Member Info for Alas_Smith

Stu200, I infer from your post that A.smithy is peddling misinformation or mixing information to suit his position.

Yes, it is true that 90% of the WORLDS population have not flown, but EasyJet is concerned only with domestic flights that extend to Europe and North Africa. A reasonably up to date list can be discovered here

https://www.flightconnections.com/route-map-easyjet-u2

A 20% uplift from the current share price will bring the price a few pennies north of £10 per share and a long way short of the high seen in the last 6 months. As each day passes so the percentage of fully vaccinated persons in the market area for EasyJet will increase. It will never rise to 100% but I am pretty sure it will eventually reach 85%. Now, whether boosters are required for continued protection is one for scientists to work out.

Artificial Intelligence, specifically in medical research is a sector in which I have invested far greater sums of money than I have in EasyJet. My modest investment in EasyJet in common with yours is to benefit from recovery in the share price. I am also a passenger that uses EasyJet for the occasional weekend in Scotland, Italy, Austria or Switzerland and would be disappointed if the airline were to fail.

The UK has tipped the fulcrum in favour of fewer domestic restriction and, based on vaccine rollout in mainland Europe, we are a couple of weeks away from further reduction in measures for international travel in our immediate European domestic flight times.

My back of fag packet forecast for most European destinations from the UK to be "green" remains October, though it could begin to re-open more widely in September as schools start a new year. Such a timescale seems plausible, I would have thought.

Sure, there are going to be local flare ups of infection and, I am sure new variants emerge as the virus continues to mutate. Mutations are inevitable for morbidity..... but hey, I am becoming a broken record. Please accept my abject and wretched apologies.

I finally lost my temper with DX and dropped a line to the Company Secretary. The immediate problem was resolved in that the Heathrow depot finally picked up a consignment that they had taken 10 days not to collect and it was returned to us in Wales.

This was then sent on a pre-noon service and arrived within the deadline. I suspect that this had more to do with the Co. Secretary taking an interest, tracking in place by the Shrewsbury General Manager the Heathrow General Manager and their Customer Services representative assigned to maintain the peace with me.

What has not been addressed is the software interface to trigger collections, the correct labelling applied for each item or the matter of mis-routed packages. Since I am assured that Lloyd Dunn, the CEO is currently on holiday, I will follow this up in 2 weeks time for an explanation.

DX had a fabulous reputation in the late 1970's as THE contractor to use for correspondence between Solicitors practices in preference to Royal Mail. Having expanded to be a parcel carrier I had hoped for a service as a minimum equal to that from RM. It is not and, now that RM have tinkered with their software, RM are far better. At least I know that on average 3% of everything sent via Royal Mail will be delayed. With DX, it is 30% and that is unacceptable.

There are many things that DX get right but until the major issue of mis-routed parcels is resolved this punter will not be using DX willingly.

I will update this board once I have the dignity of response from Mr Dunn.

Good luck with your decision. As an aside, I worry that your portfolio is skewed to one sector.

Comparing airlines that serve Europe, the largest is, I believe Ryanair. EasyJet is in 5th position. I don't care for the business model of Ryanair and even less for the bloke at the helm hence my reason for avoiding that company. What is important though is that sectors tend to move together and so far Ryanair has seen a faster return to recovery than EZJ.

Knowing when to exit is important. I lke to run my profits and prefer to average my holding up.

Followers of Technical Analysis (TA) base their assumptions that patterns in the share chart will either continue in the same trajectory or, behave in a way that is associated with a particular shape. These sometimes have names associated with them such as double bottom, cup and handle, doji star etc.

Although A.smithy is a pain the rump and provides little value for others to learn, endorse or challenge whatever research is shared through these public sites, I suspect that he is simply looking at the 3, 6 and 12 month charts in isolation which broadly suggest southbound trend. I have no problem with that as it demonstrates an intelligent thpought process.

However, what is missing is the picture from which the chart reflects - a picture that shows that travel for consumers is a non-starter. And, of course, this is known by simply reading the papers listening to the wireless or simply being conscious of world events.

