Easyjet Share Discussion Threads

[foreverbull] 04/7/2024 09:23

Looks like it has bottomed out ....fingers crossed

[sapphireblue1] 03/7/2024 10:34

They cut 30p on a price drop of £1. Looks like a strong recommendation to me.

[peddlers] 03/7/2024 10:29

That's an upside of 40%

[davius] 03/7/2024 10:09

JPMorgan cuts easyJet price target to 640 (670) pence - 'overweight'

[noramping] 03/7/2024 09:09

Sapphire in your opinion you mean, you do not have access to EZJ balance sheet to make any claims.

[sapphireblue1] 03/7/2024 09:04

Profit this quarter will average around £8m a day up from £2-3m in the last quarter.
Full planes bring those from the cold miserable North to the hot fiesta in the South for their respite.
Mijas Costa and Malta are already full this early in the season. It's going to be our best year ever for our hotel group.
We can't bid anymore easyJet holidays clients as we are full. I am only seeing high bids now so I guess that they are largely sold out.
Luton to Málaga is around £300 return base price July week 4. That's for inconvenient flight time. That is around 11% up on last year this time.

[essentialinvestor] 02/7/2024 10:16

Bought a small amount.

[davius] 02/7/2024 09:02

Will EZJ report similar I wonder...

Ryanair said its June traffic hit a record high, topping the 19 million passenger mark for the first time. Passenger numbers rose 11% year-on-year last month to 19.3 million, the budget airline said. Its load factor was unmoved at 95%. Ryanair said it is the "first ever month to exceed 19 million guests". The closest it had previously come to that threshold was in August 2023 when traffic spiked to 18.9 million.

[trying2trade] 01/7/2024 20:22

I thought you'd filtered me? Just can't get enough. The pay deal is sorted already, it's the formalities you are waiting for. You again have been found to be talking nonsense.

[noramping] 01/7/2024 17:48

T2T, stop talking sense

[trying2trade] 01/7/2024 17:38

That's simply not true. If you have aicraft of EZY doing Dusseldorf, Zurich and Warsaw they are simply not holidays. It's a straight airline business. That's not as profitable as holidays, so if you went to sell more holidays you'll need to sack off those routes in summer. Do EZY have 50 aircraft parked doing nothing that are fully crewed? No. So if they want to go heavy on holidays they will have to sacrifice some of the 'airline' work.

[xamf] 01/7/2024 15:17

According to Stocko JET2 has a forward PE of 7.5 (price/book of 1.76) and EZJ has 6.5. (price to book of 1.45).
Just topped up again. Happily siting on an average of 460 now - though I made hard work for myself buying a tranche around 490!

[noramping] 01/7/2024 13:36

Investor , look at jet2 PE ratio compared to EZJ, EZJ trades higher , but sapphire thinks EZJ is undervalued?

[sapphireblue1] 01/7/2024 09:56

I guess that it's all down to definition
Easyjet are the fastest growing. Easyjet holidays last year used 4% of airline capacity. Jet2 used 70%>
Easyjet holidays can grow without any impact on the airline business whereas Jet2 would be adding aircraft and crew.
Easyjet holidays are the only package provider we work with.

[investor73] 01/7/2024 09:33

noramping, in UK Jet2 are the leaders in package holidays Tui are No.2 and Easy third.

[sapphireblue1] 01/7/2024 08:52

Money moving to easyJet

[blackhorse23] 01/7/2024 08:17

Money moved to rank group [RNK]

[noramping] 01/7/2024 08:15

Just look at TUI to see how much money they don’t make and they are the market leaders in holiday packages.

[sapphireblue1] 29/6/2024 11:37

Unfortunate for those affected by these issues. Obviously nothing to do with the airline, these are the dangers of a network at full capacity.

[sapphireblue1] 29/6/2024 06:59

Málaga airport at bursting point. Every bed sold out across our Mijas Costa hotels.

[pinemartin9] 28/6/2024 23:22

Well said, don't believe the Old Lie! Buy and hold is tosh. Buy low, sell high. Find a way to do that that works for you!

[sapphireblue1] 28/6/2024 18:52

The only important detail is the buying price, the selling price and the exposure time.
No share is good or bad there's just good and bad times to hold them.
Often quality sits hidden and rubbish floats on the surface.

[ccsicemanandrew] 28/6/2024 16:41

I hope he is shorting RNK.