Ryanair Share Discussion Threads

[essentialinvestor] 31/10/2020 15:35

The recent debt issue was 5 X overscribed reportedly.


Might possibly get some more meaningful downside next week.

[ltcm1] 30/10/2020 17:36

sparty I don't believe in the big carriers, the problems are all too apparent. Might become interesting in the future though.

You can see how brilliant the Ryanair business model is, however it looks like this disruption is going to be with us for a fair while yet, can't see profits returning for three years or more.

They also have to refinance £1.9BN next year and will I'm sure pay a lot more than historically.

I also think the dependence on Boeing could become a problem for them. Some people in the aviation industry believe the Max is fatally flawed becaue they pushed the envelope too far. The problem they say is the fuselage is too low to the ground, the 737 having been designed in an age of different aircraft engines that were far thinner than today's.

[sparty1] 30/10/2020 14:06

ps

have you seen the cash burn figures today at IAG? now there is a recovery story and profit if you believe...
Personally I think they have a long way to go and the euro carriers are a disgrace to good business practices. If the EU had not changed their own rules!! to hand out billions and billions they would be defunct.Just like the dino`s they are.

[sparty1] 30/10/2020 14:03

EI spot on. @ 20Euro mikey gets his big bonus..

itcm..i think you missed the point they already have raised the money at the lowest rate gettable. Half the rate of inferior companies. They also raised money through placement (small one) to fund possible acquisitions. Watch this space.
The extra shares are negated by the three years of buy backs they have conducted. 23% of all shares were bought back. Very strong position and the markets recognise that.

[essentialinvestor] 30/10/2020 13:11

Easily over 20 within 3 years, would say 23 may be doable imv.

[ltcm1] 30/10/2020 13:09

A remarkable company but they are starting to look like a monopoly at those smaller airports.

They must be borrowing incredible sums, just feel the business has a 'too good to be true' feel to it.

What if they couldn't get funding in the bond markets, like what happened to the Halifax???

[sparty1] 30/10/2020 12:29

well they own most and have the ability to sell and leaseback ...like EZJ has been doing.
They have many backers and their bonds are extraordinary in that they are accepted at the highest level on the markets. Other airlines have not that option.
A lot of these planes are going to be replaced by the adapted max8...(dash) so I reckon it`s tough but they will emerge stronger..some will not emerge at all.

[ltcm1] 30/10/2020 11:08

It's a great business but the shares looked priced to perfection.

The big carriers are not expecting normality until 2024. How can Ryanair survive that long when they own 450 planes that will be little used but heavily depreciating???

[sparty1] 29/10/2020 20:55

spob , I think you know or maybe not.. Such a MS note does not exist. Such lies have consequences. advfn posters should know about that...it has history!

Bye the way I would love to buy RYA at 4 euros too. My average is not quite that low but I`m a lot happier than the rest of British aviation shareholders..


.

[spob] 29/10/2020 11:54

Sorry DTG is now JET2

[spob] 29/10/2020 11:53

Don't understand why DTG went from near 20 quid to 2 quid

while RYA held up

[spob] 29/10/2020 11:52

I would love to buy RYA at 4 euro too

maybe it will happen when the UK inevitably goes into lockdown 2

[sparty1] 29/10/2020 09:48

ltcm.... Nice try RF68. Investigation still ongoing.

[pjl4] 29/10/2020 07:49

RNS - why does this seem bad news? Coinciding with share price drop!

[ltcm1] 28/10/2020 21:42

Well I don't either, doesn't stop me from being an armchair expert though :).

Perhaps the Sparty one can give me his wisdom and explain why Ryanair is such a good operator (which they probably are).

All I know is the fortunes of airlines always have gone up and down, they never do well in recessions either!

[essentialinvestor] 28/10/2020 19:22

I see the very opposite, however don't work in the industry so it's
a guessestimate at best.

On the 12 month, RYA is Down approx 10%, it's outperformance re the wider sector
Is nothing short of extraordinary.

Given this, you could make a case some of that gap re the sector
may close a little.


I'm hoping for an opportunity to add, so lower would very much suit me. But you can't always get what you want as the song goes ).

[ltcm1] 28/10/2020 19:17

What I think will happen going forwards is flying will go upmarket again and the more upmarket operators will be far better positioned. Flying was never intended to be for the masses, some sort of fight broke out on a Ryanair today for goodness sake.

Ryanair were very good at what they do but I feel things are going to go against them from now onwards.

[essentialinvestor] 28/10/2020 18:05

I've been suprised by the share price strength, at least to a degree,
however what it may point to is RYA cleaning up when some
semblance of normality resumes.

In terms of the short term price, that's how long is a piece of string.
RYA usually gets hit on risk off days.

I don't see these much below 8, but very much a case of imv only, dyor etc.

And it may take a hell of a lot to get near that 8 level.

[ltcm1] 28/10/2020 17:56

Thinking of shorting these, can see Ryanair really struggling because their customer base are the ones being hit hardest by Covid. You can't take the 0200 Liverpool to Malaga for the weekend if your bar job has gone can you???

I read somewhere a major investment bank has a target of 4 euros on the stock, seems about right to me.

Would welcome opinions but at £13BN valuation I see a lot of risk here.

[sparty1] 23/10/2020 15:06

no posts probably because the share price keeps rising. The city showing faith in mikey`s tAXIS to emerge fitter and stronger from covid era.
turulence ahead but some funds set aside to grab some more.

Even the stig has shut up! lol

[sparty1] 21/10/2020 15:13

Considering the current projections by rya (honest as ever) and the general situation it is a tribute to the business model that the shareprice has fared so much better than the rest. (exception WIZZ)
This I attribute to the foresight of investors both insti and pi who see RYA emerging from the ashes of covid a bigger stronger company. Probably with some cheaper max8`s or Dash 200`s (re branding)and possibly with an acquisition under their belt.
J M O

[sparty1] 09/10/2020 15:46

spob ,I`ve been investing for 45 years I know that. No one can ramp or deramp a big company. Not the point , lies are lies.

[spob] 09/10/2020 03:45

no need to worry what anyone says on a bulletin board for a big company like Ryanair

trust me, they are not going to move the share price of a 14 BILLION pound company