Member Info for Savage_KeyboardR

*Great work robertgleed - So given Inflation is running at 6.7% your gain is equivalent to minus 1.7%

Great work robertgleed - So given Inflation is running at 6.7% you're gain is equivalent to minus 1.7%

Affmaead - I'm unsure if we'll quite see £3.5... (ECB decision later on this week, plus BoE/Fed decisions next week - all likely rate holds bar the USA)... Then many companies bound to be reporting soaring revenues, ahead of Tui sprint to Dec annual results!

I've finally taken the plunge and bought up another tranche, SP hit a sweet spot for me mathematically. Accepting there may be further drops on global volatility I'm nonetheless happy with this latest buy, as I can weather any further short term dips.

Much appreciated Diceman, cheers. It is challenging to sort the trolls from the legit so I do understand. Though I may pivot from optimist to pessimist and back again I try to do so based upon reading a range of evidence out there to back up any claims I make. Out of interest how do you see these next few weeks playing out?

Looks to be finding support around 396-400p this morning... will that hold right through until market close today?

~320p this week looks pretty likely now. Floor price could be not much lower than ~290p? But possibly no lower than 300p...

Where do you see the SP heading this week 007? I'm thinking around 382p, perhaps...

Affmaead - another unhinged over-reaction there I think... This is a discussion board for opinions and I'm not part of some conspiracy to drive the price down, just conveying my view of where the SP is likely to head and my opinion behind why. Perhaps you have some sources you could share and some opinions on why you think EZJ might rally, and your view on what level it could rise up to?

Reminder of my comments: "pension funds and other big scale investors have zero motive to hold this throughout entire 3months ahead (plus risk of SP falling has increased for investors too, I.e. EZJ announcing big spending on planes and recent global events)... so I think EZJ is set to fall steeply... perhaps down to 320p and below?"

- My view hasn't changed from when I recently posted this. Caveat being I think EZJ represents mid-long term value at these current prices, it's a great time to snap up a share of the future bounty from the booming travel sector. Providing you can stomach the SP turbulence and low rate Divi's too:

Analysis suggests 2023 Divi could be around 4.4p and 2024 forecast is 18.7p. Link to one source (Note scroll down to section titled "What is the Dividend Forecast for easyJet Shares?": https://investingreviews.co.uk/stock-analysis/easyjet-shares/

20th Oct RNS's due out on:

UK Public Sector Net Borrowing

UK Retail Sales

Trading update for InterContinental Hotels

Some good insights to be gleaned from these three I think!

Biskit - I think you're absolutely correct on long term hold however, this is about to move sharply upwards imo for several reasons... Incoming revenues are inevitably swelling and making it easy to service debts. BT is seen as a safe equity, a healthy and stable divi return, plus it's deeply embedded culturally as well as it's infrastructure. These past years big investors have chased bigger returns in start ups/crypto etc... I think a trend of buying up safe and stable assets is about to begin, as large funds seek to re-evaluate exposure and shield themselves from risks.

Beo1 - Looking over data out there on EPS forecasts I've taken the averaged current estimates which look to be as follows: 2023 - 48.15p / 2024 - 56.12p

Beo1 - My Error there, of course they're different! I'll go grab me a coffee as clearly I'm in need of one

Max_run - You stated "It's not long until Nov 28th. Earnings Per share consensus is 89p. 89p per share." - Can you please explain how you derived this divi price? I ask because analysis elsewhere suggests 2023 could be around 4.4p and 2024 forecast is 18.7p. Here's a link to one source (Note scroll down to section titled "What is the Dividend Forecast for easyJet Shares?":

https://investingreviews.co.uk/stock-analysis/easyjet-shares/

Given other sites appear to agree with this forecast, or are very close to it, I just cannot see where you derived the 89p from? - Do you have a source?

ATrades - Interesting question you raise here... Tui's debts are something around ~2bn Euros from recollection and I think that'll prove to be manageable due to soaring growth in Revenues... Many in the media parrot an overly simplistic set of logic when it comes to income and debts... i.e. the message goes a bit like this... Work hard and save up before buying the finer things and then you'll always do just fine and dandy!

Except often this isn't true at all, particularly during times of elevated inflation because inflation serves to gobble up debt very nicely indeed. When inflation is high it's not always a bad thing to be starting out in debt, that is providing you can service the debts with new revenue flowing into the coffers. Some companies with fairly hefty debts are going to also be some of the largest net beneficiaries of the current situation... So long as they have a sound business model underneath the bonnet, which I think both EZJ and TUI both have. IMO the businesses encountering difficulties right now are those with big debts and a broken business model... i.e. impossible to raise prices and raise incoming revenue to pay off/service existing debts.

IMO that's what we're seeing, a rebalancing of the economy of many Western countries. Very different from the full blown economic crisis with widespread contagion and recession which the media has been warning about. Just my opinions and perhaps I'll be wrong?

For record I never claimed TUI is somehow in a better position, their update is in Dec and we have no idea what's in the frame for the yr end update yet, no indication on Divi's has been shared by the TUI board. With TUI having a larger market share it'll inevitably benefit from the travel boom too. Yes, TUI SP also suffering on the current market turbulence, no doubt also because big investors are re-evaluating their perceived risks and exposure levels too. Look I'm just sharing my analysis of the situation and by all means feel free to put a counter opinion on the table but... your resort to insults just makes you seem a tad unhinged. Mid term EZJ has decent prospect, as whole travel sector does imo. Hopefully the comapny boards share some of the bounty out to their investors!

Bigjock36 - I'm invested in TUI so keen to see airlines do well here, including EZJ - having flown EZJ before I like them, decent service and good price. However this is a discussion board for opinions and I'm just stating my view of why I think there's current weakness in the EZJ SP - Despite the EZJ board divi update the cash will keep on rolling into the EZJ coffers (buoyed by elevated inflation), as it will do for all airliners because travel is booming right now. EZJ is still a good investment, just less so in the immediate short term imo.

Krakenoil - "I'll let them pay me a nice dividend while I wait." - I think this is precisely where the problem lies (in respect of recent sell of since EZJ trading update). As for pension funds and other large investors this latest update suggested Divi (TBC in Nov) would be somewhat 'tuppenny-ha'penny'... Given many big investors will have been re-evaluating their perceived risks and their exposure levels too I think it's reasonable to make the case the EZJ board made an error. Arguably could have been better had they landed these record results and then made no mention of potential Divi rates until the Nov announcement? Unfortunately, I think EZJ has further to fall yet.

Nice work trading around this ongoing market turbulence Stupmy - I've continued to hold my lot... I opted to hold back from purchasing another tranche at these low prices, not because I don't think there's good value to be had here but to manage my risk. I agree, many other opportunities out there right now, I happen to think this is why EZJ has suffered since their results (because their board made the choice to poorly reward their investors, their investors can find better rewards elsewhere right now and I think they voted with their feet!) - I plan on buying up another few TUI tranches but total volumes and timing is a complete unknown right now. Given TUI tends to sell off PM on Weds/Thurs (a trend present since the RI) we should soon get an indication of the scale of the next dip... Not long now until Dec results now! Seeing the 6.7% inflation figs released today I think we'll end up being very pleasantly surprised!... Reminder of expectations: "TUI reconfirms expectations to increase underlying EBIT2 significantly for both Q4 2023 and also for FY 2023 against FY 2022"