Member Info for Savage_KeyboardR

IMV we should see further closing out of short positions this afternoon - The dip y'day, and this morning, will have been an ideal opportunity for shorters looking for the exit door! DYOR

Thumper1127 - Thanks for asking the question. EZJ is a volume carrier; many bought into EZJ stock on the strong assumption the post-covid bounce would see passenger volumes soar well above their 2019 pre-pandemic levels... trouble is that's not what has happened. It's why ticket prices have had to rise significantly to plug the income gap. Sure, top 5% of household earners are doing great but the other 95% of UK general public are very much underneath austerity conditions. As such, the volume growth those EZJ speculators were banking on just has not materialised and the carrier has squeezed by workforce strikes and input costs on one front, and low to no passenger growth figures on the other.

Conversely, if you look across to other airliners and travel/tourism carriers they appear to be fairing better; they're not anywhere near so volume reliant. Hence their SP's have been more robust. I am invested in SSP Group, it's global and so it's tapping into the big global economic growth engines. Whereas EZJ being Europe focused has the downside of UK + the big EU powers having faired much less well when it comes to the growth and volume figs which carriers like EZJ depend upon to drive up incomes into their coffers. So EZJ was already in difficulty before this Iran crisis kicked off IMV - DYOR.

Guardian are reporting 'Stock markets are too high and set to fall, says Bank of England deputy'. Source: https://www.theguardian.com/business/live/2026/apr/24/stock-market-warning-bank-of-england-deputy-governor-trump-threatens-uk-tariff-business-live

IMV this is nonsense because BoE also worried about elevated inflation. Now we all know if business charges higher prices then it'll book increased revenues. Given BoE is so awful with their forecasts I expect their prediction here to be proven wrong in time. Tbh buying stocks is a superb hedge against inflation, as bumper profits become returned to the investors via Share Buybacks & Divi's. FTSE 250 in particular has already seen low investment levels these past yrs gone by.

Many great buying opportunities across the FTSE 250 index - and esp here with GBG so for me personally I'm gonna keep on snaffling up more and more, as and when! DYOR

Konan100 - Agree with you but the low SP is not solely due to the Iran Vs USA conflict. EZJ was in trouble before that all started IMV - DYOR.

In my opinion (recognising many do not agree) I think we're going to be seeing a USA + Iran deal fairly soon. I imagine the USA blockade will have a far more positive effect on pushing the Iran regime towards a deal than air strikes ever could. Simply as the Iran regime practically has no income anymore; without such it'll be unable to pay its Gov employee wages, and the general Iranian public will become exposed to insane levels of inflation.

I think Trump pivoting to rely on the blockade to do the heavy lifting is a far better strategy; does not have the risks of civilian loss of life, which the air strikes had. The Iran regime likely to implode rapidly should the regime attemp pursuing a 'no deal' pathway.

SSPG has global scale here on its side so I shall continue holding my lot here. In a matter of days/weeks there should be a massive bounce here IMO; once Iran regime does that deal the sanctions will be lifted, engineers will double time repair the conflict damage and by autumn a massive boom will be well underway 📈🤘☀️😎 - DYOR

AimMaster2018 - Nice one on flagging this latest news on the Contract termination. The bit I think is most interesting is where the article says:

"They failed to deliver numerous milestones, including a failure to implement the required IT automation."

That automation bit is what AH has been harping on about relentlessly (along with AI) so if there's a systemic failure to deliver that occurring for CPI then IMV they're in big trouble. DYOR.

Tbh AimMaster2018 right there you have nicely summed up the central issue: "the business is shrinking, in your world, every contract is a problem contract, as each one drop off, you'll be left with no business 😆"

This is literally the core problem for CPI. The leadership strategy of 'squeeze more margin from contract renewals' and 'purge anything non-profit' is not working.

There doesnt appear to be any efforts being made to win large amounts of new business. Without new growth all AH has succeeded doing is locking in decline and asset sales of parts of the business to keep the creditors at bay. The cost cutting rounds have been very expensive too. Difficult to see this business has any kind of future under the Capita banner, ripe for a takeover but cant really see who would want it (competitors can wait it out till it fails?)

DYOR - IMO

Https://www.theguardian.com/business/2026/apr/22/tui-cuts-profit-forecast-iran-war-cost-travel-group

Spillover impact for EZJ SP?

Agree zebbo - EU now talking about implementing emergency contingency measures with regard to jet fuel supply. Plus this appears set to coincide with the busy summer months. Atop are the EU entry/Exit delays too, with workforce & passengers all facing higher costs and having reduced spending power... Such the heat is bound to cause frustrations/tempers to boil over, at multiple moments over the course of the summer. Sure EZJ has deep pockets but the SP rising is dependant on continued post-covid growth; and I just don't reckon there will be much of that about for volume dependant carriers like EZJ. IMO - DYOR

Highlights:

"confirms its trading performance for the year to 31 March 2026 was in-line with market expectations."

"FY26 adjusted operating profit of approximately £67.5 million (FY25: £67.0 million); an operating margin of 23.7%"

"Delivered second-half revenue growth acceleration to mid-single-digits"

"Revenue growth for our core segments of Identity1 and Location accelerated to 6% in the second half of the financial year on a constant currency basis."

"GBG continues to be a highly cash-generative business with a strong balance sheet."

"successful refinancing of our £175 million revolving credit facility in March 2026"

"GBG intends to release its full-year results on Tuesday, 02 June 2026"

A superb update IMV - DYOR ✅️🤘📈

Shorts be getting squeezed! 👍📈🔥

Yes, indeed I can promise that. Albeit, excluding any actions to undertake stock consolidation.

Shorts can wait this one out IMO, to close their positions out once the low 300p area is reached. DYOR - IMO

US and iran signal they will return to Pak-istan for ceasefire talks, officials say

source: https://apnews.com/live/iran-war-israel-trump-04-21-2026

us and iran signal they will return to ****stan for ceasefire talks, officials say

source: https://apnews.com/live/iran-war-israel-trump-04-21-2026

🔥📈☀️😎

Simpiles - its all one big conspiracy isn't it?! 🤣

Or... it's the case CPI is just not worth the £25 a share you think it is 🤣

Reuters apparently reporting a source in Pak-istan saying "Things are moving forward and the talks are on track for tomorrow,"

https://www.reuters.com/world/middle-east/us-positive-iran-deal-talks-still-uncertain-ceasefire-end-nears-2026-04-21/

Don't miss out on the big rise! 📈😎👌☀️ - IMO - DYOR

Yesterday's RNS stated: "total voting rights in the Company will therefore be 233,231,997"...

Back in April 2025 there were pver 252,000,000 in issue so quite a drop in the number of shares in circulation for this stock over past 1yr 👌😎☀️

Borderstothemoon - You did indeed call the top correctly it appears👌👏 - personally I think EZJ will still be having problems once the Iran deal is done. Many factors converging and the stock has been way overbought. 310p-325p remains my guidance IMO - DYOR