RE: Insolvencies Rise22 Sep 2025 15:27
Stupmy - A saliant point there "EZJ is apparently not attracting sustained investment so it's up and down. I guess over time, as long as it maintains or improves it's performance, EZJ will attract more investment".
This gets to the root of why I think EZJ SP has not enjoyed conditions of a steady rise: Sure, ticket prices have been strong, and there's appearance of 'busy' trading. Until one digs into actual numbers, and then it's revealed they're in fact little different to 2019 (more planes, flying similar volumes of ppl) - to be appearing busy, with volumes little changed may be revealing inefficiencies in their operations.
So any lift of the SP then becomes reliant on strong or at least stable forward projections of 'Ticket Prices'. Therein lies the problem, oil falling, elevated bank rates, and global trade barriers going up for UK & EU. I think the speculators allowed themselves to be too easily swayed, by dreams of a bountiful massive and unrelenting 'post-covid bounce back'!
Sadly, I think few stopped for a moment - to consider how things might feel from the consumer POV - rocketing tickets, jam packed and stressful travel, rising bills, and lacklustre pay rewards (for the average worker). Sufficient numbers of consumers have now begun to question those eternally rising ticket prices - for some they might even be concluding the stresses of the travel and high prices just aren't worth it. IMV that's demonstrated by the demand having levelled out, possibly even trimming.
FWIW I think longer term there will be decent travel figures. I just don't think there will be above pre-pandemic volumes until 2027 and beyond.
Sub £4 for EZJ is looking highly likely - those who overbought may be looking at quite painful losses.
DYOR - IMO
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