Ryanair Share Discussion Threads

[bmw30csl] 21/5/2008 12:50

I think they will both hedge lightly going forward - if they didnt - who has the biggest cash pile? Ryanair used to have the lowest unit cost but the oil price and the more efficient airplanes of EZJ could change that.

[gbb483] 21/5/2008 12:45

It'll depend on their cash flow and any hedging they do against the oil price.

[bmw30csl] 21/5/2008 12:30

So in a world of $150 oil ptoentially - the low cost airlines become more costly - same applies to flag carriers.

One would assume there will be a war between the low cost carriers where they use cash to try and gain market share and then the maret price of low cost travel re rates upwards.

Who is best placed to survive and then subsequently conquer - EZJ or RYA?

[bmw30csl] 10/5/2008 02:11

i hope for your sake you wrote that after a good few pints.

[mickconn11] 10/5/2008 00:18

Lebanon situation starting to get naughty again.

FDX p/warning tonight after the bell.

OIL hitting new highs.

Looks like the clues are in the Irish broker notes last week. They know the score and when they're pumping ....well normally dumping comes afterwards.

Closing prices..

RYA ....290.5

RYAAY ....2709 ..premium of 20% ish

OIL..nymex june...126 dollars.

We're not far from the point where Ryanair will not make any money if oil keeps going up.

Where is the oil price going ? I dunno but it closed at an all time high today and the chart says blue skies above.

[keelingr] 07/5/2008 10:58

did the resource become twice as scarce in the last 12 months??

[gbb483] 07/5/2008 09:33

... but not necessarily when they reflect a limited resource.

[keelingr] 07/5/2008 00:04

oil prices are extremely volatile wee, especially these days. i would not base your judgements on future oil prices on 1 days activity. i don't think oil fundamentals have doubled in the last 12 months, hence i feel that these $110-$120 prices are not sustainable....many bubbles reach extraordinary heights and maintain them for quite some time before bursting...but they burst eventually.

[weemonkey] 06/5/2008 14:22

looks like that oil theory had no merit in it

hence 7 % hamering today

great company ryanair though

[mickconn11] 02/5/2008 13:55

keelingr.

Good post. Very informative.

Ta.

[mickconn11] 01/5/2008 23:48

Oil has dropped from 120 dollars to 110 dollars in the last few days.

Every punter and liar that Bloomberg TV can rustle up is saying that oil is going down to 100 dollars then 80 then 70.

Who knows ?.

I'm just playing on the actual oil price and perceptions of where it's going and where I think it's going.

OIL at 100 dollars in a week will trigger massive short closing in RYA and trigger a rally to the 350 level.

Below 100 dollars for a few more days and then the chart says 400.

Any thoughts folks ?.

Reality says....

market closing prices tonight..

RYA ..................301

ryaay........... .......2804 (premium 20%)

OIL..NYMEX for June......112 dollars



Good luck all.

[mickconn11] 07/4/2008 22:38

Just one more little snippet if I may.

Checking out some RYAAY charts on the Nasdaq and if the numbers are correct the 52 week high was 4959.

52 week low was 2482. That says the price didn't half as it did in London and Dublin. The US bulls defended the 50% level by 2.5 cents ..yes two and a half cents. Fair play to them.

Every top has to be tested and every bottom has to be tested.

Interesting times.

[mickconn11] 07/4/2008 21:51

Year end March 31 2007.

Profit after tax.....435 million euros.

Fuel and oil for that period was 693 million euros. My estimate for the average cost in that period is about $70 a barrel.

With oil now about 50% higher it looks to me as if they ain't gonna make much money this year.

Obviously several different factors in play and in euro terms oil hasn't gone up 50% so that's in Ryanair's favour.

Against...well we have the credit crunch and with Ryanair taking 99% of bookings online and credit cards getting pulled by the various issuers suggests there is a smaller pool of customers.

Loads more things to chew on but to me the only thing that is preventing total chart breakdown at the moment is the willingness of the US shareholders to pay an ever higher premium for the ADR's.

London closed tonight at ...295.

New York (Nasdaq) at........2871.

That's a 24% premium.....the highest it's been for a few years.


Any thoughts folks ?. I'll post some more detailed numbers if anyone's interested.

By the way there is some serious technical analysis theory that says when a stock halves in price it'll half again. I'm not a big believer in that but if any GANN and FIB... etc.. watchers are looking in I'd be interested to hear their comments.

[keelingr] 07/4/2008 09:01

wise decision cat, i don't think they'll be under €3.00 for too long.

[cat100] 04/4/2008 14:12

I have bought these this morning at 2.92

[jamesclives] 21/3/2008 21:41

Ryanair Incident in Limoges - Friday, 21st March
Ryanair confirmed this afternoon (21st March 2008) that its flight FR1216 from Brussels Charleroi to Limoges in Western France, which landed on schedule at 16.00 (local), skidded after landing and the aircraft came to a stop approx. 10 metres off the end of the runway in a grass run-off area.
At the time of landing, it was raining, the runway was wet and subject to gusting winds, although the prevailing conditions were within safely limits.

None of the 175 passengers, or the 6 crew suffered injuries as a result of this skid. The Captain initiated an emergency exit and passengers were evacuated using the aircraft slides and were transferred by bus to the terminal building. Their bags were subsequently removed to allow them continue onwards to their destination. All passengers have been offered any assistance necessary in order to complete their journey. One pregnant passenger has been taken to hospital as a precautionary measure.

The passengers waiting in Limoges for the outbound flight have been transferred to nearby Poitiers Airport (approx. 1 hour) where a spare Ryanair aircraft is presently positioning from Stansted to operate their flight to Brussels Charleroi. A Ryanair Team of Engineers is travelling to Poitiers on their aircraft and they will work through the evening to tow the aircraft onto the ramp in Limoges, inspect it and repair any wheel damage if necessary.

Ryanair has notified the Irish and French Aviation Authorities of this incident, and will be co-operating fully with any inquiries they wish to make and Ryanair will be conducting its own internal inquiry in full co-operation with them.

Until of the cause of this incident has been established, Ryanair will not be in a position to comment further on it.

[lqs] 23/2/2008 15:19

Unbelieveable. The Ryanair website wont take bookings for 3 days. And there is no other option ie. no phone booking. Utter incompetence.

[bmw30csl] 20/2/2008 10:35

where can we see the breakdown of passengers using rya? between work and play?

[finbarr] 19/2/2008 21:16

worth a little short 20th am.

[bmw30csl] 19/2/2008 10:07

starting to look cheap alright cat, their marginal cost is that much lower than easyjet that I think they are well placed to take advantage of tough markets. I imagine they have a much larger cash pile too. I guess they will need to upgrade to newer more fuel efficient planes but tough times means more attractive financing etc.

[typo56] 18/2/2008 16:29

Ryanair are going to be completely closed for booking all this coming weekend - Friday to Monday. They say it won't affect profits.