Easyjet Share Discussion Threads

[tlobs2] 23/4/2020 08:09

Disclosed positions in EASYJET PLC (EZJ)


Fund % short change Date changed

AQR Capital Management, LLC 2.84% 0.10% 21 Apr 2020
Citadel Advisors LLC 0.83% 0.10% 17 Apr 2020
Citadel Europe LLP 1.52% 0.12% 20 Apr 2020
Greenvale Capital LLP 1.51% 0.07% 17 Apr 2020
Marshall Wace LLP 0.69% -0.01% 17 Apr 2020
Värde Partners Europe Limited 0.74% 0.13% 21 Apr 2020

Total 8.13%


Lot's of hungry rats to feed when the tide turns :-)

[taurusthebear] 23/4/2020 03:02

Then they should raise their prices 50% to cover it, explaining why. Doh!

Or perhaps they'd rather sit on the tarmac and go bust.

[essentialinvestor] 22/4/2020 22:19

RYA saying they can't make money on a mid 60's load factor and won't fly
on an empty middle seat basis.

[loganair] 22/4/2020 22:13

The co-owner of Virgin Atlantic Airways said it is unable to invest more in Richard Branson's struggling British airline, and raised the possibility it could face going through insolvency proceedings.

Delta Air Lines, which owns a 49 per cent stake in Virgin Atlantic, can't help out because it is consumed with its own problems.

"With our crisis in cash, we need to protect our own business. That's where our focus is," Bastian said.

"I trust Virgin will work through its challenges with the government. If they are required to go through an administration process in the UK, I'm confident they could re-emerge."

The blunt commentary offers a window into the peril facing Branson, who has swiftly become the highest-profile victim of an airline-industry crisis that is only just getting started.

Virgin Australia, another carrier he founded, entered administration this week after failing to obtain a state bailout, and beleaguered Virgin Atlantic has seen resistance to its request for hundreds of millions of UK-backed loans.

Branson's Virgin Group controls Crawley, England-based Virgin Atlantic, and has said it lacks the resources to get through the coronavirus pandemic.

The 69-year-old entrepreneur is struggling to convince governments to rescue his brands, given his own highly visible wealth and long-time residency in the West Indies, which has led him to be viewed as a tax exile.

While restructuring is possible under Britain's administration process, it more often leads to insolvency than Chapter 11 bankruptcy in the US.

Britain has yet to decide on Virgin Atlantic's weeks-old application for hundreds of millions of pounds in support.

The government has asked the airline to provide details of its efforts to seek private-sector funding and hired Morgan Stanley to assess its profitability, viability and contribution to the British economy, according to people with knowledge of the matter.

[loganair] 22/4/2020 22:03

Delta Air Lines will need to "resize" the company in the wake of the coronavirus crisis, executives said Wednesday, as they sketched out a picture of airline industry recovery that is expected to be slow and choppy.

The message from Chief Executive Ed Bastian was grim.

"Given the combined effects of the pandemic and associated financial impact on the global economy, we believe that it could be up to three years before we see a sustainable recovery," Bastian said.

Other leading airlines have already signaled that job cuts will be needed given the expected slow recovery in air travel.

[loganair] 22/4/2020 21:49

The European Commission will next month present a set of rules for the safe reopening of air travel when coronavirus lockdowns end, including social distancing in airports and planes.

EU Transport Commissioner Adina Valean said on Wednesday that measures under consideration would include the wearing of masks and disinfection of planes and airports.

“All this should be part of those guidelines and probably by mid-May we can put forward this strategy we are working on,” Valean said.

In Canada, regulators started requiring passengers on Monday to wear a non-medical mask or face-covering during the boarding process and flights.

The EU’s Valean said it was impossible to say when the industry could resume operations but noted that she expected social distancing requirements to remain in place for as long as there is no COVID-19 treatment or vaccine.

“We expect the crisis to stay with us and the virus to stay with us,” she said.

