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Ryanair Share Chat (RYA)



Share Price: 10.45Bid: 10.425Ask: 10.44Change: 0.00 (0.00%)No Movement on Ryanair Hldg.
Spread: 0.015Spread as %: 0.14%Open: 10.23High: 10.505Low: 10.185Yesterday’s Close: 10.45


Share Discussion for Ryanair


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joebop
Posts: 3,667
Opinion:No Opinion
Price:10.45
RE: Davy
Tue 22:45
Ryanair in talks with Boeing on 737 Max compensation

https://www.independent.ie/business/irish/ryanair-in-talks-with-boeing-on-737-max-compensation-38131423.html

Shares in Ryanair tumbled more than 5.3pc in early trading, even as it announced a €700m share buyback.

"The shares are very lowly priced," said Mr O'Leary. They're down more than a third in the past year.

"This is not a time when anybody else should be buying shares," he said.

"I would ask you to wait until we've completed our share buyback before you start placing your orders."
 
Andyagogo
Posts: 1,004
Opinion:No Opinion
Price:10.34
Davy
Tue 09:47
Has cut their 2020 RYA earnings forecast by 9%, I don't have the exact numbers.
Andyagogo
Posts: 1,004
Opinion:No Opinion
Price:10.295
RE: I think if RYA are struggling
Mon 18:19
I was hoping for some comment in the FT Markets live, but did not get
a mention. Perhaps tomorrow.

Comment from the FT company section appears to be ...RyanAir is intent
on winning any fares price war and intends to continue to grow as quickly as possible.
Short/medium term pain, for longer term gain.

Ultimately it's going to take further airline failures for that strategy to pay off.
Daytradenovice
Posts: 2,085
Opinion:No Opinion
Price:10.295
RE: I think if RYA are struggling
Mon 16:36
mr o deary os a bit of a brexit doom monger though to be fair, hes been vocal against it from the off so 8 suspect he can see further than he is saying and there is a politicsl angle to his zero visibility comments.
sage
Posts: 60,640
Opinion:No Opinion
Price:10.305
I think if RYA are struggling
Mon 16:33
(just the 1Bill Euro ,lol.) then others will be looking down the barrel...If the firm with the lowest costs is not sure then gawd help the others..
Andyagogo
Posts: 1,004
Opinion:No Opinion
Price:10.30
On the plus side..
Mon 15:59
Another buy back steadily reducing the share count.

And the Max situation may hopefully be temporary.
Andyagogo
Posts: 1,004
Opinion:No Opinion
Price:10.31
Medium term outlook change
Mon 15:57
It's quite a big change on expectations, to the downside.

Up to late last year Michael was optimistic about higher profitability
in 2020/21 - this did Not constitute official RYA guidance, just informal
comments made by Michael.

Now today we have - 0 visibility on H2, and profitability may take a dent
for a year or two given continuing European overcapacity.

Now whether that's already about in the SP .... (I can't call)

It may also be worth noting that what little guidance on 2020 is given,
appears to assume the UK leaves the EU With a deal.

A No deal Brexit is Not factored in to today's comments.
Daytradenovice
Posts: 2,085
Opinion:No Opinion
Price:10.30
RE: that was some climb back
Mon 15:43
then again clearly not. theres that optimism getting in the way again, bu99er
Daytradenovice
Posts: 2,085
Opinion:No Opinion
Price:10.41
that was some climb back
Mon 12:38
late morning, might even end up level by cop if we're lucky.
Uncle_Doug
Posts: 96
Opinion:No Opinion
Price:10.16
outlook is scary
Mon 09:02
"zero visibility" for the 2nd half of this year and share buybacks to prop up the SP ... worrying.
sage
Posts: 60,640
Opinion:No Opinion
Price:10.19
well could have been worse!
Mon 08:47
I must have a look in detail but 1BillEuro for the year not too bad! Hopefully Lauda will be sorted by next year and those max`s will be taking their place in the fleet.
Andyagogo
Posts: 1,004
Opinion:No Opinion
Price:10.23
Outlook
Mon 08:43
Is what the market may not like.
Prior to these results consensus looked for a (very approx) 10% increase
on pre tax for the coming year.

