Ryanair Share Discussion Threads

[bullsvbears] 15/5/2003 11:08

Winstead of acting about, MOL might be well advised to take a little time out to look more closely at current performance.

Yesterday, for example, some flights were late leaving STN due to handling problems.

In the last few days there have been cancellations due to "technical problems". It was stated last week at STN that "there are no spare aircraft".

This could be a sign of indigestion from the Buzz takeover, or it could be a hint of a deeper malaise.

From the clients point of view, if it becomes the perception that booking Ryanair is turning into a gamble, then the business plan is scuppered.

[superdealer] 14/5/2003 17:42

Whilst Michael O'Leary must be given enormous credit for putting Ryanair in a leading position in the UK airline industry does anybody else feel that his latest publicity stunts are appearing to be bordering on the desperate side?

Today's closing price is below the recent support level of 420.

[superdealer] 09/5/2003 10:44

Heading towards 400 again?

[mickconn11] 06/5/2003 15:46

Someone dumping in lots of 25k and 50k in the past hour.

[superdealer] 24/4/2003 11:12

RYA price has been relatively strong recently. Seems to be a battle between bears and bulls on an intraday basis as well. Can't help thinking that if the number of SARS sufferers in Europe increases then it will affect short-haul flights as well.

The free flights statistics are a matter of presentation. If you advertise one million and only half are taken up then the critics will say that half a million were unsold. If they advertised 500,000 seats and they were all taken up then it looks like demand outstrips supply. Perhaps Ryanair would be better not to say the number of free seats available next time.

[hedge66] 24/4/2003 10:59

mickconn11

also short of the ADR,increases the odds in our favour.

[mickconn11] 23/4/2003 16:02

Seems like most people here are short on Ryanair. If so have you looked at
the ADR which is trading at a large premium to the price in London and
Dublin.

466.5 London price
5x ADR ratio
1.58x Pound/dollar exchange rate
-------
$36.85

Yet the ADR is now trading at $43.90.

A difference of 705 cents.

Seems like a no brainer to me.

Basically if you want to go short sell the ADR in New York.

[ttg100] 23/4/2003 15:49

Ryanair extends massive give-away


Ireland: Carrier fails to offload 500,000 free seats despite ad campaign

Ryanair has extended its spring seat sale after claims that it failed to sell half of the cheap tickets on offer.

The no-frills carrier wanted to give away one million free seats over the Easter weekend but just over 500,000 were taken up. Ryanair blamed the warm weather over the bank holiday weekend, as well as the fact that many people only have internet access at work; the free seats needed to be booked online.

The carrier later said that it is aiming to reposition itself within the market – and that meant attacking its rival EasyJet rather than full-service carriers such as British Airways. Accordingly, it has published a series of adverts featuring a photo of so-called "Comical Ali", the Iraqi information minister Muhammed Saeed al-Sahaf, who makes the following statements: "We are winning the war! We're beating the Americans! EasyJet have the lowest fares!"

Ryanair's chief executive Michael O'Leary added: "Attacking BA is like kicking a dead sheep – there is not much point any more. We have to have someone to attack – it is always helpful to have an enemy out there."

EasyJet's spokesman Toby Nicol retaliated, telling the Daily Telegraph: "It sounds like Mr O'Leary is running scared – it has come to a pretty pass if you cannot give away your product."



>> imho - they are both doomed !!

[chief squirrel] 23/4/2003 10:55

IMHO Easyjet is the better value stock!

23 April 2003

Budget airline Ryanair is set to come under attack for an advertising campaign which attacks rival Easyjet by using images of the Iraqi information minister Mohammed Said al-Sahaf.
Ryanair's chief executive Michael O'Leary launched the campaign saying he wanted to correct the perception that Easyjet was a low-cost airline.
One of the ads has al-Safah proclaiming that Easyjet has the lowest airfares while also claiming that Iraq is winning the war against the Americans.
Another features Easyjet founder Stelios Haji-Iaonnou as a Ryanair pilot with the caption: "Stelios says don't pay Easyjet's high fares. They are 70 per cent higher than Ryanair."
Easyjet has criticised the campaign and said it was "insensitive" given unconfirmed reports that al-Sahaf had committed suicide after boasting victory over the Americans in the last days of Sadam Hussein's regime.
A spokesperson for Easyjet said O'Leary had never been "tasteful" in anything he did. "But even for him this is probably a bit insensitive and will probably backfire."
O'Leary defended that campaign saying it was time to sort out who the low-far airline was. "It is Ryanair. It is not Easyjet. They are a medium-fare airline."
The group spent the past two years attacking British Airways and said it would continue to attack whoever was out there.
"Attacking BA is like kicking dead sheep - there is not much point anymore. We need to have someone to attack. It is always helpful to have an enemy out there," O'Leary said.
Earlier this month, Ryanair announced that it had finalised its acquisition of rival low-cost airline Buzz.

