Member Info for Savage_KeyboardR

Deflation incoming IMO - Ticket prices will need to fall.

Whilst the right wing press might rate it highly...

Passengers of EZJ have a very different view indeed, with a 53% 1-star rating: https://www.trustpilot.com/review/www.easyjet.com

Thumper1127 - So usually oil would help Squeezy, as falling oil would lower it's core costs. Except EZJ seeing no tangible rise in passenger numbers is now much more reliant on elevated ticket prices. I don't think it'll be able to hold ticket prices high, as consumers become increasingly frustrated with the broadly high prices prevalent in the consumer market.

I guess I just think UK consumers have had enough, and I reckon they're already into the process of restricting the flow on their spending taps - and if they do so en mass then EZJ, and other travel firms, are potentially really going to feel the heat . We got a taste of this with those latest On the Beach figures recently but... I think it's going to get much worse, as taxes get hiked, and whilst monetary policy remains restrictive (it will have to be less restrictive very soon IMO).

I happen to think the scale of consumers 'restricting the flow on their spending taps' is going to catch investors by surprise. Hence why I reckon sub £4 here is only a matter of time.

DYOR - IMO

KGinvest - important to remember there were many open short. Presuming they closed on seeing that broker upgrade, so it drove the price upwards more rapidly than usual I would reckon.

Garonne - Highly doubt there will be a Ukraine deal for 2x reasons. 1. Vlad is still ferociously attacking Kyiv and has shown no intent to seek peace. 2. Ukraine is unlikely to agree to a peace deal, until it has all it's territory back.

As for oil... OPEC looking primed to hike output again - so yep, oil is gonna fall IMO - DYOR

Max_run - Rest assured I'll keep you updated Max, and I'll share my trades when I buy in (if I buy in because the price has to be keen - means many rampers have to have a haircut first).

DYOR - IMO

"Will you be looking to get in?" - Thumper1127 - Good question...

Potentially yup, although I'll only be giving consideration should the SP drop below £3.65p - As I think it may head so low as £3.25, before slowly making a long recovery right through to 2028-29. So, I'm only willing to buy in at the right prices, and frankly this stock has been way over ramped, for far too long a time. There's many other stocks out there which have performed (and will perform) far better than Squeezy.

DYOR - IMO

Super interesting... BoE MCP member Ramsden says "...the labour market continuing to loosen with wage growth normalising and I see that as supporting a continuation of the core disinflation process" - i.e. inflation is beginning to fall and he may switch his vote from 'hold' to 'cut' at the next MCP meeting.

So what does this mean for Squeezy? IMO - I think this means ticket pricing will come under pressure, as consumers begin to expect more reasonable airliner pricing... Should carriers fail to cut their tickets then I reckon consumers will start to cut their travel + leisure spending! Tough times, and a tough winter season lie ahead IMV

Ramsden is backing up what I have been saying on here - so I retain my sub £4 view on EZJ

DYOR

Sub £4 soon... UK GDP figs out tomorrow

DYOR - IMO

MarcusExile - apologies I was using 'old money' SP valuations there... 28p is equivalent to £4.20p. 32p is equivalent to £4.80p - Between those two prices is where I think the fair value for CPI can be found. That's because I'm expecting the FY2025 results to be quite poor, ~£2bn Revenue plus overspending on both the cost cutting programs and AI investment too.

DYOR - IMO

"The UK stock market is dead. Consider Capita ‘s value if it goes international and moves to US markets!

What is there to stop them!" - Posted by Simpiles

CPI already trades internationally lol! - It Doesn't need to move to US stock market to achieve that 😆

CPI is going to be taken private at some point after FY2025 results - probably for roughly 28-32p max a share I reckon

DYOR - IMO

79.4p pls

According to Simpiles... who appears to have taken leave of their senses 🤣🤣🤣

CPI is bloated with far too many staff for the business activity & revenues it's currently netting into the coffers.

£25 a share is seriously delusional!

IMO - DYOR

A 900p price target would put CPI roughly around £1bn market cap I think...

Personally, I don't think that's possible because the business has 34,500 employees (far too many) and is seeing revenues continue to decline YoY (possibly soon the annual revenues may fall again to around about £2bn flat) - as for dreams of FCF... well only via further asset fire sales could that be achieved, which is unsustainable to remain so heavily reliant on selling off parts of the business.

Hypothetically, if the SP were to manage hit 450p+ then the moment that occurs there would be significant motivation for those deeply invested LTH's to commence selling off their holdings - IMO

DYOR

Https://www.pcs.org.uk/news-events/news/pcs-members-mycsp-extend-strike-action-over-representation-dispute

I previously hadn't spotted this bit of news... Ouch! strikes related to CPI's takeover of MyCSP contract got significantly extended back on 12 Sep.

Latest update here: https://www.pcs.org.uk/news-events/news/join-mycsp-megapicket

Russ1983 - classic short squeeze IMO. As AimMaster2018 rightly points out, some shorts closed out last week and then buyers have piled in - presumably with purpose of inflicting pain on those who are clinging onto their open short positions, forcing the shorts to buy stock to close out. Thereby driving the price rapidly upwards. I can only guess there may have been many smaller shorts flying low under the 0.5% declaration level - Hence why I think there could be potential for a £3.40p close today.

DYOR - IMO

AimMaster2018 - tbf on this mornings momentum, potentially this could even close close to £3.40p. Shorts closing and buyers swooping in look to be driving the price up rapidly.

IMO classic ramping prior to tomorrow's GDP figs release... drop tomorrow could be rather savage!

DYOR

Thumper1127 - nice one 👍 - because you've purchased at sensible prices I've no doubt you'll come out of this absolutely fine. I still think EZJ is yet going to spend some time in the Sub £4 zone in the near future though, and thats because it hasn't truly seen passenger growth above 2019 levels yet.

DYOR - IMO

Avocet123 = 🤖 (check their posting history)