblue1] 12/3/2024 09:37

Noramping I don't agree but we'll see soon enough.
I don't buy your view. The UK has been a basket case since Brexit and it will get worse. Commercially it makes easyJet more attractive. Currently there are way fewer investors and more gamblers and carpetbaggers. The 100 is a different environment to the 250 which in turn is so different from the trash markets below.
I don't expect it to break down but if it does I am ready to take more.

[noramping] 12/3/2024 09:20

Sapphire, the charts clearly show the peaks are getting lower and the trading range tightening, it may break out but likely downwards rather than upwards in the short term, remember its nothing to do with valuations.

Market sentiment isn’t good at the moment, especially after the good run in the USA, facts are if markets falter in the USA then we always follow suit.

I know you are EZJ biggest ramper and I do think long term holders will be rewarded.

[sapphireblue1] 12/3/2024 08:55

Another week until easyjet are in the 100. I guess that we are experiencing the exit of some of the exclusive 250 funds and tracker.
A solid pennant is formed with movement reducing every cycle.
I still believe that it will break upwards very soon.

[vipulparbat] 08/3/2024 07:56

My share portal charges 2% of the dividend reinvestment value and is capped at £5. Therefore in this case probably cheaper to auto invest than buy more shares separately.

[pinemartin9] 07/3/2024 23:28

Thanks both. Thats what I thought and it reassures me that I've not missed out on anything. I have 3512 shares. A modest sum I suspect compared to others. My average is 486p.

[parvo] 07/3/2024 22:13

Pinemartin, if you only have a few shares and therefore only a small dividend, If it is auto invest, a big part of the small dividend will go on commission and tax. It is better to add additional cash to make a purchase worthwhile. If you hold lots of shares, then you are none too worried about fees.
Of course, if your shares are in an ISA then you don't have to worry about capital gains tax.

[sapphireblue1] 07/3/2024 20:14

Pinemartin. I don't know exactly what the charges would be. I will get around £2000 and will probably add a bit more cash to that.

[sapphireblue1] 07/3/2024 20:11

I started that rumour and it's completely base less.
I like a good rumour.
I rather suspect that the management are looking at many ways to attract more support for the share price.

[pinemartin9] 07/3/2024 19:24

Hi Sapphire, slightly off topic but when you say most investors will buy more shares with their dividend this has always confused me. I should know this...but would you get the cash payment then use that to buy more shares? In most cases that would be quite modest and incur more charges, wouldn't it?Or, if you are set to auto invest for dividends does that avoid trading and stamp duty fees? Thoughts much appreciated. Thanks PM

[sapphireblue1] 07/3/2024 18:29

Sounds a bit reserved to me

[sapphireblue1] 07/3/2024 15:44

Looming we have the return to the FTSE 100 on March 18. On March 22 we have the dividend payments where I suspect most investors will just buy a few more shares with the modest payment.
April 18 the H1 trading update followed by the results on May 16.
Hopefully before the summer really kicks off we should know a lot more.
Looking across the popular destinations easter is more or less sold out on the peak dates. Some flights £400+ is the only option.

[sapphireblue1] 07/3/2024 15:37

It will be substantially higher but first they need to deliver a bumper summer season.

[datait] 07/3/2024 14:55

I see this back to £10 in May the recovery for travel is huge. I'm in vagas next month Spain and later again in year I will be away. Many people I know and talk to are the same.

Airports are busy

[sapphireblue1] 07/3/2024 09:22

I don't think that a takeover is the only way we'll see £10. There are growing pains in a rerate. This is driven by increasing profit and dividend payments.
The sector discount is nothing new. It's how I was a buyer at £3.60 without it I would have half as many.
The market will do it's thing and it's almost pointless watching. Up or down it doesn't change the fact that this business is recovering strongly.

[chiefbrody] 07/3/2024 06:56

I don't think it's not understanding it's just the UK market. Not long ago NatWest declared 6B profits yet was valued at 20B. Madness. Granted they've moved up a lot since but are still bonkers cheap. Cases like this all over the UK markets. The only way we get decent valuations is when a predator comes in. A takeover is the only way Easy will see £10 any time soon. Plus it's an airline and they rarely see decent valuations given the high risk sector. 5K extra from the chancellor for a Brit ISA yesterday. Lol. That will send the UK markets soaring, not. Basket case UK.

[sapphireblue1] 07/3/2024 06:13

They are not really understanding this. The whole point is that a winter loss is inevitable, they can't just hire people and buy planes for the summer. Narrowing the loss is an obvious target but the difference can be wiped out in one summer day at full capacity.
They talk about wafer thin margins but are they. Certainly the current price of travel rarely starts below €50 now. The £9.99 flights are gone.
The fact governing easyJet over others is the lack of direct competition especially at regionals. Pushing the price up 15-20% hardly causes waves compared to the UK cost of public transport to get the another airport. People will pay for convenience every time.

£10 a share doesn't look like a fantasy price to me but clearly a wary market needs a lot of convincing and any up progress will certainly attract consolidation as we see now.
This is a product of the investors appetite for risk and insecurity.

[sapphireblue1] 06/3/2024 15:36

Holiday business shaping up.

[sapphireblue1] 06/3/2024 15:31

More Nice routes. Yesterday Malaga to Nice and today Nice to Malta. Rather convenient for me.
Malta is a Ryanair dominated market with Malta Air as their subsidiary.
Flights starting at €46 one way. That's well up on the launch price we have seen.

[sapphireblue1] 06/3/2024 14:49

I can't see them leaving the UK but a dual listing seems a positive step.
I can't see why they would go to the US where they don't operate their business.

[chiefbrody] 06/3/2024 14:37

Yeh I think listing in the EU makes more sense in some ways. Even the German/French markets have battered the FTSE performance wise. Hell I'd be fine if EZJ took their shares over there and left this dreadful market.