Member Info for Nakedtraitor

Gotta love this chat. In addition to shares we now seem to have geopolitics experts here.

I suspect this will bounce strongly when SoH re-opens.

No bad surprise… but no reason to re-rate higher

This is my take on how they're planning to mitigate current risks to FY27 plan. Fair?

Card Factory isn’t banking on demand picking up anytime soon. Instead, they’re focusing on keeping costs tight, expanding outside the UK, and building out digital. The plan feels credible and already underway, but it leans quite heavily on cost savings for now, with the benefits from digital and international growth likely taking longer to come through.

Starting shortly.

https://storm-virtual-uk.zoom.us/webinar/register/WN_eRW_i9q9QmuLurIx9Kxmaw

... So much wasted by the management in recent years....

And that leads me to the question: "Time for Darcy to go?"

Not very exciting, but equally not a negative surprise.

Stable, cash-generative, but low-growth and still exposed to a weak UK consumer

If you look in the company's webiste under Investor Relations and then Financial Calendar, you'll be able to find the exact data.

At this stage I wouldn't be surprised if next week JET2 removes guidance like OTB did. I reckon operationally they are doing well, but it is hard to have visibility on future earnings when there's no certainty around jet fuel supply, which is something outside their control.

I'll be happy with a 86p price short term.

What you mean by "a good set of results"?

If they show stability that'll be good enough for me. Not expecting much beyond this.

JET2 Youtbe ad: 20% off all flights.

Is this normal for this time of the year (as in heve they done it before)?

Loved it!

I may be wrong but I believe it is inevitable now (problems with jet fuel supply), as there is only one tanker heading to the UK at the moment. Even if the Strait was to re-open today, it would take several weeks for more tankers to arrive.

Is this accurate? JET2 has over 75% of its FY27 (financial year ending March 2027) fuel requirements already hedged, locked in at pre-crisis/favourable prices.

Do they hedge currency exposure?

I can hardly believe what I'm seeing.

Easter holidaymakers switching from Dubai to Spain as flights fill up

https://www.bbc.co.uk/news/articles/cm21gv3133zo

The share price is being heavily driven by sentiment at the moment. This can quickly shift based on news though. FED rate decision on Wed. Expect traders / investors to be sitting on the sidelines before that.

Share price officially in oversold territory now. US has not bombed Iran in more than 48 hours now.

Source: Grok

There is clear evidence from multiple UK travel operators and industry reports (as of mid-March 2026) that many customers affected by softening demand for Turkey, Cyprus, Egypt, and other Middle East-linked destinations are swapping or rebooking to safer short-to-medium haul alternatives (primarily Spain, Portugal, Italy, Malta, Croatia, and parts of Greece or the Canaries) rather than cancelling their holidays outright.:

TUI (Europe’s largest holiday operator, direct competitor to Jet2): Demand has “risen sharply in recent days” for summer holidays to Spain, Portugal, Greece, and Cape Verde. Customers are opting for these “familiar, easy-to-reach locations.” TUI’s director Neil Swanson explicitly stated: “While we are seeing some cancellations in the affected areas, these are currently outweighed by customers choosing to amend their plans instead.”

Hays Travel and others: Strong growth in bookings to Italy, Malta, and Croatia as alternatives.

Wizz Air: Reallocating roughly half its Middle East capacity to European leisure routes including Spain, Portugal, Italy, and Croatia.

Broader UK trade reports: A “noticeable shift” in mainstream holiday demand toward “safer” countries, with western Mediterranean and Atlantic destinations remaining “robust.” Thousands of families are reportedly swapping Turkey flights (e.g., Dalaman) for Spain/Portugal (e.g., Malaga or Faro).