Member Info for Crystal_Balls

I’ve been investing for about 30 years and as far as I can remember with budget Airlines and the risks they are exposed to - it goes like this: When most other shares have filled their boots and are at their absolute top levels ie the economy is flying (and is predicted to get even better) and no wars etc then investors consider topping out into budget airlines and they zoom up in a 6 month period but we may be years away from this yet. It’s never about fundamentals or small nuances in day to day economics or buyer behaviour but all about the the sentiment! Keep buying the dips is the old adage if you are that way inclined.

506 that’s a shocker! I only look in occasionally - looking like 2026/7 for this now. Then it will double in a 6-8 month period! Oh well plenty of buying opportunities!

'Peel Hunt on Thursday upgraded EasyJet to buy from hold and raised its price target to 11.50 pounds sterling from 7.65 pounds. The airline's shares were ...'

That's more like it! Are PeelHunt the in-house broker? :0)

How did you calculate this? I thought the dilution of shares after the last rights issue was 38% not 25.

Agreed that RYA are a money making machine, however flying with them is a horrible experience - in my opinion over the next few years when money starts rolling back into the economy this will be a win for EZJ's model.

So hopefully the bottom is 450 and not 420 this time - managed to sell a few for once @ 510 and 505.

I've seen it all over the past 4 years! The markets will get used to the war in a few weeks - can't see where the supply chain oil disruption will have a huge effect - the west relies less and less on Middle East oil, we get ours from Norway and US - China economic output falling Oil will spike and then down again.

These are a 2030 hold for me - by then North Gatwick runway will be complete - all planes on order with be flying, and unless Putin has nuked us all - surely by then EZJ will be £20! :=) Hopefully some nice divs and specials along the way.

He just tells lies - take a look at some of his stupid comments over the past few years …taxing fat people and environmentalists, no refunds! He engages mouth before brain - although he thinks it’s brinkmanship he ends up damaging the whole sector! If he weren’t the head of the best in show airline, he’d be a laughing stock! Personal don’t fly Ryanair as it reminds me of prodding cattle onto a container to market. I think he’ll do a Gerald Ratner one day and that will be the end of him!

Ha Ha me too Nucky! I'm personally hoping for a quick dip to £2.50 to make some of the Jonny come lately's s*it themselves a bit like we have since 2020! ;)

Qube riding the tiger!

Bollo**s 'two' not 'too' - sorry Cevodniya!

Dear Cevodniya,

I haven’t felt the need to ever comment on the morals of someone since I joined in 2013 and there have been some right douch-bags on various boards! However, you are a bully and it’s obvious to see are riding some kind of adrenalin kick form making a quid or too perhaps? You need to respect other people’s opinions. (I hope I’ve spelt everything ok?).

£10 but not this year!

Looks like Qube have made a few quid intra-week trading - think they are about to lose all that!

EZJ have traditionally given 50% divi as a benchmark - of net profit (possibly more) so in couple of years that's say 1bill gross - less 25% corp tax (hopefully this comes back down to 19%!) so 750 mil @50% = 375 divided by number of shares in issue - I think 750 mill or so that's .5 x by the no of shares you hold! Very nice.! Even better if they want to buy back shares or issue the odd special divi.

Holiday division should fill the gap more than adequately of higher oil prices while the world is in turmoil. They must be aiming for 300mill (currently 122m) or more from that division given it's initial success - EZJ have a much bigger market in terms of destinations compared to Jet2 (400mil profit for 2023) and 3 times as many planes - TUI is the main rival there - BA holidays are a different positioning and terrible advertising campaign!

Bearing in mind that they have mooted a 1billion profit in the foreseeable - think the highest in 2018 was 750m or so?

Surely this would go some way to negating the dilution.

What do people think this could achieve as a top price for the share going forward next few years - all things going well! given the dilution which was apparently 'The number of outstanding shares currently stands at 753.1m, up sharply from 397m just before the pandemic.' - share buy-backs might be an option. I'd personally prefer bigger dividends.

Motley Fool guy seems to think this was tops £15 - I think it was 18-19 2015 and 2018!

Given also that the airline industry is supposed to grow 10% year on year until 2050.

Thoughts....

'Bank of America Merrill Lynch upgraded easyJet on Thursday to ‘buy’ from ‘underperform’ and lifted the price target to 640p from 470p on European capacity constraints.'

650 this year and 750 next IMO. If the wars become contained and Trump isn't president!!

Yes sorry 'old' Russian speaking Baltic states!

I’ve been in bed with this share for 5 years now and ever the optimist! – however, like all others it’s sentiment and fear which drives this not fundamentals – in that time we’ve had trolls and shorters en mass who were predicting winding up orders and bankruptcy etc. I think it will double from here and more in time however £4.50 could easily be seen – the Israelis are prepared for a protracted war which could go regional and the Russians are winning! If in a year’s time we have a stand off with Putin and Nato over the Russian speaking Baltic states it could well be £2.50 again! macroeconomics and global politics as always with airlines – Happy NY!