Easyjet Share Discussion Threads

[suffersnofools] 01/12/2016 11:08

Hmmm, someone with 100% record of calling it wrong makes ANOTHER prediction - lol - you must have the world's biggest petard.

[quepassa] 01/12/2016 11:06

I drink the same brew too.

Finest DOWNjeeling.


Appropriately rhymes with SINKING FEELING.

ALL IMO. DYOR.
QP

[andy pipkin] 01/12/2016 10:42

sell da bounce mode is back here imo. My tea leaves are saying 775p by Jan 23rd.

[andy pipkin] 30/11/2016 16:51

I'm surprised you havnt filtered mastey, QP. He's been on my list for a while. Cant actuall remember why, and dont really care.

[suffersnofools] 30/11/2016 16:06

Got you on the run again QP :)

So that's the next TWO years where EZJ will have falling fuel prices and yet you are claiming that today's increase is a factor in why the share price should fall.

So let's be clear here - you are saying that we should disregard falling fuel costs for the next 2 years but at the same time include short-term cyclical factors like bad weather and quarterly load factors?

Is there no one at your company of paid stooges that can actually engage in a decent argument or debate? You're simply too easy to discredit.

[mastey] 30/11/2016 16:01

Exactly QP there is life after 2018 but all you are doing is quoting short term issues and getting that wrong as well.

QP fool index who stayed short when the share price bottomed ???

[quepassa] 30/11/2016 15:56

Our Resident Fool has no concept of hedging. Doesn't comprehend that there is life after 2017 and 2018.

Fool bought at 1950 and is unable to hack the reality of his losses.

ALL IMO. DYOR.
QP

[suffersnofools] 30/11/2016 15:46

A few FACTS for you QP - Please take a close look at page 14 of the recent resulst statement



You will no doubt note that EZJ's fuel bill will DROP lower and lower for every 6 month period out to September 2018. ALL of these rates are discount to the current spot rate per tonne.

Six months to 31 March 2017 - Average rate $664


Full year ending 30 September 2017 - Average rate $617


Full year ending 30 September 2018 - Average rate $510

[suffersnofools] 30/11/2016 15:37

Lol - '...compensate for the additional fuel costs.'

Dodging the direct question QP? Not like you?

Please explain where these additional fuel costs are coming from.

The problem with you not understanding how EZJ's fuel hedge position works is that you make yourself look very stupid on a public forum QP.

My entry is 919p as you well know. Only one of us is losing here - and by way of a clue - it isn't me :)

[quepassa] 30/11/2016 15:29

Our Resident Fool is too thick to comprehend that it will take 3 years of dividends to make up for the one month fall in price from 1100p to 980p and corresponding loss of capital.

Or 15-20 years of dividends to make up for the plunge in price since he bought at 1950p to the current price of 980p

The sector is getting hit hard with increasing fuel costs.

The airlines can't put up the seat prices to compensate for the additional fuel costs because excess seating capacity is driving prices to the floor.

ALL IMO. DYOR.
QP

[suffersnofools] 30/11/2016 15:17

QP - Hedges through to end of 2017 at well below current levels. HSBC highlighted this in their recent broker note as a major driver of the share price upwards towards £13 share price target in coming quarters. You're just a bit too dim to understand though :) - My 'time horizon' will see my coining in years of dividends, you'll be long gone from this BB within 6 months as the share price moves ahead.

Andy - lol - enjoy your imaginary 'profits'

[mastey] 30/11/2016 14:57

Is seat capacity really surging as much as you suggest above the demand increase?

Oil, well only at levels since last month. I am not persuaded it will move a great deal from here. US producers will take up any slack and the fighting will resume.

Seat pricing is an issue but I will say again Gatwick key. Sterling will recover further . The US indicators are all Trump nonsense lead , the honeymoon will end soon

[quepassa] 30/11/2016 13:39

It is quite clear that our Resident Fool thinks that any hedge is forever.

Too inexperienced to grasp that any hedge has an expiry date.

And far too temporily myopic to comprehend time horizons beyond the near future.


The perfect storm is forming in my opinion:-


The TRIPLE WHAMMY for the sector:-

1.CUT-THROAT DISCOUNTING

2.SURGING SEAT CAPACITY

3.FUEL PRICES SET TO RISE.


combined with the many other factors beyond the sector's control, this makes for a truly toxic sectoral operating environment in my view.


ALL IMO. DYOR.
QP

[quepassa] 30/11/2016 13:19

On the back of increasing oil prices, EZJ down another c.3% today.

And likely to fall significantly further in my opinion.

ALL IMO. DYOR.
QP

[andy pipkin] 30/11/2016 11:28

oddly?

Which part of 'its looking precipitous here' when the stock was at 1100p implied I was buying?

grow up, snf.

[suffersnofools] 30/11/2016 10:55

Morning all

Same old same old I see - Andy claiming profits in imaginary positions although oddly never declaring what level he entered :)

POO going up which is nice for my oil stocks and pretty much irrelevant to EZJ given its favourable hedged position which QP STILL hasn't grasped given by his recent post :)

So another chance to hoover up cheap shares for the long term. As usual the markets transfers money from the stupid to the smart.

[quepassa] 30/11/2016 10:06

Oil stocks up. Airlines down. - Vienna meeting.

Shell up an amazing 3% this morning. That's a big movement for the largest cap stock in the FTSE 100.

A tentative step towards agreeing a reduction oil output seems on the cards from early newsflow.

WTI and Brent crude both up more than 5% so far today.

Increasing fuel costs are on the way.

ALL IMO. DYOR.
QP

[andy pipkin] 30/11/2016 09:36

did someone mention precipitous?

[sum493] 30/11/2016 08:48

Why are the Stock Prices of Low Cost Airlines like EasyJet and RyanAir Down?

[mastey] 29/11/2016 22:32

Lucas, we need to see a break above 1.2750 in cable to start msking a real difference. I have no doubt this will happen in the next 3 months or so 1.30 + will be seen. Very soon eyes will start to point at the US deficit ( already seen in the treasury market when looking at spreads ) Easy have a very good treasury office and I have no doubt they are revising ( or should I say waiting) to hedge forward FX requirements well below historic levels of long term hedging. Once this and forward guidance is positive on all , the share price will fly. Ryanair losing the plot by just buying back shares. What does that tell you , no ideas. Easy right place , right airports,best slot times , leader at busiest single runway airport in the world.

[mbmiah] 29/11/2016 19:10

Loooool Andy Pupkin

[lucas5950] 29/11/2016 19:07

Oil is on the decline and the pound is starting to gain some ground again. All positives for EZJ!