Member Info for Xhita

Unfortunately it's not ignorance I have spent a good amount of the last 10 years in Israel. There is definitely segregation and discrimination. I have seen it and experienced it. I am a US citizen and I have friends from both sides and I don't support either government.

In the last 2 years I have seen Israel change. Freedom for everyone has been restricted but particularly for certain people

You may not feel comfortable with it, I am not but it's my experience. If yours is different that's fine.

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Imagine if you will. A situation from the UK near past.

The IRA perpetrate yet another atrocity killing innocent people. The British government start aerial bombing catholic areas of Belfast hoping to kill a few IRA terrorists. Imagine the mentality. Bombing a hospital or a school because they think that a terrorist may be inside.

Yes Hamas aren't the IRA but it's not an unrealistic parallel given the passage of time.

Add to that the protestant population of Belfast weren't illegally occupying White Rock or Falls Park trying to force the Catholic families out.

Queuing in the supermarkets the protestants didn't go to the front of the queue leaving the Catholics to wait in line.

I am not with one side or another just saying how I see it.

EasyJet has many weekly flights to Israel. Mostly sold out and the average price is over £400 a seat bare fare from the UK. 5 flights a week from Luton mostly sold out. What there is end of April is £500 bare fare.

Berlin 2 flights a week, Basel 1.

The full Israel schedule starts again end of the summer with Manchester and all the other routes pre the recent troubles.

It would be good to see a mature smart Israel but I suspect that we haven't heard the last of this.

It has clearly drawn a line under whether it's acceptable to murder others on foreign soil. There's no winner here and the clear losers are the 36000 dead many of whom were children. 75000 wounded with little chance of medical care.

Whilst the world queues up to condemn Iran maybe someone should think about what Israel has done in Gaza.

Just my view.

Ex Dividend date 22 February. It's extremely modest but is flagged to double by percentage on the current year and given the increased profit potential it becomes a decent proposition on dividend return.

This years payment is about doing something as a start.

I feel very positive and this is a long term hold for me.

Looks like a very good set of results. Summer ahead on volume and pricing. Strong Q1 at easyJet holidays supports strong growth this year. We'll see a much higher percentage of seats filled from the holidays sector improving the overall revenue massively.

A Q1 loss is inevitable; easyjet like others are scaled for the bulk summer period and that idle capacity in winter will always produce a loss. Clearly the middle east impact was minimal and November onwards produced + performance.

Easyjet look very strong.

I don't think that the flow is anywhere near done yet. It ebbs a bit here but don't be fooled the tide is strong. Easyjet are rerating and this is exactly what it looks like.

I bought pretty much at the moment of the last dip. This has a lot further to run in my opinion. I think that there's at least £2 more headroom in the mid term.

as an idea of what's going on wizz just removed several london to hurghada flights a week over january and february. those cancelled flights can be covered within a couple of hours with easyjet flights but at more then double the price. easyjet are very savvy as those flights are up 60% since the wizz cancellations were released.

smart move. how ****ed off are the wizz folks.

these are mainly loveholidays bookings. refund or pay extra, some will pay extra for sure

Easyjet have more sales promotions on over last year for sure. This is because they have value in herding the business in convenient booking blocks. The sales have nothing to do with desperation or poor sales. It's childish and stupid to think that. It is simply a baseline exercise to talk about the routes and the great value.

The baseline price is now higher and on very select occasions and routes.

The more promotion and sales activity we see means the more opportunity Easyjet see.

This news was first reported in the summer I believe. The booking opportunity about to go live.

Https://www.airliners.de/billigflieger-easyjet-weitet-pauschalreise-angebot-deutschland/71240

Yes nowhere fast. It's just gone up £1 in 5 weeks.....going nowhere fast

We don't want it to go fast just following the trend is fine

The best way to view it is by the market capitalisation.

hTTps://companiesmarketcap.com/easyjet/marketcap/

Here it can be seen that the current capitalisation is very modest. They could buy back shares but it would not make a credible dent in the 450m in my opinion.

I agree. Easyjet has a substantial opportunity to capitalise on a very strong trading environment. Oil is not weighing on the margins, Europe has become accepting of the current conflicts and seemingly the disaster of the UK economic situation isn't stopping "essential" spending. Holidays are essential according to research.

My experience in the hospitality sector in Southern Europe supports that more people are coming and the overwhelming majority come on budget airlines.

Of course it will go down and up but the business has made substantial progress with no weight on the share price. This has to change because it's extremely visible.

People ride the easyJet seats every day and can see how the routes are doing.

A strong day today after a couple of days acclimatisation. It's only going to trend up

Easyjet makes a loss every winter. I guess to counter that they could charge more for luggage and reduce frequency but the reality is that low cost needs volume.

However the rest of the year it does very well. That's not just on the cost of each flight but on the volume of flights.

Q1 they are carrying 4% of their routes due to the Israeli invasion of Gaza. I see little disruption for Egypt moving forward so the 4% will be reduced. There's always something causing problems but despite that easyJet are aiming at £1bn profit. That's a lot of sausage rolls

I think that we'll see the current trend continue for a long time yet. £5-6 is within the horizon and I think that a more realistic price will look attainable at that Point.

The current value is partially disconnected from the commercial reality but totally disconnected from the opportunity for significant growth.

Much of the luggage cost is the handling of the hold luggage. However if you want these things then you have to pay for them. On other airlines you pay for them even if you don't need it or want it. It's much more annoying to think that the airline is charging you for something that you don't even want. It's all about choice.

The flights are much too cheap.

Recently I had to drive from Malta to the UK. It cost me €800 one way in ferries, fuel and tolls. It took 2 days. I could have flown for €30.

The cost of the luggage is not an extra, it's certainly not a rip off. It simply means that those who want something have to pay for it. What good is "free" luggage if you don't want it. It's not an extra if you were always going to take luggage and it's a saving for those that don't.

People aren't annoyed about the luggage costs or the charge for better seats it's just a matter of choice.

One has to think about the amount of luggage they actually need. This massively reduces the weight of luggage per seat. That weight has benefits for the environment and fuel burn.

Easyjet are so well placed to deliver, the share price doesn't even start to reflect the commercial opportunity that they have.