Ryanair Share Discussion Threads

[essentialinvestor] 01/8/2019 09:47

My idea here is to add a nice chunk toward maximum pessimism, much easier said than done admittedly. I thought 7.50-8.50 very approx - those numbers could be way off. If anyone has any thoughts on that would be interested to hear, thanks.

[essentialinvestor] 31/7/2019 16:54

Is that connected to the Max situation impeding 2020 growth plans?, they have already highlighted base closure over winter 19/20. However would agree, 500 less pilots does not add up, or even close.

[sogoesit] 31/7/2019 16:03

Source of story: htTps://uk.finance.yahoo.com/news/ryanair-tells-workers-up-to-900-jobs-could-be-at-risk-135621948.html

[spob] 31/7/2019 15:01

maybe Ryanair is playing pschological games with the pilots because they are worried about possible future strike action given what is happening at British Airways

[essentialinvestor] 31/7/2019 14:51

He's also said this is not the time for anyone (else) to buy RYA shares, think that was slightly tongue in cheek and in reference to the RYA buy back. However, he timed his last personal sale of RYA shares very nicely and I don't see him buying any atm.

[sponges] 31/7/2019 14:46

O'Really has said he is down 41% because of Brexit ! O really ?

[montyhedge] 31/7/2019 14:08

500 to many pilots they said, BA pilots voted for strike action, get these Ryanair pilots over to BA.

[sponges] 31/7/2019 14:06

Big jobs cuts on way apparently

[essentialinvestor] 29/7/2019 10:14

Under 9 on a no deal is my best guess - this is not a political point before anyone shouts, it's just what I see happening on this eventuality.

[cumnor] 29/7/2019 09:56

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 14:22

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 14:20

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

[montyhedge] 16/7/2019 14:18

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

[essentialinvestor] 16/7/2019 14:13

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 14:07

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 11:32

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 20:13

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

[montyhedge] 15/7/2019 12:47

Had to laugh painting over the Max wording. https://www.gatechecked.com/ryanair-drops-max-title-from-nose-paint-work-on-its-5th-737-max-200-1715

[essentialinvestor] 02/7/2019 17:53

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

[montyhedge] 02/7/2019 14:56

Oil getting hammered great news for airlines.

[essentialinvestor] 02/7/2019 09:45

Where is the load factor in that update?

[montyhedge] 02/7/2019 07:06

Very good t and c from Ryanair and Whizz today.