Ryanair Share Discussion Threads

[loganair] 14/3/2020 21:26

Virgin Atlantic boss Peter Norris urges Boris Johnson to sanction £7.5bn airline bailout.

Peter Norris, the chairman of Virgin Atlantic Airways' majority shareholder, Virgin Group, will write to the prime minister on Monday to warn that the sector needs immediate financial aid to survive.

The bailout request will come ahead of what could prove to be the bloodiest week in British aviation history, with British Airways, Virgin Atlantic, easyJet and Ryanair all expected to announce mass groundings of aircraft and potentially huge redundancies.

[quepassa] 14/3/2020 21:23

Thanks . Appreciated.

So an average of some 66 monthly instalments still to pay on a very large and expensive fleet to fund then!!

3 or 4 months of limited revenues would nonetheless make a real dent in their cash pile.

[essentialinvestor] 14/3/2020 21:12

5.5 years is the average fleet age.

[quepassa] 14/3/2020 21:05

i haven't checked but my guess is that, as they have such a very young fleet, the average leases would likely have many, many more years to run.

if you happen know the facts on the maturity profile of their lease portfolio, could you kindly share the details. - Thanks.

QP

[essentialinvestor] 14/3/2020 20:40

A lot depends on how long this lasts.

[quepassa] 14/3/2020 20:29

even if the ground their planes, they still have to pay their monthly leases on the aircraft

[essentialinvestor] 14/3/2020 20:05

The key might be to look at operational costs and how much of that they could
strip out?.

Might get an updated outlook statement next week, coupled with new measures?.

Worth watching, but perhaps not for widows or orphans!.

[spob] 14/3/2020 19:54

how many billion in liabilities ?

[essentialinvestor] 14/3/2020 19:49

Having checked the last update, they have Euro 4 billion in cash, so perhaps not.


Is cash so high because of the Max delays reducing outlays?.

[essentialinvestor] 14/3/2020 19:47

Buyback to be temporarily suspended?.

[spob] 14/3/2020 19:45

Has RYA stopped flights to Europe yet ?

[1 nhs] 14/3/2020 14:51

I HAVE BEEN WARNING FOR WEEKS THAT IT WAS TIME TO PUT YOUR FAMILY FIRST AND TAKE IMMEDIATE ACTION

HAS THE GREAT 2020 DEPRESSION OFFICIALLY STARTED :


1 NHS 27 Feb '20 - 02:25 edit

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Yes it has, unfortunately 99.9999% of the worlds population can’t yet see it yet.

Eventually they will.

Mankind is facing a pandemic of unimaginable magnitude and suffering, combined with a world drowning in debt, that has zero chance of being repaid.

It is absolutely vital that you put family first , particular children

We are not far off, forced sellers of ALL ASSETS, (bar Gold , for immediate delivery)

Paper gold, might as well be flushed down the toilet.

I have no predictions on the outcome of this terrible virus.

I do have some predictions on the likely financial outcomes

1/ Most shares are not far off worthless as profits will be extinguished for years, even then, investors might pay a pe of 3 for the the best growth stocks.

2/ Most bonds ( company and government ) worthless as everyone defaults.

3/ House Tiny values after banks go bust and stop lending. No one has a job.

4/ Land for food production has some value but needs to be protected.

Trust in business goes down the pan in a straight line, world trade dries up as everyone wants to be paid up front.

The only medium of exchange for goods and services that CAN BE TRUSTED BY ALL is, GOLD.

No one wants printed sheets of toilet paper. ( money

It’s about to turn on a sixpence.

Governments will furnish the world with yet more, free cash, but they can’t control the mindset of the people, or the virus.

From now on, it’s about staying alive and doing your bit for others Add FavouriteE-mail AlertSkip Header
1 NHS 27 Feb '20 - 02:25 edit
0 3 3
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[essentialinvestor] 14/3/2020 12:30

We are still around 25% Above August lows.

However, I think just IMV, what may be developing here is a very interesting
opportunity to secure a longer term entry point.

Would stress it's a very much a case of DYOR and have no current position here atm.

[thefartingcommie] 14/3/2020 12:24

fwiw....IAG,DTG+Ryanair .....from the technicals cld fall by 40%+...before sustained recovery

[essentialinvestor] 12/3/2020 13:11

Still well above last August's lows, back on a watch list.

[quepassa] 12/3/2020 08:37

USA bans all flights from Europe with the exception of the UK.

Do you really think the USA hasn't considered the simple possibility that Europeans could jump on a plane to UK and then fly onwards to USA?

So ask yourself why has the UK been exempted......

I know what I think.

Could be a very interesting UK government COBRA meeting later today.

ALL IMO. DYOR.
QP

[essentialinvestor] 11/3/2020 10:23

Jealousy and envy not a good look Albert. Neither is bitterness.

[albert3591] 11/3/2020 10:21

Any comments mr obleary,I doubt it.Enjoying yourself at Cheltenham,hope you get losers there to.

[quepassa] 10/3/2020 08:12

THINK ABOUT THIS:-

BIG FALL IN AVIATION FUEL PRICES.......

RYANAIR hedged 90%
EASYJET hedged 71%
NORWEGIAN hedged 25%

at historic and significantly higher prices

who is going to benefit most/who is going to suffer most from dramatically and suddenly reduced aviation fuel prices.

who is going to be more competitive on seat pricing when demand returns.


See FORBES article dated today headed

" THE OIL PRICE COLLAPSE WILL DO VERY LITTLE TO HELP AIRLINES SUFFERING FROM A CORONAVIRUS DEMAND SLUMP"

hXXps://www.forbes.com/sites/jamesasquith/2020/03/10/the-oil-price-collapse-will-do-very-little-to-help-struggling-airlines-suffering-from-a-coronavirus-demand-slump


ALL IMO. DYOR.
QP

[porsche1945] 09/3/2020 19:13

If Spain goes the same way as Italy it will hit Ryanair hard, despite the decent debt position.