Easyjet Share Discussion Threads

[sapphireblue1] 20/5/2024 14:39

Mr Euro yes lower than they expected but flat or slightly up on last year. Ryanair are probably at their lowest customer appreciation right now. All their moaning is starting to act against them with many very vocal about their hate of the airline and O'Leary.

[sapphireblue1] 20/5/2024 14:36

Ryanair are clearly building their compo claim against Boeing which will no doubt be massive.
easyJet are in a very different situation as they are in a strong growth phase.
Especially so at easyJet holidays where 40% profit growth will result from not just the summer but a massive winter holidays improvement.
They are already positioning for more next year.
Southern Europe continues to boom with almost full employment. We are seeking staff in the Philippines and Malaysia because it's impossible to find in Spain and Malta.
easyJet will have a record summer, they are already more than 1m booked summer seats ahead of last year. Prices are also well up for peak times.
easyJet holidays Germany is gaining some volume now.

[the technical trader] 20/5/2024 12:49

Buy EZJ to 600p

[mr euro] 20/5/2024 11:54

Ryanair says summer airfares will be lower than expected

[foreverbull] 20/5/2024 11:19

EasyJet have a strong support at 468-470 level, so not too far from that. Keep topping up.

[mano300] 20/5/2024 10:56

What about the talks about being sold to IAG???

[gswredland] 20/5/2024 10:55

Ryan air apparently resorting to £17 flights mid week as there is falling demand

[doobz] 20/5/2024 10:53

I remember when I first bought into east jet after really positive encouraging results then watched the price drop constantly for a week or two. I think this is very normal and soon will recover and surpass last highs. Not concerned here at all

[t-trader] 20/5/2024 09:51

They will come good, in oversold territory now RSI nearing 30

Took opportunity to top up another 30% at these levels

[mano300] 20/5/2024 09:46

It's strange that easyJet shares are the only ones down since the last two weeks and IAG are smashing it

[timmy11] 20/5/2024 09:18

so none of this applies to ryan air.ie wars and conflicts high interest rates etc..!!

[noramping] 20/5/2024 09:09

Jam tomorrow.

Facts are future figures are just predictions at this point, plenty of external factors to also take into account, such as

EZJ pilots in dispute with the company and possibility of strike action.

Wars and conflicts.

High interest rates and inflation

Economy is not doing well.

Sapphire will spin and ramp everything and never provides balance.

[sapphireblue1] 20/5/2024 08:55

I am most interested in the Q3 figures this year. Without Easter in Q3 it will be a true test of progress. The winter holiday business was multiples of the previous year and I expect that to continue into Q3. This year they have more, higher capacity aircraft available so more seats to fill but costs are broadly the same once the lower fuel burn is included. easyJet are concentrating their efforts on the routes that pay which makes perfect sense. Frequency is up and seat capacity is up so there's an opportunity to add more than £50m extra profit to last years numbers. Anything over £250m will be very positive for a £200m+increase on last year.
Quality will be rewarded eventually.

[noramping] 20/5/2024 08:15

Ezj report going to the moon.

Meanwhile in the real world the share price is more than fully valued at a price below £5 , it’s the market which determines the share price.

Its currently a loss making company, read the official RNS’s

[sapphireblue1] 20/5/2024 07:55

Ryanair report strong summer demand and a big leap in profits.
easyJet are in the same situation but have a 40% increase in easyJet holidays to look forward to.

[sapphireblue1] 19/5/2024 14:51

The ryanair deal was more about OTB not selling the ryanair flights at a higher price.
easyJet holidays are unique in concept because they are first an airline which means that they have airline scheduled volume unlike Jet2 and TUI. Each holiday is custom for the client. This is super for the hotelier.

[halfpenny] 19/5/2024 14:09

The move into Holiday packages is generating revenues and note Ryan Air have a deal with OTB package holidays.

Interesting tine to increase Revenue Across their Value Chain....

[sapphireblue1] 19/5/2024 09:44

easyJet really has a firm grip on customer priorities. Southend to Stansted is not so far maybe 50kms but they will prioritise small airport convenience over multi provider choice.
3 of the new aircraft will be well occupied with holiday travel. I would like to see more expat routes into Southend because these are frequent users especially in winter but I am sure that they will come.

[sapphireblue1] 19/5/2024 09:18

Yes Lisbon is a problem for Ryanair. easyJet has 32 routes into and out of Lisbon.

[sapphireblue1] 18/5/2024 15:23

Crazy that the shares went down on these numbers. It will be back through previous highs very soon in my opinion.

[sapphireblue1] 17/5/2024 22:48

He is rightly very positive. I can confirm that easyJet do get a great deal from the hoteliers. This is because of the volume of flights and the flexibility so we don't have 50 people checking in at the same time on the 7 or 14 day schedule. We can dynamically allocate guests across the hotel which means that the easyJet passengers largely fill the gaps between bookings. Moving away from the fixed term means that we can provide rooms at very competitive prices.

[zam1] 17/5/2024 21:40

EasyJet CEO Lundgren Explains Why He's Stepping Down https://www.bloomberg.com/news/videos/2024-05-16/easyjet-ceo-lundgren-explains-why-he-s-stepping-down-videoHe is very positive

[sapphireblue1] 17/5/2024 20:05

The next update will be the Q3 trading update where we can expect profit £230-250m.

See the H1 presentation on the easyJet website under financial calendar

Some nice numbers here

[zam1] 17/5/2024 19:11

I expect good end of year results H2 and summer will bring in the profits and share price will bounce back well ahead of the final results.Markets seem to have over reacted I think and share price should recover soon in my opinion.EZJ has plenty of aeroplanes on order for the expansion into new routes especially the winters new sunshine destinations.Maybe EZJ is not for the faint hearted the way it has behaved recently. Have faith fundamentals are good.It is unbelievable there so much negativity and then the those ramping it up.If you are not prepared for the risk and long ride don't consider other stocks instead.Looks as the new boss will continue as before from next year which is still a far way and there was no need for over reaction because of CEO change.