Member Info for Savage_KeyboardR

Migration is wonderful and the so called 'English' are just a random blend of Roman/Anglo-Saxon/Norman/Celtic... bla, bla, bla the list goes on and on and on!

I think EZJ will be dropping into the £4.60's

Autocorrect... both a gift and a curse!

Basher - In the other thread I merely asked the question "We seem to have lost momentum here... also wider FTSE appears to be struggling too - could we be about to see a retreat downwards into the £1.20's?" - I did not say it was my opinion we were certain to see £1.20's... In the end it became a nice top up opportunity at ~£1.37p, where there was a gap to infill. Onwards and Upwards! Just like our fabulous new Gov, with it's massive majority and it's many new bills to pass with gusto!

Last opportunities to buy in the high £1.30's imo - we should rocket 🚀 up nicely towards £1.50p and beyond from here on in as the gaps look to have filled! Shorters already feeling the burn will soon be incinerated if they continue holding their positions open... How long can they hold out for?

BlueBuxton - yes, though I don't expect anything radical in the trading update... I think it'll be on par with expectations so should just reinforce the current upwards momentum for the SP but neither drag nor boost the pace.

One to watch today imo (published at 9.30am): https://www.gov.uk/government/collections/uk-house-price-index-reports

Nice! Dow up 740points, surely has to spill out into the rest of the global markets Inc FTSE... the heard has got going again and the race upwards towards 150p should be fast!

Basher... The last 14yrs of Tory rule have done plenty enough damage to UK stocks! The Kings speech tomorrow will be a welcome change, onwards & upwards! Hear Hear!

That 137p gap looking as though it's almost filled up now... USA markets opening strong - Onwards & upwards towards the Ex Div day!

Agree lunchbox - USA should lead the herd nicely later on today! I don't think we'll be seeing the £1.20's... The top up ~137p mark was nice though! Lets see that Squeeze on the remaining short positions resume!

The drop is about to happen...

Xhita - Interesting points there about market share and the particular customer persona's currently in play... I guess time will tell... i.e. has EZJ has cracked the right formula, price v service, to capture peak customer interest?

If you're correct then it's entirely possible EZJ bucks the wider trend but...

I suggest there could well be a more widespread demand problem (outside of particular one off events; Swifties/Euros) beginning to form and once the Summer 24 boom from many pre-bookings has passed by there could be some whole sector wide pain landing... I think as inflation falls to, and potentially through, the floor there might be some foreclosures/big write downs, or RI's incoming. If you're correct about the vulnerability of Luft then perhaps it could become the first of the failures?

Is today going to kick off a retreat of the SP? Will it head downwards and into the high £1.20's?

Ouchie! "Lufthansa now expects adjusted 2024 earnings before interest and taxes between 1.4 billion euros ($1.5 billion) and 1.8 billion, down from a previous target of about 2.2 billion, it said in a statement."

Source: Reuters: https://www.reuters.com/business/aerospace-defense/lufthansa-cuts-2024-earnings-target-low-yields-2024-07-12/

Now earlier this year O'Leary said pricing seemed softer than anticipated and that had a significant negative spill over into other airliner stocks including EZJ - I also commented on LSE that sales figs for some of the airliners & travel stocks (given that high inflation lifts all boats) had missed my expectations (I think I recall OTB had performed very well in May (+11%) but saw problems in its value sector)...

V.glad I sold off my TUI holdings on 2nd Jan 24.

These Lufthansa results will be especially troubling, if they're sector wide, and if revenues prove insufficient ahead of the winter period. Winter deflation or ultra soft inflation could make it especially challenging for those firms which did not act to trim their debts when they had the opportunity.

Ouchie, "Lufthansa now expects adjusted 2024 earnings before interest and taxes between 1.4 billion euros ($1.5 billion) and 1.8 billion, down from a previous target of about 2.2 billion, it said in a statement."

Source: Reuters: https://www.reuters.com/business/aerospace-defense/lufthansa-cuts-2024-earnings-target-low-yields-2024-07-12/

Now earlier this year O'Leary said pricing seemed softer than anticipated and that had a significant negative spill over into other airliner stocks including EZJ... I also commented on here that sales figs for some of the airliners & travel stocks (given that high inflation lifts all boats) had missed my expectations (I think I recall OTB had performed very well but saw problems in its value sector)... v.glad I sold off my TUI holdings on 2nd Jan 24.

Saitoman - there's always tomorrow for a drop haha!

Sad to read about this Marcinkus. Precisely what I feared could happen for some ppl, hence why I wrote

arguing on here many times, that the delisting was creating unnecessary turbulence/fallout/chaos.

For many UK residents having had their TUI shares transferred & priced in Euros, in Frankfurt, the recent rising £ is yet another added frustration too.

I'm so relived I sold when I did and Marcinkus I hope you get your rightful euro listed shares🤞 best of luck.

Will the rise last? 🤷‍♂️

Capita One sale looks to be good news, saves AH from the need go tap shareholders for the time being. Decent move. CPI will be a smaller business post sale and AH says that's in line with the focused strategy.

No