Member Info for Akhtar234

This is a great company, i exited with a profit as i thought there were better options but this motored up higher.

I want them to secure an acquisition this year but for the best price and not overpay, worse thing is acquire something badly and destroy what is brilliant in this company Wish you all success and i will look to come back in at some stage.

Cheers Solo and Thumpers

On Easyjet Holidays (Excuse if this has been shared already) I see Tesco clubcard points can be used on Easyjet holidays too, which is a good incentive.

These were the Key points from the presentation call in November

1) Demonstrated through doubling our UK market share from 5% to 10% over the past 2 years.

2)This was driven by a 20% customer growth and continued healthy margins, delivering a PBT margin of 13%, up 1ppt vs prior year.

3) We still see an important opportunity to grow PBT going forward considering the still overall low attachment rate, the relative small size of the city offering into the holidays overall results, as well as the still limited revenues generated outside of the UK.

4) EasyJet holidays has entered its next phase and we expect to see customer growth of up to 15 percent in FY26, with City customers having a lower absolute margin

Link to the Easyjet holidays seminar also held in November: https://s203.q4cdn.com/522538739/files/doc_downloads/2025/easyJet-holidays-seminar-Nov-25-26-11-25-VF-website.pdf

Good post raging

Holidays business is the game changer flights are low margin returns. If they can grow the holidays and at the same time grow loyalty it will do the group good.

Did anyone check the lat results it looked like to me the range of £7-£10 profit per seat has increased by other initiatives. Do you agree ?

Good analysis solo

Whizz not very profitable and have a lot of debt, with big capex commitment. Grounding of jets have impacted

Ryanair is tacky , but plenty of demand, we are at the end of a poor growth numbers for Uk economy.

Interest rates coming down and a lower oil price to what we have seen last 2 years will help consumers and flight carriers

It’s all nonsense by analysts all far from each other on spectrum, but still this should be pasty £6

Who are the other ultra low flyers? Solosphere, plenty of demand and new plans deliveries are taking longer.

Ryanair is a beast and surprised with their image

Whizz have problems

DB downgrade is manipulation, helped algos with that dip early on and perhaps led to the decease last few days they want it to fall further and then buy back.

Not sure Ukraine war has much of an impact as compared to whizz who did a lot of flying to Ukraine etc.

On the holidays business I think £450m will be reached sooner than 2030, that’s easier to scale up. An average increase of £50m profit lets say on £500m revenue can be achieved , Europe is lagging its all driven mainly from the UK.

On dividend it is low due to capex.

Hopefully we rose later today or next week, these last few days have been ridiculous.

Also with better GDP numbers reported should have helped

Rollers

Oil is down 3%, we should have gone up as we have had a few down days also.

But look DB put a sell, you don’t think these guys influence by trading their analysis ?

Analysts do impact algos, but largely when the big guys are buying/selling it’s on anticipation.

Investors chronicle are saying it’s down to low margins, which ultimately is what analysts are saying , but it can turn.

They were fearful of rolls Royce survival that share was below £1 at one point and now over £13

Yeah we all know this is undervalued, mgmt are doing well, it’s analysts and investor sentiment.

As another poster said this will catch up when it happens don’t want to be out, painful to see as I looked at others and didn’t invest they are all up at least 50% and didn’t realise I would be at this period still able to buy sub £6 let alone sub £5

IAG has outperformed and is up today, this turd is down again.

Better opps we’re out there , I missed banking profits twice lol

Should have stuck with Rio would have been 50% up with a 10% dividend also.

Keep it up Thumper.

Why further to sink Sollers? the valuation is low as it is. could go to £4.50. but this should be really closer to £6.

I had read it is the margins that are low and the delay with new aircraft having an impact, but sentiment hasnt come here, but it could do, most money is going into Commodities at the moment.

Hoping this turd of a share starts moving up , one of the worse performing stocks out there.

But glad it’s not a WH Smith’s

I actually think its very good, would do well if you ran the stats on X etc

Interesting article not hear about this at all, or in the strategy calls, this looks like something new and above and beyond replacing fleet with Neos

https://www.theargus.co.uk/news/25749149.gatwick-easyjet-upgrading-planes-improve-fuel-efficiency/?callback=in&code=ZWUWMTYZZJETNDJIMC0ZNGIYLWIYYTKTZTYWNTY5MTA4NJLJ&state=3df18b152cde485a94c5b67fb6d30210

Dividend record date in 4 weeks time.

Directors doing the right thing, it will turn.

Oil price is unpredictable with recent geo political events, hoping it calms down.

Why easyJet been hit hard, someone like IAG have a lot of transatlantic flights, thought they would be hit harder. Or the rest of the other sectors?

Oil has taken a hit, but Bp has held on well.

Adding to that, it’s a joke BP has not fallen further with asset sales and lower oil price, the Sp should be below £4, easyJet perform worse today as compared to BP

IAG is fairing better, this has been a pants of a stock, laggard compared to the rest of the LSE.

If it was listen on the Nasdaq it would probably be £50 not £5. This could turn up, just how hard it’s fallen today is a joke especially how hard it got to 520 recently lol

Inflation of 2-3% can be managed boland07, also easyJet are trying to improve load and casks so they could absorb it.

I need to look back at how much is hedged for financial year but they could probably lock in a lower price, world depends on oil if it doesn’t spike will help with consumer spending. UK will be helped with lowering interest rates, but growth has been from.

Think the general inflation story will touch many sectors not just travel.

Yeah didn’t have Fres on the radar what a ride up by 700% within 18 months.