Member Info for johnhume

Doomster,

WHEN will you enlighten with your thoughts/predictions on the following ;

1. Which of IAG/ EJ or Ryanair will display the greatest growth %age wise between yesterday and end of march 2025. For clarity, the benchmark prices are IAG = 162p - EJ = 420p and Ryanair = €13.60.

2. As you recommended BIRG as a STRONG SELL at a SP of €8.20 do you now consider them a STRONG SELL at a SP of €10.70 or a moderate buy.

3. When do you expect Boo to hit a SP of 60p ?

4. Do you believe Boo will hit 60p before Ryanair recover to €18/19.

Your "concern" on fall in Ryanair SP fully appreciated but never forget the FACT that a 40% growth in the current SP lifts their SP to over €19 whereas both IAG and EJ require growth approaching 300% to reach their prior highs. Appears both your "recommendation" and "best airline model" have a huge journey to undertake.

Look forward immensely to receiving your thoughts/predictions.

Doomster,

proving once again your command of english, like your maths, is pretty weak.

PREDICT is defined as -" say that a (specified thing ) WILL HAPPEN in the future or will be a consequence of something"

The meaning of PREDICT is to declare in advance,especially foretell on the basis of observation ,experience or scientific study." VERY different from a POSSIBILITY.

Sloopy

"who the fook reads the tripe you write " YOU obviously do. To be tecnically correct posters post- do not write.

As regards being 17% down, how often does 1 have to post of the buying opportunity this presents - "short term pain, long term gain". Your great mate ,Doomster, posting just 3 months ago that BIRG was a STRONG SELL at 8.20 and today they are 30% north of his STRONG SELL recommendation !!!!!. How often does he have to be challenged to put his finger/mouth above the parapet and respond to the 4 queries set out in my 20.19 post of 22/7.

Perhaps he is lacking the necessary IQ, perhaps he doesn't have the BOTTLE or as DT posts he is only wise AFTER the event. Empty vessels etc etc..

"The SP COULD be heading for further falls .."

Is that what YOU call a prediction. In english dictionary it means a "possibility". MOST DEFINITELY not a prediction.

Back in may you cackled about airline strikes etc damaging Ryanair traffic, forgetting the fact that the strikes were totally external to Ryanair and you stupidly believing that such strikes must extend to Ryanair. They DID not. You appear to be very ignorant of the FACTS - Ryanair passenger load HAS INCREASED and now approaching 200 million.

DT is quite correct in that you can only post AFTER the event. When will you enlighten us on the following ;

1. Which of the following shall display the greatest growth %age wise, between today and end of march 2025 - IAG/EJ/Ryanair.

2. When do you expect Boohoo to hit 60p - seeing you predicted 60p by April 2023! -15 months ago.

3.Do you rate BIRG a strong sell or moderate buy at present time ?

4. Do you see Boo hitting 60p before Ryanair hit 18/18 ?

I shall continue to monitor Ryanair over coming weeks and shall buy in again, as Bottle not required. As a leading Broker stated today - " short term pain but long term gain "

If Ryanair a poor investment where does that place your beloved Boo ,requiring 1100% growth to reach prior high - IAG and Easy Jet both requiring over 250% growth to reach prior highs wirh Ryanair requiring just 50%.

EXERCISE your beloved BOTTLE for a change and get off the fence. Perhaps geting off the fence is beyond your IQ levels. Only you can prove otherwise.

Doomster,

as requested just bought in at €13.75.

Doomster,

The only warning given by you on Ryanair was that it was heading for liquidation in 3/2021 ! Your silence on results for 22/7 was deafening consistent with your silence on 1)BIRG being a strong sell or moderate buy and 2) on when Boo would hit 60p with 650p gone for a burton. As brokers succintly report - " short term pain for long term gain".

Ryan ended the year with gross cash of 4.5 Bn after capex of 500mill and 250mill on buy backs. net cash increased to 1.7 Bn from 1.37 Bn at end of march.Given the 25% fall in sp a lot of bad news is in the price and valuation remains attractive.trading @ 10.8x 3/25 PE and end of pre covid range. a buy recommendation with a TP of €26.25 "

down c 13% on average sp buy with order in to buy at 13.75 and see how that goes. You are certainly more concerned about current sp than I. Few moths ago BIRG trading at almost 30% less than their current sp !. You do REMEMBER recommending them as a STRONG SELL at the time.

Seeing you never gave a prediction on the 22/7/24 results, will you surprise us with your SP prediction for Ryanair in march 2025. will it be south or north of 20.

DT,

agree with your comments. 55.5mill passengers is 1 heck of a number for a single qtr putting 200mill a year a realistic figure. operating rev unchanged at 3.6billion while ancillary income up 10%. Load factor at 94% plus.

Mkt always over reacts to bad/disappointing news which makes me feel they may be had at sub 14. no doubt you will see at least a 25% return in 9 months from these levels.

AIB now over 3% above their 2024 high while BIRG still 3% below their's. good uplift today which hopefully will continue to 31/7.

DT,

results much more disappointing than expected with result recovery now 9 months down the road. Believe UM can now be bought sub 14 with order in at 13.75. good investment from 12 month viewpoint.

see sloopy is putting his spare time to good use. warmer temperatures sure to get rid of the spare flesh.

Remains to be seen if payment of 2 divs will be of benefit to s/holders. If total div restricted to 40% of PAT now payable in 2 instalements rather than single payment in recent years.

What will monday morning bring results wise ?

AIB just hit 2024 SP high while BIRG still over 4% shy of their's. might see gap closing in run up to 31/7.

Understand interim and final dividend to be first paid in 2025 following release of 2024 results.

On completion of current buy back 60c div will cost c.602mill, which will. equate to 40% of the annual PAT - say 1.5Bn.y/e figure the determinant PAT rather than H1.

Would like to see BIRG emulating the AIB SP which is now on fire - 5.33 already today

Impairment provision to determine the PBT figure and imo 300mill figure will likely result in PBT of c.950mill which may not sit very well with the market and resultant sp in which we are interested.

sws appears to be US equivalent of motley fool. appreciate they have BIRG at 54% less than it's fair value .

buy back in recent days only a fraction of what they were in recent weeks appearing to indicate the recent trading volumes have dropped significantly.

Hope Yeats or STP are on the button as this should see uplift in sp. Impairment provision to be all important.

To complete the H1 24 PBT predictions how about including the impairment figure, I have adopted 200mill.

Goldman Sachs cuts Ryanair Price Target to €27 (28) -Buy. -56% growth possible ?

Sloopy,

must compliment you on your influence over the Doomster -he confirming his posts to be drivel and Zzzz inducing.

Could your influence extend to inducing him to respond to my 3 queries - not a big ask . He can take confidence from the fact his team are still in the euros but my money is on Spain. Might encourage him to come out of his shell and respond.

Doomster,

At least it is nice to see you are honest about the value of your opinions. In the past you have posted your opinions to be "drivel" and now they equate to "Zzzz".

Be more positive,put the drivel and Zzzz behind you - exercise your brain and post your opinion on the following ;

-your preferred A/Line over coming 8 months, to march 25.

-Is Birg a STRONG SELL or moderate BUY.

-Your time period for Boo to hit 60p, seeing 650p gone for a Burton.

Donkey,

I have followed this for over 12 months. Bought in at 6p and 10p. Sold some at 14.5p few months ago but will hold on to the balance in hope of some announcements in coming months.