Member Info for Stille

Next 10 days miserable.
I predict spike in short breaks.

Allen and Overy
So not really about eggs!
Anyway, as they say…

You got to break a few eggs to make an omelette

Going to be very funny reporting in on trades tomorrow….

Ben
Loving the livery

I am wondering about increase of flights to Ibiza 2024? Accommodation is already very tight.
Maybe Tui going to build a few more hotels?
Maybe I go back into Heidelberg Cement
Haha
:)

Cool. I like you doing my homework for me!

3 things to bear in mind whilst doing calcs:

No way German govt was going to overcharge interest to a national treasure
EZJ fall coincided with ‘cretinomics’
EZJ fall was when we all nervously waiting for next covid spike (was a big wave not a spike in the end)

Off to gym. The stock market can do one for 2 days
Except obvs keep an eye on
Lang and schwarz

:)

Ps
Moody’s b3 outlook positive dec 2022
S&Poors b minus ‘credit watch positive’ feb 2023

No idea what it means btw and no idea how to get up to date ratings…in next few weeks I imagine

Morning C26

It’s maybe more interesting to compare TUI with EZJ…
EZJ did their raise at 410p and stock fell…
Lundgren sorted out the debt mid pandemic and now things looking very stable.
.2bn net debt is ok as at end March and significantly better than Tui.
I agree everyone should buy with extreme caution.

@Prime
Really quite happy with ezj performance
Have a lovely weekend

I feel sure UK will have a worse recession than EU and many people will go on cheaper holidays but Tui Europe customers will cough up whatever is required to get family holiday in. I bought 25% of my planned investment this morning, rather than waiting til Monday. We shall see.

Back in the 90s when I knew the exact price of all family holidays in peak season the reasoning was this:
Had a fab year - go to Forte village - where they actually dry off your skis before you strap in
Had an ok year - go Mark Warner - guaranteed fun
Just about managing - go First Choice
Skint - day trips to Margate

So there’s a bit of recalibration going on here. People will prioritise holidays. Tui has definitely moved upmarket. Have they gone too far?

I’m really grateful for the financial people here - in the end you go with your gut. Am literally not sure whether to wait for Tui to drop or just stick the waiting 20k into EZJ where I have absolute faith in a slow and orderly rise. Tui has more potential upside. Totally undecided.

May just go back to cement/munitions/pharma

Take a look where it is in Germany - about 5% down.

This is just opinion ok?
Think stock will fanny around with CPI and general fear of 24th etc….
If goes anywhere near 5£ am going in hard and expect will not be alone.
GLA

Simon

This is exactly what we do……report in, friends, family, whatever! My children aren’t allowed to even buckle up until the empty seat count is logged! Hope it was a great holiday :)

@Prime
Sorry just seen your request been out all day
Hope no paywall

https://www.thetimes.co.uk/article/easyjet-is-facing-turbulence-over-higher-fares-k3zt306kq

C26
Funniest post seen all day…bravo!

Bit of a side issue/off topic….
How do you get to Frankfurt on EZJ from London. You can’t. Lufthansa and BA got that stitched up.
Can’t find anything cheaper than £250 for sensible o’clock departures..
EZY can grow organically by picking up routes.
Go Jo!

MikeSOS

Much disagreement around kitchen table today. Think the baby will be over £7 mid May.
But frankly I’d had enough stress. Now am out am sure she’ll move up quicker.
The boyfriend was begging me not to sell.
GL and see you on 24th!

@Prime

Germany looks ok
https://www.tradegate.de/orderbuch.php?lang=en&isin=GB00B7KR2P84

When last looked that’s 520.8p

Have a nice evening :)

3 sessions of hell. 70£ profit. Pathetic.
Be back with you when games are over
GL

?

But that’s not up to date shorts (end last week?)