Member Info for TrojanHorse

That is misleading Savage. Very different industries with different competition. Can you confirm whether you have a position (long or short) in easyJet? Thanks

The Aviation Industry Awards have nothing to do with “the right wing press” they are industry voted awards.

Https://www.thetimes.com/static/aviation-industry-awards-uk-2025/

Ryanair Buy rating from JPM —> €30 (25% upside). How confusing.

https://uk.marketscreener.com/news/ryanair-hldgs-gets-a-buy-rating-from-jp-morgan-ce7d58d2df8af22c

It’s actually a theory explained by the well respected Ian King (formally the Times, Sky news and now CNBC), well worth a read https://www.cnbc.com/amp/2025/09/10/holiday-stocks-still-come-with-baggage-cnbcs-uk-exchange-newsletter.html

Incidentally some reasonably good broker targets updates this week from Peel hunt and Jefferies as well as an article by Forbes. https://www.forbes.com/sites/johnchoong-1/2025/09/22/easyjet-share-price-at-455p-down-but-not-out/

EasyJet holidays is growing very quickly, at the expense of…?

Good stuff!

Stumpy yes, the swearing bot is a pain if you hold shares in babco ck.

There are always opposing views, JPM recent view opposes UBSs but the market cap now is well below both estimates. If easyJet was flying high in the £8+ bracket then based on historic data you could argue headwinds are more a downside risk, but it’s not, it’s almost at pandemic levels despite a good recent quarter/year and (bar a strike or two) meeting expectations.

You may be right and the share price continues to fall but there is a certain asset value including planes, airport slots, facilities and branding which start to come into play. Also note how JPM reduced their price target from £7–>6.70 in July, that really wasn’t long ago and not too much has changed since.

if any share price movement was predictable then you’d be drinking mai tai ****tails on copacabana beach right now.

Are we at the panic, capitulation or despondency stage of the cycle?

Could be true, although the close period is 30 days prior to results which are end of Nov.

Some director buys would be nice to see right now.

The same analyst keeps his buy rating on Ryanair, JET2 and IAG, difficult to understand.

Another interview, they don’t seem to be particularly concerned about demand https://travelweekly.co.uk/news/tui-and-easyjet-holidays-have-no-plans-to-revise-winter-capacity

I was reading this interview today, it doesn’t sound like Kenton Jarvis is too concerned at the moment https://www.key.aero/article/easyjet-targets-slots-not-takeovers

The share price will recover, baring a black swan it’s cyclical.

Funny seeing a £7.50 buy price target put on this today from UBS, when was it last above £6 let alone £7!

Am I mistaken in believing their only rights issue was during the pandemic? If so there’s some rationale behind that, I recall the likes of Rolls Royce, carnival,IAG, being on third knees during that period.

Also agree, although I would like companies to pay off debt than buyback shares. Makes them a safer investment imo.

Agreed Xhita, although Jet2 still has a market cap ranging at an all time high following very good revenue growth, that’s not the case for easyJet whose revenue is back to record levels but market cap lagging well behind despite the promise of healthy profits. Both are good companies.