Member Info for Stille

Think Toto holding was beneath the 3%
Not sure - ask C26
Happy holidays

Ozzie

Never crossed my mind IAG could have audacity to make move on EZJ. They hardly in a position?

Did you hear Danny Blanchflower yesterday? He’s absolutely spitting over the mini budget.
Yes, 10% correction in housing market nailed on.
Am not sure it’s even cool to own an Aston anymore.
But the Saudi police will probably buy….I dunno…that’s if AML can get the missing parts.

Time will tell. Wizz v ambitious outfit.

Just opinion:
RYA not a good fit with EZJ.
Wizz and Ezj may be very good fit because they both Airbus.
We seen Stelios backing down and allowing Jo and board to handle this.
Am pretty confident EZJ going to survive and thrive and not get swallowed up.
Otoh your comment about interest from US given cable rate is very valid.

On other topic: where we are GBP.EUR….at 1.12 is roughly average of post Brexit so do not see big effect.

And a very good morning to you too, C26

Am digging into memory bank here. On reflection Toto’s net worth was estimated at 40m at time of his investment (matters little if was USD/GBP/EUR as it now turns out). The noises he was making May 2020 indicated he was going in big. So on reflection I do not how big that investment was. The consensus on this bb was he probably got out when he’d doubled his money.

Keep up the good work…everyone here can rely on your accuracy…even if you never see intangible positives.

AUM last reported 457m USD. Largest short (2%). Nearly 50m USD exposure in EZJ.
In last few days he has started to close wizz short. Maybe he’s getting twitchy.

:)

On a ceteris paribus basis this ‘should’ be around this level. 4x103 plus 1x335 blablabla

Expecting IAG to fall off a cliff this morning and try and take EZJ with it.
On positive oil down….on positive Euro receipts much bigger than GBP.

Been laughing about C26 comment all weekend!
1.035 v USD
Oops

Avocet

As a lot of people come here to see what everyone else is ‘doing’ am telling board straight….my current in price is 354p so am not best pleased I completely missed the bottom. We shall see.

Bang on Xenor

Kitchens and holidays (and shower gel) will always win.
Cornwall can do one.

SONIA took over from LIBOR?
Good job C26 here for instruction.
Thanks
#generationeasyjet

Otoh…maybe wizz is worth a go?
Ezj have plenty of slots in Baltic states…ppl are voting with their feet…
Why not fly to London and book a house in Canaries til end of war?

Get an airplane into Moscow…..4K€ per seat one way :)

Aha! Welcome C26….your work is done on AML (!)

Am sticking with ezj as there’s every prospect of return to profit and a great big orange future….if am wrong, am wrong X

Well done for just saying :)

A bit stupid.

DM

Think most here would agree Toto was out a long time ago. He invested 40m from memory and probably doubled his money? Think some of your maths is wrong but feel sure C26 will put you straight!

Trying to get a date in diary for Saturday lunch in October….
One couple can’t do 2 weekends because they’re in Barcelona…another can’t do another weekend (in LA) and I can’t do last weekend (in Stockholm)…. Now the floodgates are opening…we all between 59 and 64 y/o and now we jabbed or about to be, there is no amount of inflation which is going to stop us flying.