Easyjet Share Discussion Threads

[tom89] 04/6/2019 08:25

Robot ic1, please explain your reasoning as ic1 2 and not for the same reasons.

[robot ic1] 03/6/2019 23:55

Easy jet is about to start hammering up , remember I told you so ,
Make sure you have a big pile of these as the predicted rise will add big money to your pension pot.

[porsche1945] 03/6/2019 18:15

Woodford just frozen his fund, wipeout. I called it a year ago, anyone who backs brexit britain has mental health issues.

[essentialinvestor] 03/6/2019 15:01

M, I did say say be very careful there. Thought the equity raise while
maintaing last year's pay out was pretty disgraceful - effectively shareholders
were paying for their dividend. Worked in construction a very long time ago now,
it was a difficult industry even back then. The big issue
has always been margins are wafer thin, so if contract bidding is on the
optimistic side on costings, you can take a very nasty hit.
BBY is the only sector company I might consider, held it once briefly from memory.

Look at the cost overruns already on HS2, someone may take a huge hit there -
unless the taxpayer is on the hook for all cost overruns.

[minerve 2] 03/6/2019 14:55

You could always come and join me in Kier! LOL

[essentialinvestor] 03/6/2019 14:53

M, I've only got a few hundred shares!. As with RYA it's not something I
could recommend to anyone, as mentioned last week - particularly if the UK
is on the no deal express arriving on 31/10. It would only ever be a very small
position, not that brave.

[bor491] 03/6/2019 14:47

still going down I see. It is Brexit and the damage won't stop until Brexit is cleared.

[minerve 2] 03/6/2019 14:37

It is nice to have role reversal for a change Essential! Normally it is me dipping my toe in and you watching from the sidelines. This time it is the other way around. :)

[minerve 2] 03/6/2019 14:35

I must admit I am tempted by EasyJet. It seems to have all the right buy signals other than the fact it is an airline. LOL

[essentialinvestor] 03/6/2019 14:32

Hi M, I'm not that familiar with Whizz My Dad trades it though, his last trade their was last week.
Would guess it may ultimately be taken out.

[minerve 2] 03/6/2019 14:30

I am trying to ascertain how much data is being used in the running of these businesses. I think those who can gather decent data and model their businesses and prices on such things better than their competitors could potentially gain durable advantage.

Comments????

[minerve 2] 03/6/2019 14:28

Essential

Have you looked at WIZZ?

[essentialinvestor] 03/6/2019 14:06

Monty, IAG may be good value, have not looked at it in any detail for sometime.
In terms of the rating multiple difference, more premium travel options
may be a reason, or there may be something else?. On the RYA board I posted
a TA view from someone who sees RYA potentially well under 9 a share - that's just
one opinion obviously.

[cascudi] 03/6/2019 11:35

100k director buying is not bad at all imo

[montyhedge] 03/6/2019 10:35

Ess
Don't agree North American route booming, that saves IAG from Europe cut throat business. Thats why IAG are paying a special dividend in a couple of weeks.

[essentialinvestor] 03/6/2019 10:33

Second small lot @ 850.6.

[essentialinvestor] 03/6/2019 10:33

Good reason for that monty.
IAG derive a chunk of profitability from club, business and first class,
particularly business class. Come a downturn they are the segments that get
hammered.

EZJ and RYA are also highly cyclical, but do not have that exposure.

[montyhedge] 03/6/2019 10:23

Why is Easyjet on a double the p.e of IAG, in theory this should be a lot lower if given the same rating.

[barbar7619] 03/6/2019 09:44

Like I say you will see 8 pound a share

[amt] 03/6/2019 07:17

I know out of M&S and EZJ it's a no brainer to me that EZJ is a better longterm investment.

[qantas] 02/6/2019 16:01

Please do your own research as always.

[essentialinvestor] 31/5/2019 12:57

Before then, August onwards. Market is largely a discounting mechanism.

There will be some very temporary optimism with the new PM
which is likely to disappear rapidly.

This will create investment opportunities, leave the emotion to one side.

[bor491] 31/5/2019 10:36

Panic wait till October :) It will be 'October never ends'...

[essentialinvestor] 31/5/2019 10:16

Monty, thanks for the view. bought a very small amount as mentioned.

RYA is the sector stock I'm looking to increase, hoping for under 9
If some panic sets in, but would start to add slowly under 9.90.

As mentioned on the SHA board last week I'm cautious on markets atm
and have a high % in cash. RYA is unsuitable for many with no dividend, FX risk
exposure , but that is a very long term holding for me.