Member Info for Thumper1127

Let’s hope that this, and the Jet 2 results gives a general lift to the sector. A rising tide and all that.

GLA

@Stille if you are around. I’m off this week so taking the opportunity to re read easyJet Rising. Just as good the second time round!

My occasional update on my local Southampton to Glasgow route.

This is doing very well lately. Sunday was sold out both ways, yesterday was from Southampton. No flight today.

As at 12:00 (ish);

Tomorrow. 185 out of 186 seats sold, 1 at £238

Thursday. 136 out of 156 sold, avail from £173

Friday. 124 out of 156 sold , avail from £275

Saturday. 113 out of 156 sold, avail from £96

Sunday. Sold out! (186 sold)

Monday. 124 out of 156 sold, avail from £159

A snapshot I know, but I find it interesting and encouraging. This seems to be a good earner for EZJ

GLA

Xhita. Likewise, I’m hanging fire at the moment but if it gets into the 482 - 486 range I’ll pick up some more. Last time it hovered around there I did 4 small top ups for my LTH and that’s done me fine.

I just checked and they announced the dividend percentage on 27 November.

In 2024 they paid 10% of PAT which was 4.5p. This year they paid 20% of PAT which was 12.1p. If they increase it to 25% (I think there’s a good chance) then even if flat profits that’s circa 15p. With an uplift in profits perhaps 17p? Pure guesswork for 2026 of course, purely speculation. Can someone confirm my understanding that the dividend percentage was announced in November last year (I may well be wrong)?

GLA

@Xhita. I must have missed that, where did they flag 15 to 20%?

@Xhita. You mention a modest dividend. Unless I’ve missed something the dividend payable in March as a percentage of PAT hasn’t been announced yet. It’s normally announced in November isn’t it? This year it was 20% PAT, wouldn’t be surprised if they upped it to 25% or even higher. Not life changing of course but nice.

Glad to hear about your bookings for the rest of the year. I’d love to know the mechanics of the holiday business (how fares are flexed etc) but no doubt this is commercially sensitive. I still wish they would overtly push the short break market a bit more. The mechanics are the same as holidays of course but it’s a slightly different market to the traditional holiday.

GLA

Not sure if it would be permitted but a solution would be to price the two items in (clear definition of what they can be) and at booking the passenger has the option of removing one or both to get a commensurate discount, take it as it is or even add more (legroom, specific seat, hold luggage etc.). Would the EU then say “you can’t do that, you can’t give passengers the choice of reducing their fare and only buying what they need”! It illustrates how preposterous this is. As long as everything is clear and transparent, with no trip hazards, I don’t see what the issue is.

I went out this afternoon to a lovely little place on the south coast. Popped into a nice pub by the shore, had a pint and then decided I wanted to eat. I had a nice main meal, grilled plaice, new potatoes and salad. Didn’t want a dessert or coffee after so didn’t have to pay for what I didn’t need. The competitive pressure here is a pub nearby who don’t sell real ale and whose food is not as nice (and no cheaper). People vote with their feet and wallets, businesses succeed or fail on their business model, quality and delivery. Perhaps the EU needs a bit of competition. It has a role in sensible regulation but this is venturing into areas it doesn’t need to interfere with.

Another quick update on the Southampton to Glasgow route;

Sunday and Monday - sold out

No flight scheduled Tuesday

Wednesday = £77

Thursday = £303

Friday = £238

Saturday = £47

Sunday = £207

Monday = £181

This route looks to be a real cash cow at times!!!

GLA

@Prime. Yes, his sub 500 and 470 predictions were as reliable as his previous sub 400 one!

GLA -1

Morning all,

Given the Israel/Iran ceasefire and the drop in the price of oil (lower than 12 days ago apparently) the SP must surely rise today?

@Prime. You are welcome to have your dog back if you want although he has developed some bad habits!

I’m still in as a LTH, I’m not trading. However I’ll be watching very closely if it falls to the 480 - 486 range. A while back it kept flirting in this sort of range and there seemed to be support and in due course it rose again. Made 4 small tops at the time, will consider same again if it happens. Currently holding 3400 at 375 so have a good buffer (but not complacent). Would like to get to a holding of 4000 but I’m not doing it at any cost, don’t want to increase my average too much.

Separately, tomorrow’s Southampton to Glasgow is now sold out, today’s currently priced at £193. I suspect there’s quite a bit of traffic post Isle of Wight festival; if that’s the case, should be some nice ancillary luggage revenue.

GLA

Just had a thought. The high fares over this weekend could partly be because of the Isle of Wight festival.

Have good weekends all.

@Prime. I would but that blessed dog bites me if I try to take it off him!

Hi. Been out of circulation for a while. I haven’t done a Southampton to Glasgow fares update for a while so thought I’d do one. It is just a snapshot I do and to keep it simple I just check my app and see how many fares are in green (which generally means they are below £42) or black. The higher the proportion of black the better of course.

For the remaining dates in June there 10 flights and none as green. Indeed today is £253, tomorrow £123, Sunday £155 and Monday £262. Monday 30th is already £199

July

26 flights, no green days at all, 3 days over £100.

August

27 flights, only 6 green. 4 already £100 plus, 5 already £90 plus.

A snapshot I know and a single route. But I find it interesting.

@Savage. True by a very small drop at close. Still 20% up in the last month and miles away from your predictions of sub 400 only recently. Still think it’s going there?!

Onwards and upwards perhaps? Pleased how the SP has not fallen. Seems it is in stasis but it has to move one way or another. Hats off to all who kept the faith; this will come good!!

It does seem stuck in a narrow range! It’s like a line from an old Monty Python sketch “… all of a sudden… nothing happened…”

@Strike123. Re Wizz, I did a small top up when it dropped like it did as that brings my average down to circa 1360. As my horizon is a few years I’m pretty confident that when they are over the engine issues it will bounce back. Profits were down but passenger numbers up with a load factor of about 91% I believe. My exposure is low, only 120 shares, happy to hold. EZJ is my main interest, 3400 at an average of 375 so very happy there. Bring on a third week of a 15p gain and bingo!!!

Well that was a good finish to the week, another 15p rise; 2 weeks in a row. Although there was a bit of fall out from Wizz it was only really a blip and common sense prevailed. I do feel that this is firming up now. 600 must surely be on the near horizon.

GLA