Ryanair Share Discussion Threads

[lbo] 31/7/2008 12:17

The figures are from the balance sheet



More pain for Ryanair as brokers slash forecasts

[mickconn11] 30/7/2008 21:28

LBO.

good post and I sort of agree the numbers are not all they seem but where do you get that figure of 3.8 bilion debt.

Cheers.

[biglosses] 30/7/2008 19:05

Would net debt not be 2.1B (3.8-1.7)?

[zimzoot] 30/7/2008 14:26

Oil the key...the trend is down

Also lots of shorts still active...they need to cover positions :)

[lbo] 30/7/2008 10:46

Yes but don't forget they also have 3.8b in liabilties! So although they have a low net debt (circa €390m) it could start to creep up.



The company is now in a very tricky situation, needing to attract customers by reducing prices (5% on average) yet having to ensure the group does not fall too far into debt

[zimzoot] 30/7/2008 08:20

cash 1.7B is the gem :)

[djderry] 29/7/2008 19:46

Note to JamesClives: When one creates a work of art,always remember to sign it.

[jamesclives] 29/7/2008 09:30

hero ?



LOL !

[djderry] 28/7/2008 20:05

Added to my holding today.Nothing like a bit of fear and loathing in the market to push a share price down.I like to own 'best-of-breed' companies.Yes,it's being hammered by the oil price and the lack of hedging.It's easy to be wise after the event.Had oil gone the other way,the market would be lauding Michael O' Leary as a hero.Don't you mind them,Michael.Did you ever know that you're my hero....

[biglosses] 28/7/2008 10:57

The Arabs won't want prices too high. A lot of the Gulf States are becoming increasingly reliant on tourism - oil prices need to be at sufficiently low levels to keep demand up.

[gbb483] 28/7/2008 10:53

he's hedged remaining yr at $129 and $127, just when oil prices coming down.

Prices won't stay down for long - the Arabs know that they have a limited resource and need to capitalise on it while they can.

[biglosses] 28/7/2008 10:16

Aye - the lack of hedging policy turned out to be a total farce. Still it's a good opportunity to buy if you believe oil is going to continue to slide. If they can hedge at less than $100 I would imagine they could make decent profits.

[lbo] 28/7/2008 10:13

Ryanair shares dive as Q1 profits drop 85%

[keelingr] 28/7/2008 09:19

agree, the hedging policies seem totally misguided...surely he's got a few oil experts in there working for him????

[jamesclives] 28/7/2008 09:18

not so clever Michael paying $117 for his oil, whilst others hedged at around $85, says it all, that can make or break.
not only that - he's hedged remaining yr at $129 and $127, just when oilprices coming down. Oh dear !
wonder if he's still going to make 'sarcastic' comments to his competitors.

[cat100] 24/7/2008 00:18

Tullow down 20% since I sold and easyjet and ryanair flying.I made 35% on Tullow. Easyjet is up 45% as I bought them for the first time on the 8th of July and I'm showing a nice profit here as I avg down on them. My avg on ryanair is now 2.85. Hope we see oil at 100 soon, it's in the 124's as I type.

[mickconn11] 23/7/2008 20:50

400 by summer. ...might see it tomorrow if OIL goes to 110.

Brilliant long early doors at 3500 and short at 3650.

Wish i did it.

[keelingr] 23/7/2008 14:18

i think we'll see €4.00 by the end of the summer...

[mickconn11] 23/7/2008 10:10

OIL now below 126.

Thats Nymex for September.

[mickconn11] 23/7/2008 09:18

On the move again in London this morning.

Up 5% to 338 as I write.

The chart says it could go as high as 400 but could encounter some resistance around 370 which is where the 200 day moving average is.

Oil playing at 127 but I'm watching to see if it goes as low as the 120 level which is the 100 day ma.

200 day ma about 105.

[mickconn11] 22/7/2008 21:16

Not just about oil.

Mad.... yankee traders have picked up on this chart and will push it as far as it will go.

Sensible ...fundamental traders will short it.

The mad ones are in charge and even more so if oil goes below 120.

it doesn't really matter that they (rya) are not going to make any money this year.

The real fun and games start when Ryanair and Boeing start fighting about plane deliveries.

Evening all.

[keelingr] 22/7/2008 17:13

it's all about oil baby, and it's heading back to 100 methinks!!