Jet2 Share Discussion Threads

[thisaintme] 24/5/2024 16:48

PJ - Ditto. But we got back last night.

Anyway. Some may find this article of interest. Nice summary if you are fairly new to JET2 and not followed them through their journey like many of us old fogies have.

hxxps://simpleflying.com/jet2-history/

[pjleeds] 24/5/2024 14:15

got back tues. from tenerife with jet2. aicraft was 100% full both going and returning.

[npp62] 23/5/2024 15:44

The new aircraft having more seat capacity (happy to be corrected) and being more fuel efficient should help the bottom line! I'm not sure there's anything to worry about.

[darrin1471] 23/5/2024 14:50

Ryan look the strongest but Wizz are strongest in Eastern Europe and spreading into the middle east. Wizz appear to have a lower cost base than Ryan. I am sure Ryan would love Wizz to combine with the higher cost EZY.
I think JET2 has plenty of room to expand within the UK for years to come and especially in the SE.

[trying2trade] 23/5/2024 13:37

I think there's market consolidation is on the way. Wizz aren't as strong as easy and ryanair. TUI lagged behind Jet2 on the airline side for years but they're looking more stable than they were. These Turkish operators are taking some market share. I'm a broken record on this but there is no future plan for Jet2. It's at or close to it's ceiling unless they make a big change. Finnair are weak and it would get them into Europe. TUI Belgium is relatively small but I doibt TUI would part with it.

[darrin1471] 23/5/2024 12:37

Every European budget airline appears to be adding planes, routes and seats. Reduced deliveries from Boeing and GTF are causing a shortage of supply today. This has to help keep seat prices higher today. But what about next year and beyond? Can demand keep up with extra supply in years to come or will the average seat prices fall?

[castleford tiger] 23/5/2024 11:16

I am concerned for JET2 with all the extra capacity in summer 2025. Any thoughts?

explain please

tiger

[darrin1471] 23/5/2024 08:57

Wizz
"ASK capacity 24.5 per cent higher in F24 vs last year."
"Close to flat YoY capacity projections for H1 F25 and full F25."

"Navigating GTF engine disruption: 45x aircraft-on-ground at F24-end; 47x as of 17 May 2024; Significant OEM compensation received for F24; Expect circa 50x aircraft grounded by end of H1 of fiscal F25."

How long will the GTF groundings take to clear?
I am concerned for JET2 with all the extra capacity in summer 2025. Any thoughts?

[gripfit] 23/5/2024 07:08

Good results from wizz air

[angus mcoatup] 22/5/2024 22:03

Increasingly looking like we will have a Labour government very soon and reversal of Brexit, could work in tour operators favour.

[phillis] 22/5/2024 18:48

Make sure it’s only a token one

[trying2trade] 20/5/2024 11:53

Inflation figures wednesday, be nice if we were closer to 1400 should the 2.2 prediction be achieved. Rishi be chuffed if it manages to get to 2%. BoE would also be then looking at a rate cut.

[angus mcoatup] 19/5/2024 21:38

Ironically Humza Useless is toast.

[scottish007] 19/5/2024 15:44

Ironically Boris is toast too!!

[pemcap] 19/5/2024 15:43

Snorkelparket - buying new aircraft & upgauging creates higher depreciation load indeed. A main worry. The logical thing to do for a fleet of efficient aircraft is to become less seasonal , I.e. push more winter holidays. Another logical thing is longer flights (expand TAM). This general growth (even if seasonal) will also create a sufficiently high 'baseload' even if remaining seasonal.

However aircraft market will be so tight for years to come that if this doesn't work they can sell aircraft at profit

[havinthelasttoast] 19/5/2024 13:25

No I didn’t ya daft mug

I’ve been long jet 2. Sold a few weeks ago when data started going bad across travel stocks.

As your name says. Keep trying ;)

[trying2trade] 17/5/2024 13:47

You can't get their head around their passenger stats being lower when a bunch of their aircraft aren't fit to fly. Do you think they've got some flying carpets in to make up for lost seats? No Toast, they've reduced their schedule.

[trying2trade] 17/5/2024 13:45

You predited 500 then 900 and it's currently 1100...More I told you so from the toast man and not one word about what he currently holds.

[havinthelasttoast] 17/5/2024 13:41

So low IQ. Totally out of context reply.

Ya daft mug. Make me laugh

[trying2trade] 17/5/2024 13:36

Wizz air had engine problems on its fleet that's why you dopey mug. 20% fleet has been grounded at times. For the 4th time toast I invite you to state what you hold rather than being mr I told you so after the event.

[havinthelasttoast] 17/5/2024 13:05

Ya daft mugs

[havinthelasttoast] 17/5/2024 12:58

You dopey ducks


Obviously weak traffic means less demand means weaker prices.

Wizz air traffic is now went negative year on year two months. Jet2 holding its own down from massive growth. EasyJet flat.

Ryanair has strong year over year growth.

Ya dopey mugs. Website traffic is your footfall which affects everything else except oil prices.

United airlines and American Airlines has massive growth and I picked up 20 and 25 percent on those stocks at 5 to 1 leverage. Stop being mugs playing for pennies. You can’t trade these stocks without data otherwise you just gambling.

Keep asking your pilot friend tiger how is it going ffs. I’ll monitor footfall and actual data not anecdotal . Daft mugs.