2020 estimates may need a significant scaling back if I am reading that correctly?.

On the flip side the buy back still, sounding positive on the Max.
Daytradenovice
Posts: 2,085
Opinion:No Opinion
Price:10.23
RE: joe
Mon 08:37
this will be why. still making a good few bob though.

https://www.bbc.co.uk/news/business-48332849
riolto10
Posts: 1,935
Opinion:No Opinion
Price:10.495
RE: joe
Mon 08:06
Once again rya pulling the sector down
sage
Posts: 60,640
Opinion:No Opinion
Price:10.60
joe
Fri 12:24
well much as I like easy jet as an airline, RYA has the superior low cost business model imo.No room for sentiment in investment.Looks like there is some clarity in the Max 8 situation.Sadly the situation could have been avoided if senior pilot critique had been listened to. The addition to the RYA fleet of MAX`s is a big part of future low cost strategy.
We await oil peaking,Wreckxit finishing,and financials.. Fingers crossed.
sage
Posts: 60,640
Opinion:No Opinion
Price:10.805
Riolto
Fri 09:47
Lol..hey pulling their own profits down despite more passengers! We await ry a figures.Hopefully their sector lowest cost basis will help.Looks like Tegel is taking time to sort out like I thought for ezj.
riolto10
Posts: 1,935
Opinion:No Opinion
Price:10.575
SP
Fri 08:11
Easy jet pulling the sector up once again today.
joebop
Posts: 3,667
Opinion:No Opinion
Price:10.73
RE: andy
Thu 21:38
I would have taken a nibble round the 10 mark myself.
sage
Posts: 60,640
Opinion:No Opinion
Price:10.73
andy
Thu 17:06
you were right about under 10,just got the wrong airline! The jet sinking as fast as Mikey`s donkey is rising but sadly both are well down from highs. :(
Andyagogo
Posts: 1,004
Opinion:No Opinion
Price:10.365
RE: ooops
15 May '19
Added a small lot @ 10.33, looking like under 10 ...
sage
Posts: 60,640
Opinion:No Opinion
Price:10.405
ooops
15 May '19
down we go.All gloom and doom. Grrr.
sage
Posts: 60,640
Opinion:No Opinion
Price:10.425
daytrader
15 May '19
saw your post on GLEN. Thats a poor show.maybe as you say get a transfer or bite the bullet and find the best furking specialist in London and pay the price.Cannot put a price on future health pal.Wish you well.
I see it`s gone quiet on EZJ.Down a long way today with everything else in the sector recovering a bit.I`d be tempted to buy EZJ but funds tied up.Not sure why it`s getting a hammering?

I was repairing the long wall next door thats falling apart yesterday when the "trace" team turned up yesterday.Kier boys .nice lads but the sophisticated equipment was a young lad with a 5foot steel pole with a wooden handle /earpiece on it! Worked mind you.I showed him my pipe in the garden and he confirmed it was live!Thank goodness I didn't cut it or build over it. He said SW water might put a stop cock in the garden or me!!! That round cover would seem to be my cut off point although we did not open it.The other lad said hit it with a hammer....and I related your story of someone losing an eye...He went quiet,lol.
Next door it would appear the rising main comes in the back!!!! He has marked with yellow paint a square foot of concrete just outside the back door.They will make an appointment to dig it out and fit a meter ASAP.So progress.
Thanks for your input in this charade ,without your advice I might have a permanent Artesian well in the back garden!

Keep your chin up pal.You have my number..
Andyagogo
Posts: 1,004
Opinion:No Opinion
Price:10.62
FY results date - May 20
14 May '19
Finally found it.
Andyagogo
Posts: 1,004
Opinion:No Opinion
Price:10.465
Many CEO's destroy value..
14 May '19
Michael's record is far better than the vast majority.
He's arguably created huge value over the years.

Look at the last VOD CEO, lauded in an FT last year on
stepping down from the top job. During his time at VOD he
was paid a lottery win type compensation.
And for what?.

I warned repeatedly on the VOD board last year at over £2 a share,
sadly not all my stock views are that prescient!.
sage
Posts: 60,640
Opinion:No Opinion
Price:10.345
er ..should be
14 May '19
dicks..




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