Member Info for greendave66

Is the name suggested in the Independent today for Flybe if it’s taken over. Flybe is using these “remedy slots” between Heathrow and Scotland, and has also procured some dormant rights for its new four-times-daily link from Newquay to Britain’s busiest airport.In time – three or four years – those slots will become more flexible, which means more valuable. I calculate the portfolio as comprising 13 pairs of Heathrow slots a day, which is worth well north of £100m even with a third runway in prospect. An alternative thesis is that Sir Richard sees a future for an airline that helps feed his long-haul aircraft and delivers value for Virgin Atlantic’s partners. We shall see in time which proves to be correct. Meanwhile, Flybe is a going concern, and I shall continue going on Flybe. Get ready for Monday’s rise......https://www.independent.co.uk/travel/virgin-atlantic-flybe-takeover-airlines-richard-branson-a8649831.html?amp&__twitter_impression=true

Businesses will like that and confidence will start to return. I see a blue day for the markets tomorrow. As Brexit is EU wide then airlines are one sector that will benefit most from Brexit being firmed up.

From Parliament briefing...... the most valuable slots in the UK are at Heathrow Airport and capacity constraints have driven up the price that airlines are prepared to pay for slots on the secondary market.25 The value varies considerably by time of day, with an early morning slot pair reported to be worth around £15 million, falling to £10 million at midday and £5 million in the evening.26 Oman Air set a record by paying US$75 million for a pair of take-off and landing slots at Heathrow June 2017 prices http://researchbriefings.files.parliament.uk/documents/SN00488/SN00488.pdf

These Flybe slots are worth a fortune https://www.google.co.uk/amp/s/amp.thenational.ae/business/the-growing-problem-at-london-s-heathrow-airport-1.37716

BA bought Monarch slots at Gatwick last year for £50m.......something to think about when trying to value Flybe slots https://www.google.co.uk/amp/s/www.independent.co.uk/travel/news-and-advice/british-airways-gatwick-monarch-luton-slots-easyjet-norwegian-a8079261.html%3famp

Revenue it won’t take much tweaking combined with the fall in the price of oil to put this back into profit. Does Flybe have the possibility for tens of millions profit after restructuring. If so, I don’t think this will be selling for under £50m do you when P/E ratios are brought into it.....

There has been that many posts in the past few days it’s hard to keep up. Has anyone posted a list of what exactly is for sale for best guess? Would be good to get an idea to work out best sale price. I known it’s not 16p that’s for sure but 20p worst case scenario and revised upwards as the re structure continues

Hundreds of millions on last domestic airline as not enough slots ....we have enough slots

By breaking the company up it would make more money then current mcap however virgin want a fully functioning airline. This is the most cost effective way for virgin to start agin.

Flybe has a third of the slots at Birmingham, 19% of those at Manchester, 18% at Edinburgh - where Ryanair has been building a presence to the detriment of its exposure to Glasgow — and 2% of landing area at Amsterdam.
Flybe’s slots at Heathrow are likely to appeal to British Airways

IPO was at 295p in 2014......many many times current price and people pay for potential as well and with those slots we are selling potential

With £1.6m a year subsidy are worth a 15p share price on its own....not seen much coverage in the paper yet apart from in the daily star which is my usual weekend reading haha

Any idea how much we spend on oil? If it was £100 million last year with the collapse in price that cost would now be £60 million.....would push into profit for 2019-2020 for the full year. These advisors to the company seem to know what they are doing with £8m raised in a week and interest from Virgin in making an offer to buy us. If will make a loss this year but without any restructure the poo would push us into profit. Every bit of restructure is of benefit. You see big businesses swing from a loss to hundreds of millions of pounds profits just read the business pages. Flybe will be one of them and that’s why I’m expecting more than 1 bid

Was it 45p Directors buys at 41p Now we have new profitable Heathrow route announced which links to more international flights with £1.4m a year subsidy Less than 40p buy out.....not a chance....

These low prices make Flybe more attractive to buy when you have deep pockets to buy enough fuel for the future. I think I read we have bought enough fuel for the next 10months so it’s time to stock up for late 2019 and into 2020 at these prices.....

Flybe has £303million in assets as per your link.....

Is that any update from 2017 or 2018 in terms of assets. I’m not sure that £500 million of assets is right but what do I know?

Take a position for 8am Monday

Is prize fighter week......winner gets Flybe....and Virgin want it

End will there be? 1 for each bidder? Expect more rumours like the one yesterday about virgin which came to be true today....more bids expected, only need 1 more bidder to make it a war. We are way of year high

Highs plenty of gaps up to fill next week.