[chief squirrel] 23/4/2003 09:19

The Guardian reports today that even free flights couldn't tempt consumers on to a Ryanair plane. Only 520,000 seats were sold out of a total of 1 million on offer. The low-cost airline said it would extend the offer until Thursday.

[mickconn11] 11/4/2003 15:19

Anyone got any ideas why the RyanAir ADR is trading at such a premium

to the London and Dublin price.

[chief squirrel] 10/4/2003 15:16

agreed ttg100, all is not as rosy for the LCCS as they would have us all believe and imo there is definitely a knockon effect from the flagship carriers..

'Between 2000 and 2002 travel to the US fell by 31 per cent (Mintel, January 2003). American Airlines filed for Chapter 11 bankruptcy protection last week, United Airlines and US Airways took similar action last year and British Airways, which slipped out of the FTSE 100 last month, is laying off staff and cutting services'

[ttg100] 08/4/2003 15:10

>> Chief Squirrel - i am short all the airlines at moment
low cost or otherwise - some small positions some larger
as they are all now head to head and starting to sacrifice
volume for margins.imho.

[chief squirrel] 08/4/2003 15:01

'Keep selling Ryanair. Last week a research group said that the low-cost airline would be hit by increasing depreciation charges however the group says there's nothing surprising in the note, says the Sunday Telegraph'

[katcenka] 04/4/2003 14:29

check out epic LFC, company up for sale. currently at 23p to buy, sale value will be in excess of 50p, chairman confirmed that price announcement will be before 30th june...highly recomend to buy

[ttg100] 02/4/2003 16:43

Ryanair fined over Italian web ad
The Italian Antitrust Authority, which is also responsible for consumer
protection, has fined Ryanair EUR2,582 (£1,777) over an internet advert for
London-Turin flights.

The Authority investigated a complaint from a consumer that the EUR20 fare
on Ryanair's website did not include airport and government taxes. In its
findings, the Authority said: 'The cheapest tariff - equal or below that
publicised - does not represent the overall price of the ticket but only a
part, to which the consumer is going to have to add further costs.

'In particular, according to information supplied by the operator, such
costs involve airport taxes, government taxes and security costs. Overall,
this can affect the price in a noticeable way, up to EUR13 on a ticket for
EUR20 or less.' The Authority also noted that an additional EUR5m was
payable by those consumers booking with a credit card. Italian regulations
stipulate that all tariff conditions must be clearly and immediately
apparent to consumers and include all components of the final price.

Last week, the Finnish ombudsman accused Ryanair of misleading consumers by
quoting fares exclusive of taxes in its local adverts. The airline has until
4 April to respond to that complaint.

[chief squirrel] 02/4/2003 15:25

hey m.t.glass what will seat occupancy be do we think....?!
Oil accounts for 22% of the group's costs. A 5% move in average oil prices moves eps by 2%. Although RYA are 90% hedged, so they claim..it's just another uncertainty. in fact they claim a lot of things this company, they could fill a hot air balloon!

[m.t.glass] 02/4/2003 13:32

RYA angry at planning permission given for new pier at existing Dublin terminal - as it pushes likelihood of extra terminal/s further into the long grass.

[m.t.glass] 02/4/2003 11:44

Presumably awaiting today's passenger stats.

[ryanstella] 02/4/2003 11:01

Whilst BAY and EZJ are rising RYA is flat any reasons its not improving

[chief squirrel] 24/3/2003 13:34

Easyjet by far the better value share. RYA has the dubious honour of being
the most over valued company in it's sector trading at way too much over it's NAV compared to rivals, heading for a fall!!