Member Info for Rzez

You did well selling at the high, considered myself but have lost too much on the past selling at the wrong times to watch it go higher. MNG, PHNX to name just a couple.

Personally I’m struggling not to press the buy button especially now it’s below 600!

Reported

Sam take the emotion out of it. If you have a belief a bidding war will start then sure. Go with your conviction. But if this drives up towards the 690 price you really need to consider if the risk/reward is there for you.

We could have all out more money in along the way and made more money, but no matter what anyone tells you, this was never and still isn’t a forgone conclusion.

Perhaps try another share. But topping up at above 650 would be brave bordering on insane when you can get 5% putting the money in a cash isa.

Thanks for sharing.

Think you need to find a new AI source, as I’ll eat my hat if this trades above 650 tomorrow.

Initially I was disappointed by the £6.90 agreement in principle. However having spent a few moments to think about it, I see this as a positive move from the company.

They have just sent a message to the world that easyJet is open to offers and the bidding starts at £6.90. This allows others to assess and determine if they want to take a piece of easyJet for themselves.

So essentially it’s an extension for others to come in and match/ offer more money.

I personally don’t think £6.90 is enough for the company, however this is better than the deal falling through entirely as it would scare others off that believe a deal can’t be made.

Fingers crossed we get an alternative bid by end of the week, while formalities are being negotiated.

GLA

Ageees in principle so essentially they’ve agree that they’re aligned In their thinking but haven’t ironed out all the details. Both sides can still walk away and another bidder could come in and offer more.

So still a lot of risk on the table.

Https://archive.is/20260705163133/https://www.bloomberg.com/news/articles/2026-07-05/easyjet-agrees-to-castlelake-s-5-2-billion-takeover-offer

Nope. Check out DLG takeover by Aviva, price remains lower to support risk. Then as time progresses the price slowly move up

Https://archive.is/20260704212845/https://www.thetimes.com/business/companies-markets/article/castlelakes-easyjet-airline-undervalued-nvhzsdp0g

May help

Gemini also said based on my questions…

3. The 7:00 AM Monday Fallback (For Minor Administrative Updates)

While a definitive yes or no takeover conclusion will be pushed out immediately on Sunday, if the conclusion is simply to request another short technical extension from the Takeover Panel (which must be agreed upon before 5:00 PM Sunday), the Takeover Panel sometimes permits the formal RNS layout to be delayed until 7:00 AM on Monday morning, right before the market opens.

So an interesting 35 hours ahead of us!

Also don’t forget that if an offer doesn’t come, or isn’t accepted, you will have made the correct choice, balancing risk and taking profit, while leaving some in to ride.

A very professional risk assessment.

Hope I can someday learn from this, but at the same time, I hope this isn’t the time to learn the hard lesson 🙂

My advise is not to take advise from someone on a bulletin board.

Anyone else have any advise they feel the whole world deserves to know?

My understanding is that analysts for these companies are paid to advise on what the share is likely to do. However there are internal pressures to lean one way or another on particular companies which lay in the companies interests.

Therefore to use the information for any real decision making it foolery and should be put in the same drawer as motley fool articles.

GLA

City Experts on the airline sector Castlelake think easyJet are worth at least £6.6 without looking at the books, easyJet think they are worth more like £7 and the market is pricing at £5.50 odd with the threat of multiple other offers coming to steal it away from CL once an acceptable offer is determined. This has a huge upside when a bid is accepted. It’s madness.

Glass half empty

Isn’t the cut off date 5pm Sunday? So an RNS may not come until Monday morning… this allows the share to be dropped heavily tomorrow afternoon shaking out even more PI’s before a possible deal.

Just collected a few more at 545. Trying to look at price movements before an RNS is like trying to read tea leaves, sometimes it’s just tea leaves in a cup and they don’t mean anything.

There are 3 options that’s going to happen;

the offer falls through, the price crashes and your numbers on the screen go down. This ain’t profit as it’s not realised.

The offer time gets extended due to jukberous reasons and the price potentially nudges hire

The offer gets accepted and price go up.

If you’re checking price movements of +/- 5% trying to find a reason, you’re better off taking up some other past time as you’ll burn yourself out.

You will be the last to know of what the outcome is whatever the result. Just accept it and make your bet, as at this point it is a gamble.

Thanks fella, for once it may not be the caveman thumping the keyboard that’s the problem :)

@smiffyBlok85 and @Esprit2022 do you mind me asking how you worded your queries to get such a response? I tend to find chat gpt gives rather vague information, often as useful as the motley fool! Though I assume this is due to the user rather than the product itself :p

"He's not the Messiah, he's a very naughty boy!"