Member Info for boselecta

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

Can't see EZJ being any different. FY 21 results November.

There was a news story from Ireland today that they were experiencing a shortage of clowns.

Directors starting to buy significantly once again after a long barren spell.

Travel sector consolidation underway...

Wizz almost got in first. Will be back.

Travel sector consolidation underway...

WIZZ will be back.

A.Smithy < = > Fugazi1

Both EZJ and IAG are 25 to 30% off their 52 wk highs and much lower than RYN and Wizz who are both a couple % of those highs. So very interesting plays for traders.

As previously posted months ago , when all the schools, EU and US are back (strange how both countries are suddenly ramping up jabs for those kids...) restrictions will further reduce by end of September. By this time 85% of developed nations populations will have been vaccinated. The other 15% will never get vaccinated. This all seems to very well planned.

Sentiment is changing globally and quickly with double vaccinations being the default if you want to fly, go out or go to work.

RI's, placings, bond issues and selling assets remain issues.

Scariants and scientists seem to have become invisible thankfully.

It was difficult very lately, from the usual outlets, to find information when this update was to happen. Convenient that they posted an update a day after Bridgepoint floated with the shares rising, in part, on the back of this succesful debut. Then rising again today on the strong update. Smart management or just a coincidence?

If you believe 3i's presentation from a few years ago then Action could well be achieving €10bn in sales well before long. Those amounts allow you to just keep growing.

Todays trading statement resets the share price.

A.Smity = Fugazi1 on IAG bb.

To think the management recently rejected a takeover bid @ 105p...

Half year 30th July.

Fugazi1 on IAG = A.Smithy on EZJ

All things being equal, Schapps Amber list statement will take effect September. Thats when the schools go back...most UK residents will be double vaccinated... so too will US citizens and of course EU will have caught up.

Worth the wait and the share price could appreciate from here if my interpretation is right.

Merkel is just playing mind games as England soon face Germany. What a sneaky bit**. Who goes on holiday to Germany anyway!

Malpasso, agree. You only need to go to euro airports websites and check out the flight numbers to see whats arriving/departing to get a handle. Don't know the load factor or the effect on cash burn but they are in the air.

Good news futher is the UK govs updated green and future amber list. Getting there.

Breakthrough.

https://news.sky.com/story/covid-19-travel-restrictions-may-be-eased-for-britons-who-have-had-both-jabs-12334485

The bigger picture.

- IAG (Iberia, Vueling etc.) RYN, EZJ et al may be at least covering their costs with increasing inter EU fights. Its impossible to rule out a cash raise though but current share prices say not yet.
- Little short interest at present.
- Aeroports de Paris just made a 52 week high.
- AENA Spain just shy of 52 week high after having made one earlier.
- US passenger airport traffic 13/06/21 only 20% down 2019 figure. Wow. The other 20% are thinking about it or dead.
- US airlines between 7 and 20% off their 52 week highs achieved in March.
- UK air travel is being postponed just like the US and Europe were. Granted, both have massive inter euro/domestic routes to avail themselves to at present.
- UK citizens awash with cash.
- UK restrictions clearly now political but they have the power and us by the b**lls.

The likes of Sky and the newspapers sell a hell of a lot advertising through their mediums but not at the moment. Really hard to fathom why they put their own point of view, and those that support that view, before income.

Week-end publicity seeking weirdos, end of G7 and Monday's gov update catalysts for short term moves.

Negative news seems to be priced in so anything above is rocket fuel.

They are starting to be wheeled out in the media from this morning. Giving out the Gov's pre arranged message and softening us up for Monday's announcement. Same tactic as last travel green list update. Who knows...

Fugazi1 = A.smithy on EZJ/IAG boards.

Progress at last and leaving the UK as the last man standing.

https://www.reuters.com/world/us/us-cdc-eases-travel-recommendations-61-countries-including-japan-2021-06-08/

The thing is most posters on here and IAG think EZJ only fly out of the UK to Europe, which is open for business, and are just taking Brits on holiday and back. They can't see the bigger picture.