Easyjet Share Discussion Threads

[sapphireblue1] 24/7/2024 07:10

Q1 25 ahead despite a massive new winter schedule.
Holidays exceeded my numbers by £8m.

I still see no reason why this price has been hammered, it should be over £6 with this rapid expansion in hand. Easyjet holidays is valued at zero.

[sapphireblue1] 24/7/2024 07:04

Slightly stronger than I thought but well in the £220-250m range.
Q4 looking strong even with all the extra seats to fill.
Massive divergence between easyJet and Ryanair with easyJet the clear winner.
Easyjet holidays as I have been saying are absolutely booming.

[fitton] 24/7/2024 07:03

Results look better than I had expected

[onehanded] 24/7/2024 07:03

Results look as expected and in fact better. Could be a chance to add or get in as soon as market opens. £5 target. Any shorts better close and take profits

[trying2trade] 24/7/2024 01:50

That's a real minority and to say it's their first choice is way off the mark. Sure they'd pick an EZY flight over a Jet2 one.

[sapphireblue1] 23/7/2024 23:34

Cev you need to understand the point of investing. The goal is to find those shares where the market perception doesn't match the factual situation.
Seems like that fits easyjet quite well. I am not interested in shares in vogue, shares that are properly valued and shares that are well understood.

[cevodniya] 23/7/2024 22:24

Sapphire, the factual evidence will come tomorrow.
I actually agree with 90% of your posts, but you are a ramper.
By the way, seriously, a company's share price does actually reflect the markets perception.
Even when I bought Rolls-Royce at 70p, analysts were predicting i e David Berry at JP Morgan was predicting sub 50p.
Now, holding 400000, I'm very happy with a lot more to come.
Rolls-Royce I'm talking about.
Easyjet will come good, probably £10, end of 25 regardless of Sapphire or non ramping.
Sapphire, try Xhita on LSE, you are conjoined twins lol

[datait] 23/7/2024 21:53

Good luck tomorrow all holders

[datait] 23/7/2024 21:53

Noramping is nothing but a stocker no life just a sad little man 😄

[sapphireblue1] 23/7/2024 21:41

The factual evidence that I am seeing is packed hotels, a strong volume of easyJet holidays and talking to people I have found many that are on a package for the first time. Many used Ryan last year and Airbnb.
I strongly believe that Easyjet will exceed ryanair in time.

[sapphireblue1] 23/7/2024 21:28

So cev what factual evidence is that. Please don't say the experience of a competitor. To colour the industry on the poor performance and decision making of ryanair is nonsense.
I believe that Easyjet are taking customers from ryanair and their poor performance supports that view.

[essentialinvestor] 23/7/2024 20:50

* it's the outlook the market will hone in on, particularly any comment on price softness.

[cevodniya] 23/7/2024 20:46

Noramping, I can fully understand your constant interaction with Sapphire because of her inherent bullish sentiments regardless of factual evidence.
What I'm curious about is yourself.
You've never said anything positive about Easyjet in any of your posts.
Are you an investment or merely a troll who wants to constantly post negative thoughts.
An example being today, whereby you've stated that profits have to be 350 million plus to erase the orevious qtr losses.
Now that's not going to happen is it!!.
Any profit over 220 will be viewed as positive because as you well know, Easyjets main profit comes in Qrt 4.
Qtr's 1 and 2 are always loss making.
What's important is whether profits are actually increasing, profit per passenger,passenger nos et al.
Yep tomorrow Sapphire will spin it and you'll deramp it.
Are you the guardian of the ill informed investor and wish to protect them?
Ermm, I suspect because of your attitude with regards to Easyjet that you are not an investor, why would you be?
So, why are you here?

[davius] 23/7/2024 18:31

Noramping, it's a trading statement tomorrow not results.

Besides, generally comparatives as seen as important, and the half year results were well ahead of the previous year.

"Headline loss before tax of £350 million for the six months ended 31 March 2024 was a reduction of £61 million on the loss of £411 million for the comparative period ended 31 March 2023, with the improvement driven by network growth, cost discipline and the continued expansion of easyJet holidays."

[foreverbull] 23/7/2024 18:15

The price has recovered so a bit positive... fingers crossed for tomorrow

[noramping] 23/7/2024 16:45

Excuse generator out again.

Any profit less than £350m means that the loss reported last time hasn’t been wiped out.

[sapphireblue1] 23/7/2024 16:14

Whilst £203m to 219m is a slight increase we need to remember that Easter did not fall in this quarter like it did the previous year.
I believe that we'll see more than 219m because I think that they don't understand the dynamic at easyjet holidays.
The margin being 10 x the flight margin a modest rise in volume can be translated the same as a massive rise in airline volume.
I think that we'll see holidays up 30% on volume in Q3 over last year. That will be in the region of £65m profit from less than 6% of the seats flown.

[sapphireblue1] 23/7/2024 15:57

I don't see what the share price has to do with your expectations.
Surely you can just look at the visible facts. The market is never right. If it were the price wouldn't move before and after.

[peddlers] 23/7/2024 15:55

Faury (Airbus CEO) 23rd July - Airbus SE has had to turn down some aircraft orders because of its huge backlog, highlighting the mismatch between the continued strong demand from airlines and manufacturers struggling to produce their planes fast enough.
There is more demand in the market than Airbus's ability to supply...

[peddlers] 23/7/2024 15:26

FB - I was just thinking the same.
Let's see what it does in the last 10 minutes of trading.
I'm hoping that gap fills in the coming days / weeks

P.

[foreverbull] 23/7/2024 15:07

I'm a bit sceptical now given the weak share price movement today and the last few months, about the results tomorrow. No enthusiasm at all which leads me to think results may not be encouraging... hope EasyJet will prove me wrong.