Ryanair Share Discussion Threads

[lbo] 13/4/2004 11:44

From The Sunday Independant

Ryanair load factor has stabilised
ONE of the best performing shares on the Irish market last week was Ryanair. Its traffic numbers for March showed that, for the first time in 12 months, the airline's load factor stabilised year-on-year at 78 per cent.

This was achieved by growing passenger numbers in line with the major increase in capacity, at 51 per cent year-on-year to 2.14m passengers. The result was a significant improvement on February's load factor, which showed a 4 per cent year-on-year decline to 77 per cent, and is the first tangible indication that Ryanair's load factor has now stabilised.

There is real potential now for the load factor to start to increase over the summer months as capacity growth is reduced. This effect should ultimately translate into a recovery in yields. Indeed, it was the company's very negative yield guidance at the end of January that was the main reason for its share price collapse.

There are a number of reasons why this yield outlook should start to recover over the next 12 months. The current 53 per cent capacity increase will reduce to approximately 20 per cent on an annualised basis, bookings for the Barcelona and Rome bases are likely to continue to be stronger than the company-wide average, future yield decline driven by sterling weakness will reduce, and future year-on-year yield declines will have lower prior year comparatives.

The first early signs of this yield recovery should be available at the time of the company's full-year results announcement on June 1, when Ryanair should be able to provide clearer guidance on how its summer yields are developing. This could generate some buying interest in the shares in May ahead of these results, and there may be an attractive buying opportunity now ahead of this early summer buying.

[sizedoesntmatter] 13/4/2004 11:43

too right - i dont think the beaurocrats can afford to scupper ryanair

[superdealer] 13/4/2004 11:02

Following today's announcement about Charleroi it looks as if the authorities there have realised the benefits that Ryanair are bringing in increased passenger numbers.

[sizedoesntmatter] 12/4/2004 22:29

superdealer - i got in just over blowson - 4.7euros, holding for the 6 as well as i think it was oversold

[superdealer] 08/4/2004 15:12

Moving to a higher cruising level again today.

[blowson2000] 07/4/2004 11:38

Yeah flying ahead after customer service stats and comparisons figures.Seems youd be a lot better off flying ryanair than easyjet.Im up to 5.2 from 4.6 so no complaints, but im holding in for a further rise.

[superdealer] 07/4/2004 08:27

It seems I was wrong to call the top as RYA is shooting ahead again this morning.

[superdealer] 06/4/2004 13:33

Time to exit for now as I feel it may have gone up enough in the short term. Anyone looking for a new home for their money to make good profits should try LCI or JKX.

[superdealer] 06/4/2004 08:49

Trading over €5 this morning. Hope some of you took advantage of my predictions.

[superdealer] 02/4/2004 15:47

Not far off €5 now.

[superdealer] 29/3/2004 12:19

Starting to move up on L2 now. Looking good for a rise to €5 at least.

[robertomarshmalo] 16/3/2004 12:09

obviously, you're a smoker, remus

[remus98] 10/3/2004 19:49

Post 80 and others. Tonights news about banning smokers for life is another example of the extreme arrogance of Ryanair. Smoking may be annoying to many but it was usuual to be able to smoke in planes until the US rules forced no smoking flights. It was not a danger then, what gives Ryanair the right to proclaim that it is now? I'm afraid they just get peoples' backs up and I will avoid using them.

[dmnco] 05/3/2004 15:09

Will someone correct that graph!!!!!!!!!!!!!
It is grossly misleading!
DMNCO

[2441] 05/3/2004 10:55

DMNCO,

I agree regarding trivial news - RYA needs to continue concentrating on 'the business' and slow down the 'two fingers' to the flag carriers policy it has.

Most people appreciate the cheap fares the low fares airlines have brought us, but most find 'arrogance' offensive - RYA through it's announcments appears to be moving from a 'public' success story to a company wanting to 'pick a fight' with everyone.

Taking marketshare quitely in the background is a better policy than 'taking on' BA et al - as Branson learned the hard way a few years ago - he may have won the court cases in the end, but the distraction and damage cannot be measured.

[dmnco] 04/3/2004 09:42

Whom are you asking to e-mail you MANIBENS MUM?
DMNCO

[manibens mum] 03/3/2004 21:52

please e-mail me more info

[e-mail]

[dmnco] 03/3/2004 20:04

Is it me or RYA are over supplying the market with meaningless positive news?
I haven't seen many other stocks with so many postings.
Keep them in our minds thy're trying hard to! As Yoda might say!
DMNCO

[hybrasil] 29/2/2004 18:35

I bought back in again at 4.69. I think we will see 5 plus in the relatively short term

[bullsvbears] 27/2/2004 01:43

It seems a little bit strange - maybe it is more to do with politicing - but if the EU decision means half a dozen Euros on a ticket then that is surely not really material, e.g price "from" £5 rather than say £1.50.

But I looked at some fares last summer and £300 return was quite typical for some short notice bookings, and a few Euros extra would be neither here nor there.

So it is not all about the £1.50 end of the market.

I wonder what the average achieved fare is overall, as I see Easyjet are indicating some £40 or so.

The implication is that the RYA margins are very thin indeed if O'L is to be believed on this Charleroi matter. I would expect good management to stay on the route and tough it out.

[dmnco] 26/2/2004 10:06

Has no one got any thoughts on the RYA saga? Surely this stock is worth more than what's valued at now!
DMNCO

[robertomarshmalo] 17/2/2004 11:27

Have RyanAir been dealt a blow too deep???
Will they "bounce" back at least some of the way back.
Has anyone got any solid research surrounding the current situation and the near future of this company?