Easyjet Share Discussion Threads

[dancing piranha] 23/9/2024 15:03

Happy to hold, ignore the drivel...

[noramping] 23/9/2024 07:16

So upto about £120m (less after tax) as dividend, what does that work out per share?

[sapphireblue1] 22/9/2024 18:51

But we know that they intend to utilise 20% of the profit after tax to dividends.

[cumnor] 21/9/2024 07:01

Needs to be a divi here-and not just a token 1% BS-partially accounts for a lack of interest in many UK midcaps. Investors need more than hope for holding UK equities, esp with a Labour government handing out freebies to unions.

[zam1] 20/9/2024 20:17

Bank of America forecast 31% rise to 685Still a long way to go. Definitely hold longFinancial year end 30-09-2024 hopefully some good news and good figures.

[noramping] 18/9/2024 09:21

Sapphire’s all in at much higher prices, obviously she doesn’t want anyone to sell and take a profit as she needs you to bail her out.

[trying2trade] 18/9/2024 08:13

Can someone ask sapphire about the pilots pay day for me. I'm hidden because I knew something they didn't...which infuriated them.

[sapphireblue1] 18/9/2024 08:07

Seems crazy to me selling out now. The share price is ridiculous. I have had these since October 23 and I am staying for the impact of the commercial success on the profit and the share price. The ebb and flow doesn't interest me.

[cirlbunting1] 18/9/2024 07:14

Sold out of my position here 5.15. Avg was 4.63. GL to all current & future shareholders. Need to fund another position.

[ttny2004] 18/9/2024 06:26

BBC News - Inflation rate holds steady in August at 2.2%https://www.bbc.com/news/articles/c4g927qykywoAlthough inflation holds 2.2% it mentions large monthly rise in airfares compared to this time last year which must be good for airlines travelling specially to European destinations !

[cevodniya] 18/9/2024 00:25

Bigbertie1, yeh i do!!

[foreverbull] 17/9/2024 19:44

Hot from the press ...Questor says buy at this levelQuestor: this airline lost 66pc since our first tip – but it's ready for take-offRobert Stephens17 September 2024 8:00pmDescribing a departing chief executive as a lame duck is somewhat unfair. After all, they are still likely to have a significant impact on the firm's financial performance between the time they announce their resignation and the date of their departure.In reality though, investors know that the incoming chief executive will almost inevitably make changes to the company's strategy. Therefore, they typically adopt a "wait and see" approach so they can deduce how a new incumbent intends to deliver future profit growth. This can mean that a firm in the process of implementing senior management changes fails to deliver significant index-beating performance in the short run.With easyJet's current chief financial officer set to become its chief executive early next year, Questor would not be surprised if its share price performance is somewhat uninspiring in the near term. This is despite the company facing an improved operating outlook that should catalyse its financial performance.Indeed, the firm's latest quarterly trading update showed it was making encouraging overall progress. Revenue increased by 11pc and profits rose by 16pc in the third quarter as passenger demand continued to grow. Passenger numbers were up 8pc versus the same period of the prior year, with the company's load factor rising by 0.4 percentage points to 90pc and capacity up 7pc year-on-year. Demand for the company's services should continue to rise. Investors may become increasingly concerned about a cost-of-living crisis, since inflation is due to creep up to just under 3pc by the end of the year but pressure on discretionary incomes has all but dissipated. When combined with the positive impact on consumer spending from an expected sustained fall in interest rates, which are due to decline by around 120 basis points over the next two years, the outlook for the airline industry is becoming increasingly upbeat.According to the International Air Transport Association, passenger numbers in Europe will rise at an annualised rate in excess of 5pc during 2025 and 2026. easyJet is becoming increasingly well placed to capitalise on an improving market outlook, with the firm expecting to grow its capacity to 100 million seats in the current financial year. If met, this would represent an 8pc year-on-year rise.The company's strategy of expanding its package holidays division is also set to boost its financial performance. easyJet holidays is expected to generate pre-tax profits in excess of £180m in the current financial year, which would equate to a 48pc increase on last year's figure. The segment's strong growth rate is expected to contribute to a 23pc annualised increase in the firm's earnings per share in the two financial years to 2025. This puts the company's shares on a forward price-to-earnings ratio, using financial year 2025's profit forecast, of just 7.6. This suggests that the stock offers a wide margin of safety, with investors apparently not yet having priced in a vastly improved financial performance over the coming years.Growth in the easyJet holidays segment also reduces overall risk, since package holidays are relatively resilient due to their perceived value-for-money offering. The company's risk/reward opportunity has also improved as its financial position has strengthened. For example, its net cash position rose from £146m in March to £456m in June. This shows that the firm is capable of not only overcoming future periods of economic instability, but can also reinvest for long-term growth.Of course, easyJet's share price performance has proved to be a huge disappointment since Questor first tipped the company in July 2017. It has produced a 64pc capital loss since then and has underperformed the FTSE 100 index by 75 percentage points. While we do not expect a dramatic turnaround in the firm's share price performance in the short run, this column nevertheless remains upbeat about the company's long-term recovery potential. It is becoming increasingly well placed to take advantage of an improving operating environment, while its rapid expansion into adjacent product areas provides scope for additional growth. With a solid financial position that has significantly improved over recent months and a wide margin of safety included in its market valuation, the stock remains a worthwhile purchase despite its downbeat past investment performance. Questor says: buyTicker: EZJShare price at close: 517.4p

[bigbertie1] 17/9/2024 18:29

Anyone know a reason for today's sudden leap?

[foreverbull] 17/9/2024 18:05

Anyone following any short term trading strategy with EasyJet? Exit points for Selling? Entry points for Buying?

[phillis] 17/9/2024 17:59

EZJ is definitely undervalued but it has been a recent disaster
Hopefully today marks a turning point

[trying2trade] 17/9/2024 15:47

Jet2 stale...say that again on Thursday with a big slice of humble pie.

[pinemartin9] 17/9/2024 15:35

2 year chart looking interesting, Lower lows and higher highs....

[sapphireblue1] 17/9/2024 15:09

The market is not correct. That's the whole point. The easyJet share price is ridiculous against the commercial opportunity.
Jet2 business model is stale and expansion will be difficult to maintain. Easyjet has opportunity within their model.
The market doesn't see it yet but it will.

[phillis] 17/9/2024 14:47

Of course I can say it LOL
You can easily smell a ramper on these bbs

[noramping] 17/9/2024 14:42

Phillis, you can't say that on here, sapphire won't allow it, EZJ is the best airline in the world and the best holiday carrier ontop, all despite being a budget airline competing against bigger players such as Ryanair.

From a share price perspective it's been a dog

[danb45] 17/9/2024 14:06

why the rise here today ? can't find anything ?

[phillis] 17/9/2024 13:38

That must be why their share price has underperformed JET

[sapphireblue1] 17/9/2024 11:04

I don't hold Jet2 for several reasons.
Their business model is at saturation. Growth is limited and without major investment in aircraft and crew they can't increase volume.
The Jet2 relationship with hotels is very risky. They are limited to designated hotels reducing choice. The capacity is sold to Jet2 in advance not at the point of booking. This means that any downturn or slowing doesn't just reduce potential profit but increases losses.
Jet2 holiday saturation into the airline 70% easyJet 4%. This year it may reach 6%. easyJet can double, triple or quadruple volume from current capacity.
I hold easyJet because they hold all the aces.

[phillis] 17/9/2024 10:39

I hold both Ezy and Jet across family holdings
I prefer Jet on balance