Things change. And investors know that the (UK) bucket and spade brigade may have to enjoy their summer holiday in the UK as the conditions for international travel have penalty and thus it is too late to really benefit this summer from a week in Malaga, Costa del Sol, Athens, Paris, Florence or whever is their preference, but Europeans are not fettered from such restriction.

I have, I hope explained the value that vaccination has for morbidity and mortality. The UK has reached a point where restrictions are continuing to lift and we return to live post pandemic where the immense threat from disease is addressed. It is not over by any means but the UK has it under control. Airlines are thus preparing schedules for a swift return to capacity which although will not happen overnight, will be in place within the next 6 months. Hence we have a share price in recovery.

The share price from a TA perspective has not broken the downward trend but can demonstrate that it is in a sideways trend. Hopefully that at least will be acknowledged by A.smithy. I would hope too that he has sufficient grace to stop chucking insults to those that challenge his decision that I believe was to have sold short some time ago and is now nursing a loss.

Losses are beneficial to investors as they can be applied to capital gains. However, if the instrument used is a contract for difference, such losses are consequential as borrowing money to place a bet.

I've made plenty of mistakes losing on one occasion £36,000 on Tungsten plc in the same year as taking a loss of £30,000 with Graphene Nanochem and I am sure I will make plenty of mistakes in the future. EasyJet shares are, I believe in recovery and I am hoping to be able to add to my holding towards the end of this month to continue to average up. the advantage of taking a loss early is that more often than not, the capital can be put to use and losses recovered by picking more winners than losers.

A.smithy, however seems to be a one trick pony commenting only on EZJ.

The results have been well received and, at the risk of seeming perverse, I am wondering how much effect a delayed or no rollout of Virolens would have for the share price. My interpretation is that testing confirms or denies existance of morbidity and vaccination gives protection from mortality consequential from infection. Vaccination does not seem to prevent transmission. Testing remains essential and necessary.

Talk is thus for a booster program to happen this winter in the UK suggesting to me that in the same way that science has determined that lifetime immunity from tetanus is achieved with 3 jabs, over the long term similar conclusion may be reached. And although the rollout of testing machines would not be harmful to the share price of TTG, priority needs to be to provide and support full vaccination to all countries not simply the developed nations.

7% (ish) uplift is very satisfactory, especially based on news. Had it been in isolation, I would be heading for the door!

Reppyr, although the UK have made important concession to UK travellers insofar as quarantine is concerned, Europe has not changed its stance towards visitors from the UK. It is that which is suppressing any substantial uplift in the share price, I suggest.

I tend to be nervous of wild swings in share prices that are not accompanied by news. Sharp rises are often followed by sharp falls, so my preference is for share price movement to be gradual and preferable over a very long time. Holdings of mine, for instance that demonstrate such pattern include THRG, CRDA, CGI, ASML and many others. FWIW, I am more comfortable in averaging my holding up, something I have recently done with MTU and TSTL.

All I target from my portfolio is an overall rise each month of 1.75%, which, compounded is a very healthy annual return on capital invested.

Consensus of 17 research firms gives average rating of Hold. Now, I would usually take such rating as a veiled sell signal, but, one of the kore influential analysts, Goldman Sachs has a target price of 1150p that was in their analysis on July 20.

https://www.americanbankingnews.com/2021/08/04/easyjet-plc-lonezj-receives-consensus-recommendation-of-hold-from-analysts.html

This evening, news was published that appears favourable for EZJ investors. It might already be i the price, but tomorrow may see an uplift in volume. I am not holding my breath as there are plenty of times when companies release excellent financial news only to have the shares marke down.

rednwhitestripes - best not to feed any troll - I suspect you are referring to A.smithy who has a habit of throwing insults like confetti. That contributor is displaying many of the strategies of manipulation as described by Noam Chomsky

https://www.demenzemedicinagenerale.net/pdf/14-10-strategies-of-manipulation.pdf

Back to the business of EZJ. I am very grateful for the maiden, measured and authoratative contribution by Hejt.