[albert3591] 22/4/2020 17:28

EasyJet says they will go bust if they have to pay out for customers flights,then sobeit,I will get money back from bank the same as I did with Thomas cook.Call their bluff I don’t believe them.

[bc4] 22/4/2020 16:36

Government bailouts are to keep the company afloat not to enhance shareholder value look what happened to the bank shares in 2008, 12 years later nowhere near the price they once was. Resident looney this is FACT

[bc4] 22/4/2020 15:26

tlobs2 seems to be more worried about me than I am about him LOL WHY post about someone you have filtered very strange

[philanderer] 22/4/2020 14:18

Bernstein. OUTPERFORM......tp 1000p. cut from 1300p

[tlobs2] 22/4/2020 13:58

bc421 Apr '20 - 10:08 - 11851 of 11853 (Filtered)

tlobs2 21 Apr '20 - 10:15 - 11852 of 11853

bc422 Apr '20 - 11:51 - 11853 of 11853 (Filtered)


Resident loonie still stalking here I see :-)

[bc4] 22/4/2020 11:51

YAWN Yes they will but it might be at a much lower price who knows?

[tlobs2] 21/4/2020 10:15

Disclosed positions in EASYJET PLC (EZJ)


Fund % short change Date changed
AQR Capital Management, LLC 2.74% 0.14% 17 Apr 2020
Citadel Advisors LLC 0.83% 0.10% 17 Apr 2020
Citadel Europe LLP 1.40% 0.04% 16 Apr 2020
Greenvale Capital LLP 1.51% 0.07% 17 Apr 2020
Marshall Wace LLP 0.69% -0.01% 17 Apr 2020
Värde Partners Europe Limited 0.61% 0.07% 15 Apr 2020

Total 7.78%


The total number of rats in the pit has increased in size. They will now need to find a minimum of thirty million shares at some point in the future :-)

[bc4] 21/4/2020 10:08

Yes I will YAWN

[qantas] 21/4/2020 09:33

Please do your own research as always.

[qantas] 21/4/2020 08:55

Sir Richard Branson has offered to put Caribbean retreat Necker Island up as collateral in return for a taxpayer-backed bailout of his airline group. The billionaire issued an impassioned plea for governments to save his business empire after admitting he has no "cash in the bank". In a wide-ranging letter, the Virgin Group founder hit back at criticism for suing the NHS and claims he moved overseas for tax purposes. - Telegraph

Please do your own research as always.

[qantas] 21/4/2020 07:35

Please do your own research as always

[shaggie38] 20/4/2020 21:57

I think might drop.big tomorrow ....

[tlobs2] 20/4/2020 21:22

900p then :-)

[philanderer] 20/4/2020 21:11

HSBC reiterates 'buy' ... tp 900p up from 850p

[shaggie38] 20/4/2020 21:01

What share price tomorrow do u think ?

[loganair] 20/4/2020 20:27

Cash-starved Virgin Australia is expected to make the announcement to the ASX Tuesday morning, after management, including CEO Paul Scurrah, failed to convince the Federal Government to step in with a $1.4 billion bailout.

It is understood Virgin Australia's board met on Monday night to decide the company's future, including the possibility of going into voluntary administration.

Virgin Australia is majority foreign-owned by Etihad Airways (20.94 per cent stake), Singapore Airlines (20.09 per cent), Nanshan Group (19.98 per cent), HNA Group (19.82 per cent) and Richard Branson's Virgin Group (10.42 per cent), but none of these shareholders have stepped in to help.

Until coronavirus grounded all but one of its planes, Virgin Australia had a fleet of about 130 aircraft flying to 41 destinations around the world.

Critics against a bailout have repeatedly argued that it is not the role of the Federal Government to give handouts to badly managed airlines.

Over the past decade, Virgin Australia made a full-year profit just twice.

[activeservo] 20/4/2020 19:16

Absolutely