Easyjet Share Discussion Threads

[calabrian] 30/10/2017 16:10

The last couple of years have been hugely uncertain for investors in easyJet (LSE: EZJ). The company has been hit hard by reduced demand for short-haul flights in Europe, with terrorism and economic difficulties hurting consumer confidence to a large extent. This caused the company's earnings to decline by 22% last year, while its share price also disappointed when compared to the performance of the wider index.However, with an improved strategy and a more positive outlook for the wider industry, the company is set to return to earnings growth next year. As such, now could be the perfect time to buy it for the long term.Sound strategyeasyJet announced on Monday that it has entered into an agreement to acquire part of Air Berlin's operations at Berlin Tegel Airport. It is consistent with its strategy of seeking to acquire top positions in Europe's major airports, or number two positions to a legacy incumbent. The deal will see the company enter into leases for up to 25 Airbus A320 aircraft, as well as assets including slots and flying crews. The acquisition is due to complete in December for a purchase consideration of €40m, with the deal subject to regulatory approvals.As well as the acquisition, the company also has growth potential from its decision to seek higher passenger numbers at a time when competition within the industry has been high. Although this may have caused some pressure on margins, the business is expected to deliver a rise in its bottom line of 17% in the next financial year. This puts it on a price-to-earnings growth (PEG) ratio of only 0.8. This suggests that it may offer good value for money even after its share price has soared by 37% in the last year.Sector appealOf course, the travel and leisure sector appears to offer a number of sound investment opportunities. For example, TUI (LSE: TUI) is forecast to grow its bottom line by 27% in the current year and by a further 9% next year. This puts it on a PEG ratio of just 1.4, which indicates that it could post high share price returns over the medium term. In addition, it has a dividend yield of 4.1% versus 3.2% for easyJet. This could mean both stocks can help their investors to overcome the threat of inflation.Certainly, TUI and its peers face some uncertainty in the near term. While demand may be on the up, the cyclical nature of the industry may mean it lacks the resilience of other sectors. However, with such low valuations on offer they appear to offer a relatively wide margin of safety at a time when the FTSE 100 is trading close to a record high. As such, now could be the perfect time to buy them ahead of improved share price performance in the long run.

[larva] 30/10/2017 15:46

Should get lots of good press after Berlin deal. Added

[quepassa] 30/10/2017 15:08

Yes, Yes.

LIBERUM issue broker RECOMMENDATION today and REITERATE SELL with TARGET PRICE of 1100p.

They see 16% DOWNSIDE.

Today's much touted great news (NOT) has done little to make up for the humongous 42p loss on Friday.

That news looks like a damp squib and not the fireworks that many on this bulletin board would have erroneously had you believe.


BIG MARGIN CALLS on the WAY for leveraged spread betting longs. - Get the cheque-books ready.

ALL IMO. DYOR.
QP

[quepassa] 30/10/2017 13:13

Yes, Yes,

Liberum REITERATE SELL today with TARGET unchanged at 1100p

[middlesboroughfc] 30/10/2017 13:11

che7win30 Oct '17 - 13:05 - 7423 of 7429 0 1
We have a broker upgrade today:

Credit Suisse Outperform 1565.00 Retains




Super

[quepassa] 30/10/2017 13:10

Yes, Yes,

Liberum REITERATE SELL today with TARGET unchanged at 1100p

[che7win] 30/10/2017 13:08

We have a broker upgrade today:Credit Suisse Outperform 1565.00 Retains

[che7win] 30/10/2017 13:08

We have a broker upgrade today:Credit Suisse Outperform 1565.00 Retains

[che7win] 30/10/2017 13:08

We have a broker upgrade today:Credit Suisse Outperform 1565.00 Retains

[che7win] 30/10/2017 13:08

We have a broker upgrade today:Credit Suisse Outperform 1565.00 Retains

[quepassa] 30/10/2017 13:06

Liberum issue Broker Note this morning and REITERATE their SELL RECOMMENDATION.

TARGET PRICE 1100p


MARGIN CALLS CAN BE EXPECTED ON LEVERAGED LONG POSITIONS AS WE APPROACH 31st and MASS CLOSE-OUTS.

ALL IMO. DYOR.
QP

[che7win] 30/10/2017 13:05

We have a broker upgrade today:Credit Suisse Outperform 1565.00 Retains

[tlobs2] 30/10/2017 12:54

Blimey QuePassa the filtered advfn clown is on a posting frenzy today.

What a complete waste of time. He could be out looking for another job after his failings here.

FTSE struggling a bit today but EasyJet flying high at the top of the risers list !!


I suspect a few of the larger organisations who are still short will be holding crisis meetings right now :-)

[middlesboroughfc] 30/10/2017 12:06

did u kiss ur wife after BBC CIM

[middlesboroughfc] 30/10/2017 11:54

Libumbum say sell and price goes up. Hows that work lol

Roll on 20 pounds

[quepassa] 30/10/2017 11:52

Yes, Yes.

LIBERUM REITERATE SELL this morning.

TARGET PRICE 1100p.

Very prescient.

ALL IMO. DYOR.
QP



ps. the high was 1950p about three years back. Today it is 1300p.

If you think that's a new high, you really oughtn't be fiddling around with equities. I recommend you stick to tiddly-winks.

[middlesboroughfc] 30/10/2017 11:48

think QPs wife's sides are feelin the pressure lol

[che7win] 30/10/2017 11:47

The share price hitting a new high, seems one or two on the short side here feeling the pressure.

[quepassa] 30/10/2017 11:40

Liberum, that most excellent of houses, that most prescient of houses, have issued a Broker recommendation this morning.

Liberum have again REITERATED their SELL RECOMMENDATION with an UNCHANGED PRICE TARGET of 1100p.

Liberum see 16% DOWNSIDE to the current share price.


REITERATE SELL.


ALL IMO. DYOR.
QP

[nepta4] 30/10/2017 10:52

Quepassa has lost 33k this morning