Member Info for LSELoser

But I am looking forward to a nice divi! That's a Billy Bonus!

Flown quite a bit over the last year and just this weekend on lousy Ryanair. However, the airports are packed like I have never seen them, flights are full, and all seems good for the travel sector regardless of the macro risks. Almost all flights i have taken in the last year have been 100% full. So that seems good news for the airlines. I do wonder where any extra capacity is going to come from moving forward considering the absolutely packed conditions at the airports. I guess in the interim airlines can raise prices.

I don't call myself lseloser for nothing....

Ah so appears its an app issue on an update (so they say), but i am sure i bought other company shares with same app (in fact i did).. Never mind bought through the website. I'm all in - how bad can it be (doh!). Hopefully I will be able to trade these for a while and try and lower my average.

As for share being manipulated - i think a large number of UK shares are being manipulated , and there are some favourites for the manipulators (this being one). But if thats the case I'm going to try and trade it a bit while continuing to have some long term holdings on the side. I'm usually very bad at trading though :(.

Anyone know if there is a reason I can't buy sfor at hl? Been trying for 2 days now. Not that it's a good idea. Lol

Not complaining.... But don't get the jump

Got this from Baron on Twitter, but if this is true then it certainly is a positive for the likes of ezj. Lol which means the shareprice will go down of course smh

'Bank sees Brent at $79/bbl this quarter, $73/bbl in 4Q, $70/bbl in 1Q 2025, $64/bbl in 2Q, $69 in 3Q, and $72/bbl in 4Q

Tightness in the current quarter is fading, and balance forecasts suggest a heavy oversupply across the next five quarters, analysts including Marcus Garvey say in a commodity outlook

At present, OPEC+ member Saudi Arabia is unlikely to pursue a renewed “price war” with non-OPEC producers, they say

Still, given the outlook for gluts, prices may drop more than modeled, and “we see potential for something that might feel like a ‘price war’ (crude in the low-$50s), even without Saudi Arabia seeking it out”

The market retains some “upside potential” depending on scenarios, including supply risks and the US presidential election, they say'

Bank sees Brent at $79/bbl this quarter, $73/bbl in 4Q, $70/bbl in 1Q 2025, $64/bbl in 2Q, $69 in 3Q, and $72/bbl in 4Q

Tightness in the current quarter is fading, and balance forecasts suggest a heavy oversupply across the next five quarters, analysts including Marcus Garvey say in a commodity outlook

At present, OPEC+ member Saudi Arabia is unlikely to pursue a renewed “price war” with non-OPEC producers, they say

Still, given the outlook for gluts, prices may drop more than modeled, and “we see potential for something that might feel like a ‘price war’ (crude in the low-$50s), even without Saudi Arabia seeking it out”

The market retains some “upside potential” depending on scenarios, including supply risks and the US presidential election, they say

A 50% increase in share price would only put us at a P/E of about 6. Seriously is that too much to ask?

As far as what it could reach I will not jinx it by saying a number , but I will say we are only on a P/E of 4ish. reduced fuel cost, reduced debt, reduced interest rates.....well....

Friday close predict 1.85

Thinking about it, that's probably less profitable than selling dirt coffee at £2 or whatever it is.

"Ezj do Costa coffee used to be lavazza coffee which i thought was a very good coffee."

On all carriers it always tastes like tepid dirt. I'm talking a nice expresso machine based American, etc. Something to kick start those early flights. I'd pay big £ for that.

If any of these shorthaul carriers could make a decent coffee they could make an absolute fortune!

|Totally agree with the frustration. I honestly think the case for investing in this share (and IAG) was so obvious that the shorters and MMs decided to mess with the retail investors. I am not a conspiracy guy but clearly there is something not quite right when IAG trade at less than 3 P/E, both shares shown record revenue, growth and restarted dividends. Somewhere in the last 2 years we should have rerated.

I guess fear of slowdown/recession is priced in but I don't see that either as people continue to prioritise travel. There is also plenty of upside as routes still not fully open. Oh well, I think I will hold as dividend grows just hope they are not like banks that took 10 years to start being priced more reasonably.

Just think if EZJ ever make that £1B profit! Maybe the market will price us at 200p a share lol.

Dividends, good business, good price. Are we at bottom, don't know. But fundamentals could reward the patient...

I think it's time for mike to be fired. His act is a bit old now..... But I guess as long as he is there , there is less threat to EZJ :)

FYI from ryanair twitter today:

Irish tourism, jobs & economic growth blocked by DUB airport cap

Now

@EamonRyan

capping regional airport growth too

Makes no sense penalising regional airports for delivering growth & economic benefit to the regions

Do something about the caps Eamon 👉 https://shorturl.at/CP8uI

I think EZJ is a feel good share and at the moment things don't feel good. But once interest rates start coming down this will be viewed differently. Also clearing up the wars will help - but that will help everything I think (except defence - although they will be busy given the lessons learned).

My totally subjective feeling is that once we get first interest rate drop this will be back about 550. By then hopefully EZJ will be on their way to their profit target of £1B (the current growing cash will add to that goal). Dividends will rise to about 20p per share and then EZJ will make next leg up. If we get a P/E of about 10 on that profit I think that makes share price about 800-900.

All calculations off the top of my small head. Of course there is a risk factor but maybe there will be a period of stability for a while.....

All of this is subjective....... and I am usually wrong, but I'm bored this morning and thought i would spout off for a while.

Oh and banks? what's her view there.....