Ryanair Share Discussion Threads

[spob] 01/4/2010 13:47

yeah, would be, if i wasn't still waiting to buy back in :)

[sllab101] 01/4/2010 13:39

Very nice :-)

[lbo] 27/3/2010 21:55

O'Leary says sorry to judge over 'lie'

[lbo] 15/3/2010 09:35

Air France accuses Ryanair of blackmail

[lbo] 07/3/2010 20:38

WITH less than two weeks to the start of the Cheltenham Festival, Victor Chandler, one of the world's biggest bookmakers, has warned that there are no "high rollers" left in Ireland.

"There's just no money in Ireland. It's destroyed.

[lbo] 05/3/2010 15:53

BoI warning as economic recovery in Germany hits 'bumpy patch'

[lbo] 04/3/2010 22:14

Its load factor -- the percentage of seats it filled on its aircraft -- slipped three percentage points, however, to 75pc.

The decline in load factor helped propel Ryanair's stock lower on the ISEQ yesterday, with its shares closing down 2.5pc at €3.52.

[sir brainy] 03/3/2010 11:32

26.02.10
Winner of €10,000 Ryanair scratch card eats winning ticketPassengers asked to vote for which charity should receive this €10,000 prize

Ryanair, the world's favourite airline, today (26th Feb) confirmed that the winner of a €10,000 Ryanair scratch card, on Thursday's FR1724 flight from Krakow to East Midlands, ate the €10,000 winning ticket after crew confirmed he had won the €10,000 prize.

When the delighted crew congratulated the winner and advised him how to claim his prize he apparently became upset that Ryanair's cabin crew could not pay him the €10,000 there and then on the flight. When the crew explained to him that these very large €10,000 prizes needed to be verified with, and collected directly from, the scratch card company the prize winner became angry and decided to digest his win – literally!

Since this €10,000 prize will now go unclaimed Ryanair and Brand Force, the scratch card company, have decided to offer the cash to charity and have asked Ryanair passengers to vote on www.ryanair.com (until Fri 5th Mar) for which type of charity Ryanair should donate the €10,000 prize to, from the following list:


1. An Anger Management Charity
2. An Eating Disorder Charity
3. A Gamblers Charity
4. A Disruptive Children's Charity
5. A Mental Health Charity



Full results of this 'angry' poll will be announced on Friday 5th March.

Ryanair's Stephen McNamara said,

"In the last two year's Ryanair's scratch cards have given away 10 cars, over €300,000 in cash prizes and over 100,000 flight vouchers. Passengers have always been delighted to claim their large cash prizes after returning home. Unfortunately our latest winner felt that we should have his €10,000 prize kicking around on the aircraft.

Yesterday's events prove that while Ryanair's scratch cards offer large cash prizes they clearly taste great too! Crew tried to stop the air Gourmet Scratch Card eater by offering him one of our great tasting sandwiches, pizzas or snacks instead, but clearly he had much more expensive tastes!

Ryanair is now asking passengers to vote on which type of charity Ryanair should donate the €10,000 prize money to with one charity from anger management, eating and digestive disorders to disruptive children's and mental health charities now set to benefit from a real meal ticket!"

[lbo] 22/2/2010 11:32

Bank of America and Barclays Capital, two leading oil traders, have told clients to brace for crude above $100 (£64) a barrel by next year, before it pushes relentlessly higher over the decade. This is a stark contrast from recessions in the 1980s and 1990s, when it took years to work off excess drilling capacity built in the boom.

"Oil has the potential to flirt with $100 this year. We forecast an average price of $137 by 2015," said Amrita Sen, an oil expert at BarCap. The price has doubled to $78 in the last year.

[lbo] 18/2/2010 21:52

Aer Lingus puts end to Ryanair airport hanger bid

[lbo] 08/2/2010 21:15

Good news already factored into the Ryanair share price

[spob] 08/2/2010 13:28

banked profits on these last week

keep up the good work LBO

i want these cheap again

LOL

[lbo] 07/2/2010 21:01

Companies to be taxed on share buybacks



Quoted companies such as Ryanair and Grafton face the prospect of massive tax bills on future distributions of cash to shareholders following radical changes to the tax treatment of share buybacks.

[lbo] 04/2/2010 23:35

Royal Bank of Scotland (RBS), in contrast, rates the shares as no more than a 'hold', and recommends taking profits on any sign of share price strength. It appears to be using a different discounted cash flow model to Citi, valuing the shares at €3.50 each using its earnings estimates. RBS's underlying net earnings estimate for fiscal 2010 is €328m, down from its previous estimate of €337m but still well above company guidance.

Deutsche Bank also has a 'hold' recommendation on the shares, with a price target of €3.4

[keelingr] 02/2/2010 13:30

Ryanair shares take off after its results defy the analysts

[lbo] 01/2/2010 14:12

At 19 times earnings, or about twice book value, Ryanair does not enjoy a hefty premium to the broader European market, which trades at about 17 times 2009 earnings. The stock even suffers a discount to its historic price-to-book average of about 2.7 times, according to Credit Suisse. Nonetheless, this represents a whopping premium to most European airlines. If there is any value to be had, it is only relative.

