Member Info for Akhtar234

Last reporting i checked i think 2/3 H1'26 1/3 in H2'2026, great point

https://s203.q4cdn.com/522538739/files/doc_financials/2025/q3/FY25-Q3-RNS-FINAL.pdf

Those are fair arguments, but interest rates will go down and not up.

Yes cost of living impact is an issue and is already here, jobs growth has been poor. 2 interest cuts are Expecting up to Mid next year, not sure if priced in, but will help a bit and alleviate crisis and could improve next year but people still want to fly, with Ryan air cutting Spain next year, could be signs, but the . fundamentals are good and hence a undervalued share.

Oil is a lot lower than people were expecting and will help cost story.

You are not a serious guy, im blocking you. You talk garbage and a waste of space

Easyjet from a capital perspective doesnt carry much debt, there is some big capital purchases but with cash at hand and cashflow they can manage to self fund for a few years, also they have said there is flex between purchase vs leased. But Debt will start to become cheaper again but nothing like the 15 years we had after the financial crisis in 2008.

The share price is undervalued, the holidays segment is already ahead of the Medium target and they will revise and announce next month, that part of the business is a great hedge but will be impacted more on cycles.

Most of us invested here, know this is a undervalued share, opportunistic bids will come in, but this should be well over £6.

Paying down debt and growing fleet.

If they buy more planes it will be capex or expensive lease contracts that will eat opex.

Also for levels of debt., whizz is unhealthy, I like them as an operator. But easyJet have a good strategy and one of their hubs is going to be expanded next few years.

The holidays business is growing and if they can improve winter losses and sentiment this will turn around.

Has been a turd so far.

Wish I sold up when I was in profit from this dog s hit company

I agree with you, it should be COS but the retailer has said it was treated as income vs cos of sales.

The drop is a harsh but I hated that statement

They need cash to pay for planes and lower the use of debt. When debt gets cheaper then this is good. Perhaps buying back shares would be a better idea first

Who cares if it drops, if you want to day trade then go ahead. I made a mistake not sticking with IAG , easier numbers are good even with the French hit I wonder if they were able to claim against insurance.

They delivered the 9 aircraft’s and fully funded, brought 2 more into ownership.

Repaid £500m of a bond and have liquidity of £4.9bn.

EasyJet holidays is growing faster than they expected and I see that aswell as the new aircraft’s and route efficiency improvements as a game changer. If they hit there profit targets, this will be a cash cow and the p/e will look cheap.

The board have been brilliant, hence took a while finding a right deal.

The cash flow will be hit with raising funds to pay for the antler site, but when that is up and running it will deleverage.

Do they raise new equity or all debt ?

Were you seeing $500m? I saw $298 which includes $30m of contingency.

I don’t know why people are focussing on dividends, the company has diversified and will have further growth if we find more metals such as copper in our exploration licenses with Aberdeen , Kazakhstan and the assets that come with NWR that have other sites also.

Interesting , I see ARS are looking at a farm in , I wonder if the board looked at them.

No guarantee dividends could be cut, question is can extra debt be sustained or if there is an equity placing the dividend yield for individuals may change.

It’s great that this has been seen as a dividend company but I like a few others I’m sure prefer a growth company and this is an excellent deal.

The investors chronicle talks about the number of companies and NDAS signed that they have looked at. Glad they haven’t rushed.

I hope they continue with the growth phase by looking at other acquisitions. FCf with antler will be a game changer, but have scope to be a billion pound company if the board ( who are excellent) can find the right deals out there.

Btw I’m all for a reduced dividend if it means less debt and other acquisitions and exploration investment.

Caml has been brilliant with the strategy and if another interesting acquisition come along , we should go for it.

Investors chronicle have put a good article showing the deals they have looked at over the years. And think I read it correctly talked about soca/pharos. The directors of that company really screwed that company up, I was invested and got out with a small loss, but the strategy was a balls up.

Depends how much they spend on capital investment.

The mine at the site is around $300m, I think we will incur debt to pay for that, which should pay for itself within 3 years.

They have other exploration plays with the acquired company.

Also Aberdeen could yield results in a few years and we have exploration licences secured in Kazakhstan also, so plenty of options that extends the revenue stream..

Good acquisition, gone against looking at just European and Kazakh time zones now lol.

They paid double the company value, probably could have done better there, but still good deal.

Had a look have a near term mine to get up and running in 3 years with good return, have other exploration rights not mature it seems, but I had a quick glance.

Personally can afford to cut the dividend and help pay for funding mine, but this will be a good acquisition if the exploration of the other sites yield results, looks like another site in Arizona has shown promising results.

Was a good call, ignore price reaction, no one is day trading this. They are waiting for the tier 1 finds. And Anglo will do this quicker, more efficiently and cheaper than we could.
Will be interesting what They do with the cash and there focus will be on Botswana and all of another opp comes by.
I liked the bit about the share listings we got from Casa deal, looks like our value has appreciated already.

Surprised Peggy/ China blue was not on the call

Brilliant news, not interested in current price, the JV was goal Abs we have it

‘Odd not off

Hey Wiley I think so too, but my opinion drill plans would be high level or none whatsoever.

I think they may bury some bad news , if there is any. Botswana has been a quiet front, would be nice if they announce boosting drilling on that also.
Investors day would be good

No they don’t but they have that as a deadline and it’s an off one so they have till COP on Friday.
Let’s see what happens, I’m not expecting another extension tbh, if there is one someone will need to explain. This really feels like they are close but something had taken a little longer till they like.

Major-Tom agreed, I asked about thoughts also. How quickly and how much Anglo will do, I’m sure targets are set and seen they had a team a few months back with vasilis in the same pic looking at samples.
Both parties do not want to hang around, Barclays came out with an interesting note on Anglo valuation without copper.