Member Info for longinvester

Yes in UK but in other mkts there will be a rally if agreement is made

This is reported as being in three stages. This is not a good way to negotiate. It is always best when negotiating to get everything on the table and agree one full package. Otherwise you end up agreeing the first part and then being sniped out for every stage thereafter. You lose strength by doing so.

The rally on Monday will likely be short-lived or choppy. Once analysts dig into the text and see that the nuclear issue hasn't been touched, that Iran's proxy forces remain heavily armed, and that domestic political opposition is mounting in Washington, volatility will return.

EasyJet is basically saying:

Winter losses were worse than expected.

Summer bookings are still okay, but softer and later than last year.

Middle East tensions have increased fuel costs and made customers more cautious.

The company still expects to operate normally and remain profitable long term.

For full-year profits, the message is:

“We should still make money this year, but probably less than investors hoped a few months ago.”

Main concerns:

higher fuel prices,

weaker visibility on summer demand,

some pressure on ticket prices.

Main positives:

planes are still very full,

holidays business is growing strongly,

balance sheet is strong,

no operational crisis.

Overall tone:

cautious, not disastrous.

Monday will bring another plunge down for EZY.

Longterm trump has to make a deal which will not be what he wants but will probably not affect overall world economy, economic stability will return but may in the meantime trash EZY profits.

I cannot see why EZY cannot increase fares , people will still travel and an extra £30-60 will not stop them especially as it is usually only a part of overall holiday cost. If you do not want to go to Turkey and have to pay more to go to spain, so what you will still go.

Michael O’Leary told Sky News:

“If the war finishes and the Straits of Hormuz reopens by the middle or end of April, then there’s no risk to supply.

“If the war continues and the disruption to supply continues, we think there’s a reasonable risk that some low level, maybe 10%, 20%, 25% of our supplies might be at risk through May and June.”

Thanks. ive no idea what jet fuel is priced at.

I wonder if EZY is doing a bit of gouging in prices with all the redirection from cyprus eygpt and turkey. I would , my belief is you can most times increase your prices. I speak as a company owner with 3 successful businesses. Ask o'leary about customer behaviour!

Oil goes up but how much does it affect travel.

I think based on the info below that the current 25% increase in oil will not affect EZY.

Travellers will switch to more european routes and a small increase in price will not stop travel.

Fuel is one of the biggest airline costs, but not the only one.

Typically, fuel makes up about 20%–30% of an airline’s operating costs (it varies by airline and time).

Rough calculation

If oil prices rise by 25%, and fuel is say 25% of total costs:

Impact on total costs ≈

25% × 25% = 6.25%

I'm not sure what the average seat price is on EZY but I have a vague recollection that it is under £100 . Would a £6 increase stop YOU? Obviously with hedging the £6 increase is not immediate. So are we predicting a huge loss for EZY in 18 months time ie 26/27 financial year and beyond.

Ryanair are 23% down since january!

Markets are all about fear and not rational.

Please correct me if the above is incorrect.

I asked AI to look at last 3 years and the probability of a price rise from 4.30.

Estimated probability after touching £4.30

Based on the last ~3 years of price swings:

Outcome after touching ~430p Estimated probability

Price above £4.30 within 5–10 trading days ~70–80%

Price above £4.30 within 1 month ~80–85%

Price breaks down and stays below ~15–30%

Why the probability is high

Structural support zone

Buyers historically step in around 430–450p.

Airline cyclical pattern

easyJet tends to oscillate 430p → 520–580p during travel-demand cycles.

Lower-range mean reversion

Since the long-term trend since 2022 has been upward, dips toward 430p often trigger bargain buying.

So when are you suggesting it will get out of the trough?

On December 15, 2025, Garry Wilson sold a total of 154,555 shares at a price of approximately £4.98 per share. This totals approximately £769,802 in gross proceeds.

Has the CEO left EASYJET???

1st December 2025

"JPMorgan cuts easyJet to 'underweight' (neutral) - price target 400 (500) pence"

Who knows anything.

Why would the CEO sell all his shares????????????????????????????

See todays RNS declaring the sales and his ZERO shareholding NOW.

In the past there has been a GOOD rise sometime between now and jan/feb.

New Broker target prices of 780 and 850 with BUY recommendation

Divy up 9 % for 24/25

PAT 494M shares 758 = 13.03p divy

When will you sell EZY . Is it a date or a price?

There are no big trades that would support your thoughts.