Member Info for airbus330

The why is the Opinion under your name Strong Sell?

Rolling eyes emoji, if one was available

I can barely believe that anyone was taken in by the hyper ramping of one username. I just rode on the coat tails and sold when the hype disappeared. As, I am quite sure, he/she did too.

|behind the FT paywall. Goes it say anything new?

Groundhog day, if you have been following this share for a few years.

lland
Two of your comments are correct, one is almost certainly wrong. TCG is the definition of insanity.

I'm not doing anything until Frankenhauser has stood up and said that all the skeletons are out the closet. Feels like a falling knife at present.

up on the day is nowt to complain about. A bit more to go I think.

MAYFIELDS post should be a sticky on this thread.

The LHR slots are connected to a remedy deal which was formed after BA took over BMI a few years back. They have strict restrictions on where you can fly with them, ABZ EDI NCE Moscow and Cairo if I remember correctly, and if the airline operating them ceases to do so, they revert back to BA. As such, they have a value, but since they can't be sold, it is a lot less than the telephone number figures being quoted on this board. The true slots owned by Flybe at other regional airports are very valuable, some of them with various government and local government subsidy.

Worth knowing that Branson reduced his stake in VS to 20% a few years back and has little, if any, executive input into the airline. There is logic to the tie up with Flybe, but they don't have money to burn and that which they do have will need to be justified to Delta. I also think (because I'm pretty familiar with VS) that the corporate culture fit with the two companies is poor. Read up on Virgins previous attempts in Shorthaul Virgin Red and Virgin Sun. It didn't end well. There will be a lot more to this than a straightforward buyout. IMHO

They haven't signed on the dotted line yet! I'm really happy for the staff and happier still to see some profit tomorrow, but I wouldn't order the new 911t quite yet!

"Monetary terms" are the key words in Sky's article.

From the viewpoint of someone who works in the airline industry, it is very difficult to see what EZY would find attractive in Flybe. One of EZYs core operational and business rules is to operate a single type of airframe because it is the cheapest thing to do. To start operating a mixed fleet of turboprops and regional jets flies in the face of their established business plan. Then there are the slots. A mixture of encumbered LHR, low volume or government subsidised.A few of these routes might be worth the effort, but how much will they pay for the ailing Flybe for a marginal expansion of routes, routes which they could expand into anyway if flybe fails
That leaves the Unknown unknowns! Is there something hidden at the moment that is supporting the sp at 9p?
Time will tell, but I'm glad I'm not heavily invested here.

I could name another airline/travel group that had that happen, got rescued and the new owners did it again, 2nd. time was 'too big to fail' so another load of money went in. I think you can guess where the share price currently is... yes... on its arse again! I think FLYBe has a value to someone out there, but I'm pretty sure it is a lot less than some of the optimists think on this board. But, I'm ever hopeful.

There's an old saying in aviation. 'If you want to make a small fortune in aviation, start with a large one!'
Has been proved time and time again.

40p breached.

Same hymn sheet. I worry that my view is a bit UK-centric, the EU business seems healthy and part of the UK business make money, but the bogeyman UK tour operator part drags it down. November will show the truth, I suppose.

I tend to agree with you, but maybe for different reasons. Do you have any evidence to back your feelings up? Or is it more a feeling that there is something unwell about the trajectory of the company?

If anything in the news is dragging the price further down it will be this, which was also reported on Sky News yesterday.
https://www.ttgmedia.com/news/news/monarch-engineering-arm-rebuts-reports-of-winding-up-proceedings-15654
TC could be caught very short with reliance on Monarch in the UK. Plus, of course the oil price.

rogerandouts comments are reasonable, as are lex1's, just looking at the same company thru a different lens. There is nowt wrong with the customer service culture at tc amongst the front line staff. The managements idea of running a business is a different kettle of fish. The numbers and the trajectory of the share price tell the story. Only a few weeks til the final accounts are released, which should be interesting.

IT doesn't seem to have done TUI any harm judging by their upbeat recent statement. I think this is more a case of getting the product right, hence the airline is doing quite well as a standalone unit and the IT sales are down. It seems to me that Jet2 are proving more effective at selling IT to the bottom end of the market and TUI are bearing down successfully on the perceived higher end market. TC recognise this hence the list of projects listed below by IILAND. The question is will they run out of money or support before the plan matures and returns are seen.