Member Info for Thumper1127

@Trev21. I was going to post earlier in defence of you. Although you and I have had very few exchanges, I did go and check some of your posting history and just found a PI who has posted sensible views, very often caveating them with an admission of limited knowledge in that particular area, and seeking advice/views from others. That’s exactly what a BB should be about. I’ve learned loads in the three years or so I’ve been here (and had some laughs as well). I cringe sometimes at some exchanges on here, often like petulant teenagers on social media. There’s no need for it.

I hope you made a nice profit. I’m staying in for the long term (although may cash in on the top ups I’ve done of late which went beyond what I aimed to hold). If the bid does not materialise, or fails, there is no doubt the SP will drop but I don’t think to anywhere near recent lows; this bid business has at least served to expose some underlying “value” in the company. If it does fall, perhaps consider reinvesting some of your profit from selling back into EZJ for the medium term? IMO this is a good business.

Best wishes.

@Osaka. I agree re the pessimists. I’m an optimist, I just happen to carry a raincoat (Harold Wilson I believe).

GLA

@Trev21. As others have posted, no problem using AI provided, IMO, you scrutinise what it returns and challenge it at times. I was using it a while back to validate some EZJ research I was doing; a few bits didn’t look right (financial year related info) and I challenged it. It went off and returned the correct figures together with an explanation of where it had got it wrong. On occasions I put the same question/scenario to two different AI engines and compare results.

AI is fantastic but with everything I don’t take the results at face value in certain situations.

GLA

@Trev21. I saw them in Manchester, 2007 on their European tour. If you are interested take a look at the finale of the tour, When In Rome.

Talking of Italy, and the two new EZJ bases, I posted the figures for Rome for last Sunday. I’m doing the same for Milan Linate for this Sunday and will post in due course. I’m interested, following an earlier post a while back, to see how the investment is going; too much coverage of the “loss” in starting up, not enough about progress.

GLA

@Primetime51. Not Butlins again surely?!! Minehead or Bognor this year? Hope the park bench, sorry, house move goes well and without too much stress. I’m just waiting to exchange contracts on my new hole in the ground; this one comes complete with tarpaulin and an en-suite bucket.

Enjoy!

@Primetime51. Good evening. One for you!

https://youtu.be/kbIpf_TMuR4?si=B3hH8cJo8u4Ulplh

I was away for a few hours and then looked, expecting pretty much a stalemate in the 500 tug o’war but see there is a nice lift.

GLA, especially LTHs who have kept the faith.

@max_run. Morning. Perhaps they have the latest upsell: easyCommode!

@Normanbar. Yes it is. As I say, it’s one for the bottom drawer, speculative on my part.

This is like a tug o’war around 500!

@Normanbar. This has been mentioned before. About 18 months ago I took a small (sub £1k) punt on ENSI as a possible future flyer (they specialise in chips for the space industry). What I call a bottom drawer investment, put it away and forget for a year or so. I got in at 59p. Thought it was a write off months later. Have a look at the 6 months chart and have a guess when they started to list in the US!

No, I’m not ramping it btw.

Yes, it has been a great community effort. We all bring our own bits to the table as it were but, when it is all civilised and constructive, the sum of the parts is great that the sum of the whole. Long it continue.

Have good evenings all, let’s see what tomorrow brings.

Time for a little “fruit juice” now for me…

@Stille. I wholeheartedly agree with your comment re @smiffyBlok85 postings. Enlightening for me as well as postings by some others over the last few days. I’m but a humble tea boy in the scheme of things but I’m learning loads!

@Patsyc. If there is a bid at 600 the board should waste at least 2 minutes considering and reject it outright.

@Savage_KeyboardR. I come in peace as always but need to push back on the 5 “darts” you threw earlier:

Dart 1 - you may have a point but it is not reflective of the underlying value.

Darts 2 and 3. Too speculative and not easyJet specific. If those conditions do prevail then they will affect more than just easyJet. And I’d never rely on a single month’s GDP figures, far too granular (wasn’t it plus 0.7% the previous month?). Quarterly or preferably 3 month moving average is a better measure.

Dart 4. It seems that is based purely on your opinion. And it doesn’t stand up to scrutiny, let’s dig deeper…

From ChatGPT:

If you use easyJet’s own customer satisfaction KPI (the measure it reports in its annual reports), the trend over the last four reported years has been:

Financial Year Customer Satisfaction

2022 73%

2023 73%

2024 76%

2025 80%

What the numbers show

* 2022–2023: Satisfaction was relatively flat at 73% as the airline dealt with the operational disruption affecting much of the European aviation industry.

* 2024: Satisfaction improved to 76%, which easyJet attributed to fewer cancellations and better punctuality.

* 2025: Satisfaction rose again to 80%, the highest level reported in several years. easyJet said this reflected investment in the customer experience, a 99% completion rate, and improved on-time performance.

Longer-term context

Looking back a little further, easyJet’s satisfaction score was:

* 74% in 2019

* 75% in 2020

* 75% in 2021

* 73% in 2022–23

* 76% in 2024

* 80% in 2025

So after dipping and stagnating around the low-to-mid 70s, the airline has shown a fairly strong recovery over the last two years.

Independent surveys

Independent surveys don’t always use the same methodology, but they broadly suggest improvement as well. For example, the 2026 Which? airline survey gave easyJet an overall customer score of 67%, up from 61% the year before, making it the highest-scoring of the major UK low-cost carriers surveyed.

Overall, the picture is that easyJet’s customer satisfaction has been steadily improving since 2023, with 2025 being its strongest reported year in at least a decade according to the airline’s own measures.

You mentioned easyJet before in relation to its financial results. It’s worth noting that this improvement in customer satisfaction coincided with a recovery in punctuality and completion rates, which are key drivers of repeat bookings and profitability.

Dart 5. I just can’t understand you mentioning this again. While high oil prices do matter, and will feed through in part to fares and margins, consumers will look at overall price; they simply won’t wait for lower fares specifically related to oil prices. Shall I defer my drive to Pembrokeshire this weekend to see friends in the hope that petrol will be cheaper in a few weeks/months?

I’m going to say in jest “I could choose to agree with you but then we’d both be wrong”! And I mean i

I’ve witnessed, and been subject to, management of this type; management by absolute spreadsheet with an ethos of “the floggings will continue until morale improves”!

@max_run. Really interesting that you mention use of planes in the US. Ages ago the same thought came to me; in the UK “winter” period, could assets be temporarily leased to other parts of the world where demand is greater. It was only a passing thought, I never posted about it or researched the practicality and there are probably too many reasons that it wouldn’t be practical; but it was a thought!

@smiffyBlok85. Just read the whole article in the link you posted. A fascinating read to me, irrespective of any EZJ involvement.

Hi Prime. Any luck with your search for a new girlfriend? I’ve got the Grants round for a chat at the moment so may not see/understand any reply until tomorrow!

What I find most noteworthy

Before the disclosure, Bellew’s name had not featured prominently in media coverage of the Castlelake approach. The Takeover Code filing is the first hard documentary evidence tying a former easyJet executive directly to the bidder’s camp.

So if you’re looking for a tangible Peter Bellew–Castlelake–easyJet link, the strongest fact currently available is:

Peter Bellew is formally disclosed as a person acting in concert with Castlelake in connection with the potential easyJet offer.

That’s a much stronger connection than merely being an ex-easyJet executive.