Member Info for Akhtar234

Bolland07, i was looking at Rio months ago when it was hovering at £40 thats now over £60, Easyjet has stagnated. Have played CAML a few times but that has risen more than i had anticipated. Even Voda has breached £1.

I wont jump into those but i feel they may drop, commodities have risen so much, nothing at the moment screams value for me to exit at this stage. But boy this company has been pants, cant blame management they have done brilliantly with the holidays business, i really seeing that be a big driver, but it is when the analysts think so too :)

Yeah trying to, it’s frustrating. Don’t wang to go out then it starts re rating higher, had a few investments that have done that.

Frustrating as some other companies I have looked at have risen 50% and this has done nothing.

Pretty dreadful when you put the charts next to IAG.

Dont think you can really rely on these brokers, they have ulterior motives. Yes pricing pressure is a risk, but easyjet is closer to £6 than it is £4, thats why the P/e multiple is around 7-8 times, which is conservative when normal stocks are around 12-16 range, if Easyjet was on the US it would probably be 30 times based on the ridiculous US valuations due to a better liquid market.

Always said the holidays business is what’s the real growth story, good target revision. I wonder if they can do more, gain loyalty and possibly exceed £450m.

Anyway this is a long term hold , frustrating with the price but this is undervalued. People may be able to buy cheaper but this should be closer to £6 then £4, no wonder companies are deleting to the US get better valuations over there.

True Avocet, all he can do, i was up 5% at one stage here, wish i had sold then as there were better opportunities. This SP has underperformed, The Dividend here is not that amazing to be honest, better companies pay better dividends and have really outperformed, it took Vodafone a while, but they maybe turning around.

I will hold on, need to avoid the noise, long term this is a £6 share at least, and we will know, not worried about Jet2, there is always room for others, but could Easyjet or Whizz, get swallowed up by others, Easyjet are going into the holidays business and this has real growth, I see that as really being the main driver, we will get an update on the revised outlook for that part of the business as that has outgrown there initial predictions. That could be a big part of the business in the future.

This has been a turd of a company.

Wish I kept to Rio and gal that also pay decent dig, this is a pile of c rap. Will come good but at a cost.

as people said IAG has outperformed here, hoping for good results. Really annoying with market last 2 days this is underperforming, better companies out there if it can get to £6 in next 5 months then all not lost but if it keeps to this range, I hope it gets acquired .

We have had higher energy prices before and currently oil is a lot lower so airlines might pass that onto customers but overall air travel is stil considered cheap.

Cost of living will be painful but people will travel, depends if growth slows which could happen but airlines will react by curtailing their own growth.

Whizz may end up getting bought and easyJet underperformance may see it get broken up. But street arent valuing them as you say headwinds in the horizon. The French strike and impact caused a dampener on this mainly.

I don’t understand why this is so low, it’s been manipulated for a while.

Markets are not rationale , as always it’s buy the rumour sell the news. I’m holding for a while had oops to sell for small modest gain but for me this undeclared. Yes cyclical market and travel is impacted but this company has a good strategy , even with high capex spend , its generating good profit, the holiday business is a plus here for me.

This has been a dog of a share, I should have banked my 5%. Missed out on other opps, this has to outperform soon as it has fallen behind, just bad timing.

It could fall further , but it’s still very cheap. Reeves budget may hurt but it’s a European business and flint the reeves impact will be that severe as people are assuming.

Ac thanks for sharing but he really wasn’t going to be truly honest and downbeat, he needs to feed the false premise to suck investors dry.

I thought this would be a ggp, I sold far too early there but for every star there are 20 dogs and this seems to be one.

Would really love to understand why aal didn’t push ahead, i thought they needed more backlog and as Nick keeps saying he thinks it’s couple of tiers snd we haven’t got sight of one yet.

Happy to hear from people closer to this, I have switched off over the last 2 years as all I see is drama and a share price that is a joke.

I used to be positive about this and defend the directors but we have been hoodwinked by a lifestyle board, embarrassing that cooper mines are in demand and for a second time AAl been given a chance and turned it down now. Poor contract structure , penalties were so poor, the mgmt here are dreadful.

He is openly slating the management of easyjet, This company independence could be numbered. I hope it isnt

https://www.irishtimes.com/your-money/2025/10/20/michael-olearys-warning-for-easyjet-starts-to-sound-prescient

Share price reflects how much someone is willing to pay aswell as city games of traders messing around with retail investors.

If Easyjet delivers its strategy and they will, todays share price is cheap. I missed out on Rolls and didnt take the plunge, never thought the share price would get to that level.

Easyjet reducing winter losses will be brilliant, but isnt easy, if more people take winter sunny holidays then it could become profitable as people escape, but not there yet and will take a while.

Easyjet holidays is growing quickly and is a real game changer, but easyjet like everyone else in the sector impacted in cycles. Trumps sanctions on Russian oil companies wont help, but it will pass, russia exports are less than 6% and shale and OPEC will meet demand.

Wizz, wil be daft to get into a price war with their debt, Easyjet along with Ryanair may delay plane deliveries schedules if demand gets impacted negatively. This is a £6+ share, just needs something to get it there, it could go down to £4, but i aint trading

Good point on dividend.

We should follow the route of US companies, who focus on Growth over dividends for share price growth. Or in our case getting more efficient.

I rather excess capital is used on fleet replacement.

The holidays business is the wild card that has real material impact, but will be impacted when we have downward cycles. But travel is growing

I’m bullish but can’t see £7 end of this year, £6 is the target but have to go higher.

I’m not trading , long term this is undervalued like rolls Royce once was

£7 ? and you have a strong sell?

I dont want Easyjet taken over, as it should and always be a UK company. Selling BA to IAG was a mistake.

But I definitely want to see value come here, it has been a laggard.

Lol Avocet

Savage, when you take out a mortgage you take out for a period of time, usually 25 years, at the moment they may stretch out further until rates come down further and remortgage for a fixed period of 2 years or possibly go variable. Most people will be through current mortgages that will need to re mortgage and by extending the term, have lower payments. That is becoming the norm.

For someone who continually deramps and yes the share price can go lower its a cyclical business, this airline is undervalued. You should spend more energy understanding this business before commenting, you are a sad little man.

Nope, a range of 2 - 4% is acceptable, we need growth and companies investing.

Reeves need to incentivise business to invest in the UK and have a climate that they can be trusted. She will have to back down and push on this front, Labour are not getting relected atthe next election, based on the way they have handled things so far.

Those who have to remortgage will mortgage for longer, rates were high in 90's and 00's than they are now and inflation will come down if oil stays in the range of 60-80, i think 80 is a reasonable price of oil but if it is lower, will boost.

Trump will now focus on Ukraine and he is being seen as a deal maker.

IAG is not a threat, Ryan air are and no one wants a price war, but will lower prices, if costs (oil) give them that ability.

Also Easyjet are bring costs down by the acquisition of new aircraft increasing load and fuel efficiency, still flying A319's is not helping.