Member Info for LSELoser

Ask her view on FXPO, going to keep going up or time to sell! :)

"It's bouncing, time to lift off. Tomorrow this share will fly upwards."

You jinxed it Magna

At the price of flights I am generally not tied to an airline but look for best option (price/timing) for me - some airlines I try to avoid though.

Was keen on Delta - but they got too expensive

BA is OK but a bit meh.

Tried to avoid Air Canada but they are now cheap enough to be considered again - but as last choice (well 2nd last choice - last choice for me is american airlines!)

Flew Norse last week transatlantic - that was a pleasant surprise! very odd setup (ie no electronic boarding passes, etc) but nice aircraft and easy checkin. Brought my own sandwiches lol

Short haul I just try to avoid Ryanair but will fly if they are cheap enough. Don't like them.

All subjective :)

"However, that's just a highly subjective viewpoint."

Of course it is...

"A 94% load factor and a 10% yoy increase in passenger numbers to 55.5 million in their Q1 suggests that " a lot of people" dont think that way at all."

But only achieved by cutting price and being less profitable.

I am hoping that EZJ performance will be like JET2 - and I think it will. Ryanair, to me, is a bit of a different kettle of fish. I think it is living in the past when being the cheapest and providing just that was a draw to consumers. Ryanair is the last choice of ticket if I ever travel and I think alot of people think that way. I also think people will pay more for a flight that is easier to book and more accommodating. Ryanair believe it is cute and amusing to abuse customers who have anything but the lowest expectations (see their twitter feed). Those days are long gone now - ryanair is the ratners of the air and their results show that. EZJ will be different (at least I hope).

Let's hope we're more jet2 than Ryanair!

So usa travel stocks up 7% ish yesterday (including delta ). But not a peep in the UK. Well its just a matter of time i guess.....

Betterlife I think you have the answer there. If we can't make money one way try another. I waited years for banks to come back and if I had traded them I would have been far better off. Just afraid of missing a spike like jet2.... But i guess I could do half lth and half trade...

Morgan Stanley double upgrade few days ago , HSBC downgrade today. Can't make it up. I still feel positive - flights are full, airports are full, economy might get better but travel is still a priority either way. its just irritating....

After close data analytics I figured it out. IAG share price tops out every 10 years with 2027/28 being the next occurrence. Its like an eclipse......

They may have cash to q1 2025 but will need to put something in place well before then. So I would expect an announcement fairly soon outlining a longer term plan. I do think there is something here though. Just what is another question.

Marmite!

Its the jet wash case, isn't it?

Yeah this fall was a bit bigger than i would have liked. I am sure it will be solid. I have flown many times in the last 2 years and I have never seen it busier - everywhere. There is certainly money to be made. But I said that about banks after the 2008 crash lol.

This is really wearing me out. The value here seems crazy but i guess like bank shares just out of fashion. But going to wait it out. If EZY ever make their £1b profit per year this will be a sweet share to own - on less than a 4P/E and 7% divi. I have no doubt they will - with increasing business, no cash debt, falling/stable oil price and an airbus fleet.

But doesn't matter what i think - so it would be good if EZY gave time frames when they talk about their mythical £1bn profit - i think the market would like that.

As for price movement now, I can't help feel someone is playing a game with this share - given the share price has not recovered a lot since the peak of the pandemic and EZY are producing record numbers! But they can only play so long before the fundamentals take over. hopefully, next quarter announcement will be the catalyst.

Seems the timing is always bad , never seem to be able to take advantage of good stock market days. Still I have hope... Nothing a few beers won't help solve :)

OK the pandemic is over and IAG is achieving record sales. But there has been little recovery at all. Trading at a P/E of 4! Everyone is afraid something will happen and sure things will happen - but if people start launching Nukes - it doesn't matter what share you have. I don't understand the current valuation so I am holding firm unless someone can justify why the valuation is so low.

He talks about lack of aircraft and supply chain causing fare reductions - if anything they would cause fare increases and overall fare income may be down due to lower volume. In the end I think he is just trying to mess with IAG and EZY results....

So he didnt say prices down, just not up as much as he thought. Also even in the current overpriced UK people will pay to travel to a cheaper country for a holiday! And every flight I have been on lately is completely full. Sounds good to me, fingers crossed.... shame it was shaping up to be a good day.....