Member Info for T9Rat

Non share trading day !!

Have you not heard of Stop loss ?

It's widely documented that EZJ want £600 million more than is being offered. Castlelake last offer equated to £4.7 billion. £600 million is an extra 13% on top of that. They are not far apart in real terms from doing a deal. A deal in the middle of that costs them £300 million each. Will either of them pay that price to walk away? EZJ might, not so sure about Castlelake

Still the unknown financial/inflation shock from Iran war, new labour PM is keen on borrowing more money which will lead to hike in Gilts prices spooking the markets. Dividend was reduced last time due to some money pivoting to shareholder buyback, which changes the reason for buying slightly (not so attractive divi wise) Shortage of good skilled labour in building world. The whole sector is depressed, look at Vistry reducing prices by up to £100k? Dress it up any way they want, but the optics of that price cut should send alarm bells to anyone holding shares in house builders. I held this share for a while and have always targeted it for divi, but now is just too unpredictable. There is a lot of upside here, just not sure when it will happen. Current government sets a target for housebuilding that no government has met in the past 25yrs. Only ray of sunshine is not looks like the current buying process in England is going to be shaken up a little

This share is hard work, easier mint to be made elsewhere, the whole sector is suffering , not gonna turn around in the short term

It never amazes me that people don’t seem to realise the time to buy or sell is purely driven by individual circumstances. Every investor is different with different needs, wants, thoughts etc . There is no size that fits all

Isn’t it 0.05 euros ?

Good spot !’

What’s the risk rating on SDIP ?

Castlelake will have war-gamed all of the scenario's, they will be ready for all eventualities, peace deal, no peace deal, oil shock, hostile bidder, white knight etc, they will know exactly what they are doing

Barclays raising their price to £5.70

UAL up 9% on latest trumpian promises, if he can keep his mouth shut could be a good day tomorrow

Indeed I am, thanks for noticing

Nice light hearted distraction though 😀😀

Majority owner of BlueCo is Clearlake Capital

On a less serious note , if the takeover is successful, Clearlake will own EasyJet, as well as Chelsea football club. Does this mean they will change their shirt colour to Orange and use EasyJet for away matches 😀😀

US has lifted sanctions on Iranian Crude

"Just in time" economics in play here, the lower the inventory of jet fuel an airline has, the lower the cost of storing it, same in other industries, particularly vehicle component manufacturing

Chances are Zero, competition authorities would never allow it 😀

£52 million buys a lot more shares when they are priced at sub £1 than it does when they are plus £1.10 😀😀

Have to echo this, share price has bombed every time in the past two years when full Or half year results have been announced . Couple this with a reduction in the divi compared to this time last year ( and let’s face it, it’s a miserly divi) there is nothing attractive about this SP now. Add in the fragility linked to geopolitics , this is now one to avoid