Member Info for Stille

Imo we don’t need to worry about last month of Q4….Newhaven to Dieppe ferry pretty much sold out all weekends in august. Trip to Porto outside my demand curve…those without children will be booking everything moving in September

After Paris terrorist attack (2015?) ezj tanked and finished the day 10% up. We shall see….

Think I got lucky at open 495p….wait and see what impression Kenton gives on TV

German MMs have this between 530 and 535p - a bit on the cheap side!

It’s EZJ Q3

Two words: Dry Powder

😂

So many synergies between Wizz and EZJ. Both with fingers in the dyke! Ezj has moral high ground because refusing to fly to TLV. If Jo was not deeply retired and on supervisory board at TUI things would be a lot different. I hope Varadi learnt a few lessons on good conduct/manners from his failed attempt to buy ezj for paper….he has been shameful and now he’s starting to dig himself out of the sh#t…hopefully a damascene moment for him

EZJ bought up most of landing slots Lisbon and Porto, without buying equity. Think was 2/3 years ago. Smart!

Do not mention germanwings! Please! Gives me panic attacks…

You forgot Airbus are supplying EZJ a lot faster than Ryanair will ever get their Boeings. Fleet age accepted!

You getting funds together to buy ezj tomorrow? Fab results coming and -5% on sp? SEN not a problem….silly private jet 12m long blew up…ezj had all their passengers rerouted and informed in good time and good order to best of my knowledge

Excellent question @Frank6…. Always worth remembering WSJ like to ramp/deramp US quoted stock.

Wizz comments are oftenUK centric. Meanwhile there are Albanians/Romanians happily flying in/out of Italy. Wizz is the workhorse…charming cabin crew etc

L&Schwarz MMs seem to have open at between 1016 and 1033. We wait and see…

*noughties…now it’s me who can’t spell 😂

I found it impossible to get UK staff who were gorgeous and prepared to work their butts off…with exception of gap year kids…keen to do overtime

B777

On a trip to Cape Verde winter 2022 I saw a plane full of tourists getting on to a LOT flight. Heaving! The CEE woke up long ago. The only CEE residents left in UK are those who arrived in the naughties and now have school age children and/or thriving businesses. The girls I employed, mostly from Czech and Poland were always flying off on holiday. It’s not a new phenomenon….it is a growth market.

Pogo

You can’t spell properly. I don’t know why you are here.

No worries Gary! No sales until I feel like it

Sitting on lucky number of stock 😂

*Ukraine

From New York Times:

Trump announced arms for Ukraine and a deadline for Putin

President Trump said yesterday that the U.S. would help Europe send more weapons to Ukraine and warned Russia that it would be hit by “very severe tariffs” if there was no peace deal in 50 days.

The threat of tariffs is unlikely to have much of an impact — Russia sells little to the U.S. — but Trump also threatened to impose secondary sanctions, which are penalties imposed on other countries or parties that trade with nations under sanctions.

Trump made his remarks during a meeting with NATO’s secretary general, Mark Rutte, who has been coordinating efforts to send more weapons to Ukraine. Under the arrangement, NATO would buy U.S. weapons, including more advanced Patriot missile defense batteries, and pass them to Kyiv. The news was greeted with only cautious optimism by military analysts and officers in Kyiv, for whom the fickleness of the Trump administration remains a concern.

Quotable: Trump said he was “disappointed” in President Vladimir Putin. “My conversations with him are very pleasant, and then the missiles go off at night,” he said.

Analysis: Trump seems to be adopting an approach toward Russia that looks much like that of his predecessor: arming the Ukrainians. But there is reason to doubt that he will stick with it, my colleagues David Sanger and Maggie Haberman write.

Go to top of the class B777…A* for you!

We also finally have Trump supporting Ukra