Member Info for Xhita

Costa del Sol 4 hotels and Malta 3. Flights into Málaga and MIA.

I travel between the two every week and have to fly ryanair to Sevilla or it's a stopover. This is an example of how ryanair pick up business despite being terrible. The Malta Sevilla flight is never full.

It's important to understand the dynamic. Last year 4% of easyjet seats were easyJet holidays seats. Jet2 it's 70%. easyJet holidays has huge growth potential

I think that ryanair could be run much better by someone else. O'Leary is a liability and they have done well despite that. People have tolerated him and travel on air-pikey only when they absolutely have no choice which is often.

I think that choice is coming. The DIY holiday markets days are numbered. The flexible package holiday revolution is gaining volume. It's cheaper and more flexible than DIY including transfers and luggage. easyJet first an airline with a dense schedule are uniquely placed to deliver.

Hoteliers love it as arrivals are staggered With multiple flights every day they use it to backfill gaps.

I really like the business model. It's not the only holiday company that I deal with but I have many more easyjet guests than Jet2.

Ryanair are adding 8 seats per aircraft.

easyJet are adding 66 on 319 to 321 swaps.

This is a game changer to the profit margin

By 2033 new aircraft will be old, like easyJet they have projections however easyJet will receive their aircraft and ryanair won't. easyJet have purpose in replacing theirs but have stated that if any deliveries are rescheduled they can continue to operate their existing fleet.

The fact remains that ryanair are adding aircraft to add seats and easyjet are not. They are increasing capacity by adding larger more efficient aircraft.

You have to remember that ryanair are swapping out their fleet. Like easyJet they will end up with a few more aircraft but most will just be replacing the 737-800 many of which are 10+ years old.

easyJet are doing something much smarter. They are replacing small 319 with larger but more efficient aircraft. More seats less costs. It means that they increase capacity massively whilst adding aircraft modestly.

O'Leary is not an astute business man. If he was people wouldn't hate him and his company.

Sunnyd exactly.

It will go a lot higher. This current situation is nonsense. Ryanair are in minor difficulty and won't hit their targets this year. easyJet will and Ryanair are one of the victims of that. easyJet will increase market share this year.

In this quarter easyJet will make around £250m profit as they ramp up into summer.

Jet fuel prices are very stable, the summer looks set for a substantial increase on last year. H2 set for £1bn profit with the main driver being the holiday business.

Fundamentally the easyJet situation should have this well above £6 right now. I just see it as an organised run on the shares and gamblers jump on the back of that. The scenario is exactly the same as October 23. Good performance, good results and the share price crushed by 90p. I hope nobody thinks that this is an organic process. Big money plays with us small investors.

I just see it as a gift and I have added £44000 on the way down. It's how it is like it or not. It won't break easyJet just those who take the loss.

Keep it real and don't get sucked in. easyJet fundamentally are very strong.

Q3 will produce a profit of £250-340m in my opinion Q4 £640-£750m. The split is a bit fluid on holiday times

This year assuming that there's disruption similar to last year H2 will produce around £1bn profit with £750m of that coming from Q4. That will produce a profit around £650m for the year and a 20% of £650m dividend pot.

EasyJet will always make a winter loss, they are scaled for the summer where H2 will reach £1bn profit this year up from £850m last year.

Rising fuel costs. Are they, looks like the price of jet fuel is reducing and they can expect a much lower hedge moving forward.

Load factor decline. Hardly significant given the average seat prices.

Exchange rate largely hedged and the same for all European airlines.

Any more nonsense

Therealdeal. You are joking right.

"They were expecting between 340 and 360 million. They hit mid range. That's not spectacular"

That's the guidance from the post period business update. The hit exactly the middle which shows a good grip on the figures. H1 performance was well above 23 and they are performing well ahead for the summer three quarters of the summer capacity is sold in May, that's unheard of.

Bank of America or Merrill Lynch as they are forecasts profit this year at £645m. Increasing the market share between 5-10% mainly from converting diy holiday buyers into package consumers.

This is definitely hitting ryanair and Jet2. We also need to remember that last year just 4% of the seats were easyJet holidays and they made 25% of the profit. This year it will be around 6%. Jet2 has around 70% of it's capacity for the holidays. It's easy to see where the uplift will come from.

Reading that article the analyst doesn't have a clue about easyjet. The Berlin loss?? Wasn't that 2022. Full year results on Thursday?? H1. Buying Alitalia ??? wasn't that before covid.

They have already said that they intend to make a 20% of the profit dividend on this financial year.

Whilst dividends are nice clearing up the remaining debt is also important. I think that 20% is achievable, fair and realistic. That should be around 10p a share. Obviously we look for more in the future

Yes I wouldn't be surprised to see £6 this week. It's just stupid cheap

I think that if it was £6 most people would be massively disappointed. Super results. The summer season promises to deliver massive profits.

H1 loss is inevitable as the fleet and staffing are optimised for the summer and inefficient for the winter. H2 will produce massive profit.

easyJet holidays continues to exceed expectations even in the winter period. It could easily overtake the airline profitability in the next few years. Still only a tiny percentage of capacity will be in the holiday business.

We are seeing a longer summer season this year as people learn climate change lessons and holiday earlier and later for the best weather.

Tomorrow I expect a reduced H1 lose. Down by around $70m, around $340m. I hope that Q3 is booked beyond 75% and Q4 around 40%.

easyJet holidays H1 I would like to see revenue double on H1 23.

I think that we'll see a strong increased yield per seat.

It's important that Easyjet is positioned for the summer. The press coverage says that they are.

It makes perfect sense to cut out the rot now with the Israel routes and come back after the summer. They will redeploy the aircraft and crew to the summer season and add extra capacity.

A wait and see approach would have stopped them adding capacity to the maxed out summer routes. Regional to regional they can add quickly.

Costa del sol is set for record numbers this year. Málaga airport has more flights north to south than ever and Alicante has extra capacity this year.

We have received zero cancellation or enquiries relating to the Israeli aggression. I think people are just over it already.

If they do anything it's unlikely to be in the next few weeks.