[spob] 01/2/2010 08:14

Profit guidance upgraded

[lbo] 26/1/2010 12:10

Ryanair may have owned crashed aircraft

[lbo] 21/1/2010 20:04

Ryanair cuts flights by a fifth

[spob] 06/1/2010 12:37

from ft alphaville

NHActually
NHCaz have published another good note
BEWhat's that on?
NHRyanair
NHinvestor day tomorrow
BEAh. "Come and meet O'Leary"
NHwhere we will learn how O'Leary is going to run the business for cash
NHafter the bust up with Boeing
Welcome to Markets Live. New messages will appear here as they are posted.
BESo what are they expecting?
NHA special dividend of €1.12 is equivalent to a yield of 32% on the current share price.
BEThat looks quite nice.
NHyes
NHwanna set the full note?
BEGo on.
NHRyanair Caz
Ryanair - [RYA.I RYA ID] €3.46 Outperform Sector Neutral
Update ahead of investor day
Ryanair management will hold an investor update meeting on Thursday. This follows the announcement just before Christmas that Ryanair and Boeing had failed to agree terms for a new order for 200 737 aircraft for delivery after 2010. As a consequence the group has stated that it will now "bring forward plans to significantly reduce growth and capital expenditures, in order to maximise cash balances for distribution to shareholders during the period 2012-2015." This is likely to involve a significant reduction in FY2011 and FY2012 capital expenditure as the group reduces its rate of capacity growth.
We expect management to provide details of the capital expenditure plan at the meeting on Thursday and to flesh out the practicalities of running the business for cash. This is likely to involve a degree of network rationalisation and a focus on higher yielding routes while maintaining cost discipline. As the rate of capacity growth slows in the coming years it is likely that the group will experience some unit cost pressure, measured on a per passenger basis, but this is likely to be offset by commensurate improvements in yield.

NHOur analysis, set out in our note of 11 December, suggests that, all else being equal, a moderation in the rate of capacity growth would actually generate higher EPS than we currently expect so long as it was accompanied by yield growth in excess of 3% p.a.
As can be seen from the table below, our no growth scenario suggests that Ryanair EPS could emerge 20% higher than our present forecasts in FY2011 and 35% higher in FY 2012. We expect to refine our assumptions after the management presentation on Thursday.

NHMoreover we estimate that the group could return about €1.7bn of cash to shareholders in FY2013 if it decided to run the business for cash, equivalent to €1.12 per share. This is based on our no growth scenario of 6.5% p.a. yield growth, which would take average fares back up to FY2009 levels by FY2013.
A special dividend of €1.12 is equivalent to a yield of 32% on the current share price.
On our current forecasts, based on assumed capacity growth of 15% in the year to March 2011 the stock trades on a 2010E calendar adjusted PER of 16.2x, which compares to 11.2x for easyJet, where the share price has recent come under some pressure following the announcement of the departure of the CEO.
If our no growth scenario turns out to be correct the PER falls to 13.7x which is undemanding in our view. Thus the prospect of faster EPS growth and tangible cash returns in a few years time makes this stock attractive and we reiterate our Outperform recommendation.

NHRyanair
NHticking up
NH0.7% higher at eur3.48



h

[spob] 30/12/2009 04:47

Monarch Airlines blasts 'irresponsible' Paddy Power for running book on carrier going bust

Monarch Airlines has denied it is in any financial difficulty and branded Paddy Power "irresponsible" for running a book claiming it could be the next carrier to go bust.

By Alistair Osborne
Published: 10:11PM GMT 29 Dec 2009

Paddy Power said betting patterns suggested Monarch could be 'the first to follow in the footsteps of doomed carrier Flyglobespan'
The Irish bookmaker cut the odds on the UK's largest charter airline becoming the next victim of the aviation downturn from 50-1 to 4-1 favourite after taking more than 100 bets over Christmas.



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Paddy then issued a press release entitled Punters predict Monarch may be dethroned. It said betting patterns suggested Monarch could be "the first to follow in the footsteps of doomed carrier Flyglobespan", which failed before Christmas. Paddy faces a £7,000 payout should Monarch collapse.

The bookmaker's odds were dismissed as "beyond belief" by Tim Jeans, Monarch managing director. "For people to make a game out of betting when an enterprise that's been around for 40 years will go bust is irresponsible," he said. "It's not funny either because we employ nearly 3,000 people and they don't want to be reading this."

He stressed the Luton-based carrier was not only profitable but 88pc-owned by "supportive shareholders" – the billionaire Swiss-based Mantegazza family behind travel firm Globus.

Mr Jeans said his only rationale for the recent bets is that "people don't have access to our numbers, so they speculate in a vacuum".

The most recent accounts for Monarch Holdings, the holding company for the airline and related engineering businesses, show £8.52m operating profits on £813m sales in the year to October 31, 2008. The airline's turnover was about £550m.

Mr Jeans was not overly concerned that Paddy's odds may deter bookings. "If people make their travel decisions on the back of what an Irish bookmaker thinks, I need to rethink my business plan," he said. "It's not helpful but it's tomorrow's chip paper."

He noted that Paddy had "put all the airlines on pretty short odds. It's got BA at 11-1. It's got Thomson Airways, which is part of a multi-squillion pound business, at 14-1."

A Paddy spokesman hit back saying: "We are merely reporting where the money goes. Sometimes people are right, sometimes they're wrong."