Member Info for MikeS02

Hi all,

Hope you're very well.

Check in to my AI chat from time to time to track things and today for the first time, it's saying that the companies have reportedly overcome the complex task of splitting ITV - as I say, it's the first time that this is being reported and if so, it's clearly getting very close to being announced

GLA

Hi Redcain,

Many thanks for sharing and like you and them, hoping to hear news very soon and watch the sp bounce accordingly - certainly very interested to see the terms of the deal for us shareholders and the likely special divi

Hi all,

Hope you're very well. As many of you know, I really rate Wizz and believe that they are really getting their act together and will have a strong Summer - but, looking at the RNS this morning ref May's numbers, I have to say that something looks 'amiss' and maybe why the market isn't reacting so much today - so if you discount the extra 77 planes that they laid on for last weekends final, I have to assume that they wouldn't have made April's numbers - I totally get that arranging extra planes etc is all 'part of the game' so to speak, but without that extra, then maybe the numbers aren't so flattering?

As I say, only my thinking and just a reflection on May vs April and GLA

So I totally get how excited some investors got over the weekend with regards a potential offer, but what this pm shows, is that as shared by myself and others, that NOTHING and NOBODY escapes the market and when the US-Iran debacle kicks off again as it has the pm, then flight and holiday companies take a hit

Hi all,

Simply sharing the link as attached and if true, can't be good - may well change the dynamics of any future negotiations as the guy was seen as a moderate and may well have been one of the main negotiators that trump was doing business with - guess we'll see eh

https://www.mirror.co.uk/news/world-news/iran-war-trump-ceasefire-live-37227616

Many thanks for sharing and have to think that this isn't a good sign - strongly believe that this guy was one of the main 'moderates' that Trump was negotiating with, although that said, Trump could have been negotiating with his own mind eh! Still, not a great sign and may well alter how the US approaches things in the future

Interesting commentary, but think a couple of things are being missed:

1. Castlelake could simply announce that they are not taking things any further, which many of these do - then the SP will 'tank' 10-15% and so you may want got take this into account, with all of the 'froth' of today

2. There's simply no way that any European operator would look to make an offer for Easyjet - simply wouldn't get through all of the regulators and Competition Authorities, so that door is certainly closed

Hi EC,

Hope you're very well, but afraid I disagree - I am always concerned when Trump goes quiet, which he has done so since last Friday - when he's ranting and raving, think we all know that it's simply smoke and mirrors, but when he's quiet, often unsavoury things happen - also Hegseth returns form Asia overnight tonight and as such, it really wouldn't surprise me one bit, if the US launches some military action in the coming week - may be low level stuff, but my sense is that Trump and certainly Hegseth want to send a message to Iran

Clearly just my thinking

Hi DrMaze,

Hope you're very well and totally agree with your sentiments - unfortunately many have been 'taken' by the thought of an offer, which of course there isn't one and based on past history, somewhat unlikely to materialise either - there's far too much unknown and the only thing that strikes me right now, is when Trump goes quiet, which he has done since Friday, it's often a BAD sign - when he's ranting and raving it's often simply smoke and mirrors, but as I say when he's quiet, it often turns into something more significant and often unsavoury - as I shared yesterday, Hegseth returns from Asia overnight tonight and I genuinely wouldn't be surprised if some military action occurs this week - may be relatively low level stuff, but my sense is, is that Trump and certainly Hegseth want to send a message to Iran

As always, only my thinking

Hi all,

Apologies - not quite sure why there has been such commentary about EZJ on here and as such, my commentary isn't relevant and apologies for taking up everyones time

Hi all,

Hope you're very well and clearly many have gotten excited with the recent news, which I fully understand, although I think that some may be getting ahead of themselves and for the following:

1. Some believe that the SP could rise to pre-covid levels, which I simply cannot see and for many reasons - there's more shares in circulation since before covid; to get such a massive sp would suggest that we're in a perfect world, which we clearly aren't eg US/Iran and Ukraine/Russia; together with the SOH closed; high oil prices etc etc

