Member Info for Xhita

I just see risk in tampering with my holding. Yes the market ebbs and flows often with little connection to reality and can move in mysterious ways. However a broad trend has to be adopted ignoring weekly movement.

Given the very real change in circumstances for this business over the last 12-18 months and the expectations conveyed by the company for the current year to be doing anything other than trending up seems to be unrealistic.

I have an 18 month window here and I believe that I will see strong growth and a couple of dividends.

Agreed however the requirements for funding were very visible. Since the post COVID highs the company has delivered real recovery that is not at all reflected in the share price. The rapid progress in the easyJet holidays product especially but also in other areas of business.

It's one thing to talk the talk but to walk the walk is a different challenge. They seem to be well on the way and this year I believe that we will see substantial growth despite the economic disasters of the UK.

They are evidencing success and flagging more ahead but the market is not yet interested.

Looks very cheap to me

Yes it doesn't seem to reflect the very positive information at hand. It's clear that Airlines and especially Airlines that assemble packages are doing very well. It's clear that bookings for the important periods will be up, prices will be up and profit will be up.

However the immediate challenge ahead for easyJet is to reach winter parity. Not just covering costs through the losing period but doing so whilst retaining key staff and offsetting Summer human risk.

My thoughts are to be a buyer when the share price doesn't see what's actually happening because somewhere down the road it will have to rerate to reasonable levels. Although I see no reason for the share price to be below post COVID highs it's so far from anything that makes sense it will take a real change in investor attitude to see seismic shifts.

It's not difficult to see how the prices are going. Much stronger than last year from what I can see. I have flown myself several times in the last few weeks on almost full flights so it's likely that they were sold out with a few no shows.

They have a robust business in a recovering sector set for substantial revenue growth. I fully expect the share price to trend up over the next 12 months.