Easyjet Share Discussion Threads

[montyhedge] 17/10/2018 14:19

Budget airlines will struggle, keep to the big boys. IAG etc, pricing power.

[porsche1945] 17/10/2018 13:10

Wow, even more correct than I thought, Flybe shares down a whopping 40pc today, citing " softening market " rising costs and unable to pass on fare rises....looking good for me to pick up ez sub 10 quid. Love it.

[porsche1945] 17/10/2018 13:05

Thats why my investments (mainly LT global and Fundsmith and AA have doubled my money in the last four years )....i ll be travelling up front thanks. Realist. Actually prices dont go up with rising fuel costs, prices only move on capacity, Easy are going down becos they will have to absorb costs, in fact Ryanair said THIS MORNING they are looking to cut fares.

[tlobs2] 16/10/2018 08:10

I wouldn't class Porsche1945 as one of lifes optimists. An economy class deramper ;-)

When fuel prices increase it impacts everybody and prices do go up. That is a assuming that fuel prices have not been hedged well into the future.

[yump] 15/10/2018 15:52

Trouble is, its only in retrospect that anyone can say a support level has fallen away, so the only solution to that is not to second-guess the bottom. As each support falls away, you expect the next one might well hold, until it doesn't. The only way out is to take a view on the business itself, the rating and on the basis of that whether its got oversold (or overbought). At 1800 it was on a rating around 17, near historic high I believe, now its around 11.

Presumably inbetween June and now investors have suddenly about-faced and decided that the combination of the oil price and the defence of market share by capacity increases, combined with price drops, will lead to lowering profits.

The question is surely, do EZJ need to defend market position, given the fate of Monarch and their acquisitions, or would it be better to trim capacity and maintain prices ?

[doctor s] 15/10/2018 15:17

Perhaps a good time to invest in gold (RRS) until EZJ takes off again...

[porsche1945] 15/10/2018 13:35

No tickets wont be " re based " if anything they will be cut, Ryaniar have said they are likely to reduce fares to protect volume....and the UK heading into brexit oblivion, so which way do you think fares will go?

Dont get me wrong, I like easy, even if their best years probably now behind them, i am a buyer again sub 10.00 no probs. Should be there by about xmas I would think, support levels falling away and whole market under general pressure, especially with ftse 100 as it is full of rubbish anyway, house builders and old style retailers, Rmg etc....cxxp index.

[yump] 12/10/2018 10:56

Drop does look a bit overdone.

Might be worth waiting for further drops on the Dow and the 250 index here is in no man's land with further to fall to obvious support. FTSE is near support. Tricky call.

[rubberbullets] 12/10/2018 10:42

time to wade in imho

[yump] 11/10/2018 17:31

'Re-base' is just pointless jargon. What's wrong with just saying 'cut'.

You are of course right that the dividend is paid on a percentage (50%), so it will just continue to be 50%, which is always going to be just a cut or a raise.

If there is any meaning to 're-base', other than BOD's using it instead of cut, should actually mean changing the percentage, which would be a scary thing.

Re-base means changing the base in some way, or using a different base. What base is it that is being changed then ?

Anyway I shall try telling my daughter that her bank of mum and dad has re-based its payouts and see if she twigs what is going on.

[ianood] 11/10/2018 17:28

So, you don't reckon tickets get re-based too?

[porsche1945] 11/10/2018 13:32

Yes you moron that is what i mean, the dividend is paid on a distribution " based " on a certain percentage of profit, that profit will fall becos of higher fuel costs, therefore it will be recalculated on the new profit levels, ie re based. Duh. Hence the analysts cut to targets. Going down nicely.

[porsche1945] 11/10/2018 13:28

Once it gets to sub 10.00 its a buy.....dividend likely to be rebased tho.

[ny boy] 11/10/2018 13:18

Support 1150p, probably a short term bottom

[yump] 10/10/2018 10:07

Do you just mean 'cut' and if so why ?

[porsche1945] 09/10/2018 14:57

dividend very likely to be re based lower

[tlobs2] 03/10/2018 21:07

LOL, I see the best posts that QuePassa have ever posted are there to see over the past few days.

A appropriate and simple

.

[hatfullofsky] 02/10/2018 23:02

Sentiment not with the sector at the moment, uncertainty over price of oil, Brexit and strikes.RYA, EZJ, WIZZ all look cheap by standard metrics but no idea where the bottom is. Best to wait for the upturn (when sentiment changes) and start buying in then.

[jak1] 02/10/2018 16:10

Targets are low balled eh...

hxxps://uk.webfg.com/news/news-and-announcements/easyjet-partners-with-virgin-for-connections-but-analysts-cut-targets--3516897.html

[bor491] 02/10/2018 11:27

it is all based on facts - you just have to go back to your past posting history haha

[bor491] 02/10/2018 10:32

quepassa is an old face; he's always been negative Easyjet even when it was rallying from low 1100 to 1600 so i'm sure he lost a load. At some point he gave up and stopped posting, now he's back haha. Seems like he's shorting Easyjet and long on WizzAir.

[essentialinvestor] 02/10/2018 10:20

So QP, I'm guessing you may have a cheeky short in play ;.