I have still not had the courtesy of reply, despite knowing that my email has been received at their IP address. I will drop anothr note to the company.

I too rather arrived at the same conclusion - perhaps preparing for a hostile bid? Might flush out other parties, but more probably bring a few institutional investors to the table. No point in selling at the moment IMO. Sadly I am fully invested otherwise I am tempted to chuck a bit more into the ring.

Absolute tripe with no foundation to support such contention. In case you had missed it, the UK is one of the countries that has rolled out full vaccine to most of the adult population and will, it is forecast, by the end of September have offered vaccine to all adults in the UK. Mainland Europe is not actually that far behind.

So what does that mean in terms of the economy? Well, it means that the UK is very much focussed in getting the workforce back to work and business back to the grindstone. It also means that money is pouring into those sectors that have been particularly badly hit from the pandemic - tourism, hospitality and, of course, airlines. £5 by Christmas - more chance of a private audience with either of the current Popes.

EasyJet as an airline operates out of many countries NOT just UK. Sure, the UK is one that I expect you are most familiar with, but if that really is the extent of your research, go on, short sell shares in this company and take a beating.

Oddly enough, one of the lessons I have learned since I began investing in 1979 was that although I am content to risk money and prepared to lose everything, the intention is to grow my wealth. That does not happen overnight, nor does it happen unless holdings are sold. I might not be the sharpest knife in the block, but I am certainly not stupid.

If your entire argument is based on the price of oil, it is a pretty shallow one. The price of oil is based on supply and demand. As the world returns to work, demand is high. Oil producing countries will increase supply to take advantage of high prices, and, guess what? Yep, the price will fall.

In the meanwhile, I am treating you as I would fresh coffee, best filtered. Ciao.

A familiar question for a long journey that most parents will probably encounter.

But one that can be attributed in the context of investment with MTU, I suggest. From the point where the formal split from Europe began to bite (last year), the future for equities quoted on UK exchanges is of interest to international investors and speculatively by the press.

The major markets are NYSE, Nasdaq, Hong Kong, Shanghai, Tokyo, Euronext, Shenzen, London, Bombay and Toronto. Press noted growth in all international markets but spectacular growth in technology, which in turn drew money from those markets that have poor exposure to technology. The result is that for many in the world of the principle markets NYSE, Nasdaq, London, Tokyo and Frankfurt, London was rather left behind. Quite rightly so, IMO!
But now, as, economically, the world begins to rebuild each countries balance sheet following emergence (at various stage of recovery) from a pandemic, the greatest growth is likely to come from the smaller and smallest companies.

Well, top marks again to the great British Press for stating the obvious. I've this week sold all my shares in housebuilders in favour of MTU, buying in 6 tranches to avoid moving the price. It skews my portfolio to an 8% weighting for an individual holding (73 in my portfolio) but I have the longer term to consider. The press have been banging the drum that the UK is undervalued... and it might have been, but the point where better growth from the UK over other markets has only started to tip in the last couple of months IMO.

Yes, I know that other markets are still evidencing new peaks, but these are becoming fewer in announcement and of smaller percentage gain. Hence my conviction that the peak is over, though sectors (and companies) will continue to prosper. I doubt I will contribute to the board much, until such time as I begin to dispose of my holding.

With winter drawing in, my portfolio has had a number of changes with disposals of housebuilders and the strengthening of smaller and micro companies and (for me) a new investment in IT...... this time ASML. No, this is not a pump and dump claim but a long term strategic buy. I have also removed my capital in Nvidia to allow the profits to run.

I've not looked recently at the full portfolio breakdown held by ATT but I shall request this of the Co. Secretary during this next week. I know I need to increase my direct exposure to IT and this means exposure to different exchanges adding a layer of complexity.

The press are indicating that in the meeting on Wednesday this week, pressure to downgrade 11 European countries to the "green list" is mounting. An official decision might be published on Thursday, though, of course, this is neither assured nor do I have any special information to impart.

What I do have, though, is my regular trickle of cash that I chuck into my dealing accounts and this is augmented with dividends generated. Sadly, insofar as the latter is concerned, these are not expected in appreciable amount for another 10 days or so.