2. Think we've all seen companies that have supposedly taken a look, only to walk away and so without a concrete offer, then I believe many investors and certainly big players will be somewhat sceptical and as such, the sp will remain under pressure and including point 1 as above

3. Others have suggested that the shorters will capitulate - I've invested in shares which have ultimately had shorter interest and I've found them to be an absolute nightmare once they get their claws in - they will easily stick with a 20% increase without moving or unless they believe that something bigger is afoot, which right now, there isn't - so don't be surprised if there is very little if any movement from the shorters and certainly until a firm offer is brought forward

4. Right now, the US/Iran war is top of everyones agenda when it comes to valuation of companies within the holiday/flight sector and I really don't believe that this will change anytime soon - for me, once Hegseth returns from his jolly in Asia, which is tomorrow night into Monday morning, then I believe that we may well see movement by Trump in terms of hitting Iran again in a select strike(s) - we all know if this happens, that the market will punish all players in the industry and of course this would apply to EZJ too

So for many reasons, I think that whilst there may be excitement at a possible offer - until such an offer comes forward, that the impact on the SP will be very minimal - believe that the SP may get a minimal increase on Monday, but that will be tempered by any movements from Trump et al as the week progresses

Clearly just my thinking

hi all,

so as i check in to here from time to time to see what's happening, i've come in at clearly an exciting time, but i'd caution as follows:

1. a number of people are calling for 'top of the market' sp's which clearly isn't going to happen - to do so, the market environment would have to be 'perfect' which of course it isn't

2. the us/iran war won't be settled any time soon - clearly iran won't give up it's 'intention' to charge fees to shipping going through the soh and they are certainly playing up when it comes to nuclear negotiations - i strongly believe that when hesgeth gets back from his trip to asia, which will be sunday night into monday morning, that things could start to progress towards hitting iran again - the what will they hit etc - who knows, but clearly simply having conversations through ****stan etc isn't working and whilst the blockade by the us is undoubtedly hurting iran, their leaders are 'nutters' and as such, they could and likely will hold out on that one for a number of months to come

3. again, for top dollar, you'd need both wars to end and again, both look highly unlikely to end any time soon

4. lastly, whilst i totally get everyones excitement that a private company is looking at yours, it means absolutely nothing, until an offer comes forward - i've seen loads of times when companies are looking at possible offers for another company, only for it to never materialise

so monday, i'm guessing that the very best the numbers will get to will be £4.25 and then it will fade from there, unless of course an actual bid is made for the stock

if trump does more 'stuffing' iran next week, the sp will tank like all of the other players in flights and holidays

clearly just my thinking

Hi all,

Hope you're all very well and having a lovely long bank holiday weekend!

So I know that many have commented, but just wanted to add some thoughts:

1. So in less than 24 hours, we've gone from the deal has largely been negotiated, to a couple of hours ago, when Trump has announced that the US negotiators will not rush into a deal and that the blockade will remain in place until any such deal is delivered; signed and put in place.

So what's changed - well it looks like he's faced LOADS of criticism from various Senators and Congressional Lawmakers in the US, who roundly say that the deal being communicated in recent hours is simply awful and will be considerably worse than having not had the war in the first place and especially relating to the SOH and the nuclear issue

Additionally, he appears to have had further feedback from Netanyahu, who again a couple of hours ago, sent out the following comms:

Later Sunday, Netanyahu added that he and Trump had agreed that any final agreement with Iran “must eliminate the nuclear danger.”

“That means dismantling Iran’s nuclear enrichment sites and removing its enriched nuclear material from its territory,” Netanyahu wrote on X. “President Trump also reaffirmed Israel’s right to defend itself against threats on every front, including Lebanon.”

So it looks like it's this pressure which has made Trump turn on a coin and basically back track totally - seems like things are being kicked back again and will be very interesting to see how the Asian markets and of course oil react overnight tonight - have to think that for all the positivity and bluster and indeed down right lies last week on what was happening that they won't take kindly to the about face - Trump, the total idiot eh!

Clearly just my thinking and GLA

Hi IIiri,

Many thanks for sharing and again, things appear to be 'all over the place'.

