Ryanair Share Discussion Threads

[hybrasil] 03/8/2004 08:34

Techmark
I have put these in the bag on a fairly long term view. (3+ years).
I see a lot of the comments as talking people out of this business. They have told us consistently that the winter will be bad. With one of the most modern fleets, and their cost base my belief is that they will emerge as the most succesful airline in an expanded europe and that they will make money from it

[techmark] 03/8/2004 07:52

hybrasil,

I disagree.

While the headline numbers have beaten expections the fact is that yields are coming under increasing pressure with -10 to -20% forecast for the Winter quarters. Fuel cost hedging runs out in October, which will exposure it to great fuel price costs. You also have all these new low cost airlines springing up, that will be looking to capture a piece of the action. A price bloodbath is pretty much guaranteed.

As Ryanair said themselves the outlook for the full year is "cautious"

On a 2005 projected P/E of 16 times, there looks to be more room on the downside to me.

[hybrasil] 03/8/2004 07:21

fantastic set of results. I am sure the George Bush election rubbish will hold the aero industry prices down for a few weeks but long term this share with its massive route expansion and particularily its cash load I think will fly

[hybrasil] 26/7/2004 08:41

I reckon the next set of results will positively surprise the market

[superdealer] 22/7/2004 08:37

Dispute with BAA is hitting the price today.

[hybrasil] 20/7/2004 22:27

slowly,slowly etc.

[hybrasil] 17/7/2004 12:01

Yes it looks like it is in for a bit of a run

[superdealer] 15/7/2004 15:34

The chart is looking good now. Gentle rises each day gives a nice rise after a while.

[hybrasil] 05/7/2004 08:51

good to see a little tick ahead. If EZJ are taken private this will really help the ryanait share price- Just read the book on Ryanair- Interesting to see O'Learys attitude to costs. Aer lingus MBO if it happens will prove him wrong not to have opened other routes from Dublin.

[2441] 05/7/2004 08:42

From what I see in 'eastern europe' (most locals prefer the term central europe with east being Ukraine, Belorus, Russia etc) - I'd say there are certainly sufficient people with enough disposable income to sustain a Ryanair service to most 1M+ cities.

It's not necessarily the salary these people earn, but rather what they want to spend it on - and travel is very high on the list for younger people.

Mr O'Learly would want to be mindful of the fact that a 1000km drive is always seen as cheaper than fly/drive to the residents of these countries - therefore Warsaw to Berlin type routes will not be as successful as Warsaw to London or Warsaw to Budapest.

What he might want to consider (thinking as a shareholder rather than traveller) is to break the mould.

In Western Europe we have North South and East budget routes (and west if you include Ireland) - in the CEE region the budget routes are generally only West (from CEE). I'd say there would be a good market from a Warsaw hub to destinations North and South - routes such as Warsaw - Budapest and Venice.

The only caveat is that the state airlines are still regarded as a standard bearer for these countries and anything seen to undermine their position will become bogged down in the red tape they are expert for.

That's my tuppence worth.

[vwrich] 27/6/2004 22:11

any buyers

[alllet] 06/6/2004 21:13

LONDON (AFX) - Ryanair Holdings PLC, the Irish budget airline, is to set up its first base in Eastern Europe, as it looks to open up a new front in the low-cost travel market as competition intensifies in the UK and Germany, The Business reported, citing the company.

Ryanair said it has six bases "lined up" around Europe: two in the UK, two in France, one in Germany - and one in eastern Europe. It refused to reveal the identities of the prospective hubs, said the newspaper.

But Ryanair, headed by chief executive Michael O'Leary, is likely to hold off a big push into eastern Europe for the next couple of years, the Business said.

The market-leading airline believes the low-cost market is still underdeveloped in some of the more lucrative western European countries, citing the example of low-cost operator Southwest, which has enjoyed several decades of growth in the US.

A Ryanair spokesman told the Business: "Initially there will be a big rush to places like Warsaw but that doesn't mean there will be sustainable traffic in both directions."

While barriers to entry into the eastern European market are low, it may be harder to reduce costs. People also tend to have less disposable income than in western European countries, Ryanair said.

acb/rhb

[blowson2000] 03/6/2004 10:05

Results better than i expected.Doubled my holding at 4.48.Just hope the oil price settles down.

[hybrasil] 01/6/2004 07:29

Fantastic results despite the profit warning- all looks strong and rosy

[crohan] 19/5/2004 12:47

site is rather quite

[bullsvbears] 29/4/2004 19:21

Just seen on the news for the ISE.


BRUSSELS (AFX) - A Ryanair Holdings PLC flight from Brussels to Dublin was
forced to make an emergency landing shortly after take-off due to apparent
mechanical problems, Agence France-Presse reported, citing passengers.
The plane took off at 5.55 pm local time but was forced to land some 10-15
minutes later, a French TV journalist on board the flight told AFP.
The journalist said that during the descent, "one of the tyres was clearly
on fire."
120 passengers were on board the flight.
lb/wf/pav/

[invisage] 25/4/2004 11:43

Hey Guys,

Just thought id tell you about DART GROUP. - The smart investors' favourite budget airline -

A host of shrewd investors are backing budget airline and distribution business Dart Group with one top smaller companies team buying at the start of this month.

Dart (DTG), which operates fledgling budget airline jet2.com and also offers air distribution services using the same planes, has become a tempting destination after a slump in its share price in the second half of last year.

Heres a few reasons why its a good time to buy now...

* Results in 7 weeks (16th June)
* ISA Stock
* The first half of the year Dart's pre-tax profits rose by 31% to £7.1 million from a 16% rise in turnover
* Company is very cheap with a P/E of only just over 7 and a forward P/E of just over 6
* Offers a healthy 4.7% dividend yield
* Market Cap. 45.70 m
* Shares In Issue 34.49 m
* 3.7% spread
* Directors and Institutions hold 61% of the shares, very few in public hands.
* Loads of cash in Bank
* Jet2 operates from Leeds/Bradford and Belfast with flights to 13 destinations once a Belfast-Prague service is launched at the end of this month.
* 16% (net book value) of the total tangible assets is in freehold property with less than 1% in short term leaseholds
* Airline booking increasing this year, a Very good recovery play considering the stock is on the bottom of its range...



When Dart's fleet of aircraft is not being used to transport holidaymakers they are utilised for distribution services, ferrying cargo, fresh produce and flowers. The company is also involved in freight forwarding at Manchester, Newcastle, east Midlands and London Heathrow.

Cheers
Invisage

[superdealer] 23/4/2004 11:58

So buy when the price is down and sell when the price is up!

[patb] 23/4/2004 02:06

.2 .michaeloleary keeps winding the ryanair share price up and down deliberately .so he can profit.he is amuck savage from county westmeath.

[superdealer] 21/4/2004 15:59

I´d like to see 5.50! Going in the wrong direction at speed today.

[sizedoesntmatter] 17/4/2004 00:30

a bit of profit taking today? she going in the right direction generaly though and i am sure will get back on track next week - id like to see her through the 5.50 by friday - who knows?

[superdealer] 15/4/2004 11:09

Yesterday afternoon was a good recovery after the morning price drop. Looking strong again today.

[sizedoesntmatter] 13/4/2004 15:59

supermum has done a nice chart for us - epic GEMS

[sizedoesntmatter] 13/4/2004 12:20

nice post LBO - thanks - was that the Irish Independant - or the English one?
cheers
size