Jet2 Share Discussion Threads

[castleford tiger] 24/5/2025 08:38:01

held up well after another attack by the orange man.

Not great news for EASY et al who fly around Europe in the short term.
tiger

[cb7] 24/5/2025 06:47:42

rl14, you missed out a major point for moving to the main mkt, iv) a higher valuation

[bashor] 23/5/2025 13:29:19

Thanks Donald

[bashor] 23/5/2025 10:15:12

Indeed they bought back the convertible bonds before making the buyback announcement, trust in them

[rl14] 23/5/2025 10:15:08

I struggle with the self important gibberish in this comment

'The BOD will decide if and when the time is right for the step up.' Yes did anyone say otherwise??

'The only reason I can see to join Dave is if it offers stability to the price.' There are actually quite few major reasons i) ETF involvement ii) addition to the FTSE 100 series iii) greater investor visibility

'Being part of the 100 does not mean we will prevent periods of uncertaintity'; Obviously

[skanjete2] 23/5/2025 10:09:49

Clearly, the buy back of the convertibles wasn't such a bad idea, after all....

[castleford tiger] 23/5/2025 09:18:42

The shares by my calculation are up 140% in 5 years.

How much is the FTSE up over that period?

about 40%

The BOD will decide if and when the time is right for the step up.
The only reason i can see to join Dave is if it offers stability to the price.

However that rules out the massive swings with background noise that we can take advantage of.

I go back to April 7th the first day of the new ISA year and the market was all negative because the economy was going to collapse and trumps tariffs would stop travel etc,etc

I bought starting with a £10 that morning for our 4 isas .

Being part of the 100 does not mean we will prevent periods of uncertaintity

The simple fact is the shares were massivly undervalued and people have finally bought into that.
As i said at the time, THE MARKET WAS WRONG.

Have a great weekend everyone.
tiger

[rl14] 23/5/2025 09:08:32

a well known Madonna song is springing to mind!

[davethehorse] 23/5/2025 08:59:18

FTSE100 coming

[rl14] 23/5/2025 08:58:27

this morning - an unprecedented event

Jet2 (JET2) market cap > Polar Cap (PCT) (a FTSE 100 co)

[rl14] 22/5/2025 22:49:16

hxxps://www.asktraders.com/analysis/jet2-shares-lse-jet2-hit-new-high-before-tailing-off-into-close/

interesting, rumour is they are considering move to full list.

what a relief that would be, there would be no need to defend the indefensible anymore about remaining on AIM.

[stabilo10] 22/5/2025 22:38:19

Just a side note that a neighbour travelled with TUI recently and had a bad experience with noise from the building site next door which she was not warned about in advance. She went to the small claims court who were unsurprised and stated that had loads of claims being made against TUI. She won her case which they did not contest until after the ruling and settled out of court near the full amount claimed.

[angus mcoatup] 22/5/2025 19:48:29

Yes Tiger, I should have said based there from March 2026. I agree a little competition is a good thing overall.

[castleford tiger] 22/5/2025 17:57:37

Angus
i assume you mean to be based there?

Easy have been flying from New for a while but first flights tend to be in.

Jet2 has 9 based here.

It will be interesting to see routes?
JET2 can cope with TUI as well as Easy.

Competition keeps us focused.
I think our offering is better than the others

tiger

[trying2trade] 22/5/2025 14:36:34

I did say big supply will hit the market next year. That's up to 1000 extra seats a day that are rivals at just one base...

[angus mcoatup] 22/5/2025 11:52:31

EasyJet putting three aircraft into Newcastle. Wey aye man

[davebowler] 20/5/2025 15:46:11

Personally I would recommend impregnable right and left wings.. ...

[11023154] 20/5/2025 11:24:47

The issue jet2 has is the impregnable right wing. If they get elected and detract from EU then it will further dent prospects.This is the longer term threat and has it been mentioned at all at the AGMs?

[castleford tiger] 19/5/2025 18:15:06

1765 clise

[tp6] 16/5/2025 08:37:38

Good write up in today's telegraph Questor column.Jet2's recent share price performance highlights why investors in high-quality companies should never engage in panic selling.In February, the airline and package holiday company released a trading update that stated its concerns regarding profit margins amid rising costs and an uncertain consumer environment. Although the company also forecast a pre-tax profit of £560m-£570m for the 2025 financial year, which was in line with previous guidance to beat market expectations of £541m, its shares nevertheless slumped by 11pc on the day of the trading update's release as investor sentiment materially declined.Clearly, an uncertain global economic outlook could lead to challenging trading conditions across the travel and leisure sector. This may prompt heightened share price volatility that causes a degree of concern among Jet2's investors. However, with the company largely focused on package holidays, which are generally viewed as offering good value for money among consumers, its business model may prove to be relatively resilient. Furthermore, an annual holiday has come to be regarded as a necessity, rather than a luxury item, by many consumers. This could mean that the company's financial performance proves to be more robust than many investors currently anticipate. Since being added to our Aim portfolio in January 2018, Jet2 has posted a 157pc capital gain. It has also beaten the FTSE Aim All-Share index by around 189 percentage points.In Questor's view, further capital growth and index outperformance lie ahead. After all, the company's market valuation does not fully factor in its solid financial position, sound strategy and an upbeat consumer outlook. Investors who buy and hold the stock for the long run, rather than give way to panic selling amid periods of elevated volatility, are likely to be handsomely rewarded.Questor says: buy

[rl14] 16/5/2025 08:33:07

it is rare that cheap valuation on its own is a driver of returns.

what does drive returns are positive surprises and hence higher demand for shares.

which means being in the right index and having ETF involvement

and remaining on AIM is a very wrong approach as often highlighted here.

Gamma Comm just moved from AIM to the full list after getting to a £1bn valuation

[castleford tiger] 15/5/2025 23:04:07

Probably buying the shares whilst undervalued is the best return possible

[bashor] 15/5/2025 16:09:17

Similar to my targets CT, the wording from the trading statement implies that they will keep distributing excess cash generated in the future

[castleford tiger] 15/5/2025 15:41:05

this year? £20.00
next year £22.50
27 £25

Looking at a minimum 10% growth pa in the share price/eps

Tiger

[11023154] 15/5/2025 15:34:32

CT what is your price target?