Member Info for 2227

Bought 25000 at 101.20p

Jet2 has exellent growth prospects for the foreseeable future and is backed by good NAV and a huge amount of cash pile.

Sold my shares today but will come back if it falls below 1500p. GLA

Just bought 25000 shares.

So Jet2's EPS are 3 times more than EZJ from Sep. to Sep. 2023. EZJ shares are very good value but Jet2 are a bargain IMO.

EPS 2.01 is probably for trailing twelve months to Sep. 2023. If their year end was Sep. like Easyjet than Jet2 would have already reported EPS of £2.01 for 2023.

DYOR

How Fast Is Jet2 Growing Its Earnings Per Share?

"Over the last three years, Jet2 has grown earnings per share (EPS) at as impressive rate from a relatively low point, resulting in a three year percentage growth rate that isn't particularly indicative of expected future performance. Thus, it makes sense to focus on more recent growth rates, instead. In impressive fashion, Jet2's EPS grew from UK£0.95 to UK£2.01, over the previous 12 months."

https://simplywall.st/stocks/gb/transportation/aim-jet2/jet2-shares/news/if-eps-growth-is-important-to-you-jet2-lonjet2-presents-an-o

Next trading statement could arrive any time in April. It came on 8th in 2022 and 20th in 2023. There's no fixed date so could come in the beginning of the month. Some brokers are forecasting earnings of 192p per share.

Analysts forecasts.

The average price target is 1,905.58p with a high forecast of 2,023.83p and a low forecast of 1,750.00p.

NAV up nearly 23% over twelve months includin dividends. Still trading on 14% discount.

Https://ukinvestormagazine.co.uk/yu-group-shares-surge-after-bumper-profit-increase-in-2023-contracted-2024-revenue-jumps/

There doesn't seem to be any real bad debt.

Overdue customer receivable reduced from five days to four . Reduced by one day.

We should get more coments from the anylists after the presentation is over.

"A presentation for analysts will be held at 9am GMT today"

YU is a growth stock but is going to pay extremely good dividend too so should get attention from both, growth and income seekers. This is one company where you get both, income and incredible growth.

More Institutions are likely to be interested as the turnover is likely to cross one billion mark in 2025.

So liberums target price to 2050p seems reasonable and they are usually very conservative at the beginning of the year.

Current 40p dividend covered by 4.6 times.

2024 "Dividend targeted to be increased over short to medium term to approximately 3x cover from EPS"

My estimate for EPS for 2024 is between 250p to 300p. There's a possibilty of 100p dividend this year IMO.

" Expect to deliver organic growth of c. 50% in FY24"

Https://www.londonstockexchange.com/news-article/YU./final-results/16383331