Member Info for boselecta

Today, this opened 8p higher and accelerated throughout the day right through to a close of 68p higher. Quite unusual. More often than not it wilts in the last hour or so. 3.5% rise over last two trading days taking back nearly all it gave on results day. It is proving hard for those waiting for decent pull back to get in.

Director Schaapveld bought in day after results in '23 for a £10 increase. Bought in once again last week after results.

Currently 2,600 stores and plans to open another 4,700 and that's just Europe.

For most investors this is the holy grail: Growing company with market all to itself (Action), paying a growing dividend and directors and staff all invested (3i).

Management need to remain laser focused as any blips and the market will severely punish.

Airbnb: Their fees are staggering. We can be talking 10 to 20% of the hosts price to you. Then you have cleaning fees with local tourist taxes on top! This has to tank at some point as their reason for living is based on fees that are not sustainable (to the working man/woman/family).

Easyjet App: If you want to to book a european holiday then this is the bees knees. It's beyond simple and with this in mind you could not help yourself and hit the buy button. It's what excites me about the future growth for EZJ along with its very strong brand awareness. Give it a dry run...and pass your thoughts.

Lordeh @14.50. Good observation.

Additionally. O'Leary has to get any negative pricing news out now. From memory, if the RYN share price holds above its 52 week high for 28 consecutive days he cops a £100 million bonus. I don't think it is to far away from this outcome. Clearly if he released the news after this then there would significant shareholder distaste.

In any event, it is likely that EZJ would soon soft release how they see the current market as his comments have an impact on them. O'Leary is also getting his news out before what could be terrific result from IAG this Friday.

Some investors might not want to be in over the week-end due to geopolitical issues amongst other reasons. However, I saw the near on ten percent drop this week to buy in near the close.

Given nothing happens over the week-end, which is more often the case than not, then a bounce could be reasonably expected on Monday and maybe follow through to Tuesday.

I am looking for the double whammy though. Therefore, I expect results on Thursday to be well ahead of expectations. I would then sell this hort term trade.

FeachNews and others.

Not sure why you keep banging on about short interest. Unless you know, and, state the other side of the trade, the comment(s) are unhelpful to the forum. Granted, some hedge funds are short only but there are very few.

Savory, good considered post (others, take note).

Ignore p.e's on airlines as they mean nothing, been in airlines long enough to know that. Israel and Ukraine mean nothing also now, those are not on people's bucket lists, airlines are not going there and are re-routing around anyway - maybe giving cause for concern for some customers but clearly not at 95% capacity (and other airlines).

Directors not putting their hands in their pockets and buying significant amounts of shares is unhelpful . It's all very well using vesting shares to buy but nothing stands out better than using your own hard cash (seeing your current account reduce and wondering if I am doing the right thing - just like us) to send out a strong market signal. Please don't have capital market days when the share price is depressed. Have them when its riding high for obvious reasons and benefits.

In 2013 IAG was the best FTSE 100 performer, up 117%, Easyjet 100%, five years after the GFC and during weak economic growth and higher fuel costs but lower debt and interest rates. It is possible (likely, in my opinion) that IAG is following a similar path, post pandemic 2021, and improved share price performance is imminent - not withstanding other known factors at play.

It is highly unlikely that this is a live feed free for all.

Heres the deal.

LHR T5 17.45 27/01/24

Front Door: The usual longstanding 2 for c.£20 tee shirts to grab you in (so c.2012).

Inside: Everything full price, yes, everything.

Staff: Four, maybe three hanging around cash till. No eye contact, no smile, no welcome, no can I help you.

Staff: One at trainers section. On looking back, gave me a little smile maybe after he heard me mumble what a poor experience.

Me: Left promptly.

Make your own mind up.

There's no natural buyer for Easyjet.

Easyjet is now a growth story once again, who would have thought this in a maturing market. That's because, like just before the pandemic which stopped it in its tracks, Easyjet Holidays is begining to build a significant presence and brand awareness. Hoteliers love the brand. The board have stuck with this emerging profit engine and it will drive further growth and significant profits and will be a key piece of reading in any updates going forward. This is a growth story that appears to have been missed by brokers and retail investors and the shares are somewhat undervalued. Buy.

At £6 you should be loading up then. Same for DB believers. This would take it in to the FT100, at todays mkt caps, by some margin.

Forecasting ptp of £1 billion medium term, return of the dividend, steady oil and sp momentum provides support.

Nice marketing move from the RMV boys. First, Train takes a stake last week, second, broker upgrades to buy today, thirdly, issues trading update. All after a plunge in the share price mid October due to a big boy coming after them.

Press will have a field day. So will a certain other rival.

Current 'year'.

She said, AGM September 28: 'expectations for the current were unchanged'.

She said, profit warning November 10: 'as soon as team saw this they raised the issue'.

I say, November 10: Sell. Profit warnings, from dodgy management, come in threes.

Sentiment change.

WIZZ today

EZJ 5% off (might take this tomorrow)

IAG 10% off (gradually, more analysts postive)

Most of the major travel stocks have risen 25% plus in the past month (TUI, Carnival, Wizz, Easy, IAG). Some on results, some on sentiment, some on general outlook. The Times family have an unenviable record of stories on IAG all of which have proved to be page fillers. Buying up rivals being just another.

The thing is very few airlines are going bust (Flybe v.1 the last notable one and had deep issues before C19 finished it off). Where's the current distress? Some might say a forthcoming recession will do the job but two years of vitually no flying at all couldn't do it. So don't expect distress and fire sales anytime soon. When was the last time Ryanair bought a rival (teeney tiny in trouble Lauda excepted)? With all their cash you would expect O'Leary to be leading the way and putting his money where his mouth is. But no.

Twenty four months at least before any genuine hint of consolidation. Share prices will be far higher but airlines would be buying opportunities not the share price.

Holding up well in current climate. Usually gets crushed in choppy markets. Not often trading near asset value. Consider this on sale. Like to see Directors agree (£).

Back in. Speculative. Short term. Based on FY 21 next week and falling in to arms of Wizz or other. 20% discount to last approach. Downside limited at this price. Then out.

On 6 BA flights in July and September. 4 Europe, 2 UK. All full.