The interesting bit for me though, is that Trump is having a call with all of the Gulf states later today and my sense, is that this call, will tell them all to prepare for Iran to target them once the US goes back in - to be honest, why else would he speak to them, if he was simply going to accept a deal?

hi all,

just sharing a link from reuters about the fact that the ****stani mediators have now left iran - in less than 24 hours and assuming the same for qatar too. with trump in the white house, assuming he's either following through on the feedback from the mediators and/or of course meeting with his generals about next steps - whilst i really wouldn't want it to happen, as i know it will cause huge grief; casualties etc etc, for me, it's looking more and more likely that a resumption of war will start either tonight or tomorrow night our time - just seems as though both sides are almost playing games and not being serious at all!

https://www.reuters.com/world/asia-pacific/irans-top-negotiator-says-tehran-will-not-compromise-talks-with-us-2026-05-23/

Hi all,

So as everyone has seen, a very interesting end of the day, with again, Trump suggesting that a deal was closing in - or was he?

So here's his words, that he said this pm our time:

"We're in the final stages of Iran. We'll see what happens. Either have a deal or we're going to do some things that are a little bit nasty, but hopefully that won't happen," he told reporters on Wednesday.

"We're going to give this one shot. I'm in no hurry," Trump said. "Ideally I'd like to see few people killed, as opposed to a lot. We can do it either way."

So for me, the market was picking up the 'final stages of Iran', as good news and suggesting a deal was close - for me, it's totally a different feel to his words - Yes, we're in the final stages and if they DON'T deal, then we're going in! And let's be honest - seeing everything Iran has added to its 14 point plan in the last few days, why oh why would they change now? They have the upper hand and it's showing with Trump again panicking - doing everything possible to manipulate the oil market; which in turn manipulates bonds; which in turn manipulates stocks

So is it just me I wonder - for me, getting to the point of believing he's go in this weekend as others suggested yesterday - it's a long bank holiday weekend on both sides of the water, with markets not open til Tuesday and we all know he likes to do his stuff when the markets are closed and assuming because by the time they re-open, it's all 'done and dusted', or that's of course what he hopes will happen!

For me, the US goes back in; Iran retaliates against other Gulf Countries, but this time totally targeting their energy plants and destroying many and then we're somewhat 'fukd'!

Clearly just my thinking, but think that this pm's euphoria will evaporate over the next two days and then ...............

Hi Gaztop49,

Hope you're very well - just to let you know, in case you didn't, that EZJ actually put out a Half Year trading announcement back on the 16th April - you can find it in the historic RNS link if you're interested - they stated that the first half Loss would be in the range of £540-£560m. Guess the more interesting bit for the market, will be their views on the second half and of course the crucial Summer season

Hi Janus1,

Hope you're very well and many thanks for coming back.

Guess my thinking on the city institutions, is that the big players already own a good slug, with BlackRock; Schroder; Silchester; Artemis; The Vanguard Group, RWC Asset Management and Liberty Global owning nearly 45% of the free float stock and with smaller institutions also owning a slug too - indeed us retail investors only own about 18% of the free float stock and so guessing that institutional investors have their fair share?

Also and let's be honest - if and when the deal is announced, we all know that institutional investors ALWAYS get the first bite of the cherry so to speak and rest assured that at such a time, they will also do 'very well' out of any increase!

Again, just my thinking and hope it helps, Best and GLA

Robs60,

Think you're missing a few points:

1. The jewel in the crown is ITV Studios - it's growing very well; very profitable and will remain with ITV investors

2. Comcast/Sky will buy the free to air part and ITX, with the latter being a good generator of future growth and profit, but in aggregate, they are the weakest of the two

The 'sum of the parts' if indeed Comcast/Sky do the deal, is over £1.05 and upwards and a considerable hike on the current SP - whilst I totally agree with you ref any special dividend and whether the deal will pass all of the regulators etc is another thing and likely will take 18 months to 2 years, BUT if you're simply looking for an SP significant boost, which many investors are, then the deal is a really good one and based on the current set up

Clearly just my thinking

Typical pump and dump scenario by the big players - absolutely shameful!!