Flybe Share Discussion Threads

[dasw] 16/10/2018 13:49

Quite simply she needs to go,

[el8ted] 16/10/2018 13:25

Share price down nearly 25% in last few weeks and the CEO remains completely silent. Really thinking she hasn’t the ability nor experience necessary (as I predicted on appointment) to move this company forward. Standby for an exit and yet more reward for failure a la Hammad with a year’s salary pay off. IT project AGAIN overpriced and late. Company needs completely restructuring and head and fleet count culled. Takeover can’t come too soon!

[toedipper05] 15/10/2018 21:52

Rumours on various aviation forums that Flybe soon to announce routes from City of Derry airport in N.Ireland with Stansted, Birmingham and Manchester mentioned as destinations.

Can anyone with connections confirm/deny this?

[gotnorolex] 11/10/2018 20:20

This is a plane spotters share! Only for those loosely connected with air passenger transportation. share price drop in line with general sentiment on Brexit, only handfuls of very small trades! We will soon hear from management if plan to reduce debt is working. Flybe is a perfect fit for Stobart and they are in a mood of expansion, so surely will be back when the statutory standstill period has lapsed.

Recent insider trades!
03 Aug
16:20 Director Deals - FlyBe (FLYB)
Sir Timothy Anderson, Non Executive Director, bought 95,055 shares in the company on the 3rd August 2018 at a price of 41.83p. The Director now holds 103,055 shares. NOTE: Average price Story...

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[bray2] 11/10/2018 13:36

Perhaps shareholders will get more information next month when half year results are due.

[el8ted] 11/10/2018 13:07

There’s no “legal right” but an integrity driven board and one with a clear message should undoubtedly communicate with its investors. The company is ripe for takeover however with considerable effort required to downsize headcount and fleet size needed, the board may be in self protection mode

[bray2] 11/10/2018 12:47

She had a real opportunity to gain the support of investors on what I am sure is her vision, problem is the strategy is unclear in what it will deliver to the shareholders. Not an expert but surely investors have a legal right to be communicated when value drops 30%.

[el8ted] 11/10/2018 10:49

Can only imagine this correction is a result of general market jitters combined with an ever rising oil price. Nonetheless, the continuing silence from CoW & her comms team is becoming increasingly frustrating. She has achieved almost nothing in her 2 years in charge and the lease ends which are helping would have happened anyway. Not bringing anything to the party and lacks the guts to make the necessary big calls...time for her to depart.

[bray2] 10/10/2018 21:44

What's concerning is no comment from management and results not due for another month.

[europa79] 10/10/2018 20:13

Down 30% now in less than a month. I'm feeling very bitter and a lot poorer.

[gotnorolex] 10/10/2018 08:54

Exeter Airport announced (09-Oct-2018) Flybe plans to increase Exeter-Paris Charles de Gaulle service to twice daily frequency, effective  this winter!

[gotnorolex] 09/10/2018 09:05

CAA calls for urgent talks with EU over aviation deal
The CAA says it is ready to start talks with the EU "immediately" over a no-deal Brexit aviation deal following reports the European Aviation Safety Agency (Easa) is unwilling to open discussions due to the ongoing uncertainty around Brexit.

[bray2] 09/10/2018 08:31

Near 25% down in last two weeks I agree not good the business is failing to update its Private Investors. Large sell off day by day clearly something happening

[el8ted] 08/10/2018 21:09

The company share price appears to be falling daily with no comment from management...this is clearly a concern for all investors. Is this making a secondary approach from Stobart more likely, or has that boat sailed? Either way, the company is now becoming vulnerable and I for one would like to hear a lot more from the CEO. Currently, the silence is deafening...or is she simply out of her depth?

[phillis] 05/10/2018 12:41

Stobart cant even keep a tight rein on their own business and employees

[hippo] 05/10/2018 07:41

Stobart would have kicked this business into shape in no time, as it is going down the drain...

[bray2] 04/10/2018 20:04

What I do think is the communication to investors needs to improve to allow an understanding of the boards vision for the business. The last two years have been full of disappointment followed my more disappointment. No forward thinking statements are ever made.

[bray2] 04/10/2018 20:01

Surely a vote of no confidence would have been made if investors thought she wasn't the right candidate.

[bray2] 04/10/2018 19:59

Not an expert to comment on CEO but confidence was high and investors supported her at the AGM.

[el8ted] 04/10/2018 19:38

It really is now time CoW showed what she’s made of and how she can justify the pay packet. Two years is almost up and the company hasn’t moved forward. Any CEO worth his / her salt would have taken an axe to costs long before now...under CoW they’ve actually increased. The business is not justifiable in its current state and needs radical restructuring. Two years is long enough and I don’t think she has what it takes & it’s time for new thinking. Board changes across the whole range of directors is needed...that or an agreed merger or takeover

[bray2] 04/10/2018 19:37

Can you imagine what would happen to the share price if Flybe's next results were negative like Ryanair.Hopefully not.

[bray2] 03/10/2018 15:06

Looking back at 2017 cost control looked a real problem then too I'm trying to understand how a business like Flybe can create shareholder value moving forward with more aggressive costs on the horizon and Brexit.

[dangersimpson2] 03/10/2018 14:32

Will be interesting to see what they can deliver - they need to have implemented some aggressive cost cutting in Q2 to bring them back in line after the cost increases in Q1. I'm not convinced that they were willing to 'grasp the nettle' and deliver the cost cutting required but will be good news if they have managed it.

H2 is traditionally loss making. They should be able to do much better than the £27.6m adjusted H2 loss last year, however I expect they still need to report £10-15m profit in H1 this year with a strengthened balance sheet (i.e. cashflow positive after onerous lease provisions, IT costs and any other cash outflows have gone through the cash flow statement) to hit their -£2m forecast for the year. Anything less is a miss IMO.

[bray2] 03/10/2018 12:20

I hope so ??

[jerseyman1] 03/10/2018 12:14

PSO being renewed is excellent, should be a nice earner and underpin the rest of NQY operationBray.... it's not all about losing money....in an acquisition it's the synergies that matter, both cost and revenue. It's a no brainier for someone with a regional airline wanting Flybe's brand, scale and market shareHopefully November will bring forth some encouraging numbers