Easyjet Share Discussion Threads

[andy pipkin] 12/10/2016 09:59

Yes, those Australian banks that have pulled out of a lot of investment banking areas really know a lot about Luton based airlines.

Idiot.

[tlobs2] 12/10/2016 09:55

10th October

Macquarie Reiterates Outperform 1,240.00p

Perhaps they knew better than most experts on here what was going on in the background ;-)

[andy pipkin] 12/10/2016 09:40

Pension funds, bond funds, anyone looking for yield. Its a safe purchase, as they'll be first in the queue should anything happen to EZJ, who seem to have stretched themselves at the wrong time with the new plane purchases.

[cumnor] 12/10/2016 09:36

And.......? Who do you think is buying the bonds?

[larva] 12/10/2016 09:33

Societe Generale downgraded the stock following the airline's profit warning last week. Pointing to a soft demand environment and currency headwinds, the bank’s analysts slashed their stance from ‘hold’ to ‘sell’ and lowered the price target from 1,150p to 820p.

[larva] 12/10/2016 09:32

shorts want to attack again to 700p but no chance

[andy pipkin] 12/10/2016 09:20

cumnor

No risk. Secured debt.

EZJ downgraded again today, I suspect this dcb is over.

[tlobs2] 12/10/2016 09:19

Monarch surviving is good news for the industry. Shows that money is available for investment in areas that QuePassa stated on several occasions was doomed!

Where is he by the way?

[nigelpm] 12/10/2016 09:16

Yes very positive bond issue. Headwinds in the market still there though and monarch has survived.

[csmwssk12hu] 12/10/2016 09:12

Takeover or not this will be a lot higher in time imho

[cumnor] 12/10/2016 09:10

So the real money happy to take EZJ debt for nearly ten years for literally zilch. Huge vote of confidence in the company. They know air travel is going to balloon despite predictable headwinds-landing slots, aircraft, trained staff etc will become more expensive and EZJ will be taken out if it remains anywhere this price. Bonds are a far more reliable gauge of future prospects than shorts. imo

[csmwssk12hu] 12/10/2016 09:07

It's called borrowing as Easyjet have proven this morning 500m at 1.25% for seven years do you think for a minute if these were
1) in trouble they could lend at that rate and time
And
2) Ryanair or a vc could not also borrow at that rate to takeout Easyjet even if profit was £400m pa and takeout was £5bn and they had to pay 2% to finance they could make £300m per year right now not to mention when this thing starts making approaching a £bn per year in a few years when they re float for £10bn I've seen this situation so many times over the years imho dyor

[12bn] 12/10/2016 08:55

Called it wrong again Andy! Why don't you cut your losses and move on,you have tormented the good folk here enough imo. They all now know that you are just a fool!

[csmwssk12hu] 12/10/2016 08:36

Thing is big boys have been shorting this since brexit so apx £15? Hits £8.50 and has steadily rise since yesterday morning, tells me a major target was to get to £8.50 then start going long hence the slow but constant rise back up I think they will take this back to around £10 before getting itchy anything above that and there may be something bigger in the background if it clears £10 it will go to circa £12 next stop if it doesn't it will trade back to £8.50 imho

[tlobs2] 12/10/2016 08:34

csmwssk12hu I agree. Ryanair could pick up additional aircraft, staff, and lucrative landing slots on the cheap. And they wouldn't have to wait for years to get their new expensive aircraft.

[12bn] 12/10/2016 08:33

Andy Pipkin12 Oct '16 - 08:30 - 3525 of 3528 0 0
tslob

Its in the money, but less profitable than when the stock was lower.

Thats probably the most stupid question I've ever been asked.////// Andy is excellent at asking stupid questions himself!

[12bn] 12/10/2016 08:31

Maybe Andy Pipkin is having his breakfast,20 slices of humble pie (he is a fat greedy git) washed down with Scumbags Best White Lightening Cider!

[csmwssk12hu] 12/10/2016 08:31

Why not a bid from Ryanair, anything in life is possible who really seen SoftBank bidding £24bn for arm? Ryanair would get to take out one of its major competitors on the cheap guarantees Easyjet access to EU between the pair of them they could put real pressure on smaller airlines and still not big enough to warrant competition authorities as market is so fragmented if Ryanair are not at least looking at it they are not as shrewd as I thought and they are very shrewd

[1959cos] 12/10/2016 08:31

what times breakfast

[andy pipkin] 12/10/2016 08:30

tslob

Its in the money, but less profitable than when the stock was lower.

Thats probably the most stupid question I've ever been asked.

[larva] 12/10/2016 08:24

10000 before breakfast i says

[lucas5950] 12/10/2016 08:20

Haha told ya!! Only a matter of time ;)

[tlobs2] 12/10/2016 08:15

Andy, the declared short position that you told us about a couple of days ago.

How is it going?

PMSL.

And there are still loads of short positions out there that need settling :-)