Member Info for Xhita

What you mean people selling. That's exactly what I am saying. The share price is controlled by a few hundred trading positions. £100k buy/sell or 100 £1000k traders amount to the same outcome. Any positive buying on the update are cancelled by the traders taking meagre profit. Until the traders move on then it's capped. The volume is the indicator. Ideally around 3000 meaningful transaction a day is the environment needed.

The excellent Q1 update will move the share price. The environment needs to be right. So far any flow has been capped by traders selling and recycling funds.

Ultimately traders have short attention spans.

Today or tomorrow we'll see progress.

The trend is reversing but currently held by short term profit taking.

This is traders. Volume is low despite 4900 trades. Most are nonsense. Anyone with a modest investment, even £100k can create movement. 100 traders with £1000 creates the same scenario.

100 people can move it up then take their meagre profit before bringing it back down again. That's how it is.

If we get a few people with funds investing for more than the attention span of the traders then it will go up.

IF we had a share buyback it would skim off those trading shares.

They have no plans because London City has no permission to do it yet. It would have to be a joint proposal at this time and that would more likely lead to rejection due to monopoly concerns.

Maybe in the future they will but certainly they would never be showing their hand now.

I would rather expect them to have no plans at this stage.

Andy so it's real because people think it's real.....I don't think that many people think it's real they just think others may act upon it. Actually it's not real and never has been.

I just don't buy this resistance nonsense. It's not a real thing, it's only ever real when people act differently because of them.

There's no science or even reason for them because the turnover of stock has been concluded or forgotten about long before it's reached.

Once through £5 will it race away. I am expecting movement this week as the Q1 update interest weighs on the ridiculous share price

Interesting the application for the A320neo at London City Airport. Exactly within the reach of easyjet

Ebb and flow. The drop and the inevitable recovery aren't worth stressing over.

£6 will come, exactly when I don't really care as it's not a credible target but more a milestone along the way.

Primetime. How often do we see that and it's largely irrelevant as these sizable transactions are late reported, reported out of context or just not reported at all.

If some mug lost at £4.88 then it's fine but it's not going to hold the price down if people hold for more than a few hours. At £4.88 I was a buyer but what do I know.

Decent results and the market response was correct for them. The big difference is the share buyback is removing loose shares that traders abuse the cap and contain the share price.

At easyjet it seems that 80% of trades are with 5% if the shares. Remove the 5%.

Nonsense. It's exactly what we need. Reducing volume indicates traders losing interest. Tuesday or Wednesday it will break up assuming Monday is another quiet day.

The share price closed almost at the same level it opened. Just an irrelevant UT blipping the chart down after the bell.

Mike Last year they added 16 new aircraft and leased 8 mid life aircraft . They returned 13 A319 all leased.

The spent £929m.

On point one. The capex includes lease payments maintenance and many other costs that form part of the quarterly equation. This figure is a bit misleading because capital investments are within the accounting structure for many of the elements. So the Q1 update will include all the scheduled routine maintenance spend. Large capital investments will be distributed as per accounting standards to avoid lumpy misleading numbers.

The majority of the A319 are leased, I suspect that the majority of the A320 will be leased. This provides much more flexibility.

Point 2. I don't know what you want them to say in an RNS. I can't see why they would commit to anything that binds their choices or can later be recorded negatively. I would rather they keep their mouth shut about their intentions.

I am not much interested in the dividend, it's not why I invest and they largely just disrupt the natural ebb and flow of the price.

Capex is comprised of new fleet delivery payments, maintenance related expenditure, lease payments and other capital expenditure such as IT development.

FY25 excludes three wet lease aircraft from the Lufthansa Group. This agreement is part of being the proposed short-haul remedy taker at Linate & Rome Fiumicino

Mike if they wait until FY28 or 29 for £1bn PBT they will have greatly lost momentum. I see it in FY27 on the same metric as £709m this year. By 27 they will have 40 more aircraft than last year so that alone accounts for the step up when you realise that maintaining fleet numbers equates to a 15% uplift in seats flown. Add in the additional fleet and we can expect 25% more revenue just based on current pricing and volume.

The real reason why buybacks may be on the back burner is these aircraft are going to cost £2.3bn.

Obviously easyJet will not be paying that as there are fleet disposals and some will be leased for sure which is often much more cost effective over outright ownership.

However there's lots of wiggle room and a £100m buyback commitment would be very modest but appreciated as a start.

It's important to understand that the accounted profit for disclosure is not the cash the business generates. There are a whole bunch of accounting factors in this figure that are not exactly real but are involved for clarity and to create consistency.

Timing of payments, capital allowances, and depreciation amongst many others mean that in the majority of cases they are much more liquid than they appear.

This is how easyJet retired £1.6bn of bond debt and replaced it with £850m whilst seemingly only making £400k profit.

One of the strong factors of the Q1 update is the aircraft deliveries so far and all well in time for the high yield schedules. Obviously these aircraft are funded and it's the point of the bonds recently issued at 4x oversubscription along with other methods of leasing and hybrid finance. 9 New this year and the rest made up of mid life leasing for H2 use.

Over the next 4 years they are adding 48 additional aircraft to the fleet and phasing out the smaller less efficient A319.

This will be new aircraft and mid life leasing.

By FY28 they will have 395 aircraft compared to 347 for 2024.

I don't think anyone is thinking of selling. I am here for 100% profit and nothing less.

The share price is below £5 so clearly it's the immediate target. In February we will have our sights on £6 again as the weight of the update can take affect without traders capping the upside.

I just don't buy that thinking. It suggests that the market isn't just random nonsense. which of course it is