The Sunday Times today rather hinted that schedules for Autumn were expecting 60% capacity but that in the New Year this would rapidly rise to 100%. It seems too, that EZJ has expanded the quantity of slots from Gatwick. In other words, the press have cottonned on that airlines are in recovery with the focus to have 100% capacity in place in early 2022. I am not fussed if this is in January or March, but I am pretty confident that the suggestions for the share price in EasyJet to fall to areas suggested by the unpleasant (and frankly, irrelevant) A.smithy are receding as each day passes.

Not a lot to say - excellent management team at helm, profits have surged and shares have been marked down - I still find it odd whenever this happens and when I can I do take advantage of such events. Sadly I am fully invested at the moment otherwise would have added a few more.

I've taken the oppoprtunity to average my holding up with todays weakness and will continue to add as funds permit. Building a portfolio takes time. I've made many mistakes in the past and will make many in the future. More often than not these are timing of entry. Since the liklihood of buying (or for that matter, selling) at the most beneficial point has no certainty, then, "good enough" is fine for me.

Broadly, markets are down today and although it gives me no pleasure in seeing wealth eroded, perspective needs to be maintained. Since I started investing in the late 1970's, I don't think that there is much that I have not seen to change my investing habits, but there is certainly much that I have learned to include the importance of being as fully invested as possible. Markets tend to rise over time rather than fall. That is common sense. Falls are important and wipe away any froth. There is usually foundation to falls. Similarly there is foundation to rises from recovery as well as from day to day business of the enterprise in which investment is made.

I am hopeful that from the week beginning 16 August, political agreement will have been reached for travellers to and from Europe for leisure purpose and where 2 vaccination certification is not provided a rollout of screening at arrival gates for all passengers of the type developed by TTG Electronics that gives results after 20 seconds or so to reduce the potential for transmission of Covid 19 if other tests have not been conclusive or available.

However, my gut feeling is that while unfettered travel is unlikley for 18 months, measures currently imposed will be gradually lifted and for flights on routes operated by EasyJet in the main will really begin to improve from October onwards. Yes, I know that winter is a quieter season, but skiers should begin to return to the slopes from December, families will want to meet up at Christmas time and travel will start in earnest form Easter 2022. It is late next year, but by then, I would expect 85% population of Europe will have been fully vaccinated and efforts made to extend protection to rest of the world.

There are bound to be Covid 19 variants between now and the "all clear" but Health Authorities will be analysing what has gone wrong as well as what has gone right so that when the next pandemic occurs, the world is better prepared and hopefully with an authoratative and united policy to manage and mitigate effects.

riolto10, I have generally found that the first and last half hours trading a period with very unstable prices - the opening is a bit like market sellers laying out their tables of vegetables and pricing them by waving a finger in the air. The market settles into a rhythym eventually so that market makers price shares to encourage bargains to be made and there is turnover. The last half hour is spent balancing the books so that a fresh start can be made on the next working day.

The rise in the FTSE is most likely the result of advance in the SP of Shell A and Shell B shares plus Rio Tinto. As they are major constituents, rises of almost 5% and 3% respectively lift the index

With the resumption of stamp duty land charges, I have sold all my holdings in this and another housebuilder. Until the budget in Autumn, at best Mkt Cap will probably tread water, IMO. There may be consolidation in sector, to advance share price, but this is not obviousor assured. I like my money to be fully invested. Might be a mistake, but time will tell. i’ve bunged the money at MINI and SYNT and strengthened my stakes in MTU and TSTL

FeverClucker - if it is of any consolation, administration in HL is not great BUT, they are very good in ensuring that their clients are not disadvantaged. It might take a little while to sort it out, but I am sure that you will not need to seek redress for indemnity should you suffer financial penalty. If you can demonstrate a case to support dealing in shares, then advise the company through the secure message facility of your intention with the caveat that the size of bargain that you wished to execute would not allow the corresponding bargain as a balancing deal to be executed at a viable commission.