Member Info for Xhita

It's all about how big the loss is. Information on summer should be 1-2% up on last year

I am expecting a loss if around £280m for H1.

I will keep £50k available if it drops in the first 3 or 4 hours I will top up.

Ultimately the performance will be improved and we'll also get a like for like adjusted figure incorporating Easter which is in Q3 this year.

The goal is to go into Q4 around break even. I think this year they will make Q3 profit around £280m achieving break even or there abouts.

The last few sets of results have been excellent but before the bell there's been a lot of action and it's opened well down.

These results I am expecting a reduced loss by around £70m. That will be excellent but we could see a pull back towards £5......or not.

Our hotel bookings were well up at the end of March. April was slower but we still finished ahead by just over 1% that's with a 6% increase in capacity. May has been stronger.

People are definitely booking later each year for summer. I think that's because of the increased capacity across the industry and financial uncertainty.

Currently we are 2.1% ahead of last year bookings and July August are +2.4% on like for like pricing.

The last few months have been challenging because of very poor weather . It's warm and sunny now and looks set for the season.

It makes little sense but the market is moved by thoughts and fears rather than facts. BAE are in so many partnerships much of their contract wins are hidden

https://armyrecognition.com/news/army-news/2025/breaking-news-uk-to-deliver-five-more-british-made-raven-missile-systems-to-boost-ukraines-air-defense-capabilities

https://ukdefencejournal.org.uk/british-firm-bae-systems-surging-in-defence-boom/

Https://ukdefencejournal.org.uk/kongsberg-and-bae-systems-forge-defence-collaboration/

Https://seapowermagazine.org/bae-systems-awarded-additional-172-million-full-rate-acv-production-contract/

Https://www.marinelog.com/shipbuilding/shipyards/shipyard-news/bae-systems-jacksonville-wins-108-5m-the-sullivans-contract/

Https://armyrecognition.com/news/army-news/2025/defea-2025-could-the-swedish-cv90-mkiv-infantry-fighting-vehicle-be-the-future-of-greek-mechanized-infantry

"As we observe evolving tariff policy, we note that the vast majority of

equipment we deliver to our US customers is produced in our US operations with

a largely domestic supply chain. As such, we do not expect to be materially

impacted by the US tariffs, as they are currently proposed"

"In response to the increased global security challenges, a number of European

NATO members have announced significant increases in their defence budgets. We

have a strong, established position in Europe and our range of products and

services aligns well to the capability requirements of these nations. These

include combat aircraft, combat vehicles, air defence, missile systems,

artillery, munitions, drones, electronic warfare and sensor technology"

"As a guide to our sensitivity to foreign exchange rates, a 5 cent movement in

the GBP:USD exchange rate impacts sales by c.£525m, underlying EBIT by

c.£75m and underlying EPS by c.1.4p"

Jefferies raises BAE Systems price target to 1,630 (1,540) pence - 'hold'

Got to love these jokers

The reality is that the cult only listen to the ramblings and soundbites of trump.

Fox entertainment talks about hostile news channels to ensure the followers are tuning into the right messages.

This is how fascism is, it's all about the leader and focusing on his every word no matter how ridiculous and incoherent it is.

The cult is controlled by the cult propaganda.

Gradually more people will see what's really happening.

It's a bit like Brexit people have to experience it before realising they screwed up.

This morning I was talking to 4 guests from the US who flew Iberia to Madrid last week. They said there were around 70 seats empty. It's very strange that the share price of IAG is so resilient. During the summer it will be very clear that Europe aren't travelling to the US.

The guests from the US are looking to live in Spain so they have had a wasted journey as the borders very robust.

That's certainly not the story I see. The US economy is in the toilet. My sister is in New Mexico and she says already there are gaps on the shelves and no fresh produce. Prices are going up. Inflation is going to o be a massive problem for a population with heavy debt and access to continuing debt reduced.

The bond market is the biggest concern over the summer. The interest is already crippling and it's only going up, that is if they can place the debt at all.

Anyone who thinks this is over or the us will escape without massive damage are deluded.

The fascist propaganda machine controls plenty of media outlets but slowly people begin to see that trump is all fake. Soon only the thickies will believe in his brand of self destruction.

Https://in.investing.com/news/stock-market-news/bae-systems-plc-credit-rating-upgraded-to-a-by-sp-global-ratings-93CH-4804133

That's always the danger. No new reason for the share price to be going up just that it's consistently undervalued. That's not going to change anytime soon.

20 days until the H1 results. I am going with £282m loss that sets the year up nicely. Q3 will be stronger against last with Easter revenue in Q3 this year.

If easyjet enter the summer with better than a £50m deficit this year will be very strong if they deliver a smooth summer schedule.

They will over the next few years if it stays down long enough to set the hedge.

Immediately they are mostly hedged so the benefit is modest

That's probably true in most scenarios. The way it works creates a sweet spot where the deal becomes beneficial for the airline and the hotel. This is only possible where there are many flights a week.

It's possible to achieve occupancy that was previously impossible.

The holiday packages aren't cheaper elsewhere. The products are completely different. If demand dries up the hotels will invest more time creating deals. The others can't do that, they have fixed price contracts on room alocations that they have to fill. Easyjet holidays rooms are all full 100% of the time as they are on demand.

I have absolutely no concern about the product my concern is about the market.

I expect a financial event n the US between June and October where they can't place debt or the debt is placed at such a high rates that the interest cripples the US beyond function.

This will cause huge market instability.

I am currently in BAE but will be out by June as they are exposed to US contracts.

Our booking platform has a separate payment section and once the product is selected like 5 nights half board by dates the price is fixed and we have to honour the booking or upgrade. The selection moves to the cart to complete and pay. Here your IP and behaviour is saved.

Currently for every 4.25 people who move the selection to the cart 1 completes there and then.

We have always been between 3 and 3.5. This shows behaviour change because now it suggests people have more pages open comparing prices.

We have installed a 5 minute timer on the cart page and when they refresh the price increases 1.25%.

The IP history is used to set the price either up or down.

Basically we are seeing behaviour change which suggests people are booking but are doing more comparison before booking.