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We all know EZJ has got to be worth £6 to £8 for a takeover I’m 40% up at present target £6.50 before i might sell. EZJ is so undervalued.

Some big buys coming in here, to infinity and beyond EZJ 🚀

Should be another great day for the sp castlelake seem serious about a takeover.

Https://investing.thisismoney.co.uk/rns/news/35995901

Across the pond EZJ closed at £4.95 should crash through the £5 mark tomorrow. 🚀

Trumps favourite move apparently is Groundhog Day.

Hopefully crash through the £5 barrier tomorrow.

EZJ have the right to be at around £5 even without the takeover possibility , holders know the business is so undervalued.

Https://uk.finance.yahoo.com/news/could-easyjet-shares-85-undervalued-073000053.html

Glad I never sold like some this morning with the blip it had onwards and upwards EZJ.

So any views what the sp will be by Friday close.

Https://www.marketscreener.com/news/deutsche-bank-upgrades-easyjet-but-no-uplift-for-share-ce7f5cdbd888f626

Savage - well it’s the gamble you take either the EZJ sp goes up or it goes down at the moment I’m 30% up and if a takeover transpires I could be 60% to 80% up but it could go down as you say, the believers in the potential takeover offer will stay with EZJ like myself I thing an offer will be made and hopefully up the sp goes it’s also undervalued anyway was £5 + before the Iran war so watch this space anyone can sit on the sidelines waiting for a drop but it’s not happening just yet onwards and upwards EZJ.

Stop being a mug, this sp will steadily drop until planned drilling is agreed and more cash may be needed too, could see 10p in coming weeks.

The Iran war hasn’t stopped the sp increasing so far and I don’t think it will not with the potential takeover on going, plus the fact there’s no air fuel shortage it’s all smoking mirrors and market manipulation.

EasyJet fleet alone could be worth double the share price, says Citi

Proactive

2 June 2026 1 min read

EZJ.L

+3.00%

AIR.PA

-0.69%

EasyJet fleet alone could be worth double the share price, says Citi

EasyJet fleet alone could be worth double the share price, says Citi Proactive uses images sourced from Shutterstock

Shares in easyJet PLC (LSE:EZJ) climbed 3.5% after Citi estimated that the airline's aeroplane fleet could be worth double the recent share price.

The US investment bank said the company's aircraft assets should help underpin the share price as takeover speculation continues, following the Castlelake announcement that it was exploring a potential bid.

Analysing the value of easyJet's owned assets, Citi estimated the fleet was worth between £4.25 billion and £5.25 billion, based on both the book value of the aircraft in easyJet's accounts and an assessment of market values for the Airbus jets adjusted for age.

After adding cash and deducting non-lease debt, the broker calculated that easyJet's shares trade at only 0.5-0.6 times the net value of its owned assets.

That implies a valuation of between 770p and 890p a share, compared with the current share price, suggesting potential upside of 70-100%.

Analyst Conor Dwyer said the exercise was intended as a rough assessment of underlying asset value rather than a formal takeover valuation.

However, he argued the figures highlighted substantial embedded value within the airline's balance sheet.

"Should headlines continue or new entrants join a bidding process, we would expect this to provide meaningful share price support," Dwyer said.

While Citi cautioned that any takeover process remains at a very early stage, it said the value of easyJet's fleet and other owned assets could become an increasingly important factor for investors .

CWR have also taken a hit over the past week too kind of mirrors ITM so could be just a bit of instability in the hydrogen market, cph2 had a huge problem during production two weeks ago too, don’t forget this is aim you have just got to know when to cash your chips in and take that profit.

Could see some strong sp upwards momentum here, get the war over the straits open, and the takeover build up to a potential offer still think we will see an sp of £5 before the weeks out.

Tate & Lyle agree a £2.7 billion takeover by American company today is EZJ next.

Its always been a rollercoaster buying into Pantheon, be careful it’s an aim stock everyone is happy when it’s moving up but when it comes down it’s not a good feeling, until the oil flows punters will keep rolling the dice.