Easyjet Share Discussion Threads

[taurusthebear] 28/4/2020 14:01

The way the market is continuing to buy into this suckers' rally, EZJ and JDW will soon be the only "bargains" left. I'm no longer chasing pennies in front of a steamroller. :0)

[bc4] 28/4/2020 11:25

EasyJet should never have paid the divi and kept the money which it is going to need, how can you ask for a bailout after paying the divi?

[qantas] 28/4/2020 10:42

Please do your own research as always.

[bc4] 28/4/2020 10:39

REPETITIVE POST ALERT, THERE IS NO END TO THEM

tlobs2
23 Apr '20 - 08:09 - 11865 of 11971
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 :-)


tlobs2
27 Apr '20 - 09:00 - 11944 of 11971
Disclosed positions in EASYJET PLC (EZJ)

Notice: We no longer track disclosures after they drop below 0.5%. It is possible that the manager still holds a short position even if we are showing it as zero.

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 1.62% 0.10% 23 Apr 2020
Greenvale Capital LLP 1.51% 0.07% 17 Apr 2020
Marshall Wace LLP 0.70% 0.01% 22 Apr 2020
Värde Partners Europe Limited 0.74% 0.13% 21 Apr 2020

Total 8.24%
Is today the day that the first one of the major shorters hits the bank button? ;-)

It's a lot of shares to find once the stampede starts

[tlobs2] 28/4/2020 10:26

And up pops our resident village idiot again ....

bc428 Apr '20 - 10:24 - 11970 of 11970 (Filtered)

[bc4] 28/4/2020 10:24

Cheers for that LOL

[tlobs2] 28/4/2020 09:12

Disclosed positions in EASYJET PLC (EZJ)

Notice: We no longer track disclosures after they drop below 0.5%. It is possible that the manager still holds a short position even if we are showing it as zero.

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 1.72% 0.10% 24 Apr 2020
Greenvale Capital LLP 1.51% 0.07% 17 Apr 2020
Marshall Wace LLP 0.70% 0.01% 22 Apr 2020
Värde Partners Europe Limited 0.82% 0.08% 23 Apr 2020


Total 8.42% (33.2 million shares)

[taurusthebear] 28/4/2020 08:52

That article is so last month.

Most countries have already closed their borders, so 2-week "quarantines" are irrelevant, and given that it's the UK most people would ignore them anyway.

[topazfrenzy] 28/4/2020 06:15

'Airlines say two-week quarantine plan 'will kill' international travel

Plans to quarantine passengers coming to airports and ports are understood to have blindsided aviation bosses'

www.telegraph.co.uk/business/2020/04/27/airlines-say-two-week-quarantine-plan-will-kill-international/

[essentialinvestor] 27/4/2020 17:54

Longer term investment case is largely determined by whether they need a dilutive equity raise, same goes for RYA.

[loganair] 27/4/2020 17:52

Norwegian are currently operating with only 200 staff and only vital operational invoices are being paid.

Aircraft financing and suppliers are not being paid. Some NOK 1.7 billion in payments to Boeing and Roll-Royce are overdue.

If the 85% debt for equity swap goes through then Boeing and Rolls-Royce will own 53.1% of Norwegian while bond holders 41.7% with the current share holders being left with 5.2% of the company.

[bc4] 27/4/2020 17:36

Loganair please do not posts facts or tlobs2 will filter you LOL

[tlobs2] 27/4/2020 17:30

Loganair, will you be bringing all these posts of yours out in hardback?

When will you start to post anything remotely positive about the UK, Europe, Corona virus battle or travel?

[loganair] 27/4/2020 17:19

Hibernation phase - The company believes the difficult situation facing the aviation industry will persist for a long time. As such, Norwegian plans a "hibernation phase" until the Spring of 2021. During this time, the company will focus on "protecting the cash balance."

[loganair] 27/4/2020 17:16

Norwegian will keep majority of its operations suspended until April 2021.

Most notably, the airline doesn’t expect to resume its European short-haul and long-haul operations until April 2021 at the earliest.

While 95% of the airline’s aircraft are currently grounded, the carrier is pleading with investors for a lifeline before it runs out of cash in mid-May.

Until then, both short-haul and long-haul sets of aircraft remain grounded and subject to travel restrictions. For long-haul flights, when the airline is set to gradually ramp up routes as of April 2021, it will focus on its most profitable “top tier” cities — such as London (LGW), New York (JFK) and Los Angeles (LAX).

Currently, Norwegian is using seven aircraft to operate on short-haul Nordic routes while it focuses on minimising cash burn.

The announcement of its delayed operation resumption came as part of the carrier’s proposed rescue plan, which sees the airline running out of cash by mid-May. In the airline’s attempt to secure a loan from the Norwegian government worth 2.7 billion crowns ($261 million), its planned debt-to-equity swap would see the majority ownership swap to investors and bondholders, with current shareholders left just with 5.2%.

It’s “critical to get access to the State Aid Package by mid May before the company runs out of cash”, the airline said in its presentation to investors.

[tlobs2] 27/4/2020 17:09

This isn't really particularly bad news for Easyjet.

By pushing the delivery of new aircraft back by two or three years Easyjet will be easing the production problems at Airbus. By the sound of it Airbus wouldn't mind if they pulled their order completely.

[loganair] 27/4/2020 17:08

Virgin Atlantic Airways has been told by Treasury officials it has to find around £500m of cash from private investors, including Sir Richard Branson, before the Government will consider the billionaire's pleas to access a similar amount via an emergency loan.

[loganair] 27/4/2020 17:01

European plane maker Airbus has told its 135,000 employees to brace for potentially deeper job cuts amid the Covid-19 crisis, as the company’s survival is at stake without immediate action.

CEO Guillaume Faury said in a letter to staff the company is “bleeding cash at an unprecedented speed” and that the recent drop of a third or more in production rates does not reflect the worst-case scenario and would be kept under review.

Airbus is in active discussions with European governments about tapping schemes to assist struggling industries (including state-guaranteed loans), the sources said. The company has already expanded commercial credit lines with banks.

The aerospace giant said this month it would reduce narrow-body jet production by a third to 40 jets a month. It also issued targets for wide-body jets, with cuts of up to 42 percent compared with previously published rates.

“Unfortunately, the aviation industry will emerge into this new world very much weaker and more vulnerable than we went into it,” Faury wrote.

[philanderer] 27/4/2020 12:21

Maybe sideways trading until the rights issue uncertainty is out of the way ?

[loganair] 27/4/2020 11:00

Virgin Atlantic is reported to be seeking new shareholders this week as the pandemic crisis causes airlines around the world to seek new sources of funding.

The FT quotes a Virgin Group spokesperson saying that the Group is not looking to sell the airline, but rather is “working with Houlihan Lokey to approach private investors about the investment opportunity”.

[albert3591] 27/4/2020 10:43

I just feel the share price is run up a bit,then dropped.what will it go down to if there is money raising,will be better to wait for share price drop after a bailout than buy now when we all know it is going to drop.

[bc4] 27/4/2020 10:20

Albert3591 I know what you mean the share price was 596p early on now 579p with a call call/bailout on the cards you maybe right, he is a bit slow LOL

[albert3591] 27/4/2020 10:20

Lower than from today’s highs,always seems to happen.