Member Info for Akhtar234

Did they make aircraft payments this quarter

Net cash £0.6bn Q4’26

Net debt £0.1bn Q1’26

Assume cash generated was £0.1bn (haven’t analysed debtors and creditors yet) , £0.8bn down this quarter, we have gross capex of £1.3bn this year, debt is same levels same leases went out short term debt up to offset

*cue

On queue savage pops up, after trolling other companies.

How is your trolling on Vodafone going, that’s now passed £1

Also whizz has a much lower market cap to easyJet so is more potential of upside, But with €5.2bn of debt.

Ukraine signs a peace contract it will rocket further , does anyone know of that means they reroute planes to that region from other locations? Or they are fielding planes on the ground.

I know they had engine issue problems with the fleet.

Whizz was one I was looking at also, but that was a recovery share and had more downside risk .

I had opps to exit here, and have said the past 10 months has been a waste of time with this one.

Other companies have motored up, this has done nothing . But can’t fault the company they have set a strategy and executing it.

This is manipulated and being kept lower, with what they are delivering and expect to deliver this should comfortably be closer to £6.

Eventually the market will catch on, it’s just sit and wait or exit and not waste your time on the share.

I’m sitting and waiting it out. If the path to a £1bn is certain , you will look back at these days and forget how cheap these shares are.

Good summary solo, where did you see the Italian investment costs? I missed that.

Load factors are great but thumpers has been indicating that with his reports. Q2 indicating already decent load factor.

Yep the holidays business is driving ahead, I really see that £450m being hit sooner and we will get a revised number again.

Fuel and Leases are in dollars, for dollar rate, last accounts had the below

H1’26 H2’26 H1’27

Hedged position 77% 53% 31%

Average hedged rate (USD/GBP) 1.30 1.31 1.32

So if the dollar weakens it will help with currency translation as we dont book revenue in $.

But Oil price tends to have an inverse relationship with the dollar apparently, but I have not seen that.

Savage you are great entertainment lol

Can’t wait to see you on The Apprentice

EasyJet is a crappy share that’s underperformed, company is doing well and hitting the targets.

It is undervalued and one day may realise that, it will happen, I’m not looking daily anymore, I just will wait and bank a decent profit next time. Had 3 opps, but the selling price wasn’t right for me, thought I could use banked it and gone into something else.

Just wish I

Went for the other stocks that have gone up over 60% on the same time frame

Ryanair are impressive being a €2bn profit business with at least double our fleet.

Also they seem like well ahead with aircraft modernisation.

Interesting there thoughts on consolidation ( think they were referring to whizz) and supply constraints don’t see over capacity.

EasyJet becomes a strong number 2 or someone will buy us out to consolidate and take on Ryanair.

Yes the holiday business is a game changer and highly profitable. We smashed the 2030 target early I think £450m will be surpassed earlier also.

Q1 results are Thursday Thumpers will be interesting to see how they are

Savage pops up on down days, hides behind the sofa when the SP rises.

Probably has no clue what easyJet does.

Anyway collect the div and hold it will get to £6 maybe end of this year now, this is a trading company not a long hold.

Results next week and ex div 2 weeks after that. TBH if I can make 20% each year with growth and divided I’m happy.

Just kicking myself not sticking with Rio or caml would already by 5o% - 60% up. CAMK is a better stock to trade swings in my opinion

What other stocks you looking at ? Metals has jumped so much last year

Yeah I should have stuck with my gut and sold at a couple of opps, good opp to nick a couple of percentage. But it could rocket up, other companies did nothing.

Fundamentals say this is a higher value share look at profit growing. A lot of companies in the ftse are saying they will double profit within 5 years.

It’s a pants of a company for value creation, which you agree.

I s

Won’t ever invest in Airlimes again, with how this share has played out. Has done pants compared to other sectors.

Can’t fault management here, just a crap sector in the Uk

Yeah Thumpers , also he just came out looks like a potential u-turn.

Trump certainly adds noise, but with this second term of his, it’s opening up how the world views the US. Then someone like a Gavin Newsome comes who is a credible guy and may restore faith thee. But still China is the future, if they really can build on innovation and not knock offs from US innovation.

EU are morons and weak, should have followed Carney and get closer to China.

US is a failing country , built on immigrants and foreign capital, aswell as commodities priced in dollars.

Trump has done everyone a favour we need a multipolar world, will impact our lives, but China is the future the US isn’t.

Yep it’s a smaller market cap and he could go after them.

But he is upset they won’t out starlink and Ryanair make perfect business sense why they won’t.

He might not like though , BT are working with EasyJet on mobile connectivity already though,

Musk isn’t cash rich, he brings other investors in. He could buy us and then bolt on whizz

I’m sure at the November meeting they said Q1 is improving but H1 therefore Q2 is a laggard still and taking a little longer than they liked for winter losses to go away.

I was hoping this Elon and Ryanair spat these shares would have jumped as he could buy easyJet which is cheaper and go after Ryanair that way. The guy is a man child, I might suggest on x to buy easyJet lol

Thumper app features and awareness will be a big driver, I have had a look at the app and think they can improve it further. Once they do and people book directly penetration should be higher.

If they can put promotions like the double points that will help also.

How they grow in Europe will be interesting,