Ryanair Share Discussion Threads

[cumnor] 29/7/2019 10:56

With profits likely to evaporate over the next couple of quarters, a Summer correction on the DOW imminent and Brexit uncertainty will wait till these get to 6-7 Euros (even then huge mrkt cap) before excess airline capacity clear out is complete and RYA starts to capitalize on its near monopoly position.

[montyhedge] 16/7/2019 15:22

737 Max when back I can't see until January 2020, one analyst said it will be safer than sitting in your living room.

[essentialinvestor] 16/7/2019 15:20

If you are convinced of that. Yes. I'm not adding here atm, but might be wrong.

[montyhedge] 16/7/2019 15:18

There will be a deal, Boris and Hunt want one, so does the EU. Airlines the place to be.

[essentialinvestor] 16/7/2019 15:13

Monty, from a business perspective it's pretty compelling as they
are being specially adapted, so these aircraft should increase their cost
leadership. They have to get back off the ground first!.

You can't get away from Brexit short term, and RYA guidance is partly predicated
on leaving with a deal.

If no deal then it might get a little ugly for a few months share price wise - just a guess on my part Only.

[montyhedge] 16/7/2019 15:07

Won't be called the Max, Ryanair painting the word Max out. 58 on order, good luck with that, O'Leary.

[time_traveller] 16/7/2019 12:32

I hear consensus is around Jan to Feb for the first ones, with half on strength by summer 2020 barring further hiccups

[essentialinvestor] 15/7/2019 21:13

Think what's more relevant is it now looks like 2020 before the MAX returns.

[montyhedge] 15/7/2019 13:47

Had to laugh painting over the Max wording.

[essentialinvestor] 02/7/2019 18:53

LF is stated in the above, seriously need reading glasses.
Just to clarify the earlier comment.

[montyhedge] 02/7/2019 15:56

Oil getting hammered great news for airlines.

[essentialinvestor] 02/7/2019 10:45

Where is the load factor in that update?

[montyhedge] 02/7/2019 08:06

Very good t and c from Ryanair and Whizz today.

[time_traveller] 30/6/2019 09:49

Taxing aviation fuel has the perverse effect of INCREASING emissions, not decreasing them. That is because operators would load up with extra fuel when they are outside that tax regime, (where fuel is tax free). It uses extra fuel to carry extra fuel. The only way it would have the intended effect would be if fuel were taxed equally worldwide, and that ain't gonna happen. That's why this old chestnut has never taken root.

[essentialinvestor] 20/6/2019 18:03

It's an interesting post and I've mentioned the scope for increasing airline
taxation recently. It's certainly something to be mindful of from a longer term
point of view. Will poorer EU countries like Greece, who rely heavily on tourism
agree, I'm not sure on that. Would expect any measures to be limited, at least initially.

[albert3591] 19/6/2019 09:44

Couldn’t agree more,treat customers with respect and don’t be underhand.

[essentialinvestor] 17/6/2019 13:33

With GBP taking a recent pounding these have become more expensive to buy
with the FX conversion, so I'm hoping for lower down.

Whatever you think of RYA (I've not flown with the airline) it's the
financials that are of interest.

[albert3591] 17/6/2019 12:45

Fly me for free I would not touch them,they would end up finding something to charge me for.

[time_traveller] 17/6/2019 12:38

Having flown DLH and BA (even worse in Club), and for 99p with Ryanair, I know which I'd feel more ripped off by, and which I'd have to fly with if I were on my uppers...and increasingly of no fixed abode, Ryanair is far less shackled to the woes of the German economy and brexit. Seems harsh for Ryanair to be punished more than the IAG today after Lufty's warning - maybe it's more pessimism about the max?

[albert3591] 17/6/2019 11:33

I just cannot stand this ripoff outfit.

[essentialinvestor] 17/6/2019 11:28

Albert, you optimist you ).

I posted a TA view here a few weeks ago (not mine).

[albert3591] 17/6/2019 11:22

Love to see this50% lower.